INDEPENDENT FINANCIAL GROUP, LLC Q1 2026 Filing

Filed May 19, 2026

Portfolio Value

$1.4T

Holdings

1,174

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (1,174 positions)

#	Stock	Shares	Value	% Portfolio
1	FSKFS KKR CAP CORP	1,731,306	$36.3B	2.57%
2	RDVYFIRST TR EXCHANGE TRADED FD	459,417	$26.9B	1.90%
3	COWZPACER FDS TR	490,765	$26.9B	1.90%
4	PDIPIMCO DYNAMIC INCOME FD	1,158,424	$22.9B	1.62%
5	SPYMSPDR SER TR	317,524	$20.9B	1.48%
6	PLTRPALANTIR TECHNOLOGIES INC	231,362	$19.5B	1.38%
7	GARPISHARES TR	369,546	$18.9B	1.33%
8	SDVYFIRST TR EXCHANGE-TRADED FD	556,886	$18.7B	1.32%
9	QQQEDIREXION SHS ETF TR	212,543	$18.5B	1.31%
10	IJHISHARES TR	283,145	$16.5B	1.17%
11	JEPQJ P MORGAN EXCHANGE TRADED F	296,908	$15.4B	1.09%
12	BIZDVANECK ETF TRUST	916,978	$15.4B	1.09%
13	BUFRFIRST TR EXCHNG TRADED FD VI	508,764	$15.1B	1.07%
14	JAAAJANUS DETROIT STR TR	284,013	$14.4B	1.02%
15	PAAAPGIM ETF TR	267,524	$13.7B	0.97%
16	WMTWALMART INC	148,745	$13.1B	0.92%
17	SCHDSCHWAB STRATEGIC TR	425,432	$11.9B	0.84%
18	MOATVANECK ETF TRUST	134,208	$11.8B	0.84%
19	JPSTJ P MORGAN EXCHANGE TRADED F	219,929	$11.1B	0.79%
20	FLRTPACER FDS TR	221,781	$10.4B	0.74%
21	BNDVANGUARD BD INDEX FDS	141,786	$10.4B	0.74%
22	BILSPDR SER TR	113,141	$10.4B	0.73%
23	DDTOINNOVATOR ETFS TRUST	325,304	$10.2B	0.72%
24	BXSLBLACKSTONE SECD LENDING FD	287,075	$9.3B	0.66%
25	JEPIJ P MORGAN EXCHANGE TRADED F	152,610	$8.7B	0.62%
26	XLESELECT SECTOR SPDR TR	92,302	$8.6B	0.61%
27	SMIGETF SER SOLUTIONS	299,200	$8.5B	0.60%
28	QYLDGLOBAL X FDS	507,239	$8.4B	0.60%
29	BACVERIZON COMMUNICATIONS INC	185,964	$8.4B	0.60%
30	XLFSELECT SECTOR SPDR TR	164,424	$8.2B	0.58%
31	ZALTINNOVATOR ETFS TRUST	266,850	$7.9B	0.56%
32	CALFPACER FDS TR	200,442	$7.5B	0.53%
33	SCHGSCHWAB STRATEGIC TR	289,563	$7.3B	0.51%
34	SPTMSPDR SER TR	105,013	$7.1B	0.51%
35	IAU*ISHARES GOLD TR	120,486	$7.1B	0.50%
36	SPDWSPDR INDEX SHS FDS	194,565	$7.1B	0.50%
37	FSCOFS CREDIT OPPORTUNITIES CORP	986,717	$7.0B	0.49%
38	CIBRFIRST TR EXCHANGE TRADED FD	109,896	$6.9B	0.49%
39	FETHFIDELITY ETHEREUM FD	361,695	$6.6B	0.47%
40	TSPAT ROWE PRICE ETF INC	181,412	$6.4B	0.45%
41	UYLDANGEL OAK FUNDS TRUST	123,250	$6.3B	0.45%
42	SPYGSPDR SER TR	77,534	$6.2B	0.44%
43	XLFISELECT SECTOR SPDR TR	76,281	$6.2B	0.44%
44	VYMIVANGUARD WHITEHALL FDS	84,469	$6.2B	0.44%
45	ARCCARES CAPITAL CORP	274,473	$6.1B	0.43%
46	GAUGFIRST TR EXCHNG TRADED FD VI	174,323	$6.1B	0.43%
47	USMVISHARES TR	63,697	$6.0B	0.42%
