Independent Advisor Alliance 13F Holdings · Q2 2026
Independent Advisor Alliance reported 1,054 securities worth $4.27B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (11.05%), AAPL (6.02%), ABCB (5.60%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $471.9M | 11.05% | 2.4M | Added |
| 2 | AAPL | APPLE INC | $256.9M | 6.02% | 887,758 | Added |
| 3 | ABCB | AMERIS BANCORP | $239.0M | 5.60% | 2.6M | Added |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $166.3M | 3.89% | 286,249 | Added |
| 5 | AMZN | AMAZON COM INC | $132.0M | 3.09% | 553,994 | Added |
| 6 | MSFT | MICROSOFT CORP | $115.9M | 2.71% | 310,605 | Added |
| 7 | GOOG | ALPHABET INC | $89.3M | 2.09% | 252,853 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $85.7M | 2.01% | 239,808 | Added |
| 9 | AVGO | BROADCOM INC | $75.4M | 1.77% | 199,593 | Trimmed |
| 10 | MU | MICRON TECHNOLOGY INC | $64.0M | 1.50% | 55,437 | Added |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $63.3M | 1.48% | 126,451 | Trimmed |
| 12 | META | META PLATFORMS INC | $56.6M | 1.32% | 100,396 | Trimmed |
| 13 | LLY | ELI LILLY & CO | $49.4M | 1.16% | 41,149 | Added |
| 14 | TSLA | TESLA INC | $49.4M | 1.16% | 117,483 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $44.2M | 1.03% | 134,957 | Added |
| 16 | HD | HOME DEPOT INC | $36.5M | 0.85% | 103,377 | Added |
| 17 | XOM | EXXON MOBIL CORP | $34.4M | 0.80% | 251,295 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $33.5M | 0.79% | 91,032 | Trimmed |
| 19 | CAT | CATERPILLAR INC | $33.4M | 0.78% | 31,375 | Trimmed |
| 20 | WMT | WALMART INC | $31.9M | 0.75% | 281,716 | Added |
| 21 | SPYM | SPDR SERIES TRUST | $29.9M | 0.70% | 339,955 | Trimmed |
| 22 | INTC | INTEL CORP | $27.5M | 0.64% | 196,723 | Added |
| 23 | JNJ | JOHNSON & JOHNSON | $25.5M | 0.60% | 100,260 | Added |
| 24 | V | VISA INC | $25.7M | 0.60% | 75,033 | Trimmed |
| 25 | ABBV | ABBVIE INC | $23.0M | 0.54% | 91,394 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR