Independent Financial Group, LLC, a firm based in San Diego, California, has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 1,579 distinct equity positions held by the firm during the third quarter of 2026.
The filing details the firm's holdings across a wide range of sectors. Significant positions include Apple Inc., with 164,590,347 shares; Amazon.com Inc., with 97,793,224 shares; and Alphabet Inc., Class A and Class C, with 41,953,323 and 53,400,743 shares, respectively. The firm also holds substantial stakes in BlackRock Inc., Blackstone Inc., and American Tower Corporation.
The report includes a comprehensive list of individual stocks, exchange-traded funds, and other securities. Notable entries include shares of Berkshire Hathaway Inc. Class A and Class B, as well as various ETFs and closed-end funds managed by firms such as iShares, Amplify, and Angel Oak. The filing was signed by Brian Dennen, Chief Compliance Officer, on October 13, 2026.