48	SPMDSPDR SER TR	114,220	$5.8B	0.41%
49	TQQQPROSHARES TR	100,725	$5.8B	0.41%
50	PFFISHARES TR	187,458	$5.8B	0.41%
51	EPDENTERPRISE PRODS PARTNERS L	166,873	$5.7B	0.40%
52	AHRAMERICAN HEALTHCARE REIT INC	187,611	$5.7B	0.40%
53	SRLNSSGA ACTIVE ETF TR	133,138	$5.5B	0.39%
54	ICOWPACER FDS TR	173,497	$5.4B	0.39%
55	TAT&T INC	191,451	$5.4B	0.38%
56	TBILRBB FD INC	106,265	$5.3B	0.38%
57	BINCBLACKROCK ETF TRUST II	101,403	$5.3B	0.38%
58	UBERUBER TECHNOLOGIES INC	72,445	$5.3B	0.37%
59	BILSSPDR SER TR	52,853	$5.3B	0.37%
60	GJUNFIRST TR EXCHNG TRADED FD VI	149,116	$5.2B	0.37%
61	AMLPALPS ETF TR	98,466	$5.1B	0.36%
62	CSCOCISCO SYS INC	82,034	$5.1B	0.36%
63	CGGRCAPITAL GROUP GROWTH ETF	146,667	$5.0B	0.36%
64	AMZAETFIS SER TR I	105,704	$5.0B	0.36%
65	TLTISHARES TR	53,459	$4.9B	0.34%
66	STWDSTARWOOD PPTY TR INC	245,511	$4.9B	0.34%
67	SPLVINVESCO EXCH TRADED FD TR II	64,552	$4.8B	0.34%
68	PFLPIMCO INCOME STRATEGY FD	555,660	$4.8B	0.34%
69	XLCSELECT SECTOR SPDR TR	48,479	$4.7B	0.33%
70	XLUSELECT SECTOR SPDR TR	58,227	$4.6B	0.33%
71	FTCSFIRST TR EXCHANGE-TRADED FD	50,827	$4.6B	0.32%
72	RWJINVESCO EXCH TRADED FD TR II	111,646	$4.5B	0.32%
73	BXMTBLACKSTONE MTG TR INC	225,702	$4.5B	0.32%
74	IVWISHARES TR	48,380	$4.5B	0.32%
75	KNGFIRST TR EXCHANGE-TRADED FD	88,842	$4.5B	0.32%
76	DSLDOUBLELINE INCOME SOLUTIONS	344,955	$4.3B	0.31%
77	FTNTFORTINET INC	44,891	$4.3B	0.31%
78	GBTCGRAYSCALE BITCOIN TRUST ETF	65,384	$4.3B	0.30%
79	SBUXSTARBUCKS CORP	42,477	$4.2B	0.29%
80	SSOPROSHARES TR	50,307	$4.2B	0.29%
81	SBCSABRA HEALTH CARE REIT INC	237,567	$4.2B	0.29%
82	PECOPHILLIPS EDISON & CO INC	113,439	$4.1B	0.29%
83	EFVISHARES TR	69,708	$4.1B	0.29%
84	AQLTISHARES TR	171,741	$3.9B	0.28%
85	SPYVSPDR SER TR	76,697	$3.9B	0.28%
86	BACBANK AMERICA CORP	91,078	$3.8B	0.27%
87	IGSBISHARES TR	72,328	$3.8B	0.27%
88	DYNFBLACKROCK ETF TRUST	76,968	$3.8B	0.27%
89	KLMNINVESCO EXCH TRADED FD TR II	40,357	$3.7B	0.26%
90	FBRTFRANKLIN BSP RLTY TR INC	291,193	$3.7B	0.26%
91	DLYDOUBLELINE YIELD OPPORTUNITI	227,429	$3.7B	0.26%
92	IEZISHARES TR	186,287	$3.6B	0.26%
93	IGIBISHARES TR	68,657	$3.6B	0.26%
94	PFEPFIZER INC	142,025	$3.6B	0.25%
95	XYLDGLOBAL X FDS	89,920	$3.6B	0.25%
96	KWEBKRANESHARES TRUST	101,126	$3.5B	0.25%
97	DISDISNEY WALT CO	35,623	$3.5B	0.25%
98	FVDFIRST TR VALUE LINE DIVID IN	78,280	$3.5B	0.25%
99	CIONCION INVT CORP	336,284	$3.5B	0.25%
100	SPYINEOS ETF TRUST	72,250	$3.5B	0.24%

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