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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0000275484
Total reported value
$5.5B
$5.5B
1546 檔
15.9%
According to the latest 13F quarterly dataset, Independent Financial Group, LLC managed an equity portfolio of $5.5B at the end of Q2 2026, spanning 1546 distinct U.S. exchange-listed positions.
In Q2 2026, Independent Financial Group, LLC displayed an active expansion posture, initiating 22 new positions and adding to 115 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1546 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | +0.79% | +1.31% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.68% | -0.15% | +5.22% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.34% | -0.56% | |
| 4 | MU | Micron Technology Inc | Stock-Tech | 2.40% | -0.23% | +30.23% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | -0.34% | +2.12% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.01% | +3.96% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | +0.02% | +29.60% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.50% | -0.01% | +1.56% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.49% | +4.30% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.01% | -0.02% | +4.35% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | -0.03% | +7.19% | |
| 12 | PAAA | Pgim Aaa Clo ETF | ETF-Other | 0.96% | -0.01% | -32.82% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | — | +17.13% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.88% | -0.07% | +10.98% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 0.84% | -0.07% | +0.39% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | -0.03% | -0.53% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.76% | -0.06% | +6.11% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.16% | +3.71% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | +0.05% | -5.52% | |
| 20 | SNDK | Sandisk CORP | Stock-Tech | 0.67% | -0.32% | +141.23% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-Other | 0.63% | -0.01% | +8.56% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.62% | -0.12% | +61.79% | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.60% | +0.07% | +3.44% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.05% | -2.49% | |
| 25 | GARP | Ishares Msci USA Quality Gar | ETF-Other | 0.58% | -0.01% | +0.16% | |
| 26 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.57% | -0.01% | +19.62% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.02% | +8.04% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | +0.08% | -9.62% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | -0.02% | -0.79% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | +0.07% | -8.97% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.03% | +5.76% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.02% | +1.51% | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.41% | +0.17% | -37.19% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.40% | — | +13.57% | |
| 35 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.40% | +0.04% | -11.38% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | +0.05% | +32.11% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | -0.11% | -18.33% | |
| 38 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.38% | +0.03% | -6.76% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.01% | +5.27% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.36% | -0.10% | +13.79% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | +0.08% | +41.56% | |
| 42 | MRVL | Marvell Technology Inc | Stock-Tech | 0.35% | -0.03% | +273.01% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.34% | +0.01% | -1.12% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.34% | +0.13% | +20.80% | |
| 45 | SNTH | Mrp Synthequity ETF | ETF-Other | 0.34% | +0.22% | +8.16% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.34% | -0.04% | +0.10% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | +0.01% | -3.01% | |
| 48 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.34% | +0.01% | +6.65% | |
| 49 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.33% | -0.05% | -17.03% | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | -0.01% | +522.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.8% | +30.23% | Add |
| 2 | SNDK | Sandisk CORP | +0.6% | +141.23% | Add |
| 3 | AMD | Advanced Micro Devices | +0.5% | +0.39% | Add |
| 4 | SOXX | Ishares Semiconductor ETF | +0.4% | +61.79% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +29.60% | Add |
| 6 | MRVL | Marvell Technology Inc | +0.3% | +273.01% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +5.22% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +17.13% | Add |
| 9 | SMH | Vaneck Semiconductor ETF | +0.3% | +6.11% | Add |
| 10 | BE | Bloom Energy Corp- A | +0.2% | +636.41% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +10.98% | Add |
| 12 | AMAT | Applied Materials Inc | +0.2% | +57.08% | Add |
| 13 | EWY | Ishares Msci South Korea ETF | +0.2% | NEW | New buy |
| 14 | GLW | Corning Inc | +0.2% | +92.50% | Add |
| 15 | VXUS | Vanguard Total Intl Stock | +0.2% | +124.65% | Add |
| 16 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +18.19% | Add |
| 17 | LRCX | Lam Research CORP | +0.2% | +52.87% | Add |
| 18 | INTC | Intel CORP | +0.2% | +10.78% | Add |
| 19 | DELL | Dell Technologies -c | +0.2% | +201.16% | Add |
| 20 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.2% | NEW | New buy |
| 21 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.2% | +354.17% | Add |
| 22 | IYW | Ishares Ustechnology ETF | +0.1% | +111.38% | Add |
| 23 | XQQI | Neos Bstd Ndq Hgh Inc ETF | +0.1% | +745.01% | Add |
| 24 | TQQQ | Proshares Ultrapro Qqq | +0.1% | -11.38% | Trim |
| 25 | ✓ | +0.1% | NEW | New buy | |
| 26 | TGRT | T. Rowe Price Growth ETF | +0.1% | NEW | New buy |
| 27 | CAT | Caterpillar Inc | +0.1% | +13.79% | Add |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | -12.55% | Trim |
| 29 | CARY | Angel Oak Income ETF | +0.1% | +244.80% | Add |
| 30 | ✓ | +0.1% | NEW | New buy | |
| 31 | IYM | Ishares U.s. Basic Materials | +0.1% | +2590.51% | Add |
| 32 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -6.24% | Trim |
| 33 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +36.31% | Add |
| 34 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +188.04% | Add |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | +5.08% | Add |
| 36 | AVGO | Broadcom Inc | +0.1% | +2.12% | Add |
| 37 | GOOG | Alphabet Inc-cl C | +0.1% | +7.19% | Add |
| 38 | NBIS | Nebius Group N.V. | +0.1% | +1.52% | Add |
| 39 | CGCP | Cap Group Core Plus Income | +0.1% | +378.73% | Add |
| 40 | PATN | Pacer Nasdaq Int Pat Ldr | +0.1% | NEW | New buy |
| 41 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.1% | +19.62% | Add |
| 42 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +41.56% | Add |
| 43 | CSCO | Cisco Systems Inc | +0.1% | +14.77% | Add |
| 44 | WDC | Western Digital CORP | +0.1% | -7.96% | Trim |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +174.57% | Add |
| 46 | AVLV | Avantis US Large Cap Value | +0.1% | NEW | New buy |
| 47 | LLY | Eli Lilly & Co | +0.1% | +16.32% | Add |
| 48 | VGT | Vanguard Info Tech ETF | +0.1% | +769.92% | Add |
| 49 | LITE | Lumentum Holdings Inc | +0.1% | +58.05% | Add |
| 50 | FTHI | Fthi/first Trust Exchange-tr | +0.1% | +234.34% | Add |
According to official SEC Form 13F filings, Independent Financial Group, LLC reported a total U.S. public equity portfolio value of $5.5B across 1546 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, QQQ, AAPL) accounted for 15.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
EWY
市值: $10.1M
Top Position Liquidated / Trimmed
HON
前期市值: $3.3M
During Q2 2026, Independent Financial Group, LLC's top holdings by market value included NVDA (6.4%)、QQQ (2.7%)、AAPL (2.6%). The largest single position, NVDA, represented 6.4% of total portfolio value.
In Q2 2026, Independent Financial Group, LLC made 200 total portfolio adjustments, initiating 22 new buys, adding to 115 positions, trimming 60 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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