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 USA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,470,449 | 445,126 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,000,621 | 477,806 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,387,246 | 534,266 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,643,145 | 534,970 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,294,512 | 502,979 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $3,391,815 | 488,031 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $3,297,921 | 464,496 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $2,336,561 | 343,612 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $2,082,366 | 291,240 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $1,802,649 | 282,547 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $1,935,407 | 326,927 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $1,952,316 | 301,749 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $1,875,648 | 302,524 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $1,286,985 | 225,787 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $1,129,513 | 204,252 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $1,047,033 | 166,725 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $990,365 | 122,570 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $1,045,203 | 124,726 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $913,741 | 106,249 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $884,627 | 97,857 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $697,160 | 91,371 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $765,975 | 111,011 | Shares | Sole | 2026-06-15 | |
| 2020-09-30 | $418,842 | 69,691 | Shares | Sole | 2026-06-15 | |
| 2020-06-30 | $181,712 | 31,768 | Shares | Sole | 2026-06-15 | |
| 2020-03-31 | $77,430 | 15,998 | Shares | Sole | 2026-06-15 | |
| No 13F history on record for this holder in this stock. | ||||||