account_balance
Investment manager · 13F filer · SEC CIK 275484
Independent Financial Group, LLC
Reported value$5.35Bas of Jun 30, 2026
Positions1,546 256 new, 96 sold out
Top 10 weight23.7%NVDA alone is 6%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
6.4%Added +48%
QQQInvesco QQQ Tr
2.7%Added +67%
AAPLApple Inc
2.6%Added +54%
MUMicron Technology Inc
2.4%Added +199%
AVGOBroadcom Inc
2.2%Added +126%
AMZNAmazon Com Inc
1.8%Added +141%
IVViShares Tr
1.7%Added +68%
SPYState STR SPDR S&P 500 ETF T
1.5%Added +36%
MSFTMicrosoft Corp
1.3%Added +94%
VTIVanguard Index FDS
1.0%Added +18%
GOOGAlphabet Inc
1.0%Added +128%
PAAAPgim ETF Tr
1.0%Added +5%
NVDANvidia Corporation
6.4%Added +48%
QQQ2.7%
AAPL2.6%MU2.4%AVGOBroadcom Inc
2.2%Added +126%
AMZN1.8%IVV1.7%
SPY1.5%MSFT1.3%VTI1.0%
GOOG1.0%PAAA1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 6.4% Added +48%
QQQ Invesco QQQ Tr 2.7% Added +67%
AAPL Apple Inc 2.6% Added +54%MU Micron Technology Inc 2.4% Added +199%AVGO Broadcom Inc 2.2% Added +126%AMZN Amazon Com Inc 1.8% Added +141%IVV iShares Tr 1.7% Added +68%
SPY State STR SPDR S&P 500 ETF T 1.5% Added +36%MSFT Microsoft Corp 1.3% Added +94%VTI Vanguard Index FDS 1.0% Added +18%
GOOG Alphabet Inc 1.0% Added +128%PAAA Pgim ETF Tr 1.0% Added +5%
What changed