§ 13F · FUND PROFILE
INDEPENDENT FINANCIAL GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4165.3T (13F)Positions · 1356Turnover · — · Q3Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | — | NVIDIA CORPORATION | 1.69M | $314.6T | — | — |
| 2 | — | APPLE INC | 479K | $121.9T | — | — |
| 3 | — | BROADCOM INC | 328K | $108.2T | — | — |
| 4 | — | INVESCO QQQ TR | 176K | $105.7T | — | — |
| 5 | — | MICROSOFT CORP | 170K | $88.3T | — | — |
| 6 | — | PGIM ETF TR | 1.52M | $78.5T | — | — |
| 7 | — | AMAZON COM INC | 356K | $78.2T | — | — |
| 8 | — | SPDR S&P 500 ETF TR | 106K | $70.4T | — | — |
| 9 | — | PALANTIR TECHNOLOGIES INC | 349K | $63.6T | — | — |
| 10 | — | ISHARES TR | 92K | $61.4T | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
INDEPENDENT FINANCIAL GROUP, LLC is a institutional fund managing $4165279.8 trillion in assets. The fund runs a massive portfolio of 1,356 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed