INDEPENDENT FINANCIAL GROUP, LLC
Top Portfolio Positions
685 positions ·
$1,467,103,312 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,156,728 | $201,733,363 | 13.75% | |
| AAPL |
Apple Inc.
Technology
|
317,621 | $80,609,033 | 5.49% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
116,614 | $67,307,268 | 4.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
79,143 | $51,469,858 | 3.51% | |
| AVGO |
Broadcom Inc.
Technology
|
140,145 | $43,376,278 | 2.96% | |
| MSFT |
Microsoft Corp
Technology
|
99,608 | $36,871,893 | 2.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
165,193 | $34,404,746 | 2.35% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
65,501 | $24,349,996 | 1.66% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
155,773 | $22,786,474 | 1.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
72,418 | $20,824,520 | 1.42% |
Portfolio Trend
Holdings in FWRD
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $585,434 | 35,035 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $875,875 | 35,035 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $911,117 | 35,535 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $872,028 | 35,535 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||