INDEPENDENT FINANCIAL GROUP, LLC
Follow13F filer, CIK 275484, SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC reported $4,481,318,519 across 1,405 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 25.33% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000275484-26-000003
- Period
- 2025-12-31
- Reported value
- $4.48B
- Holdings
- 1,405
- Top 10 weight
- 25.33%
- New
- 155
- Sold out
- 106
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MUadded | +67,252 | $19.2M |
| XLKadded | +108,383 | $15.6M |
| NFLXadded | +138,043 | $12.9M |
| BPREnew | +858,785 | $12.9M |
| QQQadded | +16,787 | $10.3M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| APPreduced | -20,784 | -$14M |
| RDVYreduced | -118,811 | -$8.25M |
| FETHreduced | -254,824 | -$7.55M |
| YieldMax MSTR Option Income…exited | -502,347 | -$7.01M |
| SPDWreduced | -142,423 | -$6.33M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 1,405 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat… | 502,347 | $7.01M | shares |
| YETHROUNDHILL ETF TRUST | 231,780 | $6.18M | shares |
| CVNACARVANA CO | 7,935 | $2.99M | shares |
| FXEINVESCO CURRENCYSHARES EURO | 25,503 | $2.76M | shares |
| HDGEADVISORSHARES TR | 160,105 | $2.62M | shares |
| XRPIVOLATILITY SHS TR | 128,910 | $2.23M | shares |
| CRPTFIRST TR EXCHNG TRADED FD VI | 91,009 | $2.03M | shares |
| ABRARBOR REALTY TRUST INC | 156,003 | $1.9M | shares |
| HODLVANECK BITCOIN ETF | 39,000 | $1.26M | shares |
| XXRPLISTED FDS TR | 36,063 | $1.16M | shares |
| UCONFIRST TR EXCHNG TRADED FD VI | 43,816 | $1.1M | shares |
| RBLXROBLOX CORP | 7,552 | $1.05M | shares |
| DGDOLLAR GEN CORP | 7,391 | $764K | shares |
| JBLJABIL INC | 3,483 | $756K | shares |
| NRGNRG ENERGY INC | 4,601 | $745K | shares |
| KKELLANOVA | 8,672 | $711K | shares |
| PZZAPAPA JOHNS INTL INC | 13,599 | $655K | shares |
| OLEDUNIVERSAL DISPLAY CORP | 4,530 | $651K | shares |
| TIDAL TR IITIDAL TR II | 64,332 | $607K | shares |
| FBTCFIDELITY WISE ORIGIN BITCOIN | 5,954 | $594K | shares |
| REMXVANECK ETF TRUST | 8,732 | $575K | shares |
| TIDAL TRUST IITIDAL TRUST II | 81,694 | $562K | shares |
| DLTRDOLLAR TREE INC | 5,414 | $511K | shares |
| PSIXPOWER SOLUTIONS INTL INC | 5,193 | $510K | shares |
| BSXBOSTON SCIENTIFIC CORP | 5,077 | $496K | shares |
| PEJINVESCO EXCHANGE TRADED FD T | 8,039 | $487K | shares |
| EXELEXELIXIS INC | 11,791 | $487K | shares |
| SBLKSTAR BULK CARRIERS CORP. | 25,777 | $479K | shares |
| PRNINVESCO EXCHANGE TRADED FD T | 2,731 | $472K | shares |
| LEUCENTRUS ENERGY CORP | 1,515 | $470K | shares |
| KVUEKENVUE INC | 27,557 | $447K | shares |
| MAGSLISTED FDS TR | 6,441 | $418K | shares |
| FICOFAIR ISAAC CORP | 273 | $409K | shares |
| ISPYPROSHARES TR | 8,400 | $379K | shares |
| MSTXTIDAL TR II DEFIANCE DAILY TAR | 17,575 | $376K | shares |
| SDSPROSHARES TR | 25,108 | $363K | shares |
| ISHARES TRISHARES TR | 15,337 | $358K | shares |
| EICEAGLE POINT INCOME CO | 26,550 | $357K | shares |
| XRPRETF OPPORTUNITIES TRUST | 15,000 | $355K | shares |
| OCOWENS CORNING NEW | 2,481 | $351K | shares |
| CZRCAESARS ENTERTAINMENT INC NE | 12,587 | $340K | shares |
| HYLBDBX ETF TR | 9,006 | $334K | shares |
| URNMSPROTT FDS TR | 5,516 | $333K | shares |
| AJGGALLAGHER ARTHUR J & CO | 1,036 | $321K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 1,129 | $308K | shares |
| PHMPULTE GROUP INC | 2,306 | $305K | shares |
