Independent Financial Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Independent Financial Group, Llc disclosed 1561 stock positions valued at approximately $5.51B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and INVESCO QQQ TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 1561
- Portfolio Value
- $5.51B
Holdings by Sector
Independent Financial Group, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.20% | 1,736,929 | +24,465 | +1.43% | $396,679,968 |
| APPLE INC | AAPL | Technology | 2.99% | 494,236 | +4,883 | +1.00% | $164,590,347 |
| INVESCO QQQ TR | QQQ | Other | 2.53% | 188,460 | -5,842 | -3.01% | $139,417,488 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.17% | 112,256 | +1,200 | +1.08% | $119,564,191 |
| BROADCOM INC | AVGO | Technology | 1.90% | 298,758 | -17,940 | -5.66% | $104,921,099 |
| MICROSOFT CORP | MSFT | Technology | 1.84% | 197,671 | +4,604 | +2.38% | $101,385,309 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.77% | 392,507 | -5,746 | -1.44% | $97,793,224 |
| ISHARES TR | IVV | Other | 1.73% | 124,564 | +2,528 | +2.07% | $95,397,236 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.49% | 107,579 | -165 | -0.15% | $82,042,933 |
| VANGUARD INDEX FDS | VTI | Other | 0.99% | 145,867 | +259 | +0.18% | $54,589,246 |
| ALPHABET INC | GOOG | Communication Services | 0.97% | 156,720 | +4,647 | +3.06% | $53,400,743 |
| PGIM ETF TR | PAAA | Other | 0.95% | 1,021,928 | +18,552 | +1.85% | $52,414,708 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.92% | 259,672 | +114 | +0.04% | $50,830,902 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.81% | 98,409 | -402 | -0.41% | $44,893,290 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.77% | 69,634 | -7,368 | -9.57% | $42,599,806 |
| ALPHABET INC | GOOGL | Communication Services | 0.76% | 121,928 | +4,306 | +3.66% | $41,953,323 |
| SPDR SERIES TRUST | SPLG | Other | 0.75% | 457,644 | +30,436 | +7.12% | $41,078,135 |
| VANECK ETF TRUST | SMH | Other | 0.70% | 63,094 | +755 | +1.21% | $38,424,091 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.67% | 979,158 | +106,321 | +12.18% | $36,689,037 |
| META PLATFORMS INC | META | Communication Services | 0.63% | 47,861 | -4,235 | -8.13% | $34,708,364 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.62% | 698,125 | +11,574 | +1.69% | $34,103,419 |
| VANGUARD INDEX FDS | VOO | Other | 0.58% | 45,599 | +2,039 | +4.68% | $31,958,915 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.58% | 169,919 | -18,281 | -9.71% | $31,783,315 |
| SPDR GOLD TR | GLD | Other | 0.58% | 83,390 | +9,930 | +13.52% | $31,758,173 |
| ISHARES TR | GARP | Other | 0.57% | 368,415 | -6,109 | -1.63% | $31,411,063 |
| NEOS ETF TRUST | QQQI | Other | 0.56% | 554,842 | +20,424 | +3.82% | $30,821,490 |
| TIDAL TRUST III | SNTH | Other | 0.56% | 1,043,152 | +430,219 | +70.19% | $30,772,984 |
| TESLA INC | TSLA | Consumer Cyclical | 0.56% | 86,395 | -4,654 | -5.11% | $30,653,615 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.55% | 33,072 | -947 | -2.78% | $30,106,437 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.52% | 364,024 | +6,149 | +1.72% | $28,499,437 |
Showing 30 of 1,561 holdings in the latest reporting period.