Managers / Q2 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484 · 12671 HIGH BLUFF DRIVE, SUITE 200, SAN DIEGO, CA, 92130 · 858-436-3180
Reported Value
$678M
Q2 2026
Positions
566
Filings on Record
26
2019–present window
Filed
Jun 15, 2026
original filing
Summary
Independent Financial Group, Llc reported $678M in U.S.-listed holdings across 566 positions for Q2 2026.
Its largest position, AAPL, represents 5.2% of the portfolio.
Compared with Q1 2026, the fund opened 168 new positions and exited 776.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 48.3% · $328M
- ETP · 40.7% · $276M
- REIT · 3.6% · $24M
- Closed-End Fund · 3.1% · $21M
- ADR · 2.3% · $15M
- Other · 2.0% · $14M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2026
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.