INDEPENDENT FINANCIAL GROUP, LLC

Q2 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
1,546
Total value ($000)
$5,347,544
Net value change ($000)
+890,117 (20.0%)
New positions
208
Sold out positions
110
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 99,382 345.0%
NVDA 47,858 16.2%
QQQ 36,503 34.2%
SNDK 31,475 763.4%
IVV 29,881 48.6%
AMD 29,127 186.7%
AVGO 23,648 24.6%
SOXX 22,596 215.4%
XLK 19,999 67.9%
SMH 18,363 81.5%
Top Reduces (Value $000, Stocks/ETFs)
PAAA -25,002 -32.7%
PLTR -21,870 -49.9%
JAAA -15,487 -57.4%
BIZD -14,772 -87.5%
JBBB -11,467 -86.9%
BND -11,025 -42.4%
VOD -8,463 -57.7%
SLV -8,091 -41.9%
IJK -7,938 -78.4%
GLD -7,662 -22.1%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type