Independent Advisor Alliance Top Holdings and 13F Report (2026) About Independent Advisor AllianceInvestment ActivityIndependent Advisor Alliance has $4.27 billion in total holdings as of June 30, 2026.Independent Advisor Alliance owns shares of 1,054 different stocks, but just 159 companies or ETFs make up 80% of its holdings.Approximately 6.54% of the portfolio was purchased this quarter.About 144.54% of the portfolio was sold this quarter.This quarter, Independent Advisor Alliance has purchased 1,595 new stocks and bought additional shares in 407 stocks.Independent Advisor Alliance sold shares of 526 stocks and completely divested from 641 stocks this quarter.Largest Holdings NVIDIA $471,887,436Apple $256,881,429Ameris Bancorp $238,992,592Advanced Micro Devices $166,285,081Amazon.com $132,039,110 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $8,519,627 Holding26614N201 - DUPONT DE NEMOURS INC $2,052,273 Holding438516205 - HONEYWELL INTL INC $1,872,478 Holding43849R105 - HONEYWELL AEROSPACE INC $1,861,711 Holding60937P106 - MongoDB $1,478,641 Holding Largest Purchases this Quarter NVIDIA 271,696 shares (about $54.36M)Micron Technology 17,578 shares (about $20.29M)Intel 109,947 shares (about $15.35M)Advanced Micro Devices 25,212 shares (about $14.65M)KLA 38,482 shares (about $11.61M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 4,139,143 shares (about $363.75M)Invesco NASDAQ 100 ETF 809,671 shares (about $245.31M)SPDR Portfolio S&P 500 Growth ETF 1,813,701 shares (about $215.81M)SPDR S&P 500 ETF Trust 231,415 shares (about $172.81M)SPDR Portfolio S&P 500 Value ETF 2,696,058 shares (about $163.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Advisor Alliance Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$471,887,436$54,363,674 ▲13.0%2,358,37511.1%TechnologyAAPLApple$256,881,429$4,697,466 ▲1.9%887,7586.0%TechnologyABCBAmeris Bancorp$238,992,592$6,047 ▲0.0%2,647,8245.6%FinanceAMDAdvanced Micro Devices$166,285,081$14,645,918 ▲9.7%286,2493.9%TechnologyAMZNAmazon.com$132,039,110$3,565,810 ▲2.8%553,9943.1%Consumer DiscretionaryMSFTMicrosoft$115,861,703$1,449,181 ▲1.3%310,6052.7%TechnologyGOOGAlphabet$89,340,379$147,338 ▼-0.2%252,8532.1%Communication ServicesGOOGLAlphabet$85,700,166$1,473,079 ▲1.7%239,8082.0%Communication ServicesAVGOBroadcom$75,396,367$1,152,139 ▼-1.5%199,5931.8%TechnologyMUMicron Technology$63,990,000$20,289,991 ▲46.4%55,4371.5%TechnologyBRK.BBerkshire Hathaway$63,274,672$1,213,943 ▼-1.9%126,4511.5%FinanceMETAMeta Platforms$56,552,155$2,112,904 ▼-3.6%100,3961.3%Communication ServicesTSLATesla$49,413,162$1,060,749 ▲2.2%117,4831.2%Consumer DiscretionaryLLYEli Lilly and Company$49,354,982$2,109,782 ▲4.5%41,1491.2%HealthcareJPMJPMorgan Chase & Co.