INDEPENDENT FINANCIAL GROUP, LLC

Q2 2025 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2025
Date filed
5/15/2026
Form type
13F-HR
Num holdings
1,286
Total value ($000)
$3,629,124
Net value change ($000)
+719,888 (24.7%)
New positions
193
Sold out positions
81
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/19/2026 Next filing: 5/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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 85,511 48.4%
PAAA 53,390 388.9%
AVGO 32,576 52.9%
PLTR 28,562 146.3%
TIDAL TR II 23,974 1441.6%
MSFT 23,583 39.6%
QQQ 19,579 25.8%
NFLX 16,375 149.7%
AMZN 14,776 23.7%
SPY 11,723 22.6%
Top Reduces (Value $000, Stocks/ETFs)
FSK -12,211 -33.7%
LLY -10,291 -59.3%
AAPL -8,142 -7.7%
PDI -7,695 -33.5%
ABBV -6,206 -43.3%
BND -4,547 -43.7%
SDVY -4,432 -23.8%
CALF -3,938 -52.4%
QYLD -3,621 -42.9%
PHYS -2,838 -87.3%
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