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INDEPENDENT FINANCIAL GROUP, LLC - Portfolio Stock Holdings

INDEPENDENT FINANCIAL GROUP, LLC disclosed 1688 stock positions in a recent SEC 13F filing. $5,510,497,126 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and QQQ. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 13, 2026.

We estimate the fund has a total AUM of $12,925,435,801 and has 624 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

1688

Est. Stock Holding Value:

$5,510,497,126

Top Stock Holdings By Sector

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Portfolio Stock Holdings - INDEPENDENT FINANCIAL GROUP, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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