INDEPENDENT FINANCIAL GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
San Diego, CA
CIK
0000275484
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 1,447 4,457,426 NVDA, AAPL, QQQ, AVGO RESTATEMENT 5/15/2026 000027548426000006
Q4 2025 1,405 4,481,318 NVDA, AAPL, QQQ, AVGO 13F-HR 5/14/2026 000027548426000003
Q3 2025 1,356 4,165,279 NVDA, AAPL, AVGO, QQQ 13F-HR 5/15/2026 000027548426000004
Q2 2025 1,286 3,629,124 NVDA, AAPL, QQQ, AVGO 13F-HR 5/15/2026 000027548426000005
Q1 2025 1,174 2,909,235 NVDA, AAPL, QQQ, AMZN 13F-HR 5/19/2026 000027548426000007
Additional filings from Independent Financial Group, LLC that have since been restated