INDEPENDENT FINANCIAL GROUP, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$4.46B
13F filings
1
Latest filing
May 15, 2026

Top 10 holdings

NVDA $294.79M
6.61% of AUM
AAPL $124.89M
2.80% of AUM
AVGO $95.99M
2.15% of AUM
AMZN $79.78M
1.79% of AUM
PAAA $76.44M
1.71% of AUM
SPY $68.99M
1.55% of AUM
CMCSA $68.52M
1.54% of AUM
IVV $61.51M
1.38% of AUM
VTI $44.76M
1.00% of AUM
PLTR $43.83M
0.98% of AUM

About this filer

FilingIQ has indexed 1 quarterly Form 13F filings from INDEPENDENT FINANCIAL GROUP, LLC. Reported assets under management total $4.46B.

View live INDEPENDENT FINANCIAL GROUP, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does INDEPENDENT FINANCIAL GROUP, LLC have under management?
Per INDEPENDENT FINANCIAL GROUP, LLC's most recent SEC Form 13F filing dated May 15, 2026, total assets under management are $4.46B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has INDEPENDENT FINANCIAL GROUP, LLC submitted?
FilingIQ has indexed 1 quarterly Form 13F filings from INDEPENDENT FINANCIAL GROUP, LLC. Filings are due 45 days after quarter-end.
Where does INDEPENDENT FINANCIAL GROUP, LLC's holdings data come from?
Every position shown on this page sources back to INDEPENDENT FINANCIAL GROUP, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.