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Independent Financial Group

Latest statistics and disclosures from Independent Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, QQQ, AAPL, MU, AVGO, and represent 16.37% of Independent Financial Group's stock portfolio.
Added to shares of these 10 stocks: MU (+$30M), IVV (+$21M), SNDK (+$21M), VUG (+$15M), MRVL (+$14M), VGT (+$14M), SOXX (+$13M), MGK (+$11M), BE (+$11M), EWY (+$10M).
Started 210 new stock positions in SN, CBRS, ACYN, ORLA, MXL, XPO, Cohen & Steers Rts, EDV, GCTS, BALL.
Reduced shares in these 10 stocks: PAAA (-$25M), JAAA (-$16M), BIZD (-$15M), PLTR (-$13M), JBBB (-$12M), BND (-$11M), IJK (-$9.6M), IJS (-$9.5M), JQUA (-$8.8M), VOD (-$6.7M).
Sold out of its positions in SDOG, ARKF, AXTI, ACP, ACM, AEIS, AA, ALNY, ABTC, AQST.
Independent Financial Group was a net buyer of stock by $297M.
Independent Financial Group has $5.3B in assets under management (AUM), dropping by 19.97%.
Central Index Key (CIK): 0000275484

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Portfolio Holdings for Independent Financial Group

Independent Financial Group holds 1546 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Independent Financial Group has 1546 total positions. Only the first 250 positions are shown.

