INDEPENDENT FINANCIAL GROUP, LLC
CIK
275484
City
SAN DIEGO
State / Country
CA
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 NFJ
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $590,665 | 46,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $590,993 | 45,849 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $607,137 | 46,667 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $575,732 | 46,430 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $560,284 | 46,190 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $546,891 | 43,301 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $551,944 | 42,327 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $464,319 | 37,811 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $289,773 | 22,674 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $283,424 | 22,494 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $257,621 | 22,738 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $275,689 | 22,579 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $279,311 | 23,751 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $267,245 | 23,692 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $270,599 | 25,337 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $297,558 | 25,785 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $355,907 | 24,733 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $348,678 | 21,711 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $282,378 | 19,041 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $271,546 | 18,019 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $227,631 | 16,519 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||