Independent Financial Group, LLC
Independent Financial Group, LLC reported 1,579 holdings worth US$5.51B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Independent Financial Group, LLC reported 1,579 holdings worth US$5.51B as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Micron Technology, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 1,579
- Value as reported
- US$5.51B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 1.74M | US$397M | 7.2% |
| Apple Inc | 494K | US$165M | 3.0% |
| Micron Technology, Inc. | 112K | US$120M | 2.2% |
| Broadcom Inc. | 299K | US$105M | 1.9% |
| Microsoft Corp. | 198K | US$101M | 1.8% |
| Amazon.com, Inc. | 393K | US$97.8M | 1.8% |
| Alphabet Inc (google) Class C | 279K | US$95.4M | 1.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 98,409 | US$44.9M | 0.81% |
| Advanced Micro Devices Inc | 69,634 | US$42.6M | 0.77% |
| Meta Platforms, Inc. | 47,861 | US$34.7M | 0.63% |
| Palantir Technologies Inc. | 170K | US$31.8M | 0.58% |
| Tesla, Inc. | 86,395 | US$30.7M | 0.56% |
| Costco Wholesale Corporation | 33,072 | US$30.1M | 0.55% |
| Crowdstrike Holdings, Inc. | 97,590 | US$25.8M | 0.47% |
| Berkshire Hathaway Inc. | 39,602 | US$20.5M | 0.37% |
| Eli Lilly And Company | 17,076 | US$19.8M | 0.36% |
| Walmart Inc. | 185K | US$19.3M | 0.35% |
| Sandisk Corporation | 11,079 | US$19.3M | 0.35% |
| Palo Alto Networks, Inc. | 45,557 | US$18.1M | 0.33% |
| Marvell Technology, Inc. | 66,547 | US$17.6M | 0.32% |
| Jp Morgan Chase & Co. | 45,301 | US$15M | 0.27% |
| Dell Technologies Inc. | 27,753 | US$14.9M | 0.27% |
| Strategy Inc | 101K | US$14.8M | 0.27% |
| Caterpillar, Inc. | 17,738 | US$14.4M | 0.26% |
| Bloom Energy Corporation | 49,849 | US$13.8M | 0.25% |
| Space Exploration Technologies Corp | 90,616 | US$13.7M | 0.25% |
| Abbvie Inc. | 50,277 | US$13.2M | 0.24% |
| Ge Vernova Inc. | 13,435 | US$12.8M | 0.23% |
| Visa Inc. | 33,989 | US$12.2M | 0.22% |
| Smartstop Self Storage Reit, Inc. | 363K | US$11.7M | 0.21% |
| Applied Materials, Inc. | 21,774 | US$11.1M | 0.20% |
| Johnson & Johnson | 40,492 | US$10.7M | 0.19% |
| Intel Corporation | 88,721 | US$10.7M | 0.19% |
| Credo Technology Group Holding Ltd | 53,662 | US$10.5M | 0.19% |
| Lam Research Corporation | 29,190 | US$9.59M | 0.17% |
| Ares Capital Corporation | 499K | US$9.52M | 0.17% |
| Ge Aerospace | 30,364 | US$9.48M | 0.17% |
| Freeport-mcmoran, Inc. | 132K | US$9.21M | 0.17% |
| Netflix, Inc. | 126K | US$8.8M | 0.16% |
| Cisco Systems, Inc. | 81,640 | US$8.79M | 0.16% |
| Fs Kkr Capital Corp. | 758K | US$8.34M | 0.15% |
| Bitmine Immersion Technologies, Inc. | 306K | US$8.1M | 0.15% |
| Home Depot, Inc. (the) | 28,217 | US$8.03M | 0.15% |
| Lumentum Holdings Inc. | 8,235 | US$8M | 0.15% |
| Chevron Corporation | 38,639 | US$7.89M | 0.14% |
| Merck & Company, Inc. | 54,016 | US$7.85M | 0.14% |
| Cloudflare, Inc. | 22,143 | US$7.69M | 0.14% |
| Fortinet, Inc. | 42,409 | US$7.58M | 0.14% |
