INDEPENDENT FINANCIAL GROUP, LLC

Q4 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
12/31/2025
Date filed
5/14/2026
Form type
13F-HR
Num holdings
1,405
Total value ($000)
$4,481,319
Net value change ($000)
+316,039 (7.6%)
New positions
152
Sold out positions
104
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: 5/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MU 21,892 572.8%
SLV 15,234 141.6%
AAPL 13,346 10.9%
BPRE 12,882 NEW
QQQ 12,766 12.1%
GOOGL 10,864 31.5%
GOOGL 10,754 40.2%
CGDV 9,517 63.5%
AMZN 8,333 10.7%
SGOV 7,595 86.8%
Top Reduces (Value $000, Stocks/ETFs)
APP -15,424 -67.6%
FETH -11,069 -90.3%
NFLX -8,598 -36.8%
RDVY -7,276 -24.5%
TIDAL TR II -7,013 -100.0%
PLTR -6,287 -9.9%
YETH -6,182 -100.0%
SBET -5,949 -96.2%
SPDW -5,810 -42.7%
BX -5,224 -42.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type