Independent Financial Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Independent Financial Group, Llc disclosed 1340 stock positions valued at approximately $5.35B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, INVESCO QQQ TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 1340
- Portfolio Value
- $5.35B
Holdings by Sector
Independent Financial Group, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 1,340 holdings in the latest reporting period.