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)

StockValue
OPTUALTICE USA INC
$96.5M
GGTGABELLI MULTIMEDIA TR INC
$95.9M
ACHRARCHER AVIATION INC
$95.2M
EDFVIRTUS STONE HBR EMRG MKTS I
$90.6M
PMLPIMCO MUN INCOME FD II
$90.5M
HAINHAIN CELESTIAL GROUP INC
$89.8M
ASGLIBERTY ALL-STAR GROWTH FD I
$81.0M
NDQINVESCO QQQ TR
$75.9M
VERUEURVERU INC
$75.5M
NGDNEW GOLD INC CDA
$74.2M
NIONIO INC
$67.6M
QSQUANTUMSCAPE CORP
$65.1M
MPTMEDICAL PPTYS TRUST INC
$64.3M
PMMPUTNAM MANAGED MUN INCOME TR
$62.9M
AMZNAMAZON COM INC
$62.3M
AVGOBROADCOM INC
$61.6M
MSFTMICROSOFT CORP
$59.6M
NNOXNANO X IMAGING LTD
$57.8M
UNITUNITI GROUP INC
$53.9M
SPYSPDR S&P 500 ETF TR
$51.9M
IVVISHARES TR
$44.6M
LACLITHIUM AMERS CORP NEW
$37.8M
VTIVANGUARD INDEX FDS
$36.6M
CCLDCARECLOUD INC
$35.0M
COSTCOSTCO WHSL CORP NEW
$32.3M
SLSSELLAS LIFE SCIENCES GROUP I
$25.1M
METAMETA PLATFORMS INC
$24.7M
ETHUUSDVOLATILITY SHS TR
$24.0M
PLUNPLUG POWER INC
$23.1M
GQ9SPDR GOLD TR
$21.5M
TSLATESLA INC
$20.3M
XLKSELECT SECTOR SPDR TR
$19.9M
GOOGALPHABET INC
$19.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$17.6M
LLYELI LILLY & CO
$17.4M
TMCTMC THE METALS COMPANY INC
$17.2M
GOOGLALPHABET INC
$15.2M
ABBVABBVIE INC
$14.3M
TNYATENAYA THERAPEUTICS INC
$14.3M
VOOVANGUARD INDEX FDS
$12.8M
VVISA INC
$12.0M
VOTVANGUARD INDEX FDS
$11.7M
CHPTCHARGEPOINT HOLDINGS INC
$11.6M
VUGVANGUARD INDEX FDS
$11.2M
JPMJPMORGAN CHASE & CO.
$11.1M
MIGAMICROSTRATEGY INC
$11.0M
NFLXNETFLIX INC
$10.9M
ABATAMERICAN BATTERY TECHNOLOGY
$10.7M
ITOTISHARES TR
$10.0M
TLRYEURTILRAY BRANDS INC
$9.5M
HDHOME DEPOT INC
$9.4M
SHVISHARES TR
$9.0M
BKNGBOOKING HOLDINGS INC
$8.6M
PANWPALO ALTO NETWORKS INC
$8.5M
SMHVANECK ETF TRUST
$8.4M
XOMEXXON MOBIL CORP
$8.3M
BXBLACKSTONE INC
$8.0M
ITA*ISHARES TR
$7.9M
VIGVANGUARD SPECIALIZED FUNDS
$7.8M
IBMINTERNATIONAL BUSINESS MACHS
$7.6M
QUALISHARES TR
$7.5M
VYMVANGUARD WHITEHALL FDS
$7.4M
CRWDCROWDSTRIKE HLDGS INC
$7.4M
QCOMQUALCOMM INC
$7.1M
XLVSELECT SECTOR SPDR TR
$6.9M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$6.6M
PXLWEURPIXELWORKS INC
$6.6M
DONSPDR DOW JONES INDL AVERAGE
$6.6M
VGTVANGUARD WORLD FD
$6.2M
PEPPEPSICO INC
$6.1M
ONCONCOLYTICS BIOTECH INC
$6.1M
ISRGINTUITIVE SURGICAL INC
$6.0M
IJRISHARES TR
$5.9M
RSPINVESCO EXCHANGE TRADED FD T
$5.8M
MGKVANGUARD WORLD FD
$5.8M
CVXCHEVRON CORP NEW
$5.5M
GSLCGOLDMAN SACHS ETF TR
$5.1M
SKYYFIRST TR EXCHANGE TRADED FD
$5.0M
CATCATERPILLAR INC
$4.9M
VBKVANGUARD INDEX FDS
$4.9M
MCDMCDONALDS CORP
$4.8M
CRMSALESFORCE INC
$4.7M
AMDADVANCED MICRO DEVICES INC
$4.7M
JNJJOHNSON & JOHNSON
$4.7M
MINTPIMCO ETF TR
$4.5M
IWMISHARES TR
$4.3M
GEGE AEROSPACE
$4.2M
SOXXISHARES TR
$4.2M
PGPROCTER AND GAMBLE CO
$4.1M
MMM3M CO
$4.0M
UNHUNITEDHEALTH GROUP INC
$4.0M
BABOEING CO
$4.0M
MAMASTERCARD INCORPORATED
$3.9M
AXPAMERICAN EXPRESS CO
$3.9M
XLYSELECT SECTOR SPDR TR
$3.8M
ZSZSCALER INC
$3.7M
VTVVANGUARD INDEX FDS
$3.7M
VBVANGUARD INDEX FDS
$3.7M
IYWISHARES TR
$3.6M
XLISELECT SECTOR SPDR TR
$3.6M
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