13F Insight
DOSSIER · 13F-HR · Q1 2026

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL's holding co. based in Chicago, IL — $4.5B in tracked AUM across 1,447 positions as of Q1 2026.

IF
INDEPENDENT FINANCIAL·Chicago, IL·Holding Co.
CIK 0000275484 · last filed Mar 31, 2026
Total AUM
$4.5B
▼ 14.1%
vs prior
Holdings
1,447
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

INDEPENDENT FINANCIAL GROUP, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$295M1.7M6.6%
02
AAPL
APPLE INC
$125M492K2.8%
03
QQQ
INVESCO QQQ TR
$107M185K2.4%
04
AVGO
BROADCOM INC
$96M310K2.2%
05
AMZN
AMAZON COM INC
$80M383K1.8%
06
PAAA
PGIM ETF TR
$76M1.5M1.7%
07
SPY
STATE STR SPDR S&P 500 ETF T
$69M106K1.5%
08
MSFT
MICROSOFT CORP
$69M185K1.5%
09
IVV
ISHARES TR
$62M94K1.4%
10
VTI
VANGUARD INDEX FDS
$45M140K1.0%

Filing history

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