Independent Advisor Alliance Top Holdings and 13F Report (2026) About Independent Advisor AllianceInvestment ActivityIndependent Advisor Alliance has $4.22 billion in total holdings as of September 30, 2026.Independent Advisor Alliance owns shares of 1,061 different stocks, but just 162 companies or ETFs make up 80% of its holdings.Approximately 5.97% of the portfolio was purchased this quarter.About 6.60% of the portfolio was sold this quarter.This quarter, Independent Advisor Alliance has purchased 1,054 new stocks and bought additional shares in 492 stocks.Independent Advisor Alliance sold shares of 428 stocks and completely divested from 95 stocks this quarter.Largest Holdings NVIDIA $439,480,762Apple $292,027,162AMERIS BANCORP $227,479,253Advanced Micro Devices $156,760,806Microsoft $156,731,535 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $46,377,918 Holding33733E302 - First Trust Dow Jones Internet Index Fund $6,596,325 Holding464287523 - iShares Semiconductor ETF $4,961,809 Holding921910709 - Vanguard Extended Duration Treasury ETF $4,267,820 Holding64135A887 - NEUBERGER BERMAN ETF TRUST $3,331,047 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 284,508 shares (about $46.38M)AMERIS BANCORP 212,823 shares (about $16.92M)CrowdStrike 30,735 shares (about $7.91M)First Trust Dow Jones Internet Index Fund 24,560 shares (about $6.60M)SPACE EXPLORATION TECHN CORP 40,926 shares (about $6.13M) Largest Sales this Quarter NVIDIA 129,488 shares (about $25.53M)Advanced Micro Devices 27,654 shares (about $16.76M)Intel 84,727 shares (about $9.17M)Cintas 39,940 shares (about $8.06M)First Trust Nasdaq Cybersecurity ETF 68,718 shares (about $6.51M) 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$439,480,762$25,531,795 ▼-5.5%2,228,88710.4%TechnologyAAPLApple$292,027,162$6,462,654 ▼-2.2%868,5376.9%TechnologyAMERIS BANCORP$227,479,253$16,923,730 ▲8.0%2,860,6475.4%COMAMDAdvanced Micro Devices$156,760,806$16,763,910 ▼-9.7%258,5953.7%TechnologyMSFTMicrosoft$156,731,535$4,533,628 ▼-2.8%301,8733.7%TechnologyAMZNAmazon.com$136,771,586$2,812,627 ▼-2.0%542,8313.2%Consumer DiscretionaryGOOGAlphabet$83,306,387$1,686,733 ▼-2.0%247,8352.0%Communication ServicesGOOGLAlphabet$78,418,476$933,128 ▼-1.2%236,9881.9%Communication ServicesMETAMeta Platforms$72,284,996$1,450,611 ▲2.0%102,4521.7%Communication ServicesAVGOBroadcom$63,999,210$4,839,949 ▼-7.0%185,5601.5%TechnologyBRK.BBerkshire Hathaway$63,528,972$396,339 ▼-0.6%125,6671.5%FinanceMUMicron Technology$49,737,174$6,358,684 ▼-11.3%49,1531.2%TechnologyLLYEli Lilly and Company$49,499,039$42,066 ▲0.1%41,1841.2%HealthcareEXXONMOBIL HOLDINGS CORP$46,377,918$46,377,918 ▲New Holding284,5081.1%COM SHSJPMJPMorgan Chase & Co.