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
101	JGROJ P MORGAN EXCHANGE TRADED F	46,770	$3.5B	0.24%
102	OBDCBLUE OWL CAPITAL CORPORATION	234,847	$3.4B	0.24%
103	ABRARBOR REALTY TRUST INC	284,691	$3.3B	0.24%
104	USALIBERTY ALL STAR EQUITY FD	502,979	$3.3B	0.23%
105	AGNCAGNC INVT CORP	340,033	$3.3B	0.23%
106	FNGOBANK MONTREAL QUE	47,721	$3.3B	0.23%
107	PHYS/USPROTT PHYSICAL GOLD TR	135,155	$3.3B	0.23%
108	VFLOVICTORY PORTFOLIOS II	93,221	$3.2B	0.23%
109	PKSTPEAKSTONE REALTY TRUST	252,824	$3.2B	0.23%
110	HACKAMPLIFY ETF TR	44,259	$3.2B	0.22%
111	FTSMFIRST TR EXCHANGE-TRADED FD	53,103	$3.2B	0.22%
112	DOCHEALTHPEAK PROPERTIES INC	157,095	$3.2B	0.22%
113	PFFAETFIS SER TR I	149,610	$3.2B	0.22%
114	IEMGISHARES INC	58,110	$3.1B	0.22%
115	RQICOHEN & STEERS QUALITY INCOM	245,075	$3.1B	0.22%
116	SLVISHARES SILVER TR	99,095	$3.1B	0.22%
117	FIXDFIRST TR EXCHNG TRADED FD VI	68,962	$3.0B	0.21%
118	CGDGCAPITAL GROUP DIVIDEND VALUE	83,452	$3.0B	0.21%
119	SHYISHARES TR	35,782	$3.0B	0.21%
120	PJUNINNOVATOR ETFS TRUST	78,136	$2.9B	0.20%
121	KOCOCA COLA CO	40,142	$2.9B	0.20%
122	VNQVANGUARD INDEX FDS	31,638	$2.9B	0.20%
123	REMISHARES TR	126,537	$2.8B	0.20%
124	LVHILEGG MASON ETF INVT	87,278	$2.8B	0.20%
125	BRSPBRIGHTSPIRE CAPITAL INC	506,058	$2.8B	0.20%
126	BCCCGLOBAL X FDS	73,832	$2.8B	0.20%
127	JQUAJ P MORGAN EXCHANGE TRADED F	48,722	$2.8B	0.19%
128	UTGREAVES UTIL INCOME FD	84,040	$2.7B	0.19%
129	MBBISHARES TR	29,042	$2.7B	0.19%
130	DGROISHARES TR	43,904	$2.7B	0.19%
131	DIVBISHARES TR	55,567	$2.7B	0.19%
132	PDECINNOVATOR ETFS TRUST	71,378	$2.7B	0.19%
133	PMBSPIMCO ETF TR	27,714	$2.7B	0.19%
134	ILCBISHARES TR	33,923	$2.6B	0.19%
135	SPHYSPDR SER TR	111,391	$2.6B	0.18%
136	GDXVANECK ETF TRUST	56,018	$2.6B	0.18%
137	CPAINORTHERN LTS FD TR III	76,735	$2.6B	0.18%
138	XMVMINVESCO EXCHANGE TRADED FD T	48,720	$2.6B	0.18%
139	LVLNSPDR SER TR	44,964	$2.6B	0.18%
140	NKENIKE INC	40,167	$2.5B	0.18%
141	MDTMEDTRONIC PLC	28,313	$2.5B	0.18%
142	NEARISHARES U S ETF TR	49,817	$2.5B	0.18%
143	SCHZSCHWAB STRATEGIC TR	107,784	$2.5B	0.18%
144	GCOWPACER FDS TR	66,979	$2.5B	0.18%
145	TDVGT ROWE PRICE ETF INC	61,197	$2.5B	0.18%
146	GABGABELLI EQUITY TR INC	445,861	$2.5B	0.17%
147	TCAFT ROWE PRICE ETF INC	75,329	$2.4B	0.17%
148	FTSLFIRST TR EXCHANGE-TRADED FD	52,921	$2.4B	0.17%
149	MRKMERCK & CO INC	26,514	$2.4B	0.17%
150	ETENERGY TRANSFER L P	125,764	$2.3B	0.17%
151	SPTISPDR SER TR	79,782	$2.3B	0.16%