$44,175,633$1,346,313 ▲3.1%134,9571.0%FinanceHDHome Depot$36,459,002$5,819,926 ▲19.0%103,3770.9%Consumer DiscretionaryXOMExxonMobil$34,357,055$4,681,977 ▼-12.0%251,2950.8%EnergyGLDSPDR Gold Shares$33,534,141$24,771,545 ▼-42.5%91,0320.8%ETFCATCaterpillar$33,410,735$803,987 ▼-2.3%31,3750.8%IndustrialsWALMART INC$31,907,114$1,291,276 ▲4.2%281,7160.7%COMSPLGSPDR Portfolio S&P 500 ETF$29,875,210$363,747,456 ▼-92.4%339,9550.7%ETFINTCIntel$27,468,411$15,351,888 ▲126.7%196,7230.6%TechnologyVVisa$25,743,269$832,686 ▼-3.1%75,0330.6%FinanceJNJJohnson & Johnson$25,463,190$2,032,535 ▲8.7%100,2600.6%HealthcareCOSTCostco Wholesale$23,044,712$102,899 ▼-0.4%24,6350.5%Consumer StaplesABBVAbbVie$22,998,389$672,382 ▲3.0%91,3940.5%HealthcareMITKMitek Systems$22,887,944$363,689 ▼-1.6%1,137,0060.5%TechnologyIVViShares Core S&P 500 ETF$22,484,327$155,357,833 ▼-87.4%30,0240.5%ETFLAM RESEARCH CORP$19,764,417$199,768 ▼-1.0%45,6100.5%COM NEWKOCocaCola$19,763,003$351,818 ▲1.8%243,1770.5%Consumer StaplesPANWPalo Alto Networks$19,647,654$2,673,273 ▲15.7%57,6140.5%TechnologyVTIVanguard Total Stock Market ETF$19,085,699$28,706,443 ▼-60.1%51,5770.4%ETFTSMTaiwan Semiconductor Manufacturing$18,095,178$368,208 ▲2.1%37,8900.4%TechnologyPGProcter & Gamble$17,622,857$109,541 ▲0.6%120,1770.4%Consumer StaplesAMATApplied Materials$17,607,306$670,947 ▼-3.7%24,3530.4%TechnologyTFCTruist Financial$17,425,581$31,088 ▲0.2%349,7700.4%FinanceGE VERNOVA INC$17,092,921$1,023,296 ▲6.4%14,5490.4%COMIBMInternational Business Machines$16,685,011$530,080 ▲3.3%59,3330.4%TechnologyDUKDuke Energy$15,624,412$652,900 ▲4.4%123,4350.4%UtilitiesFTGSFirst Trust Growth Strength ETF$15,528,750$1,908,943 ▼-10.9%419,6710.4%ETFASMLASML$15,394,246$133,292 ▼-0.9%7,7380.4%TechnologySPGSimon Property Group$15,358,478$107,799 ▼-0.7%68,6720.4%Real EstateNFLXNetflix$15,248,252$1,146,398 ▼-7.0%213,5610.4%Communication ServicesBACBank of America$14,918,389$1,978,516 ▲15.3%261,8180.3%FinanceCSCOCisco Systems$14,165,950$1,788,906 ▲14.5%120,6030.3%TechnologyPALANTIR TECHNOLOGIES INC$14,160,949$1,558,946 ▼-9.9%121,3760.3%CL AMAMastercard$13,599,668$348,222 ▼-2.5%26,4790.3%FinanceCVXChevron$13,425,254$531,262 ▲4.1%80,9920.3%EnergyMRKMerck & Co., Inc.$13,203,194$348,494 ▲2.7%102,7480.3%HealthcareSOSouthern$13,127,884$756,205 ▲6.1%137,1630.3%UtilitiesKLACKLA$12,882,155$11,610,443 ▲913.0%42,6970.3%TechnologyPMPhilip Morris International$12,731,452$74,535 ▼-0.6%70,3740.3%Consumer StaplesGLWCorning$12,285,514$1,251,617 ▼-9.2%48,0970.3%TechnologyGEGE Aerospace$11,723,737$526,221 ▲4.7%31,3690.3%IndustrialsLOWLowe's Companies$11,365,510$213,653 ▼-1.8%51,5470.3%Consumer DiscretionaryMRVLMarvell Technology$11,336,718$1,471,566 ▲14.9%38,0570.3%TechnologyPWRQuanta Services$11,292,417$502,589 ▲4.7%15,6830.3%IndustrialsAMGNAmgen$11,050,891$376,245 ▲3.5%30,5170.3%HealthcareADIAnalog Devices$10,836,115$65,134 ▼-0.6%27,2840.3%TechnologyMCDMcDonald's$10,707,388$94,067 ▼-0.9%39,6120.3%Consumer