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INDEPENDENT FINANCIAL GROUP, LLC

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13F filer, CIK 275484, SAN DIEGO, CA

INDEPENDENT FINANCIAL GROUP, LLC reported $4,457,426,883 across 1,447 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-15. Its ten largest share positions make up 22.93% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0000275484-26-000006

Period
2026-03-31
Reported value
$4.46B
Holdings
1,447
Top 10 weight
22.93%
New
153
Sold out
111

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+184,345$13.6M
COROnew+353,597$11.4M
IWMadded+43,720$10.8M
IJSadded+79,265$9.39M
IJKadded+86,609$8.71M

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

SecurityShares changeApprox. value
SLVreduced-120,231-$8.19M
OEFreduced-23,658-$7.52M
AVGOreduced-21,416-$6.63M
FTSMreduced-108,959-$6.51M
QQQreduced-8,164-$4.71M

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 1,447 share positions

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ECCEAGLE POINT CR CO314,636$1.81Mshares
PLTYTIDAL TRUST II29,023$1.5Mshares
PAASPAN AMERN SILVER CORP22,141$1.15Mshares
CIVICIVITAS RESOURCES INC41,000$1.11Mshares
TPCTUTOR PERINI CORP16,061$1.08Mshares
FLRNSPDR SERIES TRUST34,438$1.06Mshares
TXRHTEXAS ROADHOUSE INC6,148$1.02Mshares
DAVEDAVE INC4,355$964Kshares
SEAGATE HDD CAYMANSEAGATE HDD CAYMAN3,234$891Kshares
INTFISHARES TR22,439$847Kshares
FLINFRANKLIN TEMPLETON ETF TR21,562$832Kshares
DFAIDIMENSIONAL ETF TRUST20,858$795Kshares
ETHGRAYSCALE ETHEREUM STAKING27,576$774Kshares
INSMINSMED INC4,113$716Kshares
SCIOFIRST TR EXCHANGE-TRADED FD33,136$689Kshares
AUANGLOGOLD ASHANTI PLC7,212$615Kshares
PLTMGRANITESHARES PLATINUM TR30,523$602Kshares
NRIMNORTHRIM BANCORP INC22,575$601Kshares
TSLYTIDAL TRUST II15,331$576Kshares
SIVRABRDN SILVER ETF TRUST8,308$562Kshares
PNQIINVESCO EXCHANGE TRADED FD T10,116$546Kshares
THYNORTHERN LIGHTS FD TR23,825$529Kshares
PALLABRDN PALLADIUM ETF TRUST3,639$529Kshares
MCMOELIS & CO7,461$513Kshares
PBWINVESCO EXCHANGE TRADED FD T15,681$479Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL1,072$478Kshares
PRIMPRIMORIS SVCS CORP3,850$478Kshares
REVGREV GROUP INC7,699$468Kshares
EBAYEBAY INC.5,163$450Kshares
GGMEINVESCO EXCHANGE TRADED FD T7,535$449Kshares
AZNASTRAZENECA PLC-SPONS ADR4,827$444Kshares
TREELENDINGTREE INC7,970$423Kshares
FLAOAIM ETF PRODUCTS TRUST14,578$414Kshares
SEMLER SCIENTIFIC INCSEMLER SCIENTIFIC INC25,517$390Kshares
PAYCPAYCOM SOFTWARE INC2,405$383Kshares
WDAYWORKDAY INC1,767$380Kshares
EHCENCOMPASS HEALTH CORP3,544$376Kshares
GXRPGRAYSCALE XRP TR ETF10,000$355Kshares
EXASEXACT SCIENCES CORP3,465$352Kshares
ELLAUDER ESTEE COS INC3,222$337Kshares
ETHUVOLATILITY SHS TR6,159$337Kshares
WTAIWISDOMTREE TR11,302$329Kshares
JBHTHUNT J B TRANS SVCS INC1,664$323Kshares
