INDEPENDENT FINANCIAL GROUP, LLC
CIK
275484
City
SAN DIEGO
State / Country
CA
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 RNP
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $757,479 | 38,334 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $226,364 | 11,398 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $267,467 | 11,898 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $344,669 | 15,137 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $323,766 | 14,670 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $290,823 | 13,915 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $275,731 | 11,649 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $251,549 | 12,349 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $259,699 | 12,349 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $277,542 | 13,767 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $605,713 | 29,721 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $544,587 | 28,086 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $563,482 | 26,405 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $574,504 | 21,365 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $431,017 | 15,060 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $701,219 | 27,338 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $240,216 | 8,825 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||