2026 Q1 Portfolio Activity
In 2026 Q1, INDEPENDENT FINANCIAL GROUP, LLC maintained a portfolio of 1386 distinct positions.
Position History
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INDEPENDENT FINANCIAL GROUP, LLC
AUM $3,269M
Total Positions
1386
Quarter
2026 Q1
Top Holding
NVDA (6.0%)
Top 10 Concentration
19.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1386
INDEPENDENT FINANCIAL GROUP, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.04% | — |
#1
Prev: #—
|
7.9 |
—
|
1,156,728 | — |
NEW
|
1,156,728 | $201,733,445 |
$174.40
+21.9%
|
2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
AAPL
APPLE INC
|
Technology | 2.41% | — |
#2
Prev: #—
|
6.0 |
—
|
317,621 | — |
NEW
|
317,621 | $80,609,025 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.02% | — |
#3
Prev: #—
|
5.3 |
—
|
116,614 | — |
NEW
|
116,614 | $67,306,667 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.54% | — |
#4
Prev: #—
|
4.6 |
—
|
79,143 | — |
NEW
|
79,143 | $51,470,195 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PAAA
PGIM ETF TR
|
ETF | 1.47% | — |
#5
Prev: #—
|
4.6 |
—
|
956,823 | — |
NEW
|
956,823 | $48,970,215 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IVV
ISHARES TR
|
ETF | 1.42% | — |
#6
Prev: #—
|
4.1 |
—
|
72,793 | — |
NEW
|
72,793 | $47,548,604 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.30% | — |
#7
Prev: #—
|
4.0 |
—
|
140,145 | — |
NEW
|
140,145 | $43,376,245 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.19% | — |
#8
Prev: #—
|
4.0 |
—
|
123,396 | — |
NEW
|
123,396 | $39,586,672 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.10% | — |
#9
Prev: #—
|
3.9 |
—
|
99,608 | — |
NEW
|
99,608 | $36,872,067 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.03% | — |
#10
Prev: #—
|
3.9 |
—
|
165,193 | — |
NEW
|
165,193 | $34,404,647 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.90% | — |
#11
Prev: #—
|
3.9 |
—
|
390,917 | — |
NEW
|
390,917 | $29,920,761 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.73% | — |
#12
Prev: #—
|
3.8 |
—
|
65,501 | — |
NEW
|
65,501 | $24,350,070 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 0.72% | — |
#13
Prev: #—
|
3.8 |
—
|
715,465 | — |
NEW
|
715,465 | $24,161,267 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 0.69% | — |
#14
Prev: #—
|
3.8 |
—
|
539,302 | — |
NEW
|
539,302 | $22,941,898 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.68% | — |
#15
Prev: #—
|
3.8 |
—
|
155,773 | — |
NEW
|
155,773 | $22,786,414 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.68% | — |
#16
Prev: #—
|
3.8 |
—
|
306,302 | — |
NEW
|
306,302 | $22,556,128 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JAAA
JANUS DETROIT S...
|
ETF | 0.64% | — |
#17
Prev: #—
|
3.8 |
—
|
423,874 | — |
NEW
|
423,874 | $21,350,534 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.63% | — |
#18
Prev: #—
|
3.8 |
—
|
158,819 | — |
NEW
|
158,819 | $21,106,969 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.62% | — |
#19
Prev: #—
|
3.7 |
—
|
72,418 | — |
NEW
|
72,418 | $20,824,345 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GARP
ISHARES TR
|
ETF | 0.62% | — |
#20
Prev: #—
|
3.7 |
—
|
321,121 | — |
NEW
|
321,121 | $20,542,110 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.59% | — |
#21
Prev: #—
|
3.7 |
—
|
45,589 | — |
NEW
|
45,589 | $19,616,504 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.57% | — |
#22
Prev: #—
|
3.7 |
—
|
66,567 | — |
NEW
|
66,567 | $19,095,430 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 0.56% | — |
#23
Prev: #—
|
3.7 |
—
|
271,821 | — |
NEW
|
271,821 | $18,559,950 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.55% | — |
#24
Prev: #—
|
3.7 |
—
|
187,165 | — |
NEW
|
187,165 | $18,325,310 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BPRE
BLUEROCK PVT RE...
