IF

Independent Financial Group, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$4.5B

Reporting period: 2026-03-31 · Number of holdings: 1447

INDEPENDENT FINANCIAL GROUP, LLC disclosed 1447 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $4.5B and a quarterly turnover rate of 20.2%.

Personality snowflake

Concentration
3.8
Portfolio Stability
20.18
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
64.29

Recent moves

  • Trim NVDA

    -1.4%　-$24.9M

  • Trim MSFT

    +0.9%　-$20.2M

  • Trim AVGO

    -6.5%　-$18.8M

  • Add BND

    +109.1%　$13.5M

  • Trim PLTR

    -7.1%　-$13.5M

  • Trim QQQ

    -4.2%　-$11.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech6.61%-0.52%-1.40%
2AAPLApple INCStock-Tech2.80%-0.22%-1.07%
3QQQInvesco Qqq Trust Series 1ETF-Tech2.39%-0.25%-4.23%
4AVGOBroadcom INCStock-Tech2.15%-0.41%-6.46%
5AMZNAmazon.com INCStock-Consumer Disc1.79%-0.14%+2.22%
6PAAAPgim Aaa Clo ETFETF-Other1.71%—+0.61%
7SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.55%-0.11%-2.66%
8MSFTMicrosoft CORPStock-Tech1.54%-0.44%+0.86%
9IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.38%—+0.81%
10VTIVanguard Total Stock Mkt ETFETF-Other1.00%—-0.17%
11PLTRPalantir Technologies Inc-aStock-Tech0.98%-0.30%-7.08%
12GOOGAlphabet Inc-cl CStock-Comm Services0.91%-0.10%-1.75%
13COSTCostco Wholesale CORPStock-Consumer Staples0.78%+0.11%-0.30%
14GLDSpdr Gold SharesETF-Commodities0.78%—-5.11%
15SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.78%—+10.94%
16GOOGLAlphabet Inc-cl AStock-Comm Services0.76%-0.08%-1.39%
17METAMeta Platforms Inc-class AStock-Comm Services0.74%-0.13%-2.85%
18TSLATesla INCStock-Consumer Disc0.73%-0.13%+2.78%
19TSMTaiwan Semiconductor-sp AdrStock-Tech0.68%+0.16%+16.62%
20XLKSs Technology Select SectorETF-Tech0.66%—+2.59%
21MUMicron Technology INCStock-Tech0.65%—-5.35%
22BUFRFt Vest Lad Buffervetf-usd IETF-Other0.64%—+11.86%
23JAAAJanus Henderson Aaa Clo ETFETF-Other0.61%—-0.29%
24CGDVCap Group Dividend ValueETF-Other0.60%—+12.60%
25BNDVanguard Total Bond MarketETF-Other0.58%+0.30%+109.12%
26RDVYFirst Trust Rising DividendETF-Other0.55%—+11.53%
27VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.54%—+11.87%
28GARPIshares Msci USA Quality GarETF-Other0.54%—+1.01%
29SMHVaneck Semiconductor ETFETF-Other0.51%—+0.21%
30QQQINeos Nasdaq-100 High INC ETFETF-Tech0.50%—+3.08%
31COWZPacer US Cash Cows 100 ETFETF-Other0.49%—-5.61%
32IWMIshares Russell 2000 ETFETF-Small Cap0.47%+0.25%+107.52%
33WMTWalmart INCStock-Consumer Staples0.46%—+0.33%
34IJHIshares Core S&p Midcap ETFETF-Other0.44%—-2.54%
35SLVIshares Silver TrustETF-Commodities0.43%-0.15%-29.80%
36BPREBluerock Private Real EstateStock-Financials0.43%+0.14%+34.70%
37SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.41%—+6.74%
38BRK-BBerkshire Hathaway Inc-cl BStock-Other0.40%—+0.87%
39QQQEDirx Nasdaq-100eq Wi Etf-usdETF-Tech0.39%—-11.50%
40JEPQJPM Nasdaq Equity PremiumETF-Tech0.39%—-2.66%
41BIZDVaneck Bdc Income ETFETF-Other0.38%—-3.21%
42SDVYFirst Trust Smid Cap RisingETF-Other0.37%—+4.30%
43XOMExxon Mobil CORPStock-Energy0.37%+0.18%+34.99%
44NFLXNetflix INCStock-Comm Services0.37%—+7.67%
45ITOTIshares Core S&p Total U.s.ETF-Other0.36%—+6.32%
46JPSTJpmorgan Ultra-short IncomeETF-Other0.35%—-3.52%
47AMDAdvanced Micro DevicesStock-Tech0.35%—+0.93%
48GDXVaneck Gold Miners ETFETF-Commodities0.34%—-13.55%
49SNTHMrp Synthequity ETFETF-Other0.33%—-1.79%
50VOTVanguard Mid-cap Growth ETFETF-Other0.33%—+0.87%
1–50 of 1,447

Holding changes this quarter

Independent Financial Group, LLC's most significant position changes for 2026-03-31: New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR); New buy: Ishares Investment Grade Sys (IGEB); Trim: Nvidia CORP (NVDA) — shares -1.40%; Add: Microsoft CORP (MSFT) — shares +0.86%.

