EdgeMarket › What Independent Financial Group, Llc reported owning
What Independent Financial Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.5BPositions
1,447Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 294.8M | 6.6% | 1.7M | 214.72 | +22.4% |
| AAPL Apple Inc. | 124.9M | 2.8% | 492.1K | 309.35 | +36.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 106.6M | 2.4% | 184.7K | 713.44 | +26.1% |
| AVGO Broadcom Inc. | 96.0M | 2.2% | 310.1K | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 79.8M | 1.8% | 383.1K | 258.63 | +15.6% |
| PAAA PGIM AAA CLO ETF | 76.4M | 1.7% | 1.5M | 51.46 | +0.1% |
| SPY SPDR S&P 500 ETF TRUST | 69.0M | 1.5% | 106.1K | 765.72 | +20.0% |
| MSFT MICROSOFT CORP | 68.5M | 1.5% | 185.1K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 61.5M | 1.4% | 94.2K | 769.31 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 44.8M | 1.0% | 139.5K | 378.24 | +20.5% |
| PLTR Palantir Technologies Inc. | 43.8M | 1.0% | 299.6K | 179.94 | +15.3% |
| GOOG Alphabet Inc. | 40.7M | 0.9% | 141.9K | 341.75 | +70.7% |
| COST COSTCO WHOLESALE CORP /NEW | 34.8M | 0.8% | 34.9K | 947.74 | -4.7% |
| GLD SPDR GOLD TRUST | 34.7M | 0.8% | 80.7K | 423.36 | +37.3% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 34.6M | 0.8% | 452.2K | 90.13 | +20.1% |
| GOOGL Alphabet Inc. | 34.0M | 0.8% | 118.2K | 344.82 | +73.0% |
| META Meta Platforms, Inc. | 33.0M | 0.7% | 57.6K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 32.6M | 0.7% | 87.8K | 362.86 | +12.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 30.1M | 0.7% | 89.0K | 418.95 | +83.3% |
| XLK State Street Technology Select Sector SPDR ETF | 29.5M | 0.7% | 221.6K | 183.31 | +41.1% |
| MU MICRON TECHNOLOGY INC | 28.8M | 0.6% | 85.3K | 966.78 | +724.8% |
| BUFR FT Vest Laddered Buffer ETF | 28.5M | 0.6% | 843.8K | 37.30 | +14.5% |
| JAAA Janus Henderson AAA CLO ETF | 27.0M | 0.6% | 535.7K | 50.67 | -0.1% |
| CGDV Capital Group Dividend Value ETF | 26.9M | 0.6% | 632.4K | 50.21 | +22.5% |
| BND Vanguard Total Bond Market ETF | 26.0M | 0.6% | 353.3K | 72.23 | -1.8% |
| RDVY First Trust Rising Dividend Achievers ETF | 24.6M | 0.6% | 360.7K | 81.95 | +26.6% |
| VOO Vanguard S&P 500 ETF | 24.1M | 0.5% | 40.3K | 703.71 | +20.0% |
| GARP iShares MSCI USA Quality GARP ETF | 23.9M | 0.5% | 373.9K | 83.06 | +36.0% |
| SMH VanEck Semiconductor ETF | 22.5M | 0.5% | 58.8K | 560.42 | +93.9% |
| QQQI NEOS Nasdaq 100 High Income ETF | 22.2M | 0.5% | 446.8K | 54.24 | +3.7% |
| COWZ Pacer US Cash Cows 100 ETF | 21.8M | 0.5% | 349.2K | 72.02 | +26.3% |
| IWM iShares Russell 2000 ETF | 20.9M | 0.5% | 84.4K | 299.96 | +33.1% |
| WMT Walmart Inc. | 20.3M | 0.5% | 163.7K | 103.70 | +1.1% |
| IJH iShares Core S&P Mid-Cap ETF | 19.5M | 0.4% | 289.3K | 76.77 | +20.8% |
| SLV iShares Silver Trust | 19.3M | 0.4% | 283.3K | 62.72 | +82.2% |
| BPRE Bluerock Private Real Estate Fund | 19.2M | 0.4% | 1.2M | 12.18 | — |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 18.5M | 0.4% | 188.7K | 120.21 | +22.2% |
| unmapped CUSIP 084670702 | 18.0M | 0.4% | 37.6K | — | — |
| QQQE Direxion NASDAQ-100 Equal Weighted Index ETF | 17.2M | 0.4% | 175.0K | 122.75 | +25.7% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 17.2M | 0.4% | 309.9K | 59.84 | +8.5% |
| BIZD VanEck BDC Income ETF | 16.9M | 0.4% | 1.3M | 13.29 | -16.6% |
| SDVY First Trust SMID Cap Rising Dividend Achievers | 16.5M | 0.4% | 418.1K | 43.87 | +18.6% |
| XOM ExxonMobil Holdings Corp | 16.3M | 0.4% | 96.2K | 165.11 | +52.1% |
| NFLX NETFLIX INC | 16.3M | 0.4% | 169.6K | 79.59 | -34.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 16.1M | 0.4% | 113.0K | 167.97 | +20.5% |
| JPST JPMorgan Ultra-Short Income ETF | 15.8M | 0.4% | 312.5K | 50.53 | -0.3% |
| AMD ADVANCED MICRO DEVICES INC | 15.6M | 0.4% | 76.7K | 473.25 | +186.5% |
| GDX VanEck Gold Miners ETF | 15.3M | 0.3% | 166.5K | 102.83 | +76.3% |
| SNTH MRP SynthEquity ETF | 14.9M | 0.3% | 566.7K | 30.04 | +5.3% |
| VOT Vanguard Morningstar Mid-Cap Growth ETF | 14.8M | 0.3% | 57.3K | 305.46 | +7.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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