INDEPENDENT FINANCIAL GROUP, LLC
Follow13F filer, CIK 275484, SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC reported $5,347,543,809 across 1,546 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-15. Its ten largest share positions make up 23.71% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000275484-26-000028
- Period
- 2026-06-30
- Reported value
- $5.35B
- Holdings
- 1,546
- Top 10 weight
- 23.71%
- New
- 210
- Sold out
- 111
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MUadded | +25,781 | $29.8M |
| IVVadded | +27,869 | $20.9M |
| SNDKadded | +9,166 | $20.8M |
| VUGadded | +169,479 | $14.6M |
| MRVLadded | +45,857 | $13.7M |
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 |
|---|---|---|
| PAAAreduced | -490,264 | -$25.1M |
| JAAAreduced | -308,021 | -$15.6M |
| BIZDreduced | -1,152,219 | -$14.6M |
| PLTRreduced | -111,414 | -$13M |
| JBBBreduced | -246,641 | -$11.7M |
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 1,544 share positions
Principal amounts
Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| IONIS PHARMACEUTICALS INCIONIS PHARMACEUTICALS INC NOTE 1.750% 6/1 | principal | 32,000 | $49.7K | new |
| MICROCHIP TECHNOLOGY INC.MICROCHIP TECHNOLOGY INC. NOTE 1.625% 2/1 | principal | 15,000 | $40.6K | new |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| HONHONEYWELL INTL INC | 14,785 | $3.34M | shares |
| IGEBISHARES TR | 71,198 | $3.21M | shares |
| FETFORUM ENERGY TECHNOLOGIES IN | 30,451 | $1.79M | shares |
| IAGGISHARES TR | 32,558 | $1.63M | shares |
| CMRECOSTAMARE INC | 95,579 | $1.62M | shares |
| CALMCAL MAINE FOODS INC | 18,481 | $1.46M | shares |
| KALUKAISER ALUMINIUM CORPORATION | 9,150 | $1.1M | shares |
| SONSONOCO PRODS CO | 19,076 | $1.03M | shares |
| CCLCARNIVAL CORP | 36,069 | $933K | shares |
| STRKSTRATEGY INC | 12,970 | $917K | shares |
| BHPBHP BILLITON LIMITED | 12,467 | $907K | shares |
| FTITECHNIPFMC PLC | 12,070 | $834K | shares |
| PEGAPEGASYSTEMS INC | 19,313 | $822K | shares |
| DDDUPONT DE NEMOURS INC | 17,526 | $803K | shares |
| DHDGFIRST TR EXCHNG TRADED FD VI | 22,373 | $752K | shares |
| SFNCSIMMONS FIRST NATL CORP | 36,998 | $720K | shares |
| NTRSNORTHERN TR CORP | 5,053 | $705K | shares |
| AEISADVANCED ENERGY INDS | 2,151 | $694K | shares |
| SNASNAP ON INC | 1,835 | $667K | shares |
| FBUFFIDELITY GREENWOOD STREET TR | 21,852 | $658K | shares |
| FHEQFIDELITY GREENWOOD STREET TR | 21,953 | $646K | shares |
| AAALCOA CORP | 9,285 | $616K | shares |
| DFSDDIMENSIONAL ETF TRUST | 12,763 | $611K | shares |
| FUTUFUTU HLDGS LTD | 4,381 | $599K | shares |
| HUTHUT 8 CORP | 11,950 | $561K | shares |
| PXJINVESCO EXCHANGE TRADED FD T | 13,219 | $548K | shares |
| EMQQEXCHANGE TRADED CONCEPTS TRU | 16,531 | $547K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 11,576 | $543K | shares |
| PJPINVESCO EXCHANGE TRADED FD T | 4,919 | $510K | shares |
| CENXCENTURY ALUM CO | 8,350 | $490K | shares |
| DFEMDIMENSIONAL ETF TRUST | 13,723 | $474K | shares |
| DDFLINNOVATOR ETFS TRUST | 23,023 | $473K | shares |
| ACMAECOM | 5,575 | $473K | shares |
| ULSTSSGA ACTIVE ETF TR | 11,282 | $457K | shares |
| AXTIAXT INC | 8,000 | $456K | shares |
| WYNNWYNN RESORTS LTD | 4,474 | $454K | shares |
| SIMOSILICON MOTION TECHNOLOGY CO | 4,035 | $453K | shares |
| PKSTPEAKSTONE REALTY TRUST | 21,490 | $449K | shares |
| PSQPROSHARES TR | 13,908 | $448K | shares |
| IAGIAMGOLD CORP | 21,458 | $404K | shares |
| PRLBPROTO LABS INC | 6,915 | $394K | shares |
| PCBPCB BANCORP | 16,225 | $365K | shares |
| GAINGLADSTONE INVT CORP | 24,978 | $355K | shares |
