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
Q4 2024 1,155 3,009,638 NVDA, AAPL, AVGO, AMZN 13F-HR 6/12/2026 000027548426000012
Q3 2024 1,126 2,719,964 NVDA, AAPL, AVGO, MSFT 13F-HR 6/12/2026 000027548426000011
Q2 2024 1,087 2,496,472 NVDA, AAPL, MSFT, QQQ 13F-HR 6/12/2026 000027548426000010
Q1 2024 1,016 2,177,116 NVDA, AAPL, MSFT, AMZN 13F-HR 6/12/2026 000027548426000009
Q4 2023 950 1,870,198 NVDA, AAPL, MSFT, QQQ 13F-HR 6/12/2026 000027548426000016
Q3 2023 898 1,536,938 NVDA, AAPL, MSFT, QQQ 13F-HR 6/12/2026 000027548426000015
Q2 2023 876 1,449,726 AAPL, NVDA, MSFT, QQQ 13F-HR 6/12/2026 000027548426000014
Q1 2023 836 1,250,042 AAPL, NVDA, MSFT, QQQ 13F-HR 6/12/2026 000027548426000013
Q4 2022 779 1,163,358 STIP, LMBS, PULS, AAPL 13F-HR 6/15/2026 000027548426000019
Q3 2022 744 1,103,632 STIP, LMBS, AAPL, PULS 13F-HR 6/15/2026 000027548426000018
Q2 2022 710 935,937 AAPL, MSFT, NVDA, AMZN 13F-HR 6/12/2026 000027548426000017
Q1 2022 778 1,230,196 AAPL, NVDA, RDVY, AMZN 13F-HR 6/12/2026 000027548426000008
Q4 2021 772 1,210,375 AAPL, NVDA, RDVY, GRID 13F-HR 6/15/2026 000027548426000023
Q3 2021 704 978,628 AAPL, RDVY, AMZN, NVDA 13F-HR 6/15/2026 000027548426000022
Q2 2021 700 943,357 AAPL, AMZN, RDVY, NVDA 13F-HR 6/15/2026 000027548426000021
Q1 2021 635 773,179 AAPL, AMZN, MSFT, QQQ 13F-HR 6/15/2026 000027548426000020
Q4 2020 566 678,298 AAPL, AMZN, MSFT, NVDA 13F-HR 6/15/2026 000027548426000027
Q3 2020 508 531,874 AAPL, AMZN, NVDA, MSFT 13F-HR 6/15/2026 000027548426000026
Q2 2020 476 454,581 AMZN, AAPL, MSFT, NVDA 13F-HR 6/15/2026 000027548426000025
Q1 2020 411 340,129 AMZN, AAPL, MSFT, NVDA 13F-HR 6/15/2026 000027548426000024
Additional filings from Independent Financial Group, LLC that have since been restated