Brian Dennen

Independent Financial Group, Llc

Assets Managed

$4.457B

Holdings

1447

Last Quarter

2026 - Q1

Filed Date

1mo 9d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1447 positions.

Assets under management

The assets under management (AUM) of Independent Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.457B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Brian Dennen, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity New Position	6.62%	$294.789M 1.69M shares@ $174.41 avg price	New Position
AAPL Apple Inc Recent Activity New Position	2.81%	$124.887M 492,087 shares@ $253.79 avg price	New Position
QQQ Invesco Qqq Trust Series 1 Recent Activity New Position	2.4%	$106.581M 184,658 shares@ $577.18 avg price	New Position
AVGO Broadcom Inc Recent Activity New Position	2.16%	$95.985M 310,121 shares@ $309.51 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	1.79%	$79.784M 383,080 shares@ $208.28 avg price	New Position
PAAA Pgim Aaa Clo Etf Recent Activity New Position	1.72%	$76.445M 1.494M shares@ $51.19 avg price	New Position
SPY Spdr S&p 500 Etf Trust Recent Activity New Position	1.55%	$68.991M 106,085 shares@ $650.35 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	1.54%	$68.523M 185,111 shares@ $370.18 avg price	New Position
IVV Ishares Core S&p 500 Etf Recent Activity New Position	1.38%	$61.51M 94,167 shares@ $653.21 avg price	New Position
VTI Vanguard Total Stock Mkt Etf Recent Activity New Position	1.01%	$44.763M 139,532 shares@ $320.82 avg price	New Position

1-10 of 1447