| QSIXPACER FDS TR | 10,067 | $353K | shares |
| GLXYGALAXY DIGITAL INC. | 18,700 | $345K | shares |
| NVDYTIDAL TRUST II | 25,400 | $330K | shares |
| TDTORONTO DOMINION BK ONT | 3,493 | $326K | shares |
| SKYWSKYWEST INC | 3,548 | $326K | shares |
| EPIWISDOMTREE TR | 7,788 | $318K | shares |
| SASEABRIDGE GOLD INC | 11,189 | $317K | shares |
| MMSMAXIMUS INC | 4,686 | $300K | shares |
| GLDICREDIT SUISSE NASSAU BRANC | 1,798 | $299K | shares |
| HLHECLA MINING COMPANY | 15,715 | $293K | shares |
| HIIHUNTINGTON INGALLS INDS INC | 739 | $281K | shares |
| CGCARLYLE GROUP INC | 5,750 | $278K | shares |
| ZTSZOETIS INC | 2,330 | $275K | shares |
| RSPGINVESCO EXCHANGE TRADED FD T | 2,424 | $265K | shares |
| RAMPLIVERAMP HLDGS INC | 9,975 | $265K | shares |
| SDOGALPS ETF TR | 4,015 | $261K | shares |
| HALHALLIBURTON CO | 6,661 | $260K | shares |
| DFCADIMENSIONAL ETF TRUST | 5,189 | $259K | shares |
| WIXWIX COM LTD | 2,822 | $254K | shares |
| IYCISHARES TR | 2,611 | $253K | shares |
| OIHVANECK ETF TRUST | 623 | $252K | shares |
| NOVMFIRST TR EXCHNG TRADED FD VI | 7,672 | $251K | shares |
| SYFSYNCHRONY FINANCIAL | 3,670 | $250K | shares |
| VORVOR BIOPHARMA INC | 13,975 | $249K | shares |
| IYEISHARES TR | 3,822 | $248K | shares |
| FNFABRINET | 470 | $245K | shares |
| AGQPROSHARES TR II | 2,050 | $245K | shares |
| USARUSA RARE EARTH INC | 16,134 | $244K | shares |
| XTLSPDR SERIES TRUST | 1,289 | $242K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3,940 | $242K | shares |
| VGVENTURE GLOBAL INC | 15,300 | $241K | shares |
| EWZISHARES INC | 6,206 | $238K | shares |
| EALTINNOVATOR ETFS TRUST | 6,852 | $230K | shares |
| SNYSANOFI SA | 4,714 | $227K | shares |
| SAPSAP SE | 1,309 | $224K | shares |
| GMABGENMAB A/S | 8,232 | $221K | shares |
| EFXTENERFLEX LTD | 10,588 | $221K | shares |
| UVIXVS TRUST | 25,000 | $216K | shares |
| ACNACCENTURE PLC IRELAND | 1,075 | $213K | shares |
| ARKFARK ETF TR | 5,584 | $212K | shares |
| KVUEKENVUE INC | 12,259 | $211K | shares |
| ARQTARCUTIS BIOTHERAPEUTICS INC | 8,906 | $210K | shares |
| MLPDGLOBAL X FDS | 8,164 | $209K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 630 | $208K | shares |
| CPRTCOPART INC | 6,267 | $208K | shares |
| IAUINEOS ETF TRUST | 3,620 | $206K | shares |
| DLNWISDOMTREE TR | 2,298 | $205K | shares |
| PEYINVESCO EXCHANGE TRADED FD T | 9,532 | $204K | shares |
| JXNJACKSON FINANCIAL INC | 1,924 | $203K | shares |
| CDECOEUR MNG INC | 10,687 | $201K | shares |
| FPEIFIRST TR EXCH TRADED FD III | 10,467 | $199K | shares |
| DDTJINNOVATOR ETFS TRUST | 10,600 | $197K | shares |
| XRPZFRANKLIN XRP TRUST | 13,444 | $196K | shares |
| PDYNPALLADYNE AI CORP | 28,653 | $174K | shares |
| XSSPXNUVEEN S&P 500 DYNAMIC OVERW | 10,116 | $163K | shares |
| XEFRXEATON VANCE SR FLTNG RTE TR | 13,427 | $142K | shares |
| PATHUIPATH INC | 11,474 | $127K | shares |
| SBETSHARPLINK INC | 19,731 | $127K | shares |
| CERTCERTARA INC | 21,846 | $125K | shares |
| VCVINVESCO CALIF VALUE MUN INCO | 11,784 | $123K | shares |
| FTFRANKLIN UNVL TR | 13,362 | $107K | shares |
| ONDSONDAS INC | 10,735 | $97K | shares |
| ABTCAMERICAN BITCOIN CORP. | 100,700 | $93.1K | shares |
| MRCCMONROE CAP CORP | 15,869 | $73K | shares |
| ACPABRDN INCOME CREDIT STRATEGI | 13,859 | $70.7K | shares |
| AQSTAQUESTIVE THERAPEUTICS INC | 15,750 | $65.4K | shares |
| XXRPLISTED FDS TR | 11,105 | $42.6K | shares |
| GABELLI EQUITY TR INCGABELLI EQUITY TR INC | 583,290 | $4.08K | shares |
How Q2 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000275484-26-000028 | base | 2026-07-15 | acceptance time not in the bulk data set |