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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 5 of 71  ·  1,405 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABBV ABBVIE INC Healthcare 44,149.0 $10.1M 0.23% NEW $228.49 -8.3%
82 SCHD SCHWAB STRATEGIC TR 366,754.0 $10.1M 0.22% NEW $27.43 +16.8%
83 SSO PROSHARES TR 173,035.0 $10.0M 0.22% NEW $57.92 +14.5%
84 IWM ISHARES TR 40,661.0 $10.0M 0.22% NEW $246.16 +12.1%
85 RWJ INVESCO EXCH TRADED FD TR II 203,947.0 $9.9M 0.22% NEW $48.72 +10.7%
86 VYMI VANGUARD WHITEHALL FDS 109,482.0 $9.9M 0.22% NEW $90.00 +10.3%
87 XLF SELECT SECTOR SPDR TR 177,620.0 $9.7M 0.22% NEW $54.77 -5.5%
88 SPTM SPDR SERIES TRUST 117,907.0 $9.7M 0.22% NEW $82.50 +8.3%
89 PANW PALO ALTO NETWORKS INC Technology 52,642.0 $9.7M 0.22% NEW $184.20 +31.8%
90 VYM VANGUARD WHITEHALL FDS 66,782.0 $9.6M 0.21% NEW $143.52 +9.1%
91 AGNC AGNC INVT CORP Real Estate 892,471.0 $9.6M 0.21% NEW $10.72 -3.9%
92 MGK VANGUARD WORLD FD 22,965.0 $9.5M 0.21% NEW $412.76 -78.6%
93 SPYV SPDR SERIES TRUST 163,190.0 $9.3M 0.21% NEW $56.81 +6.1%
94 SRLN SSGA ACTIVE ETF TR 224,320.0 $9.3M 0.21% NEW $41.27 -1.8%
95 CAT CATERPILLAR INC Industrials 16,072.0 $9.2M 0.20% NEW $572.87 +50.8%
96 QQQM INVESCO EXCH TRADED FD TR II 36,283.0 $9.2M 0.20% NEW $252.92 +14.9%
97 UYLD ANGEL OAK FUNDS TRUST 177,543.0 $9.1M 0.20% NEW $51.14 -0.1%
98 VIG VANGUARD SPECIALIZED FUNDS 41,071.0 $9.0M 0.20% NEW $219.78 +4.9%
99 FDT FIRST TR EXCH TRD ALPHDX FD 111,510.0 $8.9M 0.20% NEW $79.45 +21.3%
100 DIA SPDR DOW JONES INDL AVERAGE Financial Services 18,236.0 $8.8M 0.20% NEW $480.59 +3.4%
Page 5 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%