$45,041,148$27,017 ▲0.1%135,0381.1%FinanceTSLATesla$41,208,989$964,935 ▼-2.3%114,7951.0%Consumer DiscretionaryWALMART INC$31,995,409$1,532,056 ▲5.0%295,8840.8%COMSPLGSPDR Portfolio S&P 500 ETF$30,701,634$585,048 ▲1.9%346,5590.7%ETFGLDSPDR Gold Shares$30,684,342$3,955,551 ▼-11.4%80,6370.7%ETFHDHome Depot$28,836,874$1,312,398 ▼-4.4%98,8770.7%Consumer DiscretionaryJNJJohnson & Johnson$28,454,328$1,594,801 ▲5.9%106,2130.7%HealthcareVVisa$26,159,932$1,886,508 ▼-6.7%69,9860.6%FinanceABBVAbbVie$24,368,085$132,160 ▼-0.5%90,9010.6%HealthcareIVViShares Core S&P 500 ETF$24,319,580$1,620,196 ▲7.1%32,1670.6%ETFCOSTCostco Wholesale$23,053,282$256,421 ▼-1.1%24,3640.5%Consumer StaplesPANWPalo Alto Networks$22,356,128$8,540 ▼0.0%57,5920.5%TechnologyKOCoca-Cola$21,120,525$10,417 ▲0.0%243,2970.5%Consumer StaplesPALANTIR TECHNOLOGIES INC$20,702,355$1,597,690 ▼-7.2%112,6800.5%CL ACATCaterpillar$20,636,477$3,108,186 ▼-13.1%27,2680.5%IndustrialsVTIVanguard Total Stock Market ETF$20,559,716$1,429,819 ▲7.5%55,4320.5%ETFMITKMitek Systems$19,355,185$31,595 ▼-0.2%1,135,1530.5%TechnologyFTGSFirst Trust Growth Strength ETF$17,759,789$1,748,953 ▲10.9%465,5140.4%ETFCVXChevron$17,549,920$918,709 ▲5.5%85,4660.4%EnergyPGProcter & Gamble$16,893,595$984,999 ▼-5.5%113,5560.4%Consumer StaplesMRKMerck & Co., Inc.$16,279,309$1,281,582 ▲8.5%111,5280.4%HealthcareTSMTaiwan Semiconductor Manufacturing$16,227,144$823,980 ▼-4.8%36,0590.4%TechnologyTFCTruist Financial$16,193,749$104,846 ▼-0.6%347,5200.4%FinanceIBMInternational Business Machines$16,067,236$2,748,842 ▲20.6%71,5790.4%TechnologyBACBank of America$14,680,382$617,119 ▲4.4%273,3070.3%FinanceNFLXNetflix$14,341,500$314,236 ▼-2.1%208,9820.3%Communication ServicesDUKDuke Energy$14,214,523$20,412 ▼-0.1%123,2580.3%UtilitiesSPGSimon Property Group$13,888,786$16,363 ▲0.1%68,7530.3%Real EstateSPACE EXPLORATION TECHN CORP$13,594,781$6,128,276 ▲82.1%90,7890.3%CLASS A COM STKGE VERNOVA INC$13,465,176$100,702 ▼-0.7%14,4410.3%COMCSCOCisco Systems$13,328,533$602,015 ▲4.7%126,3080.3%TechnologyLAM RESEARCH CORP$13,110,540$457,216 ▼-3.4%44,0730.3%COM NEWPMPhilip Morris International$13,045,858$426,726 ▼-3.2%68,1450.3%Consumer StaplesASMLASML$12,818,862$959,768 ▼-7.0%7,1990.3%TechnologyMAMastercard$12,309,723$3,190,261 ▼-20.6%21,0290.3%FinanceINTCIntel$12,126,121$9,173,630 ▼-43.1%111,9960.3%TechnologyCRWDCrowdStrike$10,841,872$7,912,075 ▲270.1%42,1160.3%TechnologyADIAnalog Devices$10,680,572$133,973 ▼-1.2%26,9460.3%TechnologySOSouthern$10,597,482$866,644 ▼-7.6%126,7940.3%UtilitiesAMGNAmgen$10,394,137$2,801,548 ▼-21.2%24,0380.2%HealthcareGEGE Aerospace$10,192,097$190,036 ▲1.9%31,9650.2%IndustrialsPWRQuanta Services$10,080,425$154,431 ▲1.6%15,9270.2%IndustrialsSPYSPDR S&P 500 ETF Trust$10,069,485$138,495 ▼-1.4%13,3780.