13F-HR filed by INDEPENDENT FINANCIAL GROUP, LLC
INDEPENDENT FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-15, with 1,546 holding rows worth $5,347,543,809.
- Accession
- 0000275484-26-000028
- Filer
- CIK 275484
- Filed
- 2026-07-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 1,546 entries on the cover page, a total value of $5,347,543,809 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,347,543,809 with VALUE read as dollars as filed, 13F file number 028-26850. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Ethereum Trust | 46438R105 | COM | 13,055 | $155,224 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 23,058 | $149,186 | dollars as filed | |
| CALAMOS CONV & HIGH INCOME F | 12811P108 | COM SHS | 10,767 | $146,647 | dollars as filed | |
| GCT SEMICONDUCTOR HLDG INC | 36170N107 | COMMON STOCK | 49,250 | $146,273 | dollars as filed | |
| FIVERR INTL LTD ORD SHS | M4R82T106 | Stock | 13,325 | $137,514 | dollars as filed | |
| BLACKROCK MUNIHOLDINGS FD IN | 09253N104 | COM | 11,460 | $136,370 | dollars as filed | |
| EOS ENERGY ENTERPRISES INC COM CL A | 29415C101 | Stock | 22,841 | $134,305 | dollars as filed | |
| TSS INC | 87288V101 | COMMON STOCK | 10,300 | $126,690 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 10,000 | $125,300 | dollars as filed | |
| ORLA MNG LTD NEW | 68634K106 | COM | 12,805 | $125,198 | dollars as filed | |
| MEDICAL PROPERTIES TRUST INC COM | 58463J304 | REIT | 26,920 | $124,371 | dollars as filed | |
| Bitwise XRP ETF | 09174F107 | ETF | 10,633 | $123,981 | dollars as filed | |
| Bitwise Solana Staking ETF | 091948109 | COM | 12,057 | $120,691 | dollars as filed | |
| SERVE ROBOTICS INC | 81758H106 | COM | 17,287 | $113,745 | dollars as filed | |
| APOLLO COML REAL ESTATE FIN | 03762U105 | COM | 10,500 | $112,140 | dollars as filed | |
| PUTNAM ETF TRUST | 746729821 | FRANK MASS ETF | 12,063 | $110,075 | dollars as filed | |
| CRESCENT ENERGY COMPANY CL A COM | 44952J104 | Stock | 11,200 | $109,984 | dollars as filed | |
| ALLOT LTD | M0854Q105 | SHS | 12,400 | $109,740 | dollars as filed | |
| NUVEEN MUN HIGH INCOME OPPOR | 670682103 | COM | 10,063 | $106,367 | dollars as filed | |
| LITHIUM AMERS CORP NEW COM SHS | 53681J103 | Stock | 25,928 | $99,823 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 22,720 | $96,787 | dollars as filed | |
| AMERICAS GOLD AND SILVER CORP COM NEW | 03062D803 | Stock | 18,350 | $86,796 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 10,430 | $86,468 | dollars as filed | |
| VIRTUS STONE HBR EMRG MKTS I | 86164T107 | COM | 14,900 | $83,142 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 16,860 | $79,748 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 26,783 | $72,582 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 20,410 | $66,128 | dollars as filed | |
| LIBERTY ALL STAR GROWTH FUND I | 529900102 | COM | 11,908 | $65,138 | dollars as filed | |
| TMC THE METALS CO INC | 87261Y106 | COMMON STOCK | 14,288 | $63,296 | dollars as filed | |
| NEOVOLTA INC | 640655106 | CMN | 18,580 | $58,527 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 10,919 | $55,251 | dollars as filed | |
| JFB CONSTR HLDGS | 46658E107 | CL A | 10,700 | $51,467 | dollars as filed | |
| COMPASS THERAPEUTICS INC | 20454B104 | COM | 22,779 | $49,886 | dollars as filed | |
| IONIS PHARMACEUTICALS INC | 462222AF7 | NOTE 1.750% 6/1 | 32,000 | $49,740 | dollars as filed | principal |
| MICROCHIP TECHNOLOGY INC. | 595017AF1 | NOTE 1.625% 2/1 | 15,000 | $40,563 | dollars as filed | principal |
| EAGLE POINT CREDIT COMPANY I | 269808101 | COM | 10,688 | $39,759 | dollars as filed | |
| PLAYTIKA HOLDING CORP | 72815L107 | COMMON STOCK | 10,000 | $37,200 | dollars as filed | |
| ETF OPPORTUNITIES TRUST | 26923N173 | T RE 2X MSTR ETF | 18,750 | $30,375 | dollars as filed | |
| STREAMEX CORP | 09073N300 | COM | 24,113 | $20,504 | dollars as filed | |
| DATAVAULT AI INC | 86633R609 | COM SHS | 58,000 | $20,300 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 24,223 | $18,167 | dollars as filed | |
| XTI AEROSPACE INC | 98423K405 | COM NEW | 10,000 | $18,100 | dollars as filed | |
| CHURCHILL CAPITAL CORP IX | G21301117 | *W EXP 03/31/203 | 20,000 | $15,600 | dollars as filed | |
| NANO X IMAGING LTD | M70700105 | ORD SHS | 11,238 | $13,036 | dollars as filed | |
| BED BATH & BEYOND INC WT EXP 100726 | 075896159 | Stock | 23,378 | $9,819 | dollars as filed | |
| COHEN & STEERS QUALITY INCOM | 19247L122 | RIGHT 07/15/2026 | 285,488 | $4,254 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000275484-26-000028 | this filing | 2026-07-15 | acceptance time not in the bulk data set |