Independent Financial Group, Llc Portfolio Stock Holdings
Independent Financial Group, Llc disclosed 1546 stock positions valued at approximately $5.3 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, INVESCO QQQ TR, and APPLE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 15, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1546
- Portfolio Value
- $5.3B
Holdings by Sector
Independent Financial Group, Llc Portfolio Holdings in Q2 2026
1340 holdings in the latest reporting period.
Page 1 of 14
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 6.41% | 1,712,464 | +555,736 | +48.04% | $342,646,944 |
| INVESCO QQQ TR | QQQ | Other | 2.68% | 194,302 | +77,688 | +66.62% | $143,083,678 |
| APPLE INC | AAPL | Technology | 2.65% | 489,353 | +171,732 | +54.07% | $141,599,375 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.40% | 111,056 | +73,935 | +199.17% | $128,191,035 |
| BROADCOM INC | AVGO | Technology | 2.24% | 316,698 | +176,553 | +125.98% | $119,632,604 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.78% | 398,253 | +233,060 | +141.08% | $94,919,591 |
| ISHARES TR | IVV | Other | 1.71% | 122,036 | +49,243 | +67.65% | $91,391,267 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.50% | 107,744 | +28,601 | +36.14% | $80,459,948 |
| MICROSOFT CORP | MSFT | Technology | 1.35% | 193,067 | +93,459 | +93.83% | $72,017,571 |
| VANGUARD INDEX FDS | VTI | Other | 1.01% | 145,608 | +22,212 | +18.00% | $53,881,080 |
| ALPHABET INC | GOOG | Communication Services | 1.00% | 152,073 | +85,506 | +128.45% | $53,732,232 |
| PGIM ETF TR | PAAA | Other | 0.96% | 1,003,376 | +46,553 | +4.87% | $51,443,108 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.92% | 259,558 | +100,739 | +63.43% | $49,450,918 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.88% | 98,811 | +47,873 | +93.98% | $47,189,106 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.84% | 77,002 | +37,701 | +95.93% | $44,731,420 |
| ALPHABET INC | GOOGL | Communication Services | 0.79% | 117,622 | +45,204 | +62.42% | $42,034,618 |
| VANECK ETF TRUST | SMH | Other | 0.76% | 62,339 | +24,682 | +65.54% | $40,887,856 |
| TESLA INC | TSLA | Consumer Cyclical | 0.72% | 91,049 | +25,548 | +39.00% | $38,295,131 |
| SPDR SERIES TRUST | SPLG | Other | 0.70% | 427,208 | +36,291 | +9.28% | $37,543,087 |
| SANDISK CORP | SNDK | Other | 0.67% | 15,656 | +11,766 | +302.47% | $35,597,517 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.63% | 686,551 | +147,249 | +27.30% | $33,833,211 |
| ISHARES TR | SOXX | Other | 0.62% | 51,635 | +33,997 | +192.75% | $33,085,356 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.60% | 872,837 | +157,372 | +22.00% | $31,884,731 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.60% | 34,019 | +16,341 | +92.44% | $31,824,153 |
| NEOS ETF TRUST | QQQI | Other | 0.57% | 534,418 | +244,694 | +84.46% | $30,349,624 |
| VANGUARD INDEX FDS | VOO | Other | 0.56% | 43,560 | +18,131 | +71.30% | $29,917,157 |
| META PLATFORMS INC | META | Communication Services | 0.55% | 52,096 | +23,820 | +84.24% | $29,345,498 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.54% | 357,875 | +86,054 | +31.66% | $29,009,377 |
| SPDR GOLD TR | GLD | Other | 0.51% | 73,460 | +27,871 | +61.14% | $27,061,090 |
| SPDR SERIES TRUST | SPYG | Other | 0.44% | 199,584 | +12,419 | +6.64% | $23,748,453 |
| ISHARES TR | IJH | Other | 0.42% | 293,654 | +32,698 | +12.53% | $22,643,609 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.41% | 188,200 | +32,427 | +20.82% | $21,957,277 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.40% | 351,960 | +154,782 | +78.50% | $21,631,449 |
| PROSHARES TR | TQQQ | Other | 0.40% | 264,290 | -33,938 | -11.38% | $21,407,487 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.39% | 412,854 | +145,079 | +54.18% | $20,878,050 |
| ISHARES TR | IWM | Other | 0.39% | 68,910 | -1,665 | -2.36% | $20,703,981 |
| PACER FDS TR | COWZ | Other | 0.38% | 325,573 | +36,446 | +12.61% | $20,250,653 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 39,608 | +20,501 | +107.30% | $19,819,630 |
| CATERPILLAR INC | CAT | Industrials | 0.36% | 18,157 | +6,490 | +55.63% | $19,335,559 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.36% | 603,599 | +217,633 | +56.39% | $19,140,147 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.35% | 62,654 | +52,258 | +502.67% | $18,664,044 |
| ISHARES TR | ITOT | Other | 0.34% | 111,690 | +15,129 | +15.67% | $18,347,431 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.34% | 539,194 | +96,912 | +21.91% | $18,246,340 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.34% | 418,522 | +113,975 | +37.42% | $18,055,018 |
| WALMART INC | WMT | Consumer Defensive | 0.34% | 158,800 | +54,700 | +52.55% | $17,985,588 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.34% | 263,624 | +29,067 | +12.39% | $17,929,109 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.33% | 145,174 | +25,242 | +21.05% | $17,712,680 |
