INDEPENDENT FINANCIAL GROUP, LLC: 13F holdings

CIK 2754842026Q2

Positions1,546
Reported value$5.3bn
Filed2026-07-15

Change since last quarter

Positions1,546 (+99 vs prior quarter)
Reported value$5.3bn (+20.0%)

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION1,712,464$342.6m6.4%
QQQ INVESCO QQQ TR194,302$143.1m2.7%
AAPL APPLE INC489,353$141.6m2.6%
MU MICRON TECHNOLOGY INC111,056$128.2m2.4%
AVGO BROADCOM INC316,698$119.6m2.2%
AMZN AMAZON COM INC398,253$94.9m1.8%
IVV ISHARES TR122,036$91.4m1.7%
SPY STATE STR SPDR S&P 500 ETF T107,744$80.5m1.5%
MSFT MICROSOFT CORP193,067$72.0m1.3%
VTI VANGUARD INDEX FDS145,608$53.9m1.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="275484")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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