INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
13F filing for Q2 2026・No. 869
- Holdings
- US$5.35B
- Quarter change
- +US$890.12M
- Entries
- 1,546
- Net bought (estimate)
- +US$242.25M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 208
- Sold out 111
- Cut 591
- Added 666
- Corporate actions 2
- Unchanged 79
Largest holdings
1,544 stocks worth US$5.35B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 1,712,464 | US$342.65M | 6.41% |
| QQQInvesco QQQUNIT SER 1 | Added | 194,302 | US$143.08M | 2.68% |
| AAPLAppleCOM | Cut | 489,353 | US$141.6M | 2.65% |
| MUMicronCOM | Added | 111,056 | US$128.19M | 2.40% |
| AVGOBroadcomCOM | Added | 316,698 | US$119.63M | 2.24% |
| AMZNAmazonCOM | Added | 398,253 | US$94.92M | 1.78% |
| IVVISHARES TRCORE S&P500 ETF | Added | 122,036 | US$91.39M | 1.71% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 107,744 | US$80.46M | 1.50% |
| MSFTMicrosoftCOM | Added | 193,067 | US$72.02M | 1.35% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 145,608 | US$53.88M | 1.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.