152	BSVVANGUARD BD INDEX FDS	29,100	$2.3B	0.16%
153	RFICOHEN & STEERS TOTAL RETURN	187,973	$2.3B	0.16%
154	MOALTRIA GROUP INC	37,750	$2.3B	0.16%
155	IJANINNOVATOR ETFS TRUST	70,313	$2.2B	0.16%
156	DBLDOUBLELINE OPPORTUNISTIC CR	142,175	$2.2B	0.16%
157	XAWFXALLIANCEBERNSTEIN GLOBAL HIG	206,635	$2.2B	0.16%
158	SAUGFIRST TR EXCHNG TRADED FD VI	97,939	$2.2B	0.16%
159	GNLGLOBAL NET LEASE INC	271,848	$2.2B	0.15%
160	FAIFIRST TR EXCHANGE TRADED FD	39,577	$2.2B	0.15%
161	SPABSPDR SER TR	83,673	$2.1B	0.15%
162	PSECPROSPECT CAP CORP	519,088	$2.1B	0.15%
163	XJQCXNUVEEN CR STRATEGIES INCOME	395,350	$2.1B	0.15%
164	QDPLPACER FDS TR	57,917	$2.1B	0.15%
165	UPROPROSHARES TR	28,243	$2.1B	0.15%
166	FNGSBANK MONTREAL MEDIUM	41,643	$2.1B	0.15%
167	IYHISHARES TR	33,908	$2.1B	0.15%
168	FTHYFIRST TR HIGH YIELD OPPRT 20	142,107	$2.1B	0.15%
169	OXLCLOXFORD LANE CAP CORP	427,888	$2.0B	0.14%
170	EFAISHARES TR	24,621	$2.0B	0.14%
171	PBDCPUTNAM ETF TRUST	57,836	$2.0B	0.14%
172	SHOPSHOPIFY INC	20,931	$2.0B	0.14%
173	KHPIMANAGED PORTFOLIO SERIES	83,342	$2.0B	0.14%
174	SRESEMPRA	27,950	$2.0B	0.14%
175	ECCEAGLE POINT CREDIT COMPANY I	245,438	$2.0B	0.14%
176	AIRRFIRST TR EXCHANGE TRADED FD	29,083	$2.0B	0.14%
177	UTFCOHEN & STEERS INFRASTRUCTUR	76,942	$2.0B	0.14%
178	VEAVANGUARD TAX-MANAGED FDS	38,566	$2.0B	0.14%
179	FLINFRANKLIN TEMPLETON ETF TR	53,112	$2.0B	0.14%
180	SPEMSPDR INDEX SHS FDS	49,519	$1.9B	0.14%
181	IJULINNOVATOR ETFS TRUST	66,543	$1.9B	0.14%
182	GSYINVESCO ACTIVELY MANAGED EXC	38,565	$1.9B	0.14%
183	FTGSFIRST TR EXCHANGE-TRADED FD	64,734	$1.9B	0.14%
184	FTLSFIRST TR EXCH TRADED FD III	30,031	$1.9B	0.14%
185	WFCWELLS FARGO CO NEW	26,743	$1.9B	0.14%
186	FCXFREEPORT-MCMORAN INC	50,626	$1.9B	0.14%
187	IJSISHARES TR	19,656	$1.9B	0.14%
188	OREALTY INCOME CORP	32,869	$1.9B	0.13%
189	CGCBCAPITAL GRP FIXED INCM ETF T	72,366	$1.9B	0.13%
190	SOFISOFI TECHNOLOGIES INC	161,741	$1.9B	0.13%
191	XLGINVESCO EXCHANGE TRADED FD T	40,549	$1.9B	0.13%
192	VCITVANGUARD SCOTTSDALE FDS	22,560	$1.8B	0.13%
193	AGGISHARES TR	18,620	$1.8B	0.13%
194	VXUSVANGUARD STAR FDS	28,829	$1.8B	0.13%
195	FLOTISHARES TR	35,001	$1.8B	0.13%
196	BKLNINVESCO EXCH TRADED FD TR II	85,186	$1.8B	0.12%
197	PDOPIMCO DYNAMIC INCOME OPRNTS	126,424	$1.8B	0.12%
198	INTCINTEL CORP	77,101	$1.8B	0.12%
199	RITMRITHM CAPITAL CORP	152,800	$1.7B	0.12%
200	PJANINNOVATOR ETFS TRUST	42,054	$1.7B	0.12%

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