INDEPENDENT FINANCIAL GROUP, LLC
CIK: 275484SEC EDGAR →
Portfolio Value
$1.4T
Holdings
1,174
As of
Q1 2026
New Positions
1,174
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FS KKR CAP CORP | 1,731,306 | $36.3B | 2.57% |
| 2 | FIRST TR EXCHANGE TRADED FD | 459,417 | $26.9B | 1.90% |
| 3 | PACER FDS TR | 490,765 | $26.9B | 1.90% |
| 4 | PIMCO DYNAMIC INCOME FD | 1,158,424 | $22.9B | 1.62% |
| 5 | SPDR SER TR | 317,524 | $20.9B | 1.48% |
| 6 | PALANTIR TECHNOLOGIES INC | 231,362 | $19.5B | 1.38% |
| 7 | ISHARES TR | 369,546 | $18.9B | 1.33% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 556,886 | $18.7B | 1.32% |
| 9 | DIREXION SHS ETF TR | 212,543 | $18.5B | 1.31% |
| 10 | ISHARES TR | 283,145 | $16.5B | 1.17% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 619 | $1.0T | 71.7% |
| Technology | 130 | $127.1B | 9.0% |
| Unknown | 103 | $89.2B | 6.3% |
| Real Estate | 37 | $55.6B | 3.9% |
| Consumer Cyclical | 53 | $23.4B | 1.7% |
| Consumer Defensive | 20 | $22.9B | 1.6% |
| Energy | 34 | $19.6B | 1.4% |
| Healthcare | 50 | $17.8B | 1.3% |
| Communication Services | 20 | $15.0B | 1.1% |
| Industrials | 58 | $10.6B | 0.8% |
| Basic Materials | 27 | $10.4B | 0.7% |
| Utilities | 23 | $7.7B | 0.5% |