| BTCINEOS ETF TRUST | 5,000 | $297K | shares |
| TRMBTRIMBLE INC | 3,600 | $294K | shares |
| SCHVSCHWAB STRATEGIC TR | 10,035 | $292K | shares |
| INODINNODATA INC | 3,750 | $289K | shares |
| PDDPDD HOLDINGS INC | 2,129 | $281K | shares |
| VMRKVIVMARK RESIDENTIAL | 4,337 | $281K | shares |
| PSPINVESCO EXCHANGE TRADED FD T | 3,972 | $274K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 3,148 | $262K | shares |
| EOGEOG RES INC | 2,291 | $257K | shares |
| SFMSPROUTS FMRS MKT INC | 2,356 | $256K | shares |
| NUGTDIREXION SHARES ETF TRUST | 1,649 | $255K | shares |
| DRAFTKINGS INC NEWDRAFTKINGS INC NEW | 6,794 | $254K | shares |
| DOCSDOXIMITY INC | 3,444 | $252K | shares |
| IGROISHARES TR | 3,153 | $251K | shares |
| AUGTAIM ETF PRODUCTS TRUST | 7,159 | $250K | shares |
| EJULINNOVATOR ETFS TRUST | 8,617 | $249K | shares |
| XELXCEL ENERGY INC | 3,079 | $248K | shares |
| PSMJPACER FDS TR | 7,850 | $248K | shares |
| EPAMEPAM SYS INC | 1,639 | $247K | shares |
| EL PASO ENERGY CAP TR IEL PASO ENERGY CAP TR I | 8,706 | $246K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 3,614 | $243K | shares |
| MSIMOTOROLA SOLUTIONS INC | 525 | $240K | shares |
| ANFABERCROMBIE & FITCH CO | 2,770 | $237K | shares |
| SCSCSCANSOURCE INC | 5,332 | $235K | shares |
| LNTALLIANT ENERGY CORP | 3,457 | $233K | shares |
| HPQHP INC | 8,483 | $231K | shares |
| ADMARCHER DANIELS MIDLAND CO | 3,847 | $230K | shares |
| TBBKBANCORP INC DEL | 2,963 | $222K | shares |
| CSGPCOSTAR GROUP INC | 2,567 | $217K | shares |
| WYWEYERHAEUSER CO | 8,705 | $216K | shares |
| LDOSLEIDOS HOLDINGS INC | 1,127 | $213K | shares |
| XPXP INC | 11,332 | $213K | shares |
| PAGPENSKE AUTOMOTIVE GRP INC | 1,200 | $209K | shares |
| PIOINVESCO EXCH TRADED FD TR II | 4,638 | $208K | shares |
| HYGHISHARES U S ETF TR | 2,379 | $207K | shares |
| LVSLAS VEGAS SANDS CORP | 3,802 | $205K | shares |
| TIMBTIM S A | 9,146 | $204K | shares |
| CITHE CIGNA GROUP | 705 | $203K | shares |
| BIDDBLACKROCK ETF TRUST | 7,195 | $201K | shares |
| LCIDLUCID GROUP INC | 8,445 | $201K | shares |
| CRESYCRESUD S A C I F Y A | 21,617 | $199K | shares |
| RLTYCOHEN & STEERS REAL ESTATE O | 12,900 | $197K | shares |
| VIVOVIVOPOWER PLC | 40,000 | $180K | shares |
| YSGYATSEN HLDG LTD | 19,589 | $177K | shares |
| FLGFLAGSTAR BANK NATIONAL ASSOC | 14,099 | $163K | shares |
| PATHUIPATH INC | 11,622 | $156K | shares |
| NACNUVEEN CA DIVI ADV MUN | 13,124 | $151K | shares |
| SERVSERVE ROBOTICS INC | 12,833 | $149K | shares |
| T-Rex 2X Long MSTR Daily Ta…T-Rex 2X Long MSTR Daily Target E… | 31,900 | $148K | shares |
| NVTSNAVITAS SEMICONDUCTOR CORP | 20,212 | $146K | shares |
| AOHYANGEL OAK FUNDS TRUST | 12,669 | $142K | shares |
| BGBBLACKSTONE STRATEGIC CRED 20 | 10,238 | $125K | shares |
| HYTBLACKROCK CORPOR HI YLD FD I | 10,898 | $104K | shares |
| XFLTXAI OCTAGON FLOATING RATE & AL | 18,795 | $99.6K | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 10,000 | $99.3K | shares |
| PMMFRANKLIN MANAGED MUN INCOME | 11,753 | $71K | shares |
| VERUVERU INC | 14,150 | $53.8K | shares |
| TNYATENAYA THERAPEUTICS INC | 25,000 | $40.5K | shares |
| TILRAY INCTILRAY INC | 14,992 | $25.9K | shares |
| COHEN & STEERS INFRASTRUCTURCOHEN & STEERS INFRASTRUCTUR | 12,042 | $939 | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000275484-26-000003 | base | 2026-05-15 | acceptance time not in the bulk data set |