Independent Advisor Alliance Top Holdings and 13F Report (2026)

About Independent Advisor Alliance

Investment Activity

Independent 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: $471,887,436
Apple: $256,881,429
Ameris Bancorp: $238,992,592
Advanced Micro Devices: $166,285,081
Amazon.com: $132,039,110

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP: $8,519,627 Holding
26614N201 - DUPONT DE NEMOURS INC: $2,052,273 Holding
438516205 - HONEYWELL INTL INC: $1,872,478 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,861,711 Holding
60937P106 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$471,887,436	$54,363,674 â–²	13.0%	2,358,375	11.1%	Technology
AAPL Apple	$256,881,429	$4,697,466 â–²	1.9%	887,758	6.0%	Technology
ABCB Ameris Bancorp	$238,992,592	$6,047 â–²	0.0%	2,647,824	5.6%	Finance
AMD Advanced Micro Devices	$166,285,081	$14,645,918 â–²	9.7%	286,249	3.9%	Technology
AMZN Amazon.com	$132,039,110	$3,565,810 â–²	2.8%	553,994	3.1%	Consumer Discretionary
MSFT Microsoft	$115,861,703	$1,449,181 â–²	1.3%	310,605	2.7%	Technology
GOOG Alphabet	$89,340,379	$147,338 â–¼	-0.2%	252,853	2.1%	Communication Services
GOOGL Alphabet	$85,700,166	$1,473,079 â–²	1.7%	239,808	2.0%	Communication Services
AVGO Broadcom	$75,396,367	$1,152,139 â–¼	-1.5%	199,593	1.8%	Technology
MU Micron Technology	$63,990,000	$20,289,991 â–²	46.4%	55,437	1.5%	Technology
BRK.B Berkshire Hathaway	$63,274,672	$1,213,943 â–¼	-1.9%	126,451	1.5%	Finance
META Meta Platforms	$56,552,155	$2,112,904 â–¼	-3.6%	100,396	1.3%	Communication Services
TSLA Tesla	$49,413,162	$1,060,749 â–²	2.2%	117,483	1.2%	Consumer Discretionary
LLY Eli Lilly and Company	$49,354,982	$2,109,782 â–²	4.5%	41,149	1.2%	Healthcare
JPM JPMorgan Chase & Co.	$44,175,633	$1,346,313 â–²	3.1%	134,957	1.0%	Finance
HD Home Depot	$36,459,002	$5,819,926 â–²	19.0%	103,377	0.9%	Consumer Discretionary
XOM ExxonMobil	$34,357,055	$4,681,977 â–¼	-12.0%	251,295	0.8%	Energy
GLD SPDR Gold Shares	$33,534,141	$24,771,545 â–¼	-42.5%	91,032	0.8%	ETF
CAT Caterpillar	$33,410,735	$803,987 â–¼	-2.3%	31,375	0.8%	Industrials
WALMART INC	$31,907,114	$1,291,276 â–²	4.2%	281,716	0.7%	COM
SPLG SPDR Portfolio S&P 500 ETF	$29,875,210	$363,747,456 â–¼	-92.4%	339,955	0.7%	ETF
INTC Intel	$27,468,411	$15,351,888 â–²	126.7%	196,723	0.6%	Technology
V Visa	$25,743,269	$832,686 â–¼	-3.1%	75,033	0.6%	Finance
JNJ Johnson & Johnson	$25,463,190	$2,032,535 â–²	8.7%	100,260	0.6%	Healthcare
COST Costco Wholesale	$23,044,712	$102,899 â–¼	-0.4%	24,635	0.5%	Consumer Staples
ABBV AbbVie	$22,998,389	$672,382 â–²	3.0%	91,394	0.5%	Healthcare
MITK Mitek Systems	$22,887,944	$363,689 â–¼	-1.6%	1,137,006	0.5%	Technology
IVV iShares Core S&P 500 ETF	$22,484,327	$155,357,833 â–¼	-87.4%	30,024	0.5%	ETF
LAM RESEARCH CORP	$19,764,417	$199,768 â–¼	-1.0%	45,610	0.5%	COM NEW
KO CocaCola	$19,763,003	$351,818 â–²	1.8%	243,177	0.5%	Consumer Staples