Sign up to view all of the Independent Financial Group June 30, 2026 positions
Download the Independent Financial Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	6.4	$343M		1.7M	200.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.7	$143M	+5%	194k	736.40	View chart
Apple (AAPL)	2.6	$142M		489k	289.36	View chart
Micron Technology (MU)	2.4	$128M	+30%	111k	1154.29	View chart
Broadcom (AVGO)	2.2	$120M	+2%	317k	377.75	View chart
Amazon (AMZN)	1.8	$95M	+3%	398k	238.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$91M	+29%	122k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$81M		108k	746.77	View chart
Microsoft Corporation (MSFT)	1.3	$72M	+4%	193k	373.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$54M	+4%	146k	370.04	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$54M	+7%	152k	353.33	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	1.0	$51M	-32%	1.0M	51.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.9	$50M	+17%	260k	190.52	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.9	$47M	+10%	99k	477.57	View chart
Advanced Micro Devices (AMD)	0.8	$45M		77k	580.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$42M		118k	357.37	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$41M	+6%	62k	655.90	View chart
Tesla Motors (TSLA)	0.7	$38M	+3%	91k	420.60	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$38M	-5%	427k	87.88	View chart
Sandisk Corp (SNDK)	0.7	$36M	+141%	16k	2273.73	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.6	$34M	+8%	687k	49.28	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.6	$33M	+61%	52k	640.75	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.6	$32M	+3%	873k	36.53	View chart
Costco Wholesale Corporation (COST)	0.6	$32M	-2%	34k	935.48	View chart
Ishares Tr Msci Us Garp Etf (GARP)	0.6	$31M		375k	82.55	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.6	$30M	+19%	534k	56.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$30M	+8%	44k	686.80	View chart
Meta Platforms Cl A (META)	0.5	$29M	-9%	52k	563.30	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$29M		358k	81.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$27M	-8%	74k	368.38	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$24M	+5%	200k	118.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$23M		294k	77.11	View chart
Palantir Technologies Cl A (PLTR)	0.4	$22M	-37%	188k	116.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$22M	+13%	352k	61.46	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.4	$21M	-11%	264k	81.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$21M	+32%	413k	50.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$21M	-18%	69k	300.45	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$20M	-6%	326k	62.20	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$20M	+5%	40k	500.39	View chart
Caterpillar (CAT)	0.4	$19M	+13%	18k	1064.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$19M	+41%	604k	31.71	View chart
Marvell Technology (MRVL)	0.3	$19M	+273%	63k	297.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$18M		112k	164.27	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$18M	+20%	539k	33.84	View chart
Tidal Trust Iii Mrp Synthequity (SNTH)	0.3	$18M	+8%	613k	29.73	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$18M		419k	43.14	View chart
Wal-Mart Stores (WMT)	0.3	$18M	-3%	159k	113.26	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$18M	+6%	264k	68.01	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.3	$18M	-17%	145k	122.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$17M	+522%	202k	86.14	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$17M		57k	306.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$17M	+36%	57k	302.97	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$17M	+124%	198k	85.49	View chart
Ge Vernova (GEV)	0.3	$17M	+4%	14k	1174.86	View chart
Palo Alto Networks (PANW)	0.3	$17M	-12%	48k	341.02	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$16M	+8%	1.3M	13.01	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$16M	-6%	21k	763.15	View chart
Eli Lilly & Co. (LLY)	0.3	$16M	+16%	14k	1199.37	View chart
Applied Materials (AMAT)	0.3	$16M	+57%	22k	723.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$15M	+769%	128k	119.52	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$15M	-42%	204k	73.41	View chart
Corning Incorporated (GLW)	0.3	$15M	+92%	57k	255.43	View chart
Lam Research Corp Com New (LRCX)	0.3	$15M	+52%	34k	433.33	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.3	$14M	-9%	159k	89.85	View chart
JPMorgan Chase & Co. (JPM)	0.3	$14M	+3%	44k	327.33	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.3	$14M	+19%	150k	94.68	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.3	$14M	+18%	52k	271.95	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.3	$14M	+10%	140k	100.67	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.3	$14M	+8%	382k	36.60	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$14M		57k	242.42	View chart
Intel Corporation (INTC)	0.2	$13M	+10%	94k	139.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$13M	+513%	149k	87.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$13M	-3%	122k	103.96	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$12M		205k	59.50	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$12M	+6%	77k	158.03	View chart
Smartstop Self Storag Reit I Common Stock (SMA)	0.2	$12M		375k	32.50	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$12M	+636%	40k	302.70	View chart
Abbvie (ABBV)	0.2	$12M	+3%	48k	251.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$12M	+111%	48k	252.23	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$12M		717k	16.70	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$12M	+13%	251k	47.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$12M	+8%	56k	212.77	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$12M	+27%	141k	82.84	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.2	$12M	+19%	246k	47.53	View chart
Cisco Systems (CSCO)	0.2	$12M	+14%	99k	117.46	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$12M	-57%	228k	50.49	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$11M	-9%	151k	75.45	View chart