BLTEBELITE BIO INC2,000$320Kshares
IYRISHARES TR3,367$316Kshares
FOXFOX CORP4,855$315Kshares
RAILFREIGHTCAR AMER INC28,400$314Kshares
PCTYPAYLOCITY HLDG CORP2,025$309Kshares
SGDMSPROTT ETF TRUST4,418$308Kshares
VNTVONTIER CORPORATION7,958$296Kshares
IYJISHARES TR1,948$289Kshares
KIESPDR SERIES TRUST4,667$281Kshares
AIGAMERICAN INTL GROUP INC3,258$279Kshares
VIPSVIPSHOP HLDGS LTD15,723$278Kshares
GPGIGPGI INC13,922$268Kshares
HBMHUDBAY MINERALS INC13,397$266Kshares
QGRWWISDOMTREE TR4,507$264Kshares
PUKPRUDENTIAL PLC8,428$262Kshares
PGYPAGAYA TECHNOLOGIES LTD12,200$255Kshares
CDNSCADENCE DESIGN SYSTEM INC809$253Kshares
TTWOTAKE-TWO INTERACTIVE SOFTWAR959$246Kshares
IGEISHARES TR4,845$243Kshares
WCBRWISDOMTREE TR8,342$232Kshares
BROBROWN & BROWN INC2,910$232Kshares
MORTVANECK ETF TRUST22,024$231Kshares
SMDVPROSHARES TR3,427$226Kshares
FXIISHARES TR5,862$224Kshares
SESEA LTD1,758$224Kshares
BNDINEOS ETF TRUST4,677$222Kshares
VGUSVANGUARD INSTL INDEX FD2,911$220Kshares
OCTTAIM ETF PRODUCTS TRUST5,017$218Kshares
NULVNUSHARES ETF TR4,838$218Kshares
WFWOORI FINL GROUP INC3,707$218Kshares
FSMBFIRST TR EXCH TRADED FD III10,866$218Kshares
PAYXPAYCHEX INC1,940$218Kshares
FIXCOMFORT SYS USA INC231$216Kshares
ONEQFIDELITY COMWLTH TR2,358$216Kshares
GPCGENUINE PARTS CO1,732$213Kshares
SWSMURFIT WESTROCK PLC5,499$213Kshares
FITESPDR SERIES TRUST2,485$212Kshares
AAGILENT TECHNOLOGIES INC1,557$212Kshares
ZMZOOM COMMUNICATIONS INC2,424$209Kshares
ONONON HLDG AG4,480$208Kshares
IDCCINTERDIGITAL INC654$208Kshares
TTDTHE TRADE DESK INC5,478$208Kshares
QBFINNOVATOR ETFS TRUST9,553$205Kshares
EXEEXPAND ENERGY CORPORATION1,852$204Kshares
WCLDWISDOMTREE TR5,795$203Kshares
OPRXOPTIMIZERX CORP16,500$202Kshares
HUBSHUBSPOT INC502$201Kshares
CAMTCAMTEK LTD1,890$201Kshares
CGUICAPITAL GRP FIXED INCM ETF T7,936$201Kshares
BDIVETF SER SOLUTIONS8,790$200Kshares
DLODLOCAL LTD13,997$198Kshares
AESAES CORP13,093$188Kshares
AGFIRST MAJESTIC SILVER CORP11,091$185Kshares
BSOLBITWISE SOLANA STAKING ETF10,721$176Kshares
ARLOARLO TECHNOLOGIES INC11,900$166Kshares
AMCOR PLCAMCOR PLC18,301$153Kshares
MQYBLACKROCK MUNIYILD QULT FD I13,164$149Kshares
TTITETRA TECHNOLOGIES INC DEL15,754$148Kshares
PERIPERION NETWORK LTD12,465$119Kshares
NGDNEW GOLD INC11,189$97.5Kshares
ALMALMONTY INDS INC10,200$89.8Kshares
PMLPIMCO MUN INCOME FD II11,578$87.3Kshares
RXRXRECURSION PHARMACEUTICALS IN14,292$58.5Kshares
BBAIBIGBEAR AI HLDGS INC10,807$58.4Kshares
UAMYUNITED STATES ANTIMONY CORP10,000$50.2Kshares
GDRXGOODRX HLDGS INC12,100$32.8Kshares
TLSATIZIANA LIFE SCIENCES LTD15,845$23.6Kshares
TRXTRX GOLD CORPORATION10,600$9.76Kshares

How Q1 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000275484-26-000002 superseded2026-05-05acceptance time not in the bulk data set
13F-HR/A 0000275484-26-000006 baserestatement2026-05-15acceptance time not in the bulk data set