Sign In
test

Brian Dennen

Independent Financial Group, Llc

Assets Managed
$5.348B
Holdings
1546
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
19.97%(2Q avg: 9.99%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 1546 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 5.348B in assets, with a quarterly growth rate of 19.97% and a 2-quarter average growth rate of 9.99%. The portfolio is managed by Brian Dennen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.32%
6.41%
$342.647M
1.712M shares@ $200.1 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 5.23%
2.68%
$143.084M
194,302 shares@ $736.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.55%
2.65%
$141.599M
489,353 shares@ $289.37 avg price
MU
Micron Technology Inc
Recent Activity
Increased 30.24%
2.4%
$128.191M
111,056 shares@ $1154.3 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 2.13%
2.24%
$119.633M
316,698 shares@ $377.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 3.97%
1.78%
$94.92M
398,253 shares@ $238.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 29.6%
1.71%
$91.391M
122,036 shares@ $748.89 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.57%
1.51%
$80.46M
107,744 shares@ $746.77 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.3%
1.35%
$72.018M
193,067 shares@ $373.02 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.36%
1.01%
$53.881M
145,608 shares@ $370.05 avg price

1-10 of 1546