Independent Financial Group, LLC ETF holdings
San Diego, CA
Reported $2.9B in 835 ETFs in its Form 13F for June 30, 2026.
ETF value
$2.9B
ETFs held
835
Change from prior quarter
+17.4%
With price moves
ETFs as a share of its 13F
54.1%
of $5.3B
Top 10 of 835 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $143.1M | 194,302 | +9,644 shares |
| IVV | iShares Core S&P 500 ETF | $91.4M | 122,036 | +27,869 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $80.5M | 107,744 | +1,659 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $53.9M | 145,608 | +6,076 shares |
| PAAA | PGIM AAA CLO ETF | $51.4M | 1,003,376 | −490,264 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $49.5M | 259,558 | +37,951 shares |
| SMH | VanEck Semiconductor ETF | $40.9M | 62,339 | +3,588 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $37.5M | 427,208 | −24,973 shares |
| CGDV | Capital Group Dividend Value ETF | $33.8M | 686,551 | +54,124 shares |
| SOXX | iShares Semiconductor ETF | $33.1M | 51,635 | +19,720 shares |
825 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000275484. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independent Financial Group, LLC own?
Independent Financial Group, LLC reported 835 ETF positions worth $2.9B in its Form 13F for June 30, 2026. The largest was QQQ, at $143.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.