INDEPENDENT FINANCIAL GROUP, LLC
Follow13F filer, CIK 275484, SAN DIEGO, CA
INDEPENDENT FINANCIAL GROUP, LLC reported $5,512,556,482 across 1,579 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-13. Its ten largest share positions make up 24.61% of the portfolio.
Accepted , ingested 13F-HR 0000275484-26-000032
- Period
- 2026-09-30
- Reported value
- $5.51B
- Holdings
- 1,579
- Top 10 weight
- 24.61%
- New
- 156
- Sold out
- 123
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CRWDadded | +76,244 | $20.2M |
| SNTHadded | +430,219 | $12.7M |
| ICSHnew | +249,372 | $12.6M |
| XOMnew | +77,044 | $12.5M |
| SNTQnew | +351,147 | $8.7M |
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 |
|---|---|---|
| XOMexited | -76,288 | -$10.4M |
| SNDKreduced | -4,577 | -$7.96M |
| AVGOreduced | -17,940 | -$6.3M |
| IYMreduced | -26,675 | -$4.75M |
| AMDreduced | -7,368 | -$4.51M |
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 1,577 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 | $35K | 0 |
| MICROCHIP TECHNOLOGY INC.MICROCHIP TECHNOLOGY INC. NOTE 1.625% 2/1 | principal | 15,000 | $33.7K | 0 |
Sold out in Q3 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| XOMEXXON MOBIL CORP | 76,288 | $10.4M | shares |
| MUUDIREXION SHARES ETF TRUST | 2,982 | $3.13M | shares |
| PRNINVESCO EXCHANGE TRADED FD T | 7,946 | $2.07M | shares |
| VSHVISHAY INTERTECHNOLOGY INC | 25,303 | $1.36M | shares |
| TDCTERADATA CORP DEL | 36,225 | $1.26M | shares |
| DOVDOVER CORP | 5,230 | $1.17M | shares |
| WYWEYERHAEUSER CO | 48,212 | $1.15M | shares |
| LITGLOBAL X FDS | 13,909 | $1.09M | shares |
| SNDUETF OPPORTUNITIES TRUST | 15,575 | $1.06M | shares |
| NASATEMA ETF TRUST | 33,378 | $1.01M | shares |
| DYDYCOM INDS INC | 1,950 | $986K | shares |
| SNXXINVESTMENT MANAGERS SER TR I | 23,382 | $983K | shares |
| MYRGMYR GROUP INC | 1,900 | $951K | shares |
| VIRTVIRTU FINL INC | 13,369 | $796K | shares |
| UWMPROSHARES TR | 11,435 | $769K | shares |
| CASYCASEYS GEN STORES INC | 940 | $747K | shares |
| SILASILA REALTY TRUST INC | 23,989 | $728K | shares |
| PTFINVESCO EXCHANGE TRADED FD T | 4,965 | $677K | shares |
| HASHASBRO INC | 7,404 | $611K | shares |
| ORNORION GROUP HLDGS INC | 35,500 | $597K | shares |
| LSCCLATTICE SEMICONDUCTOR CORP | 3,815 | $584K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 280 | $583K | shares |
| SSENTINELONE INC | 33,282 | $565K | shares |
| PBDINVESCO EXCH TRADED FD TR II | 28,559 | $560K | shares |
| CRMLCRITICAL METALS CORP | 53,900 | $552K | shares |
| BTRNORTHERN LTS FD TR II | 19,250 | $532K | shares |
| OKEONEOK INC NEW | 5,983 | $520K | shares |
| MTSIMACOM TECH SOLUTIONS HLDGS I | 1,317 | $501K | shares |
| AAONAAON INC | 3,885 | $493K | shares |
| TOLTOLL BROTHERS INC | 2,958 | $487K | shares |
| GJUNFIRST TR EXCHNG TRADED FD VI | 11,459 | $472K | shares |
| BCSFBAIN CAP SPECIALTY FIN INC | 35,386 | $443K | shares |
| SQMSOCIEDAD QUIMICA Y MINERA DE | 5,947 | $440K | shares |
| CRUSCIRRUS LOGIC INC | 2,866 | $426K | shares |
| PCYINVESCO EXCH TRADED FD TR II | 18,935 | $410K | shares |
| UFOPROCURE ETF TRUST II | 7,345 | $372K | shares |
| XJUNFIRST TR EXCHNG TRADED FD VI | 8,336 | $370K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 986 | $370K | shares |
| UPSTUPSTART HLDGS INC | 10,103 | $358K | shares |
| MMSIMERIT MED SYS INC | 5,021 | $348K | shares |
| LNCLINCOLN NATL CORP IND | 9,755 | $345K | shares |
| ARHSARHAUS INC | 40,000 | $337K | shares |
| ONON SEMICONDUCTOR CORP | 3,437 | $325K | shares |