| VANGUARD INDEX FDS | VUG | Other | 0.33% | 201,898 | +180,892 | +861.14% | $17,391,521 |
| VANGUARD INDEX FDS | VOT | Other | 0.32% | 56,482 | +23,797 | +72.81% | $17,300,548 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.32% | 56,777 | +32,656 | +135.38% | $17,202,001 |
| VANGUARD STAR FDS | VXUS | Other | 0.32% | 197,774 | +125,162 | +172.37% | $16,907,695 |
| GE VERNOVA INC | GEV | Utilities | 0.31% | 14,256 | +7,175 | +101.33% | $16,748,808 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.31% | 48,369 | +22,548 | +87.32% | $16,494,796 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.30% | 21,346 | +10,520 | +97.17% | $16,290,297 |
| ELI LILLY & CO | LLY | Healthcare | 0.30% | 13,511 | +7,091 | +110.45% | $16,204,626 |
| APPLIED MATLS INC | AMAT | Technology | 0.30% | 22,350 | +11,027 | +97.39% | $16,159,055 |
| VANGUARD WORLD FD | VGT | Other | 0.29% | 128,008 | +117,114 | +1075.03% | $15,299,477 |
| VANGUARD BD INDEX FDS | BND | Other | 0.28% | 204,210 | -102,092 | -33.33% | $14,991,029 |
| CORNING INC | GLW | Technology | 0.27% | 56,813 | +38,390 | +208.38% | $14,511,861 |
| LAM RESEARCH CORP | LRCX | Other | 0.27% | 33,461 | +18,626 | +125.55% | $14,499,719 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.27% | 159,417 | +47,242 | +42.11% | $14,323,605 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 43,575 | +17,145 | +64.87% | $14,263,363 |
| FIRST TR EXCH TRD ALPHDX FD | FDT | Other | 0.27% | 150,233 | +56,582 | +60.42% | $14,223,660 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 0.26% | 52,042 | +28,471 | +120.79% | $14,152,858 |
| ISHARES TR | SGOV | Other | 0.26% | 140,190 | +32,773 | +30.51% | $14,112,951 |
| ISHARES TR | ITA | Other | 0.26% | 56,892 | +20,220 | +55.14% | $13,791,720 |
| INTEL CORP | INTC | Technology | 0.25% | 94,371 | +32,076 | +51.49% | $13,177,053 |
| VANGUARD WORLD FD | MGK | Other | 0.24% | 148,916 | +127,930 | +609.60% | $13,091,167 |
| VANECK ETF TRUST | MOAT | Other | 0.24% | 122,445 | +8,166 | +7.15% | $12,729,451 |
| INVESCO EXCH TRADED FD TR II | RWJ | Other | 0.23% | 204,873 | +43,840 | +27.22% | $12,189,944 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.23% | 77,062 | +12,617 | +19.58% | $12,178,041 |
| BLOOM ENERGY CORP | BE | Industrials | 0.23% | 39,965 | +35,388 | +773.17% | $12,097,406 |
| ABBVIE INC | ABBV | Healthcare | 0.23% | 47,935 | +21,854 | +83.79% | $12,062,409 |
| ISHARES TR | IYW | Other | 0.22% | 47,508 | +30,558 | +180.28% | $11,983,075 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.22% | 717,418 | +197,343 | +37.95% | $11,980,888 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.22% | 251,018 | +72,461 | +40.58% | $11,848,059 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.22% | 55,550 | +12,173 | +28.06% | $11,819,415 |
| ISHARES INC | IEMG | Other | 0.22% | 141,441 | +43,647 | +44.63% | $11,716,979 |
| T ROWE PRICE EXCHANGE-TRADED | TSPA | Other | 0.22% | 245,872 | +83,939 | +51.84% | $11,686,296 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 98,538 | +36,264 | +58.23% | $11,574,206 |
| JANUS DETROIT STR TR | JAAA | Other | 0.21% | 227,639 | -196,235 | -46.30% | $11,493,503 |
| VANECK ETF TRUST | GDX | Other | 0.21% | 151,131 | +64,993 | +75.45% | $11,402,833 |
| VISA INC | V | Financial Services | 0.21% | 32,793 | +15,089 | +85.23% | $11,251,080 |
| ISHARES SILVER TR | SLV | Other | 0.21% | 209,657 | +49,562 | +30.96% | $11,210,343 |
| PROSHARES TR | SSO | Other | 0.21% | 166,076 | -5,123 | -2.99% | $11,190,223 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.21% | 31,227 | +11,967 | +62.13% | $11,013,187 |
| GE AEROSPACE | GE | Industrials | 0.21% | 29,365 | +14,829 | +102.02% | $10,974,708 |
| ISHARES U S ETF TR | NEAR | Other | 0.20% | 215,557 | +193,645 | +883.74% | $10,920,118 |
| SPDR SERIES TRUST | SPTM | Other | 0.20% | 119,895 | +2,670 | +2.28% | $10,885,197 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.20% | 269,167 | +61,649 | +29.71% | $10,844,718 |
| SPDR SERIES TRUST | BIL | Other | 0.20% | 114,972 | +20,811 | +22.10% | $10,536,061 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 76,288 | +6,359 | +9.09% | $10,430,119 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.19% | 10,783 | +2,828 | +35.55% | $10,405,595 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.19% | 23,882 | +19,152 | +404.90% | $10,304,173 |
| AST SPACEMOBILE INC | ASTS | Technology | 0.19% | 114,998 | +32,514 | +39.42% | $10,218,722 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.19% | 180,844 | +26,699 | +17.32% | $10,214,086 |
| ISHARES INC | EWY | Other | 0.19% | 50,218 | +50,218 | +100.00% | $10,139,014 |
| NEOS ETF TRUST | SPYI | Other | 0.19% | 190,508 | +27,675 | +17.00% | $10,114,092 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.19% | 42,697 | +7,758 | +22.20% | $10,102,957 |
| VANGUARD INDEX FDS | VBK | Other | 0.19% | 27,569 | +1,098 | +4.15% | $10,082,004 |