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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,447 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 602 Added 526 Reduced 111 Exited
Page 2 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 85,275.0 $28.8M 0.65% -5K -5.3% $337.84 +114.5%
22 BUFR FIRST TR EXCHNG TRADED FD VI 843,779.0 $28.5M 0.64% +89K +11.9% $33.77 +6.9%
23 JAAA JANUS DETROIT STR TR 535,660.0 $27.0M 0.60% $50.37 +0.6%
24 CGDV CAPITAL GROUP DIVIDEND VALUE 632,427.0 $26.9M 0.60% +71K +12.6% $42.54 +12.1%
25 BND VANGUARD BD INDEX FDS 353,289.0 $26.0M 0.58% +184K +109.1% $73.64 -1.3%
26 RDVY FIRST TR EXCHANGE TRADED FD 360,739.0 $24.6M 0.55% +37K +11.5% $68.28 +8.1%
27 VOO VANGUARD INDEX FDS 40,317.0 $24.1M 0.54% +4K +11.9% $597.56 +13.6%
28 GARP ISHARES TR 373,937.0 $23.9M 0.54% +4K +1.0% $63.97 +19.2%
29 SMH VANECK ETF TRUST 58,751.0 $22.5M 0.51% $383.40 +42.5%
30 QQQI NEOS ETF TRUST 446,756.0 $22.2M 0.50% +13K +3.1% $49.69 +13.4%
31 COWZ PACER FDS TR 349,193.0 $21.8M 0.49% -21K -5.6% $62.56 +1.6%
32 IWM ISHARES TR 84,381.0 $20.9M 0.47% +44K +107.5% $248.00 +11.3%
33 WMT WALMART INC Consumer Defensive 163,734.0 $20.3M 0.46% $124.28 +5.8%
34 IJH ISHARES TR 289,291.0 $19.5M 0.44% -8K -2.5% $67.53 +6.8%
35 SLV ISHARES SILVER TR Financial Services 283,261.0 $19.3M 0.43% -120K -29.8% $68.14 +2.6%
36 BLUEROCK PVT REAL ESTATE FD 1,156,813.0 $19.2M 0.43% +298K +34.7% $16.61
37 SPYG SPDR SERIES TRUST 188,716.0 $18.5M 0.41% +12K +6.7% $97.91 +20.1%
38 BERKSHIRE HATHAWAY INC DEL 37,626.0 $18.0M 0.40% +323.0 +0.9% $479.20
39 QQQE DIREXION SHARES ETF TRUST 174,972.0 $17.2M 0.39% -23K -11.5% $98.53 +14.6%
40 JEPQ J P MORGAN EXCHANGE TRADED F 309,893.0 $17.2M 0.39% -8K -2.7% $55.52 +7.5%
Page 2 of 73  ·  1,447 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.3%
Financial Services 22.1%
Consumer Cyclical 8.1%
Communication Services 7.6%
Industrials 4.6%
Consumer Defensive 3.9%
Healthcare 3.6%
Real Estate 3.5%
Energy 3.1%
Basic Materials 1.8%