Independent Financial Group, LLC
1,551 holdingsFiling period: 2026-06-30Current AUM: $5.20Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 1.71M | $342.6M | $350.4M | 6.74% | +555.7K | 2026-06-30 |
| 2 | QQQ | Invesco Qqq TR | 194.3K | $143.1M | $134.2M | 2.58% | +77.7K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 489.4K | $141.6M | $168.6M | 3.24% | +171.7K | 2026-06-30 |
| 4 | MU | Micron Technology Inc | 111.1K | $128.2M | $98.3M | 1.89% | +73.9K | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 316.7K | $119.6M | $103.3M | 1.98% | +176.6K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 398.3K | $94.9M | $95.7M | 1.84% | +233.1K | 2026-06-30 |
| 7 | IVV | iShares TR | 122.0K | $91.4M | $92.6M | 1.78% | +49.2K | 2026-06-30 |
| 8 | SPY | State Str Spdr S&P 500 ETF T | 107.7K | $80.5M | $81.4M | 1.56% | +28.6K | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 193.1K | $72.0M | $100.8M | 1.94% | +93.5K | 2026-06-30 |
| 10 | VTI | Vanguard Index Fds | 145.6K | $53.9M | $54.1M | 1.04% | +22.2K | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 152.1K | $53.7M | $42.3M | 0.81% | +85.5K | 2026-06-30 |
| 12 | PAAA | Pgim ETF TR | 1.00M | $51.4M | $51.5M | 0.99% | +46.6K | 2026-06-30 |
| 13 | XLK | Select Sector Spdr TR | 259.6K | $49.5M | $46.6M | 0.90% | +100.7K | 2026-06-30 |
| 14 | TSM | Taiwan Semiconductor Manufac | 98.8K | $47.2M | $40.1M | 0.77% | +47.9K | 2026-06-30 |
| 15 | AMD | Advanced Micro Devices Inc | 77.0K | $44.7M | $38.9M | 0.75% | +37.7K | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 117.6K | $42.0M | $32.9M | 0.63% | +45.2K | 2026-06-30 |
| 17 | SMH | VanEck ETF Trust | 62.3K | $40.9M | $32.6M | 0.63% | +24.7K | 2026-06-30 |
| 18 | TSLA | Tesla Inc | 91.0K | $38.3M | $36.4M | 0.70% | +25.5K | 2026-06-30 |
| 19 | SPYM | Spdr Series Trust | 427.2K | $37.5M | $38.0M | 0.73% | +36.3K | 2026-06-30 |
| 20 | SNDK | Sandisk Corp | 15.7K | $35.6M | $18.0M | 0.35% | +11.8K | 2026-06-30 |
| 21 | CGDV | Capital Group Dividend Value | 686.6K | $33.8M | $33.5M | 0.64% | +147.2K | 2026-06-30 |
| 22 | SOXX | iShares TR | 51.6K | $33.1M | $24.3M | 0.47% | +34.0K | 2026-06-30 |
| 23 | BUFR | First TR Exchng Traded FD VI | 872.8K | $31.9M | $32.6M | 0.63% | +157.4K | 2026-06-30 |
| 24 | COST | Costco Wholesale Corporation | 34.0K | $31.8M | $34.4M | 0.66% | +16.3K | 2026-06-30 |
| 25 | GARP | iShares TR | 374.5K | $30.9M | $29.1M | 0.56% | +53.4K | 2026-06-30 |
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