Institutional Fund
Independent Financial Group, LLC
San Diego, CACIK 2754846 filings on record
Portfolio Value
$4.46B
Q1 2026
Holdings
1,447
Reported positions
New Buys
153
Opened this quarter
QoQ Change
-0.5%
from $4.48B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation6.6%
- Apple Inc2.8%
- Invesco Qqq Tr2.4%
- Broadcom Inc2.2%
- Amazon Com Inc1.8%
- Pgim ETF Tr1.7%
- Other82.5%
Portfolio Holdings
1,447 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 1.69M | $294.79M | 6.6% | −23.9K | Reduced |
| 2 | Apple Inc | 492.1K | $124.89M | 2.8% | −5.3K | Reduced |
| 3 | Invesco Qqq Tr | 184.7K | $106.58M | 2.4% | −8.2K | Reduced |
| 4 | Broadcom Inc | 310.1K | $95.99M | 2.2% | −21.4K | Reduced |
| 5 | Amazon Com Inc | 383.1K | $79.78M | 1.8% | +8.3K | Added |
| 6 | Pgim ETF Tr | 1.49M | $76.44M | 1.7% | +9.1K | Added |
| 7 | Spdr S&P 500 ETF Tr | 106.1K | $68.99M | 1.5% | −2.9K | Reduced |
| 8 | Microsoft Corp | 185.1K | $68.52M | 1.5% | +1.6K | Added |
| 9 | Ishares Tr | 94.2K | $61.51M | 1.4% | +756 | Added |
| 10 | Vanguard Index Fds | 139.5K | $44.76M | 1.0% | −241 | Reduced |
1,437 more holdings on Premium
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