Independent Advisor Alliance Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Independent Advisor Alliance disclosed 985 stock positions valued at approximately $4.27B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and AMERIS BANCORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 985
- Portfolio Value
- $4.27B
Holdings by Sector
Independent Advisor Alliance Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 11.05% | 2,358,375 | +271,696 | +13.02% | $471,887,436 |
| APPLE INC | AAPL | Technology | 6.02% | 887,758 | +16,234 | +1.86% | $256,881,429 |
| AMERIS BANCORP | ABCB | Financial Services | 5.60% | 2,647,824 | +67 | +0.00% | $238,992,592 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.89% | 286,249 | +25,212 | +9.66% | $166,285,081 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.09% | 553,994 | +14,961 | +2.78% | $132,039,110 |
| MICROSOFT CORP | MSFT | Technology | 2.71% | 310,605 | +3,885 | +1.27% | $115,861,703 |
| ALPHABET INC | GOOG | Communication Services | 2.09% | 252,853 | -417 | -0.16% | $89,340,379 |
| ALPHABET INC | GOOGL | Communication Services | 2.01% | 239,808 | +4,122 | +1.75% | $85,700,166 |
| BROADCOM INC | AVGO | Technology | 1.77% | 199,593 | -3,050 | -1.51% | $75,396,367 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.50% | 55,437 | +17,578 | +46.43% | $63,990,000 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.48% | 126,451 | -2,426 | -1.88% | $63,274,672 |
| META PLATFORMS INC | META | Communication Services | 1.32% | 100,396 | -3,751 | -3.60% | $56,552,155 |
| TESLA INC | TSLA | Consumer Cyclical | 1.16% | 117,483 | +2,522 | +2.19% | $49,413,162 |
| ELI LILLY & CO | LLY | Healthcare | 1.16% | 41,149 | +1,759 | +4.47% | $49,354,982 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.03% | 134,957 | +4,113 | +3.14% | $44,175,633 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.85% | 103,377 | +16,502 | +19.00% | $36,459,002 |
| EXXON MOBIL CORP | XOM | Energy | 0.80% | 251,295 | -34,245 | -11.99% | $34,357,055 |
| SPDR GOLD TR | GLD | Other | 0.79% | 91,032 | -67,245 | -42.49% | $33,534,141 |
| CATERPILLAR INC | CAT | Industrials | 0.78% | 31,375 | -755 | -2.35% | $33,410,735 |
| WALMART INC | WMT | Consumer Defensive | 0.75% | 281,716 | +11,401 | +4.22% | $31,907,114 |
| SPDR SERIES TRUST | SPLG | Other | 0.70% | 339,955 | -4,139,143 | -92.41% | $29,875,210 |
| INTEL CORP | INTC | Technology | 0.64% | 196,723 | +109,947 | +126.70% | $27,468,411 |
| VISA INC | V | Financial Services | 0.60% | 75,033 | -2,427 | -3.13% | $25,743,269 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 100,260 | +8,003 | +8.67% | $25,463,190 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.54% | 24,635 | -110 | -0.44% | $23,044,712 |
| ABBVIE INC | ABBV | Healthcare | 0.54% | 91,394 | +2,672 | +3.01% | $22,998,389 |
| MITEK SYS INC | MITK | Technology | 0.54% | 1,137,006 | -18,067 | -1.56% | $22,887,944 |
| ISHARES TR | IVV | Other | 0.53% | 30,024 | -207,454 | -87.36% | $22,484,327 |
| LAM RESEARCH CORP | LRCX | Other | 0.46% | 45,610 | -461 | -1.00% | $19,764,417 |
| COCA COLA CO | KO | Consumer Defensive | 0.46% | 243,177 | +4,329 | +1.81% | $19,763,003 |
Showing 30 of 985 holdings in the latest reporting period.