Position changes disclosed by Independent Financial Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BNDVanguard Total Bond Market+0.3%+109.12%Add
2IWMIshares Russell 2000 ETF+0.3%+107.52%Add
3IJSIshares S&p Small-cap 600 Va+0.2%+269.42%Add
4IJKIshares S&p Mid-cap 400 Grow+0.2%+619.30%Add
5XOMExxon Mobil CORP+0.2%+34.99%Add
6FTCBFt Core Investment Grade ETF+0.2%+404.65%Add
7XLESs Energy Select Sector+0.2%+43.22%Add
8TSMTaiwan Semiconductor-sp Adr+0.2%+16.62%Add
9ISVLIshares International Develo+0.2%+970.97%Add
10BPREBluerock Private Real Estate+0.1%+34.70%Add
11TOPTIshares Top 20 US Stocks ETF+0.1%+314.58%Add
12CSHINeos Enhanced Income 1-3 Mon+0.1%+494.16%Add
13PSECProspect Capital CORP+0.1%+155.40%Add
14CVXChevron CORP+0.1%+53.32%Add
15VEAVanguard Ftse Developed ETF+0.1%+158.45%Add
16GEVGE Vernova INC+0.1%+23.68%Add
17COSTCostco Wholesale CORP+0.1%-0.30%Trim
18OXYOccidental Petroleum CORP+0.1%+837.09%Add
19VZVerizon Communications INC+0.1%+37.40%Add
20RFLRInnovator US S Cap Mng F ETF+0.1%+355.90%Add
21CIENCiena CORP+0.1%+87.56%Add
22SGOVIshares 0-3 Month Treasury B-0.1%-21.91%Trim
23JPMJpmorgan Chase & Co-0.1%-13.66%Trim
24GOVTIshares US Treasury Bond ETF-0.1%-66.10%Trim
25LLYEli Lilly & Co-0.1%-10.48%Trim
26IVWIshares S&p 500 Growth ETF-0.1%-34.02%Trim
27BXBlackstone INC-0.1%-35.29%Trim
28GOOGLAlphabet Inc-cl A-0.1%-1.39%Trim
29APPApplovin Corp-class A-0.1%-33.44%Trim
30IYWIshares Ustechnology ETF-0.1%-44.61%Trim
31EFVIshares Msci Eafe Value ETF-0.1%-34.87%Trim
32GOOGAlphabet Inc-cl C-0.1%-1.75%Trim
33SPYSs Spdr S&p 500 ETF Trust-us-0.1%-2.66%Trim
34IBMIntl Business Machines CORP-0.1%-13.58%Trim
35METAMeta Platforms Inc-class A-0.1%-2.85%Trim
36TSLATesla INC-0.1%+2.78%Add
37AMZNAmazon.com INC-0.1%+2.22%Add
38FTSMFirst Trust Enh Short Mat Fd-0.1%-62.49%Trim
39SLVIshares Silver Trust-0.2%-29.80%Trim
40FSKFs Kkr Capital CORP-0.2%-9.82%Trim
41OEFIshares S&p 100 ETF-0.2%-80.35%Trim
42AAPLApple INC-0.2%-1.07%Trim
43QQQInvesco Qqq Trust Series 1-0.3%-4.23%Trim
44PLTRPalantir Technologies Inc-a-0.3%-7.08%Trim
45AVGOBroadcom INC-0.4%-6.46%Trim
46MSFTMicrosoft CORP-0.4%+0.86%Add
47NVDANvidia CORP-0.5%-1.40%Trim
48COROIsh Intl Ctry Rot Act ETF—NEWNew buy
49BLCRIshares Lrg Cp Cr Act Etf-ui—NEWNew buy
50IGEBIshares Investment Grade Sys—NEWNew buy

FAQ

What is Independent Financial Group, LLC and what type of investor is it?
Independent Financial Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $4.5B, spread across 1447 disclosed positions.
What are Independent Financial Group, LLC's largest equity positions?
Based on the latest 13F filing, Independent Financial Group, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $294.8M (6.6%) 2. Apple INC (AAPL) — $124.9M (2.8%) 3. Invesco Qqq Trust Series 1 (QQQ) — $106.6M (2.4%) 4. Broadcom INC (AVGO) — $96.0M (2.1%) 5. Amazon.com INC (AMZN) — $79.8M (1.8%)
What changes did Independent Financial Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, Independent Financial Group, LLC made 50 notable position adjustments: 3 new positions were initiated, 23 existing holdings were added to, 24 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishares Lrg Cp Cr Act Etf-ui (BLCR); New buy: Ishares Investment Grade Sys (IGEB); Trim: Nvidia CORP (NVDA) — shares -1.40%; Add: Microsoft CORP (MSFT) — shares +0.86%
What sectors does Independent Financial Group, LLC focus on?
Independent Financial Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 56.6% • Consumer Discretionary: 10.5% • Communication Services: 10.2% • Financials: 5.2% • Consumer Staples: 5.2% • Industrials: 4.7%