PANW Palo Alto Networks	$19,647,654	$2,673,273 â–²	15.7%	57,614	0.5%	Technology
VTI Vanguard Total Stock Market ETF	$19,085,699	$28,706,443 â–¼	-60.1%	51,577	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$18,095,178	$368,208 â–²	2.1%	37,890	0.4%	Technology
PG Procter & Gamble	$17,622,857	$109,541 â–²	0.6%	120,177	0.4%	Consumer Staples
AMAT Applied Materials	$17,607,306	$670,947 â–¼	-3.7%	24,353	0.4%	Technology
TFC Truist Financial	$17,425,581	$31,088 â–²	0.2%	349,770	0.4%	Finance
GE VERNOVA INC	$17,092,921	$1,023,296 â–²	6.4%	14,549	0.4%	COM
IBM International Business Machines	$16,685,011	$530,080 â–²	3.3%	59,333	0.4%	Technology
DUK Duke Energy	$15,624,412	$652,900 â–²	4.4%	123,435	0.4%	Utilities
FTGS First Trust Growth Strength ETF	$15,528,750	$1,908,943 â–¼	-10.9%	419,671	0.4%	ETF
ASML ASML	$15,394,246	$133,292 â–¼	-0.9%	7,738	0.4%	Technology
SPG Simon Property Group	$15,358,478	$107,799 â–¼	-0.7%	68,672	0.4%	Real Estate
NFLX Netflix	$15,248,252	$1,146,398 â–¼	-7.0%	213,561	0.4%	Communication Services
BAC Bank of America	$14,918,389	$1,978,516 â–²	15.3%	261,818	0.3%	Finance
CSCO Cisco Systems	$14,165,950	$1,788,906 â–²	14.5%	120,603	0.3%	Technology
PALANTIR TECHNOLOGIES INC	$14,160,949	$1,558,946 â–¼	-9.9%	121,376	0.3%	CL A
MA Mastercard	$13,599,668	$348,222 â–¼	-2.5%	26,479	0.3%	Finance
CVX Chevron	$13,425,254	$531,262 â–²	4.1%	80,992	0.3%	Energy
MRK Merck & Co., Inc.	$13,203,194	$348,494 â–²	2.7%	102,748	0.3%	Healthcare
SO Southern	$13,127,884	$756,205 â–²	6.1%	137,163	0.3%	Utilities
KLAC KLA	$12,882,155	$11,610,443 â–²	913.0%	42,697	0.3%	Technology
PM Philip Morris International	$12,731,452	$74,535 â–¼	-0.6%	70,374	0.3%	Consumer Staples
GLW Corning	$12,285,514	$1,251,617 â–¼	-9.2%	48,097	0.3%	Technology
GE GE Aerospace	$11,723,737	$526,221 â–²	4.7%	31,369	0.3%	Industrials
LOW Lowe's Companies	$11,365,510	$213,653 â–¼	-1.8%	51,547	0.3%	Consumer Discretionary
MRVL Marvell Technology	$11,336,718	$1,471,566 â–²	14.9%	38,057	0.3%	Technology
PWR Quanta Services	$11,292,417	$502,589 â–²	4.7%	15,683	0.3%	Industrials
AMGN Amgen	$11,050,891	$376,245 â–²	3.5%	30,517	0.3%	Healthcare
ADI Analog Devices	$10,836,115	$65,134 â–¼	-0.6%	27,284	0.3%	Technology
MCD McDonald's	$10,707,388	$94,067 â–¼	-0.9%	39,612	0.3%	Consumer Discretionary
FIX Comfort Systems USA	$10,229,796	$2,660,024 â–¼	-20.6%	5,161	0.2%	Industrials
SPY SPDR S&P 500 ETF Trust	$10,127,580	$172,811,822 â–¼	-94.5%	13,562	0.2%	ETF
CTAS Cintas	$9,887,051	$273,488 â–¼	-2.7%	58,132	0.2%	Industrials
C Citigroup	$9,847,458	$372,434 â–²	3.9%	70,359	0.2%	Finance
PEP PepsiCo	$9,804,465	$369,643 â–²	3.9%	72,411	0.2%	Consumer Staples
ORCL Oracle	$9,741,580	$94,671 â–²	1.0%	66,473	0.2%	Technology
AXP American Express	$9,618,338	$44,650 â–¼	-0.5%	28,435	0.2%	Finance
UNH UnitedHealth Group	$9,617,602	$784,703 â–²	8.9%	23,140	0.2%	Healthcare
SPDW SPDR Portfolio Developed World ex-US ETF	$9,594,305	$103,081,397 â–¼	-91.5%	190,401	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$9,539,734	$245,309,047 â–¼	-96.3%	31,487	0.2%	ETF
