13FBOX
INDEPENDENT FINANCIAL GROUP, LLC · 13F Holdings
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INDEPENDENT FINANCIAL GROUP, LLC

No.911 Data as of 2026Q2
Latest AUM (Q2 2026)
$5.35B
QoQ Change Q1 2026
+$4.24B+384.5%
Holdings
1546
New Buys
994
Adds
401
Reduces
151
Exits
192
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
6.41%1.84%$342.6M1.7M$20.3M167,483+1.5M+922.47%Add
IINVESCO QQQ TRVOO
2.68%1.76%$143.1M194,302$19.4M72,477+121,825+168.09%Add
APPLE INCAAPL
2.65%3.95%$141.6M489,353$43.6M315,496+173,857+55.11%Add
MICRON TECHNOLOGY INCMU
2.4%0.05%$128.2M111,056$536,16110,701+100,355+937.81%Add
BROADCOM INCAVGO
2.24%0.66%$119.6M316,698$7.3M16,470+300,228+1,822.88%Add
AMAZON COM INCAMZN
1.78%2.36%$94.9M398,253$26.1M230,537+167,716+72.75%Add
IISHARES TRIVV
1.71%0.69%$91.4M122,036$7.6M21,105+100,931+478.23%Add
SSTATE STR SPDR S&P 500 ETF TSPY
1.5%1.59%$80.5M107,744$17.6M49,201+58,543+118.99%Add
MICROSOFT CORPMSFT
1.35%2.11%$72.0M193,067$23.3M99,913+93,154+93.24%Add
GGENERAL DYNAMICS CORPVTI
1.01%1.47%$53.9M145,608$16.2M90,315+55,293+61.22%Add
AAlphabet Inc Class CGOOG
1%0.8%$53.7M152,073$8.9M92,196+59,877+64.95%Add
PPGIM AAAPAAA
0.96%$51.4M1.0M$00+1.0MNew Buy
SSELECT SECTOR SPDR TRXLK
0.92%0.37%$49.5M259,558$4.1M34,354+225,204+655.54%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
0.88%0.08%$47.2M98,811$839,24312,241+86,570+707.21%Add
ADVANCED MICRO DEVICES INCAMD
0.84%0.24%$44.7M77,002$2.6M41,276+35,726+86.55%Add
ALPHABET INCGOOGL
0.79%0.47%$42.0M117,622$5.2M54,223+63,399+116.92%Add
VANECK ETF TRUSTSMH
0.76%0.16%$40.9M62,339$1.7M9,355+52,984+566.37%Add
TESLA INCTSLA
0.72%1.92%$38.3M91,049$21.2M79,855+11,194+14.02%Add
SSTATE STREETSPYM
0.7%0.19%$37.5M427,208$2.1M50,750+376,458+741.79%Add
SSANDISK CORP COMSNDK
0.67%$35.6M15,656$00+15,656New Buy
CCAPITAL GROUP DIVIDEND VALUECCBG
0.63%0.03%$33.8M686,551$331,64116,241+670,310+4,127.27%Add
IISHARES TR ISHARES SEMICDTRSOXX
0.62%0.15%$33.1M51,635$1.6M5,084+46,551+915.64%Add
FIRST INTST BANCSYSTEM INCFIBK
0.6%$31.9M872,837$00+872,837New Buy
COSTCO WHOLESALE CORPORATIONCOST
0.6%0.69%$31.8M34,019$7.7M16,221+17,798+109.72%Add
IISHARES TRGARP
0.58%$30.9M374,524$00+374,524New Buy
NNEOS ETF TRUSTQQQI
0.57%$30.3M534,418$00+534,418New Buy
VVANGUARD INDEX FDSVOO
0.56%0.29%$29.9M43,560$3.2M9,604+33,956+353.56%Add
META PLATFORMS INCMETA
0.55%0.3%$29.3M52,096$3.3M24,590+27,506+111.86%Add
FFIRST TR EXCHANGE TRADED FDRDVY
0.54%0.56%$29.0M357,875$6.2M159,343+198,532+124.59%Add
SSPDR GOLD TRGLD
0.51%0.62%$27.1M73,460$6.8M44,067+29,393+66.70%Add
SSPDR SERIES TRUSTSPYG
0.44%0.17%$23.7M199,584$1.9M38,246+161,338+421.84%Add
IISHARES COREIJH
0.42%0.72%$22.6M293,654$8.0M36,386+257,268+707.05%Add
PALANTIR TECHNOLOGIES INCPLTR
0.41%0.07%$22.0M188,200$780,00095,941+92,259+96.16%Add
JJ P MORGAN EXCHANGE TRADED FJEPQ
0.4%$21.6M351,960$00+351,960New Buy
PPROSHARES ULTRAPRO QQQTQQQ
0.4%0.22%$21.4M264,290$2.4M123,668+140,622+113.71%Add
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
0.39%0.2%$20.9M412,854$2.2M44,155+368,699+835.01%Add
IISHARES RUSSELLIWM
0.39%0.18%$20.7M68,910$1.9M11,787+57,123+484.63%Add
PPACER FDS TRCOWZ
0.38%0.38%$20.3M325,573$4.1M101,078+224,495+222.10%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.37%0.41%$19.8M39,608$4.5M16,875+22,733+134.71%Add
CATERPILLAR INCCAT
0.36%0.08%$19.3M18,157$924,3455,633+12,524+222.33%Add
SSCHWAB STRATEGIC TRSCHD
0.36%0.47%$19.1M603,599$5.2M77,541+526,058+678.43%Add
MARVELL TECHNOLOGY INCMRVL
0.35%0.12%$18.7M62,654$1.3M30,316+32,338+106.67%Add
IISHARES TRITOT
0.34%0.17%$18.3M111,690$1.8M23,153+88,537+382.40%Add
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.34%0.39%$18.2M539,194$4.3M76,622+462,572+603.71%Add
TTIDAL TRUST IIISNTH
0.34%$18.2M612,933$00+612,933New Buy
FFIRST TR EXCHANGE TRADED FDSDVY
0.34%0.06%$18.1M418,522$685,41229,633+388,889+1,312.35%Add
WALMART INCWMT
0.34%0.26%$18.0M158,800$2.9M22,429+136,371+608.01%Add
BBLACKROCK ETF TRUSTDYNF
0.34%$17.9M263,624$00+263,624New Buy
DDIREXION SHARES ETF TRUSTQQQE
0.33%$17.7M145,174$00+145,174New Buy
VVANGUARD INDEX FDSVUG
0.33%0.24%$17.4M201,898$2.6M12,191+189,707+1,556.12%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow