INDEPENDENT FINANCIAL GROUP, LLC - Portfolio overview

INDEPENDENT FINANCIAL GROUP, LLC has 1174 reported holdings in this dataset, with the latest filing dated 2026-05-19.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 6.08%
2. AAPL - APPLE INC, 3.61%
3. QQQ - INVESCO QQQ TR, 2.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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