StockDriftsStockDriftsTop 50 Independent Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.2% | 1.74M | $396.7M | +1.43%(+24.46K) | $34.38(+531.48%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.99% | 494.2K | $164.6M | +1.00%(+4.88K) | $126.66(+170.75%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.53% | 188.5K | $139.4M | -3.01%(-5.84K) | $404.25(+77.70%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.17% | 112.3K | $119.6M | +1.08%(+1.20K) | $330.28(+173.98%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 1.9% | 298.8K | $104.9M | -5.66%(-17.94K) | $102.93(+225.05%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.84% | 197.7K | $101.4M | +2.38%(+4.60K) | $290.92(+83.39%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.77% | 392.5K | $97.8M | -1.44%(-5.75K) | $139.44(+88.22%) | 2026-09-30 | |
| IVV | ISHARES TR | 1.73% | 124.6K | $95.4M | +2.07%(+2.53K) | $544.33(+41.46%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.49% | 107.6K | $82.0M | -0.15%(-165) | $466.43(+64.33%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 0.99% | 145.9K | $54.6M | +0.18%(+259) | $214.97(+74.69%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.86% | +119.01% | +18.03% | +129.06% |
| Top 20 Holdings Unweighted | +23.53% | +88.48% | +14.78% | +99.22% |
Independent Financial Group LLC reports $5.51B in US-listed equity holdings across 1,579 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.2%), AAPL (3.0%) and QQQ (2.5%). The top 20 holdings account for 32.54% of reported assets. Its disclosed equity book has returned +119.01% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 275484). View Independent Financial Group LLC’s 13F filings on SEC