13F filer

Independent Financial Group

As of Sep 30, 2026 Filed Oct 13, 2026 CIK 275484 SEC filings ↗

13F Value

$5.51B

Positions

1,579

Top Position

NVDA7.2%

Top 5

16.8%

Latest filing changes

vs Jun 30, 2026

1 SNTH MRP SynthEquity ETF +70.2%+$12.7M

2 SPCX Space Exploration Techn +168.8%+$8.6M

3 SCHG Schwab U.S. Large-Cap Growth ETF +32.8%+$6.4M

4 SGOV iShares 0-3 Month Treasury Bond ETF +40.9%+$5.8M

5 NVDA NVIDIA +1.4%+$5.6M

Holdings1,579

#
1	NVDA NVIDIA	7.2%	$396.7M	+1.4%	1.74M	6.4%	Common Stock
2	AAPL Apple	3.0%	$164.6M	+1.0%	494.2K	2.6%	Common Stock
3	QQQ Invesco QQQ Trust, Series 1	2.5%	$139.4M	-3.0%	188.5K	2.7%	ETF
4	MU Micron Technology	2.2%	$119.6M	+1.1%	112.3K	2.4%	Common Stock
5	AVGO Broadcom	1.9%	$104.9M	-5.7%	298.8K	2.2%	Common Stock
6	MSFT Microsoft	1.8%	$101.4M	+2.4%	197.7K	1.3%	Common Stock
7	AMZN Amazon	1.8%	$97.8M	-1.4%	392.5K	1.8%	Common Stock
8	IVV iShares Core S&P 500 ETF	1.7%	$95.4M	+2.1%	124.6K	1.7%	ETF
9	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.5%	$82.0M	-0.2%	107.6K	1.5%	ETF
10	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.0%	$54.6M	+0.2%	145.9K	1.0%	ETF
11	GOOG Alphabet Class C	1.0%	$53.4M	+3.1%	156.7K	1.0%	Common Stock
12	PAAA PGIM Aaa CLO ETF	1.0%	$52.4M	+1.8%	1.02M	1.0%	ETF
13	XLK State Street(R) Technology Select Sector SPDR(R) ETF	0.9%	$50.8M	+0.0%	259.7K	0.9%	ETF
14	TSM Taiwan Semiconductor Manufacturing	0.8%	$44.9M	-0.4%	98.4K	0.9%	ADR
15	AMD Advanced Micro Devices	0.8%	$42.6M	-9.6%	69.6K	0.8%	Common Stock
16	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 121,928 reported quantity $41,953,323 reported value	0.8%	$42.0M	+3.7%	121.9K	0.8%	Common Stock
17	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	0.7%	$41.1M	+7.1%	457.6K	0.7%	ETF
18	SMH VanEck Semiconductor ETF	0.7%	$38.4M	+1.2%	63.1K	0.8%	ETF
19	BUFR FT Vest Laddered Buffer ETF	0.7%	$36.7M	+12.2%	979.2K	0.6%	ETF
20	META Meta Platforms	0.6%	$34.7M	-8.1%	47.9K	0.5%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing121

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.