Visa Com Cl A (V)	0.2	$11M	+3%	33k	343.09	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$11M	-25%	210k	53.47	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.2	$11M	-2%	166k	67.38	View chart
Home Depot (HD)	0.2	$11M		31k	352.68	View chart
Ge Aerospace Com New (GE)	0.2	$11M		29k	373.73	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.2	$11M	+354%	216k	50.66	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$11M		120k	90.79	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.2	$11M	+21%	269k	40.29	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$11M		115k	91.64	View chart
Exxon Mobil Corporation (XOM)	0.2	$10M	-20%	76k	136.72	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$10M	+5%	11k	965.00	View chart
Dell Technologies CL C (DELL)	0.2	$10M	+201%	24k	431.46	View chart
Ast Spacemobile Com Cl A (ASTS)	0.2	$10M	+17%	115k	88.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$10M	-3%	181k	56.48	View chart
Ishares Msci Sth Kor Etf (EWY)	0.2	$10M	NEW	50k	201.90	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$10M	+9%	191k	53.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$10M	+2%	43k	236.62	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$10M		28k	365.70	View chart
Johnson & Johnson (JNJ)	0.2	$9.8M	+33%	39k	253.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$9.8M	+188%	114k	86.42	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$9.8M	+24%	53k	185.23	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.2	$9.8M	+2%	235k	41.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$9.5M		126k	75.51	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$9.4M		71k	133.25	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$9.4M	-15%	96k	98.20	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$9.4M		155k	60.79	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$9.4M	-24%	177k	53.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.2M	+14%	42k	217.93	View chart
Netflix (NFLX)	0.2	$9.1M	-24%	128k	71.40	View chart
International Business Machines (IBM)	0.2	$9.1M	-40%	32k	281.21	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.2	$9.1M	+7%	133k	68.16	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.2	$8.8M	-2%	172k	51.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$8.7M	+7%	59k	148.31	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$8.7M	NEW	419k	20.79	View chart
Western Digital (WDC)	0.2	$8.6M	-7%	13k	638.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$8.5M	-13%	53k	161.54	View chart
Ares Capital Corporation (ARCC)	0.2	$8.5M	+68%	460k	18.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$8.5M	+43%	62k	137.53	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$8.5M	-7%	406k	20.86	View chart
Nebius Group Shs Class A (NBIS)	0.2	$8.4M		31k	276.17	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$8.4M	+244%	404k	20.78	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$8.4M	+10%	142k	58.92	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$8.3M	+24%	179k	46.15	View chart
Neos Etf Trust Boosted Nasdaq (XQQI)	0.2	$8.3M	+745%	155k	53.20	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$8.2M	-4%	16k	522.36	View chart
Lumentum Hldgs (LITE)	0.2	$8.1M	+58%	9.4k	858.09	View chart
Capital Group International SHS (CGIC)	0.2	$8.0M	+5%	221k	36.39	View chart
Fs Kkr Capital Corp (FSK)	0.1	$8.0M	-45%	761k	10.50	View chart
Ciena Corp Com New (CIEN)	0.1	$7.9M	+34%	16k	490.56	View chart
Freeport Mcmoran CL B (FCX)	0.1	$7.9M	+9%	125k	62.89	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$7.9M	-15%	23k	342.83	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$7.9M	+16%	115k	68.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$7.7M	-33%	35k	219.43	View chart
Strategy Cl A New (MSTR)	0.1	$7.7M	+5%	89k	86.93	View chart
Ishares Tr Intl Dev Sml Cp (ISVL)	0.1	$7.6M	+4%	152k	50.35	View chart
Boeing Company (BA)	0.1	$7.6M		35k	216.47	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$7.5M	-6%	142k	52.72	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$7.4M		109k	67.56	View chart
Goldman Sachs (GS)	0.1	$7.2M	+18%	7.2k	1011.31	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$7.2M	-4%	65k	110.35	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$7.1M	-19%	133k	53.61	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$7.1M	+13%	206k	34.27	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$7.1M		45k	158.66	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$6.9M	-5%	137k	50.50	View chart
Qualcomm (QCOM)	0.1	$6.8M	-2%	37k	184.79	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$6.8M	+2%	136k	49.81	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$6.8M	+33%	67k	100.81	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$6.8M	-2%	50k	134.56	View chart
Pepsi (PEP)	0.1	$6.7M	+13%	49k	135.40	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$6.6M	+13%	147k	45.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$6.6M	+62%	109k	60.29	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$6.5M	+378%	294k	22.29	View chart
Northern Lts Fd Tr Iii Coun Qua Equ Etf (CPAI)	0.1	$6.5M	+4%	126k	51.96	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$6.5M	+97%	169k	38.58	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$6.5M		46k	141.89	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$6.5M	+551%	78k	82.62	View chart
Chevron Corporation (CVX)	0.1	$6.4M	-16%	39k	165.76	View chart
Roundhill Etf Trust Memory Etf	0.1	$6.4M	NEW	86k	73.85	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$6.3M	+4%	248k	25.52	View chart
Enterprise Products Partners (EPD)	0.1	$6.3M		171k	36.76	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$6.3M	+7%	105k	59.71	View chart
Ishares Tr Top 20 U S Etf (TOPT)	0.1	$6.3M	-35%	190k	32.92	View chart
T Rowe Price Exchange-traded Growth Etf (TGRT)	0.1	$6.3M	NEW	137k	45.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$6.2M	+174%	55k	112.88	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$6.2M	-31%	123k	50.39	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$6.2M	-51%	469k	13.22	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$6.2M		153k	40.59	View chart
