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Portfolio (Quarterly) Guide ↗

INDEPENDENT FINANCIAL GROUP, LLC

· CIK 0000275484
13F Portfolio $4.5B AUM 1,405 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1405 New
Page 3 of 71  ·  1,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDX VANECK ETF TRUST 192,638.0 $16.5M 0.37% NEW $85.77 +1.6%
42 J P MORGAN EXCHANGE TRADED F 323,909.0 $16.4M 0.37% NEW $50.59
43 SGOV ISHARES TR 162,836.0 $16.3M 0.36% NEW $100.38 +0.2%
44 AMD ADVANCED MICRO DEVICES INC Technology 75,994.0 $16.3M 0.36% NEW $214.16 +96.6%
45 DYNF BLACKROCK ETF TRUST 266,408.0 $16.2M 0.36% NEW $60.81 +8.7%
46 SNTH TIDAL TRUST III 577,050.0 $16.0M 0.36% NEW $27.69 +7.2%
47 VOT VANGUARD INDEX FDS 56,834.0 $15.9M 0.35% NEW $279.14 +1.8%
48 ITOT ISHARES TR 106,243.0 $15.8M 0.35% NEW $148.69 +8.2%
49 JPM JPMORGAN CHASE & CO. Financial Services 48,573.0 $15.7M 0.35% NEW $322.21 -7.6%
50 VUG VANGUARD INDEX FDS 31,601.0 $15.4M 0.34% NEW $487.87 -82.2%
51 SDVY FIRST TR EXCHANGE-TRADED FD 400,857.0 $15.4M 0.34% NEW $38.32 +7.2%
52 NFLX NETFLIX INC Communication Services 157,534.0 $14.8M 0.33% NEW $93.76 -7.2%
53 TQQQ PROSHARES TR 265,732.0 $14.0M 0.31% NEW $52.72 +40.9%
54 LLY ELI LILLY & CO Healthcare 12,975.0 $13.9M 0.31% NEW $1074.66 -6.3%
55 SCHG SCHWAB STRATEGIC TR 419,153.0 $13.7M 0.30% NEW $32.62 +4.8%
56 MOAT VANECK ETF TRUST 129,055.0 $13.4M 0.30% NEW $103.56 -3.0%
57 IAU ISHARES GOLD TR Financial Services 164,195.0 $13.3M 0.30% NEW $81.17 +5.7%
58 JBBB JANUS DETROIT STR TR 274,631.0 $13.1M 0.29% NEW $47.70 -0.7%
59 CIBR FIRST TR EXCHANGE TRADED FD 180,982.0 $12.9M 0.29% NEW $71.45 +13.3%
60 PDI PIMCO DYNAMIC INCOME FD Financial Services 729,714.0 $12.9M 0.29% NEW $17.71 -6.0%
Page 3 of 71  ·  1,405 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 41.8%
Financial Services 23.5%
Consumer Cyclical 8.5%
Communication Services 7.4%
Industrials 4.1%
Healthcare 3.7%
Real Estate 3.4%
Consumer Defensive 3.2%
Energy 1.8%
Basic Materials 1.5%