Independent Financial Group
Independent Financial Group reported 1,577 stocks worth $5.5B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (7.2%), AAPL (3.0%) and QQQ (2.5%). Compared with Q2 2026, the fund opened new positions in ICSH and XOM, added to NVDA, AAPL and MU, trimmed QQQ, AVGO and AMZN and sold out of XOM, MUU and PRN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $397M | 7.2% | 1.7M | +24K (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $165M | 3.0% | 494K | +4,883 (+1%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $139M | 2.5% | 188K | −5,842 (−3%) | 8 of 8 | |
| 4 |  MU Micron Technology Inc | $120M | 2.2% | 112K | +1,200 (+1%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $105M | 1.9% | 299K | −18K (−6%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $101M | 1.8% | 198K | +4,604 (+2%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $97.8M | 1.8% | 393K | −5,746 (−1%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $95.4M | 1.7% | 125K | +2,528 (+2%) | 8 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $82M | 1.5% | 108K | −165 (−0%) | 8 of 8 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $54.6M | 1.0% | 146K | +259 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $10.4M | 76K |
 MUU Direxion Shs ETF TR | $3.1M | 2,982 |
 PRN Invesco Dorsey Wright Industrials Momentum ETF | $2.1M | 7,946 |
 VSH Vishay Intertechnology Inc | $1.4M | 25K |
 TDC Teradata Corp Del | $1.3M | 36K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Financial Group 13F FAQ
What does Independent Financial Group own?
Independent Financial Group reported 1,577 stocks worth $5.5B in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are NVDA (7.2%), AAPL (3.0%) and QQQ (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 156 new positions, 719 added to, 578 trimmed and 123 sold out. New positions include ICSH and XOM. It sold all of XOM, MUU and PRN.
When will Independent Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Financial Group's portfolio worth?
The Q3 2026 filing reports $5.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.