| VICRVICOR CORP | 840 | $319K | shares |
| WHRWHIRLPOOL CORP | 8,000 | $315K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 3,405 | $314K | shares |
| RAVIFLEXSHARES TR | 4,073 | $307K | shares |
| BUFDFIRST TR EXCHNG TRADED FD VI | 9,731 | $289K | shares |
| WDWALKER & DUNLOP INC | 5,193 | $284K | shares |
| MAYUAIM ETF PRODUCTS TRUST | 8,093 | $276K | shares |
| IMSTBITWISE FUNDS TRUST | 40,371 | $273K | shares |
| MPLXMPLX LP | 4,796 | $270K | shares |
| FEBTAIM ETF PRODUCTS TRUST | 6,526 | $268K | shares |
| SOXLDIREXION SHARES ETF TRUST | 1,000 | $267K | shares |
| EZPWEZCORP INC | 7,650 | $264K | shares |
| STIPISHARES TR | 2,579 | $263K | shares |
| CIMCHIMERA INVT CORP | 19,557 | $261K | shares |
| MTZMASTEC INC | 614 | $255K | shares |
| VONGVANGUARD SCOTTSDALE FDS | 1,981 | $253K | shares |
| IDAIDACORP INC | 1,653 | $250K | shares |
| TPRTAPESTRY INC | 1,708 | $250K | shares |
| GHGUARDANT HEALTH INC | 1,637 | $246K | shares |
| PSCTINVESCO EXCH TRADED FD TR II | 2,618 | $242K | shares |
| NOKNOKIA CORP | 17,942 | $238K | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 2,881 | $237K | shares |
| TEAMATLASSIAN CORPORATION | 3,043 | $237K | shares |
| DECKDECKERS OUTDOOR CORP | 2,379 | $236K | shares |
| FPXIFIRST TR EXCHANGE-TRADED FD | 2,820 | $236K | shares |
| MSCIMSCI INC | 421 | $236K | shares |
| LGLVSPDR SERIES TRUST | 1,285 | $233K | shares |
| CZRCAESARS ENTERTAINMENT INC NE | 7,721 | $233K | shares |
| TPLTEXAS PACIFIC LAND CORPORATI | 532 | $233K | shares |
| NVMINOVA LTD | 421 | $229K | shares |
| BNBROOKFIELD CORP | 5,321 | $227K | shares |
| UTIUNIVERSAL TECHNICAL INST INC | 5,303 | $227K | shares |
| DFIVDIMENSIONAL ETF TRUST | 4,174 | $225K | shares |
| CPRXCATALYST PHARMACEUTICALS INC | 7,097 | $223K | shares |
| GISGENERAL MILLS INC | 6,397 | $223K | shares |
| SPBXAIM ETF PRODUCTS TRUST | 7,607 | $222K | shares |
| SOLSSOLSTICE ADVANCED MATLS INC | 2,502 | $222K | shares |
| OTISOTIS WORLDWIDE CORP | 3,092 | $221K | shares |
| DFCFDIMENSIONAL ETF TRUST | 5,133 | $217K | shares |
| TXTTEXTRON INC | 2,359 | $216K | shares |
| MASMASCO CORP | 2,645 | $215K | shares |
| SPBUAIM ETF PRODUCTS TRUST | 7,100 | $215K | shares |
| HDBHDFC BANK LTD | 8,212 | $212K | shares |
| ROKROCKWELL AUTOMATION INC | 426 | $211K | shares |
| AAGILENT TECHNOLOGIES INC | 1,587 | $211K | shares |
| JMUBJ P MORGAN EXCHANGE TRADED F | 4,151 | $210K | shares |
| PNWPINNACLE WEST CAP CORP | 1,963 | $210K | shares |
| TBUXT ROWE PRICE EXCHANGE-TRADED | 4,208 | $209K | shares |
| SOXQINVESCO EXCH TRADED FD TR II | 1,866 | $209K | shares |
| FOTOETF OPPORTUNITIES TRUST | 8,900 | $209K | shares |
| EBAYEBAY INC. | 1,862 | $208K | shares |
| CRSCARPENTER TECHNOLOGY CORP | 332 | $205K | shares |
| UVVUNIVERSAL CORP VA MTNS BK EN | 3,915 | $204K | shares |
| FIDUFIDELITY COVINGTON TRUST | 2,050 | $204K | shares |
| OSEAHARBOR ETF TRUST | 6,656 | $203K | shares |
| XPOXPO INC | 988 | $203K | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 1,103 | $202K | shares |
| RZGINVESCO EXCHANGE TRADED FD T | 2,762 | $201K | shares |
| BITBLACKROCK MULTI SECTOR INC T | 13,484 | $169K | shares |
| SGHCSUPER GROUP SGHC LIMITED | 11,876 | $161K | shares |
| RIGTRANSOCEAN LTD | 32,529 | $159K | shares |
| XCHYXCALAMOS CONV & HIGH INCOME F | 10,767 | $147K | shares |
| GCTSGCT SEMICONDUCTOR HLDG INC | 49,250 | $146K | shares |
| ORLAORLA MNG LTD NEW | 12,805 | $125K | shares |
| XRPBITWISE XRP ETF | 10,633 | $124K | shares |
