StockDriftsStockDriftsTop 50 Independent Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.41% | 1.71M | $342.6M | +1.31%(+22.16K) | $31.81(+610.71%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.68% | 194.3K | $143.1M | +5.22%(+9.64K) | $404.25(+81.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.65% | 489.4K | $141.6M | -0.56%(-2.73K) | $124.82(+144.65%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.4% | 111.1K | $128.2M | +30.23%(+25.78K) | $321.85(+215.29%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.24% | 316.7K | $119.6M | +2.12%(+6.58K) | $102.93(+282.53%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.78% | 398.3K | $94.9M | +3.96%(+15.17K) | $139.44(+88.28%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.71% | 122.0K | $91.4M | +29.60%(+27.87K) | $539.91(+44.27%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.5% | 107.7K | $80.5M | +1.56%(+1.66K) | $466.43(+66.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.35% | 193.1K | $72.0M | +4.30%(+7.96K) | $287.29(+69.19%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.01% | 145.6K | $53.9M | +4.35%(+6.08K) | $214.69(+78.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.46% | +112.00% | +17.50% | +123.98% |
| Top 20 Holdings Unweighted | +23.39% | +87.84% | +15.11% | +102.12% |
Independent Financial Group LLC reports $5.35B in US-listed equity holdings across 1,546 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.4%), QQQ (2.7%) and AAPL (2.6%). The top 20 holdings account for 31.97% of reported assets. Its disclosed equity book has returned +112.00% on a three-year cumulative basis. Figures reflect the Q2 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