|
Financial Services | 0.54% | — |
#25
Prev: #—
|
3.7 |
—
|
1,091,078 | — |
NEW
|
1,091,078 | $18,122,806 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COWZ
PACER FDS TR
|
ETF | 0.54% | — |
#26
Prev: #—
|
3.7 |
—
|
289,127 | — |
NEW
|
289,127 | $18,087,832 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJH
ISHARES TR
|
ETF | 0.53% | — |
#27
Prev: #—
|
3.7 |
—
|
260,956 | — |
NEW
|
260,956 | $17,622,356 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.53% | — |
#28
Prev: #—
|
3.7 |
—
|
17,678 | — |
NEW
|
17,678 | $17,615,667 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IWM
ISHARES TR
|
ETF | 0.52% | — |
#29
Prev: #—
|
3.7 |
—
|
70,575 | — |
NEW
|
70,575 | $17,502,711 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.52% | — |
#30
Prev: #—
|
3.7 |
—
|
50,938 | — |
NEW
|
50,938 | $17,214,618 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.48% | — |
#31
Prev: #—
|
3.7 |
—
|
28,276 | — |
NEW
|
28,276 | $16,177,951 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.45% | — |
#32
Prev: #—
|
3.7 |
—
|
25,429 | — |
NEW
|
25,429 | $15,195,452 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 0.43% | — |
#33
Prev: #—
|
3.7 |
—
|
37,657 | — |
NEW
|
37,657 | $14,437,730 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQI
NEOS ETF TRUST
|
ETF | 0.43% | — |
#34
Prev: #—
|
3.7 |
—
|
289,724 | — |
NEW
|
289,724 | $14,396,378 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SNTH
TIDAL TRUST III
|
Bond/Debt | 0.42% | — |
#35
Prev: #—
|
3.7 |
—
|
539,415 | — |
NEW
|
539,415 | $14,154,250 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ITOT
ISHARES TR
|
ETF | 0.41% | — |
#36
Prev: #—
|
3.7 |
—
|
96,561 | — |
NEW
|
96,561 | $13,753,154 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.41% | — |
#37
Prev: #—
|
3.7 |
—
|
234,557 | — |
NEW
|
234,557 | $13,646,524 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BIZD
VANECK ETF TRUS...
|
ETF | 0.41% | — |
#38
Prev: #—
|
3.7 |
—
|
1,060,632 | — |
NEW
|
1,060,632 | $13,576,084 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 0.41% | — |
#39
Prev: #—
|
3.7 |
—
|
267,775 | — |
NEW
|
267,775 | $13,552,107 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.39% | — |
#40
Prev: #—
|
3.7 |
—
|
104,100 | — |
NEW
|
104,100 | $12,937,600 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.39% | — |
#41
Prev: #—
|
3.7 |
—
|
442,282 | — |
NEW
|
442,282 | $12,883,669 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.38% | — |
#42
Prev: #—
|
3.7 |
—
|
37,121 | — |
NEW
|
37,121 | $12,540,994 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TQQQ
PROSHARES TR
|
ETF | 0.37% | — |
#43
Prev: #—
|
3.6 |
—
|
298,228 | — |
NEW
|
298,228 | $12,430,158 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 0.36% | — |
#44
Prev: #—
|
3.6 |
—
|
304,547 | — |
NEW
|
304,547 | $12,008,269 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.36% | — |
#45
Prev: #—
|
3.6 |
—
|
69,929 | — |
NEW
|
69,929 | $11,864,252 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
IJS
ISHARES TR
|
ETF | 0.35% | — |
#46
Prev: #—
|
3.6 |
—
|
100,092 | — |
NEW
|
100,092 | $11,855,940 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.35% | — |
#47
Prev: #—
|
3.6 |
—
|
385,966 | — |
NEW
|
385,966 | $11,841,430 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQE
DIREXION SHARES...
|
Warrant | 0.35% | — |
#48
Prev: #—
|
3.6 |
—
|
119,932 | — |
NEW
|
119,932 | $11,816,900 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FSK
FS KKR CAP CORP
|
Financial Services | 0.35% | — |
#49
Prev: #—
|
3.6 |
—
|
1,153,934 | — |
NEW
|
1,153,934 | $11,747,047 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CORO
BLACKROCK ETF T...
|
Bond/Debt | 0.34% | — |
#50
Prev: #—
|
3.6 |
—
|
353,583 | — |
NEW
|
353,583 | $11,368,755 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 1386 holdings