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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 64 of 73  ·  1,447 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,827.0 $249K 0.01% +219.0 +13.6% $136.11 -8.3%
1262 XMAR FIRST TR EXCHNG TRADED FD VI 6,139.0 $249K 0.01% $40.49 +4.4%
1263 IYE ISHARES TR 3,822.0 $248K 0.01% NEW $64.77 -1.0%
1264 INNOVATOR ETFS TRUST 8,486.0 $247K 0.01% $29.07
1265 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,463.0 $247K 0.01% +270.0 +12.3% $100.09 -6.6%
1266 VFMF VANGUARD WELLINGTON FD 1,588.0 $246K 0.01% -200.0 -11.2% $155.07 +8.2%
1267 DFUV DIMENSIONAL ETF TRUST 5,073.0 $246K 0.01% -68.0 -1.3% $48.46 +7.3%
1268 INDA ISHARES TR 5,240.0 $245K 0.01% -1K -21.0% $46.84 +1.0%
1269 FN FABRINET Technology 470.0 $245K 0.01% NEW $521.52 +30.6%
1270 AGQ PROSHARES TR II Financial Services 2,050.0 $245K 0.01% NEW $119.51 -9.5%
1271 JANW AIM ETF PRODUCTS TRUST 6,707.0 $245K 0.01% NEW $36.48 +4.9%
1272 FEBT AIM ETF PRODUCTS TRUST 6,526.0 $244K 0.01% $37.46 +8.2%
1273 UFO PROCURE ETF TRUST II 5,451.0 $244K 0.01% NEW $44.81 +26.0%
1274 USAR USA RARE EARTH INC Basic Materials 16,134.0 $244K 0.01% NEW $15.13 +33.8%
1275 WD WALKER & DUNLOP INC Financial Services 5,493.0 $244K 0.01% +2K +37.6% $44.38 +10.9%
1276 EUFN ISHARES TR 6,990.0 $244K 0.01% -275.0 -3.8% $34.85 +7.8%
1277 UUUU ENERGY FUELS INC Energy 13,317.0 $243K 0.01% NEW $18.25 -7.5%
1278 FIS FIDELITY NATL INFORMATION SV Technology 5,177.0 $243K 0.01% +290.0 +5.9% $46.91 -7.1%
1279 IOT SAMSARA INC Technology 7,658.0 $243K 0.01% -4K -35.3% $31.69 -2.0%
1280 XTL SPDR SERIES TRUST 1,289.0 $242K 0.01% NEW $188.06 +18.4%
Page 64 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%