INDEPENDENT FINANCIAL GROUP, LLC

Q1 2026 13F-HR/A Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,447
Total value ($000)
$4,457,427
Net value change ($000)
-23,892 (-0.5%)
New positions
150
Sold out positions
110
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 13,502 107.9%
CORO 11,369 NEW
IWM 10,918 109.1%
IJS 9,528 284.8%
IJK 8,767 647.0%
XOM 7,746 90.3%
FTCB 7,324 398.3%
XLE 7,024 96.2%
TSM 6,888 29.7%
ISVL 6,351 983.1%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -24,914 -7.8%
MSFT -20,235 -22.8%
AVGO -18,760 -16.3%
PLTR -13,487 -23.5%
QQQ -11,871 -10.0%
AAPL -10,345 -7.6%
FSK -8,720 -38.0%
OEF -8,258 -81.8%
AMZN -6,716 -7.8%
SLV -6,692 -25.7%
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