| BSOLBITWISE SOLANA STAKING ETF | 12,057 | $121K | shares |
| ARIAPOLLO COML REAL ESTATE FIN | 10,500 | $112K | shares |
| USASAMERICAS GOLD AND SILVER COR | 18,350 | $86.8K | shares |
| WENWENDYS CO | 10,430 | $86.5K | shares |
| NEOVNEOVOLTA INC | 18,580 | $58.5K | shares |
| NIONIO INC | 10,919 | $55.3K | shares |
| JFBJFB CONSTR HLDGS | 10,700 | $51.5K | shares |
| ECCEAGLE POINT CR CO | 10,688 | $39.8K | shares |
| MSTUETF OPPORTUNITIES TRUST | 18,750 | $30.4K | shares |
| STEXSTREAMEX CORP | 24,113 | $20.5K | shares |
| BYNDBEYOND MEAT INC | 24,223 | $18.2K | shares |
| XTIAXTI AEROSPACE INC | 10,000 | $18.1K | shares |
| CCIXWCHURCHILL CAPITAL CORP IX | 20,000 | $15.6K | shares |
| BED BATH & BEYOND INCBED BATH & BEYOND INC | 23,378 | $9.82K | shares |
| RQIRTCOHEN & STEERS QUALITY INCOM | 285,488 | $4.25K | shares |
How Q3 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 0000275484-26-000032 | base | 2026-10-13 |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000275484-26-000032 | Quarter ended 2026-09-30 | 2026-10-13 | ||
| 13F-HR 0000275484-26-000028 | Quarter ended 2026-06-30 | 2026-07-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000018 | Quarter ended 2022-09-30 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000023 | Quarter ended 2021-12-31 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000026 | Quarter ended 2020-09-30 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000022 | Quarter ended 2021-09-30 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000020 | Quarter ended 2021-03-31 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000024 | Quarter ended 2020-03-31 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000021 | Quarter ended 2021-06-30 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000025 | Quarter ended 2020-06-30 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000019 | Quarter ended 2022-12-31 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000027 | Quarter ended 2020-12-31 | 2026-06-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000013 | Quarter ended 2023-03-31 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000011 | Quarter ended 2024-09-30 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000017 | Quarter ended 2022-06-30 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000008 | Quarter ended 2022-03-31 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000012 | Quarter ended 2024-12-31 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000015 | Quarter ended 2023-09-30 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000010 | Quarter ended 2024-06-30 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000014 | Quarter ended 2023-06-30 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000016 | Quarter ended 2023-12-31 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000009 | Quarter ended 2024-03-31 | 2026-06-12 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000007 | Quarter ended 2025-03-31 | 2026-05-19 | acceptance time not in the bulk data set | |
| 13F-HR/A 0000275484-26-000006 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000003 | Quarter ended 2025-12-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000004 | Quarter ended 2025-09-30 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000005 | Quarter ended 2025-06-30 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0000275484-26-000002 | Quarter ended 2026-03-31 | 2026-05-05 | acceptance time not in the bulk data set |