INDEPENDENT FINANCIAL GROUP, LLC
Top Portfolio Positions
681 positions ·
$2,202,988,193 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,690,306 | $294,789,366 | 13.38% | |
| AAPL |
Apple Inc.
Technology
|
492,087 | $124,886,759 | 5.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
184,658 | $106,580,904 | 4.84% | |
| AVGO |
Broadcom Inc.
Technology
|
310,121 | $95,985,550 | 4.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
383,080 | $79,784,071 | 3.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
106,085 | $68,991,318 | 3.13% | |
| MSFT |
Microsoft Corp
Technology
|
185,111 | $68,522,538 | 3.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
299,614 | $43,827,535 | 1.99% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ERC
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $701,879 | 77,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $617,427 | 66,390 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $636,016 | 66,390 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $495,321 | 52,415 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $484,188 | 52,515 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $465,381 | 50,640 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $485,131 | 50,640 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $422,419 | 47,040 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $393,726 | 42,200 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $396,102 | 41,960 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $378,651 | 41,610 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $359,843 | 38,860 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $355,569 | 38,860 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $390,138 | 39,810 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $347,472 | 40,310 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $363,755 | 38,010 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $392,561 | 37,710 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $440,358 | 33,310 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $444,595 | 32,860 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $350,225 | 27,340 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $365,312 | 29,225 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $359,271 | 29,594 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $332,099 | 30,893 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $354,345 | 32,184 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $305,569 | 31,731 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||