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Independent Advisor Alliance

Q2 2026 13F filing

Updated 29 days ago

1,778 disclosed positions worth $4.3B

Portfolio value
$4.3B
Total holdings
1,778
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

Value
$280.9M
Shares
1.40M
% Port
6.58%
A

AMERIS BANCORP

Value
$239M
Shares
2.65M
% Port
5.60%
A

APPLE INC

Value
$212.8M
Shares
735.4K
% Port
4.98%
N

NVIDIA CORPORATION

Value
$191M
Shares
954.6K
% Port
4.47%
A
5.AMD

ADVANCED MICRO DEVICES INC

Value
$158.6M
Shares
272.9K
% Port
3.71%
A

AMAZON COM INC

Value
$112.4M
Shares
471.6K
% Port
2.63%
M

MICROSOFT CORP

Value
$95M
Shares
254.8K
% Port
2.23%
G

ALPHABET INC

Value
$82.3M
Shares
232.8K
% Port
1.93%
G

ALPHABET INC

Value
$66.5M
Shares
186.0K
% Port
1.56%
A
10.AVGO

BROADCOM INC

Value
$61.3M
Shares
162.2K
% Port
1.44%
B

BERKSHIRE HATHAWAY INC DEL

Value
$57.4M
Shares
114.8K
% Port
1.35%
M
12.MU

MICRON TECHNOLOGY INC

Value
$55.5M
Shares
48.1K
% Port
1.30%
A
13.AAPL

APPLE INC

Value
$44.1M
Shares
152.3K
% Port
1.03%
M
14.META

META PLATFORMS INC

Value
$43.7M
Shares
77.5K
% Port
1.02%
L
15.LLY

ELI LILLY & CO

Value
$41.2M
Shares
34.3K
% Port
0.96%
T
16.TSLA

TESLA INC

Value
$41M
Shares
97.5K
% Port
0.96%
X
17.XOM

EXXON MOBIL CORP

Value
$34.4M
Shares
251.3K
% Port
0.80%
J

JPMORGAN CHASE & CO

Value
$33.7M
Shares
103.0K
% Port
0.79%
H
19.HD

HOME DEPOT INC

Value
$32.8M
Shares
93.1K
% Port
0.77%
S

SPDR SERIES TRUST

Value
$29.9M
Shares
340.0K
% Port
0.70%
G
21.GLD

SPDR GOLD TR

Value
$26.5M
Shares
71.8K
% Port
0.62%
C
22.CAT

CATERPILLAR INC

Value
$26.3M
Shares
24.7K
% Port
0.61%
W
23.WMT

WALMART INC

Value
$25.7M
Shares
227.2K
% Port
0.60%
I
24.INTC

INTEL CORP

Value
$24.5M
Shares
175.3K
% Port
0.57%
M
25.MITK

MITEK SYS INC

Value
$22.9M
Shares
1.14M
% Port
0.54%
E
26.ETHA

ISHARES TR

Value
$22.5M
Shares
30.0K
% Port
0.53%
M
27.MSFT

MICROSOFT CORP

Value
$20.8M
Shares
55.8K
% Port
0.49%
J
28.JNJ

JOHNSON & JOHNSON

Value
$20.8M
Shares
81.8K
% Port
0.49%
V
29.V

VISA INC

Value
$20.4M
Shares
59.5K
% Port
0.48%
A
30.AMZN

AMAZON COM INC

Value
$19.6M
Shares
82.4K
% Port
0.46%
G

ALPHABET INC

Value
$19.2M
Shares
53.8K
% Port
0.45%
V
32.VGES

VANGUARD INDEX FDS

Value
$19.1M
Shares
51.6K
% Port
0.45%
A
33.ABBV

ABBVIE INC

Value
$18.6M
Shares
73.9K
% Port
0.44%
K
34.KO

COCA COLA CO

Value
$18.5M
Shares
227.4K
% Port
0.43%
C
35.COST

COSTCO WHOLESALE CORPORATION

Value
$18M
Shares
19.2K
% Port
0.42%
P
36.PANW

PALO ALTO NETWORKS INC

Value
$17.4M
Shares
51.0K
% Port
0.41%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$16.8M
Shares
35.2K
% Port
0.39%
T

TRUIST FINL CORP

Value
$16.2M
Shares
324.9K
% Port
0.38%
F
39.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$15.5M
Shares
419.7K
% Port
0.36%
P
40.PG

PROCTER & GAMBLE CO

Value
$15.1M
Shares
103.2K
% Port
0.35%
G
41.GEV

GE VERNOVA INC

Value
$15M
Shares
12.7K
% Port
0.35%
S

SIMON PPTY GROUP INC NEW

Value
$14.8M
Shares
66.1K
% Port
0.35%
L
43.LRCX

LAM RESEARCH CORP

Value
$14.3M
Shares
33.0K
% Port
0.33%
A

ASML HLDG NV

Value
$14.2M
Shares
7.1K
% Port
0.33%
D

DUKE ENERGY CORP NEW

Value
$14.1M
Shares
111.7K
% Port
0.33%
A
46.AVGO

BROADCOM INC

Value
$14.1M
Shares
37.4K
% Port
0.33%
I
47.IBM

INTERNATIONAL BUSINESS MACHS

Value
$13.6M
Shares
48.2K
% Port
0.32%
M
48.META

META PLATFORMS INC

Value
$12.9M
Shares
22.8K
% Port
0.30%
N
49.NFLX

NETFLIX INC.

Value
$12.5M
Shares
175.5K
% Port
0.29%
S
50.SOMN

SOUTHERN CO

Value
$12.3M
Shares
128.9K
% Port
0.29%