| Natera, Inc. | 17,969 | US$7.43M | 0.13% |
| Qualcomm Incorporated | 38,154 | US$7.02M | 0.13% |
| Ast Spacemobile, Inc. | 115K | US$6.76M | 0.12% |
| Western Digital Corporation | 14,854 | US$6.75M | 0.12% |
| Vodafone Group Public Limited Company | 412K | US$6.65M | 0.12% |
| Pepsico, Inc. | 50,589 | US$6.41M | 0.12% |
| International Business Machines Corporation | 28,101 | US$6.18M | 0.11% |
| Celestica Inc. | 17,023 | US$6.17M | 0.11% |
| Arista Networks, Inc. | 30,130 | US$6.13M | 0.11% |
| Boeing Company (the) | 32,915 | US$6.12M | 0.11% |
| Verizon Communications Inc. | 131K | US$6M | 0.11% |
| Enterprise Products Partners L.p. | 163K | US$5.82M | 0.11% |
| Mastercard Incorporated | 10,341 | US$5.7M | 0.10% |
| Bank Of America Corporation | 103K | US$5.6M | 0.10% |
| Corning Incorporated | 35,293 | US$5.43M | 0.10% |
| Snowflake Inc. | 15,618 | US$5.3M | 0.10% |
| Starbucks Corporation | 53,038 | US$4.98M | 0.09% |
| Unitedhealth Group Incorporated | 13,474 | US$4.95M | 0.09% |
| Vertiv Holdings, Llc | 20,019 | US$4.83M | 0.09% |
| Rtx Corporation | 25,801 | US$4.79M | 0.09% |
| Sabra Health Care Reit, Inc. | 242K | US$4.77M | 0.09% |
| Prospect Capital Corporation | 2.29M | US$4.76M | 0.09% |
| American Express Company | 15,139 | US$4.6M | 0.08% |
| Starwood Property Trust Inc. | 328K | US$4.42M | 0.08% |
| Ciena Corporation | 12,530 | US$4.41M | 0.08% |
| Nexpoint Real Estate Finance, Inc. | 281K | US$4.37M | 0.08% |
| Tjx Companies, Inc. (the) | 32,808 | US$4.34M | 0.08% |
| Oracle Corporation | 31,380 | US$4.31M | 0.08% |
| Procter & Gamble Company (the) | 29,607 | US$4.3M | 0.08% |
| Uber Technologies, Inc. | 62,758 | US$4.3M | 0.08% |
| Goldman Sachs Group, Inc. (the) | 4,743 | US$4.27M | 0.08% |
| Amgen Inc. | 10,064 | US$4.24M | 0.08% |
| American Healthcare Reit, Inc. | 82,674 | US$4.24M | 0.08% |
| Hercules Capital, Inc. | 241K | US$4.05M | 0.07% |
| Blackstone Inc. | 35,536 | US$3.98M | 0.07% |
| Deere & Company | 5,927 | US$3.98M | 0.07% |
| Southern Copper Corporation | 19,063 | US$3.86M | 0.07% |
| Coca-cola Company (the) | 44,437 | US$3.83M | 0.07% |
| Servicenow, Inc. | 28,473 | US$3.82M | 0.07% |
| Blackrock, Inc. | 3,578 | US$3.79M | 0.07% |
| Intuitive Surgical, Inc. | 9,220 | US$3.75M | 0.07% |
| Asml Holding Nv | 2,060 | US$3.73M | 0.07% |
| Agnc Investment Corp. | 408K | US$3.7M | 0.07% |
| Zscaler Inc | 18,483 | US$3.69M | 0.07% |
| Kkr & Co. Inc. | 69,257 | US$3.66M | 0.07% |
| Energy Transfer Lp | 180K | US$3.56M | 0.06% |
| Coreweave, Inc. | 40,438 | US$3.52M | 0.06% |
| Pfizer, Inc. | 123K | US$3.51M | 0.06% |
| Realty Income Corporation | 64,273 | US$3.49M | 0.06% |
| Blackstone Mortgage Trust, Inc. | 300K | US$3.44M | 0.06% |
| Dba Sempra | 43,965 | US$3.43M | 0.06% |
| Waste Management, Inc. | 15,941 | US$3.25M | 0.06% |
Every holding of Independent Financial Group, LLC
Source
View original at SEC
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