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$9,786,052$330,736 ▲3.5%197,0610.2%ETFPEPPepsiCo$9,614,377$318,750 ▲3.4%74,8940.2%Consumer StaplesLOWLowe's Companies$9,607,719$292,709 ▼-3.0%50,0230.2%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$9,603,045$801,675 ▲9.1%34,3550.2%ETFAMATApplied Materials$9,522,988$1,559,027 ▼-14.1%20,9270.2%TechnologyNOWServiceNow$9,273,443$261,470 ▲2.9%72,0680.2%TechnologyTGTTarget$8,888,299$1,556,379 ▲21.2%56,1380.2%Consumer StaplesMCDMcDonald's$8,811,557$562,510 ▼-6.0%37,2350.2%Consumer DiscretionaryETNEaton$8,684,599$202,111 ▲2.4%21,0550.2%IndustrialsFIXComfort Systems USA$8,506,549$29,565 ▲0.3%5,1790.2%IndustrialsTMOThermo Fisher Scientific$8,488,648$1,336,227 ▲18.7%12,3560.2%HealthcareGSThe Goldman Sachs Group$8,482,083$386,164 ▲4.8%9,4010.2%FinanceARISTA NETWORKS INC$8,383,656$356,361 ▲4.4%42,0170.2%COM SHSMOAltria Group$8,318,318$18,681 ▼-0.2%121,1200.2%Consumer StaplesQCOMQualcomm$8,312,631$590,929 ▼-6.6%45,9430.2%TechnologyAXPAmerican Express$8,288,809$542,256 ▼-6.1%26,6890.2%FinanceRTXRTX$8,156,756$306,671 ▲3.9%42,9820.2%IndustrialsVZVerizon Communications$7,995,119$352,638 ▼-4.2%174,2140.2%Communication ServicesVXUSVanguard Total International Stock ETF$7,885,936$1,097,923 ▲16.2%94,7600.2%ETFDEDeere & Company$7,884,712$29,797 ▲0.4%11,6430.2%IndustrialsMSMorgan Stanley$7,848,557$624,084 ▼-7.4%41,8030.2%FinanceLMTLockheed Martin$7,732,935$427,056 ▲5.8%14,6490.2%IndustrialsUNHUnitedHealth Group$7,691,473$947,108 ▼-11.0%20,6030.2%HealthcareFDLFirst Trust Morningstar Dividend Leaders Index Fund$7,612,066$612,166 ▲8.7%142,0160.2%ETFCOPConocoPhillips$7,584,705$46,189 ▼-0.6%59,7720.2%EnergyORCLOracle$7,507,334$1,393,198 ▼-15.7%56,0680.2%TechnologyKLACKLA$7,433,313$131,102 ▼-1.7%41,9570.2%TechnologyPNCThe PNC Financial Services Group$7,352,060$57,728 ▼-0.8%32,8580.2%FinanceBLACKROCK INC$7,300,788$2,102,980 ▲40.5%6,6100.2%COMLMBSFirst Trust Low Duration Opportunities ETF$7,228,447$939,301 ▲14.9%147,0390.2%ETFFXGFirst Trust Consumer Staples AlphaDEX Fund$7,195,730$771,365 ▲12.0%113,4260.2%ETFAMERICAN CENTY ETF TR$7,157,485$877,180 ▼-10.9%90,1560.2%AVA MID EQU ETFNEENextEra Energy$7,121,671$144,552 ▲2.1%91,2920.2%UtilitiesDELLDell Technologies$7,116,030$1,930,835 ▲37.2%14,0490.2%TechnologyMDTMedtronic$7,039,249$737,694 ▲11.7%78,2750.2%HealthcareMSTRStrategy$6,970,855$458,453 ▲7.0%45,8740.2%TechnologyMRVLMarvell Technology$6,953,888$2,411,725 ▼-25.8%28,2570.2%TechnologyUPSUnited Parcel Service$6,766,696$62,839 ▼-0.9%70,5320.2%IndustrialsAVUVAvantis U.S. Small Cap Value ETF$6,665,483$250,409 ▲3.9%54,4080.2%ETFCCitigroup$6,631,866$2,230,145 ▼-25.2%52,6530.2%FinanceFDNFirst Trust Dow Jones Internet Index Fund$6,596,325$6,596,325 ▲New Holding24,5600.2%ETFQQQInvesco QQQ$6,456,979$906,898 ▲16.3%9,5050.2%ETFVTVVanguard Value ETF$6,365,266$43,430 ▲0.7%27,9940.2%ETFShowing largest 100 holdings. 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