StockDrifts LogoStockDrifts

Independent Financial Group LLC

Portfolio Manager
Independent Financial Group LLC
Performance
-7.47% (2026 Q1)
AUM (13F)
$4.46B
# of Holdings
1447
Performance Rank
Allocation (Top 20)
30.72%

Independent Financial Group LLC Holdings Map

Top 50 Independent Financial Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
6.61%1.69M$294.8M
-1.40%(-23.92K)
2025-Q1: 1.63M shares2025-Q2: 1.66M shares2025-Q3: 1.69M shares2025-Q4: 1.71M shares2026-Q1: 1.69M shares
$29.83(+553.11%)
2026-03-31
AAPL
APPLE INC
2.8%492.1K$124.9M
-1.07%(-5.34K)
2025-Q1: 473.3K shares2025-Q2: 472.8K shares2025-Q3: 478.7K shares2025-Q4: 497.4K shares2026-Q1: 492.1K shares
$124.82(+147.26%)
2026-03-31
QQQ
INVESCO QQQ TR
2.39%184.7K$106.6M
-4.23%(-8.16K)
2025-Q1: 161.9K shares2025-Q2: 173.1K shares2025-Q3: 176.0K shares2025-Q4: 192.8K shares2026-Q1: 184.7K shares
$391.55(+81.99%)
2026-03-31
AVGO
BROADCOM INC
2.15%310.1K$96.0M
-6.46%(-21.42K)
2025-Q1: 367.8K shares2025-Q2: 341.6K shares2025-Q3: 328.1K shares2025-Q4: 331.5K shares2026-Q1: 310.1K shares
$98.00(+267.81%)
2026-03-31
AMZN
AMAZON COM INC
1.79%383.1K$79.8M
+2.22%(+8.33K)
2025-Q1: 327.7K shares2025-Q2: 351.5K shares2025-Q3: 356.0K shares2025-Q4: 374.8K shares2026-Q1: 383.1K shares
$136.26(+78.09%)
2026-03-31
PAAA
PGIM ETF TR
1.71%1.49M$76.4M
+0.61%(+9.06K)
2025-Q1: 267.5K shares2025-Q2: 1.30M shares2025-Q3: 1.52M shares2025-Q4: 1.48M shares2026-Q1: 1.49M shares
$116.20(-55.83%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.55%106.1K$69.0M
-2.66%(-2.90K)
2025-Q1: 92.8K shares2025-Q2: 103.0K shares2025-Q3: 105.7K shares2025-Q4: 109.0K shares2026-Q1: 106.1K shares
$462.94(+60.88%)
2026-03-31
MSFT
MICROSOFT CORP
1.54%185.1K$68.5M
+0.86%(+1.58K)
2025-Q1: 158.8K shares2025-Q2: 167.3K shares2025-Q3: 170.5K shares2025-Q4: 183.5K shares2026-Q1: 185.1K shares
$283.91(+37.54%)
2026-03-31
IVV
ISHARES TR
1.38%94.2K$61.5M
+0.81%(+756)
2025-Q1: 79.4K shares2025-Q2: 86.0K shares2025-Q3: 91.7K shares2025-Q4: 93.4K shares2026-Q1: 94.2K shares
$494.93(+51.22%)
2026-03-31
VTI
VANGUARD INDEX FDS
1%139.5K$44.8M
-0.17%(-241)
2025-Q1: 133.3K shares2025-Q2: 143.7K shares2025-Q3: 139.7K shares2025-Q4: 139.8K shares2026-Q1: 139.5K shares
$209.20(+76.27%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Independent Financial Group LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all