INDEPENDENT FINANCIAL GROUP, LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 4,457,427
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 1,447 | 4,457,427 | 13F-HR/A - RESTATEMENT | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2026 | 5/5/2026 | 1,386 | 3,340,177 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q4 2025 | 5/14/2026 | 1,405 | 4,481,319 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q3 2025 | 5/15/2026 | 1,356 | 4,165,280 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q2 2025 | 5/15/2026 | 1,286 | 3,629,124 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2025 | 5/19/2026 | 1,174 | 2,909,236 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q4 2024 | 6/12/2026 | 1,155 | 3,009,639 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q3 2024 | 6/12/2026 | 1,126 | 2,719,964 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q2 2024 | 6/12/2026 | 1,087 | 2,496,473 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2024 | 6/12/2026 | 1,016 | 2,177,117 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q4 2023 | 6/12/2026 | 950 | 1,870,198 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q3 2023 | 6/12/2026 | 898 | 1,536,938 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q2 2023 | 6/12/2026 | 876 | 1,449,726 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2023 | 6/12/2026 | 836 | 1,250,042 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q4 2022 | 6/12/2026 | 779 | 1,163,359 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q3 2022 | 6/12/2026 | 744 | 1,103,632 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q2 2022 | 6/12/2026 | 710 | 935,938 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2022 | 6/12/2026 | 778 | 1,230,196 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q4 2021 | 6/15/2026 | 772 | 1,210,375 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q3 2021 | 6/15/2026 | 704 | 978,629 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q2 2021 | 6/15/2026 | 700 | 943,358 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2021 | 6/15/2026 | 635 | 773,180 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q4 2020 | 6/15/2026 | 566 | 678,299 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q3 2020 | 6/15/2026 | 508 | 531,875 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q2 2020 | 6/15/2026 | 476 | 454,582 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
| Q1 2020 | 6/15/2026 | 411 | 340,130 | 13F-HR | INDEPENDENT FINANCIAL GROUP, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.447 M | 55.1% | 0 | 73.21 K | -73.21 K |
| ETFs | 1.973 M | 44.5% | 34.38 K | 0 | 34.38 K |
| Debt | 12.67 K | 0.3% | 0 | 668 | -668 |
| Other | 5.369 K | 0.1% | 0 | 1.383 K | -1.383 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
4,457,427
Holdings
1447
QoQ value change ($000)
-23,892
(-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.