Fortinet (FTNT)	0.1	$6.2M	-19%	40k	153.62	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$6.1M	-8%	63k	96.46	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$6.1M	-27%	57k	107.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$6.0M	+6%	20k	303.12	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$6.0M	+10%	31k	191.75	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$6.0M	+2%	36k	165.38	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$6.0M	+2590%	33k	179.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$6.0M	+9%	54k	109.43	View chart
Innovator Etfs Trust Us Small Cap Mng (RFLR)	0.1	$5.9M	+23%	179k	32.78	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$5.8M	-5%	18k	334.82	View chart
Bank of America Corporation (BAC)	0.1	$5.8M	+7%	103k	56.98	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$5.8M	-6%	111k	52.15	View chart
Verizon Communications (VZ)	0.1	$5.8M	-30%	136k	42.34	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$5.8M	NEW	34k	170.86	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$5.7M	+54%	56k	102.30	View chart
Prospect Capital Corporation (PSEC)	0.1	$5.7M	-28%	2.5M	2.31	View chart
Merck & Co (MRK)	0.1	$5.7M	-11%	45k	128.50	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$5.7M	+27%	113k	50.37	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$5.7M	-2%	187k	30.49	View chart
TJX Companies (TJX)	0.1	$5.6M	-6%	37k	151.50	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$5.6M	+37%	1.1M	4.99	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.1	$5.5M	+2%	53k	104.93	View chart
Aim Etf Products Trust All B20 All Etf (SPBW)	0.1	$5.5M	+17%	193k	28.70	View chart
Celestica (CLS)	0.1	$5.5M	+42%	15k	364.65	View chart
Etfis Ser Tr I Infrac Act Mlp (AMZA)	0.1	$5.5M	+3%	119k	46.19	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$5.4M	-20%	142k	38.10	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$5.4M	-37%	76k	71.25	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$5.4M	-63%	39k	136.68	View chart
Starwood Property Trust (STWD)	0.1	$5.3M	+2%	326k	16.38	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$5.3M	-6%	117k	45.34	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.1	$5.3M	+3%	53k	99.38	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$5.3M	+11%	70k	76.16	View chart
Cloudflare Cl A Com (NET)	0.1	$5.3M	-44%	22k	245.28	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$5.3M	+2%	310k	16.95	View chart
Procter & Gamble Company (PG)	0.1	$5.2M	+7%	35k	146.64	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$5.1M	+22%	115k	44.48	View chart
Uber Technologies (UBER)	0.1	$5.0M	-12%	69k	72.16	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$5.0M	-13%	53k	94.52	View chart
Applovin Corp Com Cl A (APP)	0.1	$4.9M	+31%	9.6k	515.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.9M	+2%	52k	93.92	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$4.8M	+11%	177k	27.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$4.8M		26k	188.09	View chart
Pacer Fds Tr Arist High Etf (FLRT)	0.1	$4.8M	-49%	102k	46.63	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.1	$4.7M	+31%	143k	32.97	View chart
Sabra Health Care REIT (SBRA)	0.1	$4.7M		242k	19.51	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$4.7M	+20%	91k	51.78	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$4.7M	+12%	40k	117.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$4.7M	-44%	61k	76.55	View chart
Mastercard Incorporated Cl A (MA)	0.1	$4.7M	+9%	9.1k	513.62	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$4.6M	+234%	195k	23.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$4.6M	+17%	27k	170.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.6M	+4%	24k	189.73	View chart
Starbucks Corporation (SBUX)	0.1	$4.6M		45k	102.19	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$4.6M	-12%	64k	70.92	View chart
Arista Networks Com Shs (ANET)	0.1	$4.5M	+45%	27k	169.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.5M	+294%	37k	124.17	View chart
Pacer Fds Tr Nasd In Pate Etf (PATN)	0.1	$4.5M	NEW	121k	37.17	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$4.5M	-40%	413k	10.90	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$4.5M		104k	43.30	View chart
First Tr Exchange-traded Ft Vest Tec (TDVI)	0.1	$4.5M	-32%	140k	31.76	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.4M	-3%	84k	53.17	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$4.4M	+11%	80k	54.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$4.4M	+17%	58k	75.79	View chart
Nexpoint Real Estate Fin (NREF)	0.1	$4.4M		281k	15.50	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$4.3M	+4%	72k	60.29	View chart
Cummins (CMI)	0.1	$4.3M	+22%	6.1k	713.21	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$4.3M	+41%	142k	30.37	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$4.3M	-3%	118k	36.48	View chart
Deere & Company (DE)	0.1	$4.3M	+5%	6.8k	634.31	View chart
Oracle Corporation (ORCL)	0.1	$4.3M	+16%	29k	146.55	View chart
Booking Holdings (BKNG)	0.1	$4.3M	+1747%	24k	178.24	View chart
American Express Company (AXP)	0.1	$4.2M	+17%	13k	338.26	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$4.1M	+39%	63k	65.61	View chart
Pimco Income Strategy Fund (PFL)	0.1	$4.1M	-4%	525k	7.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.1M		43k	96.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.1M	+45%	50k	82.65	View chart

Past Filings by Independent Financial Group

SEC 13F filings are viewable for Independent Financial Group going back to 2026

Independent Financial Group 2026 Q2 filed July 15, 2026
Independent Financial Group 2021 Q1 filed June 15, 2026
Independent Financial Group 2021 Q2 filed June 15, 2026
Independent Financial Group 2021 Q3 filed June 15, 2026
Independent Financial Group 2021 Q4 filed June 15, 2026
Independent Financial Group 2020 Q1 filed June 15, 2026
Independent Financial Group 2020 Q2 filed June 15, 2026
Independent Financial Group 2020 Q3 filed June 15, 2026
Independent Financial Group 2020 Q4 filed June 15, 2026
Independent Financial Group 2022 Q3 filed June 15, 2026
Independent Financial Group 2022 Q4 filed June 15, 2026
Independent Financial Group 2022 Q1 filed June 12, 2026
Independent Financial Group 2024 Q1 filed June 12, 2026
Independent Financial Group 2024 Q2 filed June 12, 2026
Independent Financial Group 2024 Q3 filed June 12, 2026
Independent Financial Group 2024 Q4 filed June 12, 2026

View all past filings

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