Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INDEPENDENT FINANCIAL GROUP, LLC (CIK 275484) reported $5.35B across 1,546 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($342.6M, 6.41%), QQQ ($143.1M, 2.68%), AAPL ($141.6M, 2.65%), MU ($128.2M, 2.40%), AVGO ($119.6M, 2.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $342.6M | 6.41% | 1.7M | Added |
| 2 | QQQ | INVESCO QQQ TR | $143.1M | 2.68% | 194,302 | Added |
| 3 | AAPL | APPLE INC | $141.6M | 2.65% | 489,353 | Trimmed |
| 4 | MU | MICRON TECHNOLOGY INC | $128.2M | 2.40% | 111,056 | Added |
| 5 | AVGO | BROADCOM INC | $119.6M | 2.24% | 316,698 | Added |
| 6 | AMZN | AMAZON COM INC | $94.9M | 1.78% | 398,253 | Added |
| 7 | IVV | ISHARES TR | $91.4M | 1.71% | 122,036 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $80.5M | 1.50% | 107,744 | Added |
| 9 | MSFT | MICROSOFT CORP | $72.0M | 1.35% | 193,067 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $53.9M | 1.01% | 145,608 | Added |
| 11 | GOOG | ALPHABET INC | $53.7M | 1.00% | 152,073 | Added |
| 12 | PAAA | PGIM ETF TR | $51.4M | 0.96% | 1.0M | Trimmed |
| 13 | XLK | SELECT SECTOR SPDR TR | $49.5M | 0.92% | 259,558 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $47.2M | 0.88% | 98,811 | Added |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $44.7M | 0.84% | 77,002 | Added |
| 16 | GOOGL | ALPHABET INC | $42.0M | 0.79% | 117,622 | Trimmed |
| 17 | SMH | VANECK ETF TRUST | $40.9M | 0.76% | 62,339 | Added |
| 18 | TSLA | TESLA INC | $38.3M | 0.72% | 91,049 | Added |
| 19 | SPLG | SPDR SERIES TRUST | $37.5M | 0.70% | 427,208 | Trimmed |
| 20 | SNDK | SANDISK CORP | $35.6M | 0.67% | 15,656 | Added |
| 21 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $33.8M | 0.63% | 686,551 | Added |
| 22 | SOXX | ISHARES TR | $33.1M | 0.62% | 51,635 | Added |
| 23 | BUFR | FIRST TR EXCHNG TRADED FD VI | $31.9M | 0.60% | 872,837 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $31.8M | 0.60% | 34,019 | Trimmed |
| 25 | STLG | ISHARES TR | $30.9M | 0.58% | 374,524 | Added |
Source: SEC Form 13F filings · as of 2026-06-30