INDEPENDENT FINANCIAL GROUP, LLC

Q3 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
9/30/2025
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,356
Total value ($000)
$4,165,280
Net value change ($000)
+536,156 (14.8%)
New positions
157
Sold out positions
90
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: 5/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 52,322 20.0%
AAPL 24,888 25.7%
APP 18,970 494.7%
PLTR 15,512 32.3%
AVGO 14,064 14.9%
JBBB 12,440 5183.3%
PAAA 11,420 17.0%
TSLA 11,305 44.1%
GOOGL 10,828 45.8%
QQQ 10,195 10.7%
Top Reduces (Value $000, Stocks/ETFs)
TIDAL TR II -18,624 -72.6%
SMIG -7,783 -100.0%
FSK -6,551 -27.2%
MSTR -6,062 -32.3%
GJUN -3,960 -72.0%
NFLX -3,947 -14.4%
ZALT -3,848 -45.4%
FTSM -3,618 -47.6%
BALT -3,618 -35.4%
IEF -3,093 -67.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type