Viewing historical filing for 2025Q3. View latest →
DOSSIER · 13F-HR · Q2 2026

INDEPENDENT FINANCIAL GROUP, LLC

$5.3B in tracked AUM across 1,546 positions as of Q2 2026.

IF
CIK 0000275484 · last filed Jun 30, 2026
Total AUM
$5.3B
as of Q2 2026
Holdings
1,546
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…