Independent Financial Group, LLC holds a diversified book of 1546 stocks worth $5.3B as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Ishares Msci South Korea ETF and trimmed Apple Inc. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2026 would be +5% (+15.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +151.0%, a 146.1-point gap that is the cost of the ~15-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Independent Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Independent Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $96.4B |
| Farther Finance Advisors, LLC | 80 / 80 | $3.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $64.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $23.2B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $22.7B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $16.4B |
| NewEdge Advisors, LLC | 79 / 80 | $12.2B |
| Kestra Advisory Services, LLC | 79 / 80 | $10.9B |
Ranked by how many of Independent Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $342.6M | 1.71M | 6.4% | ▲+1.3% Added · +22K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $143.1M | 194.3K | 2.7% | ▲+5.2% Added · +10K sh | |
| 3 | Apple Inc COM | $141.6M | 489.4K | 2.6% | ▼−0.6% Reduced · −3K sh | |
| 4 | Micron Technology Inc COM | $128.2M | 111.1K | 2.4% | ▲+30% Added · +26K sh | |
| 5 | Broadcom Inc COM | $119.6M | 316.7K | 2.2% | ▲+2.1% Added · +7K sh | |
| 6 | Amazon Com Inc COM | $94.9M | 398.3K | 1.8% | ▲+4.0% Added · +15K sh | |
| 7 | Ishares TR CORE S&P500 ETF | $91.4M | 122.0K | 1.7% | ▲+30% Added · +28K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $80.5M | 107.7K | 1.5% | ▲+1.6% Added · +2K sh | |
| 9 | Microsoft Corp COM | $72.0M | 193.1K | 1.3% | ▲+4.3% Added · +8K sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $53.9M | 145.6K | 1.0% | ▲+4.3% Added · +6K sh | |
| 11 | Alphabet Inc CAP STK CL C | $53.7M | 152.1K | 1.0% | ▲+7.2% Added · +10K sh | |
| 12 | Pgim ETF TR AAA CLO ETF | $51.4M | 1.00M | 1.0% | ▼−33% Reduced · −490K sh | |
| 13 | Select Sector SPDR TR ST STR TECHN ETF | $49.5M | 259.6K | 0.9% | ▲+17% Added · +38K sh | |
| 14 | Taiwan Semiconductor Manufac SPONSORED ADS | $47.2M | 98.8K | 0.9% | ▲+11% Added · +10K sh | |
| 15 | Advanced Micro Devices Inc COM | $44.7M | 77.0K | 0.8% | ▲+0.4% Added · +299 sh | |
| 16 | Alphabet Inc CAP STK CL A | $42.0M | 117.6K | 0.8% | ▼−0.5% Reduced · −626 sh | |
| 17 | Vaneck ETF Trust SEMICONDUCTR ETF | $40.9M | 62.3K | 0.8% | ▲+6.1% Added · +4K sh | |
| 18 | Tesla Inc COM | $38.3M | 91.0K | 0.7% | ▲+3.7% Added · +3K sh | |
| 19 | SPDR Series Trust ST STR P500ETF | $37.5M | 427.2K | 0.7% | ▼−5.5% Reduced · −25K sh | |
| 20 | Sandisk Corp COM | $35.6M | 15.7K | 0.7% | ▲+141% Added · +9K sh | |
| 21 | Capital Group Dividend Value SHS CREAT UNIT | $33.8M | 686.6K | 0.6% | ▲+8.6% Added · +54K sh | |
| 22 | Ishares TR ISHARES SEMICDTR | $33.1M | 51.6K | 0.6% | ▲+62% Added · +20K sh | |
| 23 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $31.9M | 872.8K | 0.6% | ▲+3.4% Added · +29K sh | |
| 24 | Costco Wholesale Corporation COM | $31.8M | 34.0K | 0.6% | ▼−2.5% Reduced · −868 sh | |
| 25 | Ishares TR MSCI US GARP ETF | $30.9M | 374.5K | 0.6% | ▲+0.1% Added · +587 sh | |
| 26 | NEOS ETF Trust NASDAQ 100 HIGH | $30.3M | 534.4K | 0.6% | ▲+20% Added · +88K sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $29.9M | 43.6K | 0.6% | ▲+8.0% Added · +3K sh | |
| 28 | Meta Platforms Inc CL A | $29.3M | 52.1K | 0.5% | ▼−9.6% Reduced · −6K sh | |
| 29 | First TR Exchange Traded FD RISNG DIVD ACHIV | $29.0M | 357.9K | 0.5% | ▼−0.8% Reduced · −3K sh | |
| 30 | SPDR Gold TR GOLD SHS | $27.1M | 73.5K | 0.5% | ▼−9.0% Reduced · −7K sh | |
