INDEPENDENT FINANCIAL GROUP, LLC - Portfolio Stock Holdings

INDEPENDENT FINANCIAL GROUP, LLC disclosed 1630 stock positions in a recent SEC 13F filing. $5,332,569,576 of stock holdings were filed, with the largest holdings including NVDA, QQQ, and AAPL. This filing represented positions held on June 30, 2026, and was filed on July 15, 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.