DiscretionaryFIXComfort Systems USA$10,229,796$2,660,024 ▼-20.6%5,1610.2%IndustrialsSPYSPDR S&P 500 ETF Trust$10,127,580$172,811,822 ▼-94.5%13,5620.2%ETFCTASCintas$9,887,051$273,488 ▼-2.7%58,1320.2%IndustrialsCCitigroup$9,847,458$372,434 ▲3.9%70,3590.2%FinancePEPPepsiCo$9,804,465$369,643 ▲3.9%72,4110.2%Consumer StaplesORCLOracle$9,741,580$94,671 ▲1.0%66,4730.2%TechnologyAXPAmerican Express$9,618,338$44,650 ▼-0.5%28,4350.2%FinanceUNHUnitedHealth Group$9,617,602$784,703 ▲8.9%23,1400.2%HealthcareSPDWSPDR Portfolio Developed World ex-US ETF$9,594,305$103,081,397 ▼-91.5%190,4010.2%ETFQQQMInvesco NASDAQ 100 ETF$9,539,734$245,309,047 ▼-96.3%31,4870.2%ETFMSMorgan Stanley$9,433,447$1,148,687 ▼-10.9%45,1270.2%FinanceQCOMQualcomm$9,093,240$617,747 ▲7.3%49,2090.2%TechnologyGSThe Goldman Sachs Group$9,075,821$673,632 ▲8.0%8,9730.2%FinanceETNEaton$8,762,984$1,578,317 ▲22.0%20,5650.2%IndustrialsMOAltria Group$8,734,225$195,274 ▲2.3%121,3920.2%Consumer StaplesCRWDCrowdStrike$8,685,301$1,306,496 ▼-13.1%11,3810.2%TechnologySPACE EXPLORATION TECHN CORP$8,519,627$8,519,627 ▲New Holding49,8630.2%CLASS A COM STKARM HOLDINGS PLC$8,360,054$7,417,607 ▲787.1%23,5780.2%SPONSORED ADSPNCThe PNC Financial Services Group$8,153,733$412,168 ▲5.3%33,1160.2%FinanceAMERICAN CENTY ETF TR$8,121,701$1,175,662 ▼-12.6%101,2050.2%AVA MID EQU ETFTLTiShares 20+ Year Treasury Bond ETF$8,005,344$8,513,753 ▼-51.5%92,6330.2%ETFNEENextEra Energy$7,850,048$48,712 ▲0.6%89,4390.2%UtilitiesRTXRTX$7,848,436$990,968 ▼-11.2%41,3660.2%IndustrialsVZVerizon Communications$7,701,594$1,799,204 ▼-18.9%181,8980.2%Communication ServicesUPSUnited Parcel Service$7,652,595$468,700 ▲6.5%71,1870.2%IndustrialsDEDeere & Company$7,357,819$177,618 ▲2.5%11,5990.2%IndustrialsLMTLockheed Martin$7,050,750$749,906 ▼-9.6%13,8400.2%IndustrialsSTXSeagate Technology$6,983,386$1,396,291 ▲25.0%7,2370.2%TechnologyVXUSVanguard Total International Stock ETF$6,973,199$3,552,555 ▼-33.8%81,5670.2%ETFWDCWestern Digital$6,954,517$86,868 ▲1.3%10,8880.2%TechnologyNOWServiceNow$6,953,194$2,549,319 ▲57.9%70,0360.2%TechnologyARISTA NETWORKS INC$6,834,428$120,954 ▲1.8%40,2310.2%COM SHSWFCWells Fargo & Company$6,822,893$455,680 ▲7.2%82,5610.2%FinanceAEPAmerican Electric Power$6,658,663$350,370 ▲5.6%48,6710.2%UtilitiesTJXTJX Companies$6,620,678$268,760 ▲4.2%43,7010.2%Consumer DiscretionaryAVUVAvantis U.S. Small Cap Value ETF$6,532,871$42,789,282 ▼-86.8%52,3640.2%ETFEPDEnterprise Products Partners$6,473,978$130,020 ▲2.0%176,1150.2%EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$6,388,964$5,764,237 ▼-47.4%71,1070.1%ETFLMBSFirst Trust Low Duration Opportunities ETF$6,368,439$12,284,230 ▼-65.9%127,9320.1%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$6,354,759$14,323,864 ▼-69.3%130,5950.1%ETFShowing largest 100 holdings. 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