INDEPENDENT FINANCIAL GROUP, LLC
Top Portfolio Positions
681 positions ·
$2,196,321,845 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,690,306 | $294,789,366 | 13.42% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSIF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,416 | 36,159 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $301,707 | 22,961 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $137,142 | 10,445 | Shares | Sole | 2026-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||