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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 · All 153 New 602 Added 526 Reduced
Page 26 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 FXU FIRST TR EXCHANGE-TRADED FD 29,614.0 $1.5M 0.03% -3K -10.0% $49.59 -2.4%
502 CALM CAL MAINE FOODS INC Consumer Defensive 18,481.0 $1.5M 0.03% NEW $79.15 -1.1%
503 PLD PROLOGIS INC. Real Estate 11,062.0 $1.5M 0.03% $132.18 +7.6%
504 INNOVATOR ETFS TRUST 69,105.0 $1.5M 0.03% -6K -8.2% $21.12
505 EVTR MORGAN STANLEY ETF TRUST 28,731.0 $1.5M 0.03% NEW $50.75 -1.1%
506 AVUV AMERICAN CENTY ETF TR 13,174.0 $1.5M 0.03% -900.0 -6.4% $110.47 +6.5%
507 RAVI FLEXSHARES TR 19,252.0 $1.5M 0.03% NEW $75.41 -0.1%
508 COIN COINBASE GLOBAL INC Financial Services 8,313.0 $1.5M 0.03% +2K +26.1% $174.61 +9.3%
509 VLO VALERO ENERGY CORP Energy 5,862.0 $1.4M 0.03% +2K +38.2% $247.08 +5.9%
510 LNG CHENIERE ENERGY INC Energy 5,074.0 $1.4M 0.03% +3K +218.7% $283.74 -12.0%
511 FPE FIRST TR EXCH TRADED FD III 80,898.0 $1.4M 0.03% -5K -6.2% $17.75 +1.0%
512 BIV VANGUARD BD INDEX FDS 18,567.0 $1.4M 0.03% +3K +19.3% $77.18 -1.8%
513 CGBL CAPITAL GROUP CORE BALANCED 41,354.0 $1.4M 0.03% -10K -19.4% $34.41 +6.6%
514 RITM RITHM CAPITAL CORP Real Estate 149,966.0 $1.4M 0.03% +5K +3.4% $9.48 -3.2%
515 URA GLOBAL X FDS 29,043.0 $1.4M 0.03% +8K +40.8% $48.43 -2.6%
516 CRI CARTERS INC Consumer Cyclical 39,300.0 $1.4M 0.03% $35.76 -0.5%
517 TUG LISTED FDS TR 37,689.0 $1.4M 0.03% -4K -9.1% $37.17 +21.6%
518 FSMD FIDELITY COVINGTON TRUST 30,970.0 $1.4M 0.03% +9K +41.2% $44.72 +8.1%
519 PII POLARIS INC Consumer Cyclical 25,319.0 $1.4M 0.03% -600.0 -2.3% $54.50 +11.3%
520 CGCP CAPITAL GRP FIXED INCM ETF T 61,298.0 $1.4M 0.03% -13K -18.0% $22.34 -1.1%
Page 26 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%