| 31 | SPDR Series Trust ST STR P500GRW | $23.7M | 199.6K | 0.4% | ▲+5.8% Added · +11K sh | |
| 32 | Ishares TR CORE S&P MCP ETF | $22.6M | 293.7K | 0.4% | ▲+1.5% Added · +4K sh | |
| 33 | Palantir Technologies Inc CL A | $22.0M | 188.2K | 0.4% | ▼−37% Reduced · −111K sh | |
| 34 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $21.6M | 352.0K | 0.4% | ▲+14% Added · +42K sh | |
| 35 | Proshares TR ULTRAPRO QQQ | $21.4M | 264.3K | 0.4% | ▼−11% Reduced · −34K sh | |
| 36 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $20.9M | 412.9K | 0.4% | ▲+32% Added · +100K sh | |
| 37 | Ishares TR RUSSELL 2000 ETF | $20.7M | 68.9K | 0.4% | ▼−18% Reduced · −15K sh | |
| 38 | Pacer FDS TR US CASH COWS 100 | $20.3M | 325.6K | 0.4% | ▼−6.8% Reduced · −24K sh | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $19.8M | 39.6K | 0.4% | ▲+5.3% Added · +2K sh | |
| 40 | Caterpillar Inc COM | $19.3M | 18.2K | 0.4% | ▲+14% Added · +2K sh | |
| 41 | Schwab Strategic TR US DIVIDEND EQ | $19.1M | 603.6K | 0.4% | ▲+42% Added · +177K sh | |
| 42 | Marvell Technology Inc COM | $18.7M | 62.7K | 0.3% | ▲+273% Added · +46K sh | |
| 43 | Ishares TR CORE S&P TTL STK | $18.3M | 111.7K | 0.3% | ▼−1.1% Reduced · −1K sh | |
| 44 | Schwab Strategic TR US LCAP GR ETF | $18.2M | 539.2K | 0.3% | ▲+21% Added · +93K sh | |
| 45 | Tidal Trust III MRP SYNTHEQUITY | $18.2M | 612.9K | 0.3% | ▲+8.2% Added · +46K sh | |
| 46 | First TR Exchange Traded FD SMID RISNG ETF | $18.1M | 418.5K | 0.3% | ▲+0.1% Added · +432 sh | |
| 47 | Walmart Inc COM | $18.0M | 158.8K | 0.3% | ▼−3.0% Reduced · −5K sh | |
| 48 | BlackRock ETF Trust ISHARES US EQUIT | $17.9M | 263.6K | 0.3% | ▲+6.6% Added · +16K sh | |
| 49 | Direxion Shares ETF Trust NASDAQ 100 EQ WT | $17.7M | 145.2K | 0.3% | ▼−17% Reduced · −30K sh | |
| 50 | Vanguard Index FDS GROWTH ETF | $17.4M | 201.9K | 0.3% | ▲+523% Added · +169K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/275484/holdings"
Use Arkolith to show INDEPENDENT FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 1,546 | $5.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 1,447 | $4.5B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | May 15, 2026 | 1,405 | $4.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | May 15, 2026 | 1,356 | $4.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | May 15, 2026 | 1,286 | $3.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 19, 2026 | 1,174 | $2.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jun 12, 2026 | 1,155 | $3.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jun 12, 2026 | 1,126 | $2.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jun 12, 2026 | 1,087 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jun 12, 2026 | 1,016 | $2.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jun 12, 2026 | 950 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Jun 12, 2026 | 898 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jun 12, 2026 | 876 | $1.4B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jun 12, 2026 | 836 | $1.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jun 15, 2026 | 779 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Jun 15, 2026 | 744 | $1.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jun 12, 2026 | 710 | $935.9M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Jun 12, 2026 | 778 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jun 15, 2026 | 772 | $1.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Jun 15, 2026 | 704 | $978.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jun 15, 2026 | 700 | $943.4M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Jun 15, 2026 | 635 | $773.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jun 15, 2026 | 566 | $678.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.