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Manager record

Independent Financial Group, Llc

San Diego, CA · CIK 275484 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.35BReported 13F valueQ2 2026 · as filed
1,546Holdings listed
+20.0%vs prior quartervalue change includes market moves
6Quarters on record
Jul 15Latest filed
Reported 13F value by quarter, Q1 2025 to Q2 2026Q1 2025: $2.9B$2.9BQ1 20251,174 holdingsQ2 2025: $3.6B$3.6BQ2 20251,286 holdingsQ3 2025: $4.2B$4.2BQ3 20251,356 holdingsQ4 2025: $4.5B$4.5BQ4 20251,405 holdingsQ1 2026: $4.5B$4.5BQ1 20261,447 holdingsQ2 2026: $5.3B$5.3BQ2 20261,546 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 15 2026 13F-HR · period Q2 2026

$5.35B · 1,546 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$1.16B · 779 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$1.10B · 744 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$773.18M · 635 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$943.36M · 700 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$978.63M · 704 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$1.21B · 772 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$340.13M · 411 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$454.58M · 476 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$531.87M · 508 holdings listed · View original SEC filing ↗

Jun 15 2026 13F-HR · period Q1 2026

$678.30M · 566 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$935.94M · 710 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$1.45B · 876 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$1.25B · 836 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$3.01B · 1,155 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$2.72B · 1,126 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$2.50B · 1,087 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$2.18B · 1,016 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$1.23B · 778 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$1.87B · 950 holdings listed · View original SEC filing ↗

Jun 12 2026 13F-HR · period Q1 2026

$1.54B · 898 holdings listed · View original SEC filing ↗

May 19 2026 13F-HR · period Q1 2025

$2.91B · 1,174 holdings listed · View original SEC filing ↗

May 15 2026 13F-HR · period Q2 2025

$3.63B · 1,286 holdings listed · View original SEC filing ↗

May 15 2026 13F-HR · period Q3 2025

$4.17B · 1,356 holdings listed · View original SEC filing ↗

May 15 2026 13F-HR · period Q4 2025

$4.48B · 1,405 holdings listed · View original SEC filing ↗

May 15 2026 13F-HR/A · period Q1 2026

$4.46B · 1,447 holdings listed · amendment (restatement) · View original SEC filing ↗

May 05 2026 13F-HR · period Q1 2026

$3.34B · 1,386 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 15, 2026 · Change methodology