MS Morgan Stanley	$9,433,447	$1,148,687 â–¼	-10.9%	45,127	0.2%	Finance
QCOM Qualcomm	$9,093,240	$617,747 â–²	7.3%	49,209	0.2%	Technology
GS The Goldman Sachs Group	$9,075,821	$673,632 â–²	8.0%	8,973	0.2%	Finance
ETN Eaton	$8,762,984	$1,578,317 â–²	22.0%	20,565	0.2%	Industrials
MO Altria Group	$8,734,225	$195,274 â–²	2.3%	121,392	0.2%	Consumer Staples
CRWD CrowdStrike	$8,685,301	$1,306,496 â–¼	-13.1%	11,381	0.2%	Technology
SPACE EXPLORATION TECHN CORP	$8,519,627	$8,519,627 â–²	New Holding	49,863	0.2%	CLASS A COM STK
ARM HOLDINGS PLC	$8,360,054	$7,417,607 â–²	787.1%	23,578	0.2%	SPONSORED ADS
PNC The PNC Financial Services Group	$8,153,733	$412,168 â–²	5.3%	33,116	0.2%	Finance
AMERICAN CENTY ETF TR	$8,121,701	$1,175,662 â–¼	-12.6%	101,205	0.2%	AVA MID EQU ETF
TLT iShares 20+ Year Treasury Bond ETF	$8,005,344	$8,513,753 â–¼	-51.5%	92,633	0.2%	ETF
NEE NextEra Energy	$7,850,048	$48,712 â–²	0.6%	89,439	0.2%	Utilities
RTX RTX	$7,848,436	$990,968 â–¼	-11.2%	41,366	0.2%	Industrials
VZ Verizon Communications	$7,701,594	$1,799,204 â–¼	-18.9%	181,898	0.2%	Communication Services
UPS United Parcel Service	$7,652,595	$468,700 â–²	6.5%	71,187	0.2%	Industrials
DE Deere & Company	$7,357,819	$177,618 â–²	2.5%	11,599	0.2%	Industrials
LMT Lockheed Martin	$7,050,750	$749,906 â–¼	-9.6%	13,840	0.2%	Industrials
STX Seagate Technology	$6,983,386	$1,396,291 â–²	25.0%	7,237	0.2%	Technology
VXUS Vanguard Total International Stock ETF	$6,973,199	$3,552,555 â–¼	-33.8%	81,567	0.2%	ETF
WDC Western Digital	$6,954,517	$86,868 â–²	1.3%	10,888	0.2%	Technology
NOW ServiceNow	$6,953,194	$2,549,319 â–²	57.9%	70,036	0.2%	Technology
ARISTA NETWORKS INC	$6,834,428	$120,954 â–²	1.8%	40,231	0.2%	COM SHS
WFC Wells Fargo & Company	$6,822,893	$455,680 â–²	7.2%	82,561	0.2%	Finance
AEP American Electric Power	$6,658,663	$350,370 â–²	5.6%	48,671	0.2%	Utilities
TJX TJX Companies	$6,620,678	$268,760 â–²	4.2%	43,701	0.2%	Consumer Discretionary
AVUV Avantis U.S. Small Cap Value ETF	$6,532,871	$42,789,282 â–¼	-86.8%	52,364	0.2%	ETF
EPD Enterprise Products Partners	$6,473,978	$130,020 â–²	2.0%	176,115	0.2%	Energy
CIBR First Trust Nasdaq Cybersecurity ETF	$6,388,964	$5,764,237 â–¼	-47.4%	71,107	0.1%	ETF
LMBS First Trust Low Duration Opportunities ETF	$6,368,439	$12,284,230 â–¼	-65.9%	127,932	0.1%	ETF
FDL First Trust Morningstar Dividend Leaders Index Fund	$6,354,759	$14,323,864 â–¼	-69.3%	130,595	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Independent Advisor Alliance Top Holdings and 13F Report (2026)

About Independent Advisor Alliance

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Independent Advisor Alliance Top Holdings and 13F Report (2026)

About Independent Advisor Alliance

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Advisor Alliance

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools