INDEPENDENT FINANCIAL GROUP, LLC

CIK

275484

City

SAN DIEGO

State / Country

Stock

Top Portfolio Positions

681 positions · $2,196,321,845 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	1,690,306	$294,789,366	13.42%
AAPL	Apple Inc. Technology	492,087	$124,886,759	5.69%
QQQ	Invesco Qqq Trust, Series 1	184,658	$106,580,904	4.85%
AVGO	Broadcom Inc. Technology	310,121	$95,985,550	4.37%
AMZN	Amazon Com Inc Consumer Cyclical	383,080	$79,784,071	3.63%
SPY	Spdr S&P 500 ETF Trust	106,085	$68,991,318	3.14%
MSFT	Microsoft Corp Technology	185,111	$68,522,538	3.12%
PLTR	Palantir Technologies Inc. Technology	299,614	$43,827,535	2.00%
COST	Costco Wholesale Corp /New Consumer Defensive	34,887	$34,762,453	1.58%
GLD	Spdr Gold Trust	80,696	$34,722,681	1.58%

25 quarters · across all stocks

20 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,142,370	225,745	+1.1%	Shares	Sole	2026-05-15
2025-12-31	$3,247,581	223,355	+2.1%	Shares	Sole	2026-05-15
2025-09-30	$3,298,282	218,719	-0.0%	Shares	Sole	2026-05-15
2025-06-30	$3,410,312	218,750	-3.8%	Shares	Sole	2026-05-15
2025-03-31	$3,661,606	227,429	-3.2%	Shares	Sole	2026-05-19
2024-12-31	$3,720,904	235,054	-10.0%	Shares	Sole	2026-06-12
2024-09-30	$4,332,578	261,156	-2.1%	Shares	Sole	2026-06-12
2024-06-30	$4,210,151	266,803	-1.6%	Shares	Sole	2026-06-12
2024-03-31	$4,323,406	271,230	+5.0%	Shares	Sole	2026-06-12
2023-12-31	$3,839,359	258,195	+3.3%	Shares	Sole	2026-06-12
2023-09-30	$3,681,984	249,965	+2.5%	Shares	Sole	2026-06-12
2023-06-30	$3,544,738	243,960	-0.9%	Shares	Sole	2026-06-12
2023-03-31	$3,445,289	246,268	-2.3%	Shares	Sole	2026-06-12
2022-12-31	$3,307,512	252,097	+3.2%	Shares	Sole	2026-06-15
2022-09-30	$3,295,215	244,271	+47.8%	Shares	Sole	2026-06-15
2022-06-30	$2,370,502	165,307	+63.6%	Shares	Sole	2026-06-12
2022-03-31	$1,692,034	101,017	+72.1%	Shares	Sole	2026-06-12
2021-12-31	$1,097,690	58,700	+302.8%	Shares	Sole	2026-06-15
2021-06-30	$291,460	14,573	+43.1%	Shares	Sole	2026-06-15
2021-03-31	$194,883	10,182	—	Shares	Sole	2026-06-15
No 13F history on record for this holder in this stock.