Independent Advisor Alliance

Independent Advisor Alliance reported 1,778 holdings worth US$4.27B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Independent Advisor Alliance reported 1,778 holdings worth US$4.27B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Ameris Bancorp. Filed Aug 12, 2026 (Form 13F).

Holdings
1,778
Value as reported
US$4.27B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation2.36MUS$472M11.1%
Apple Inc888KUS$257M6.0%
Ameris Bancorp2.65MUS$239M5.6%
Alphabet Inc (google) Class C490KUS$175M4.1%
Advanced Micro Devices Inc286KUS$166M3.9%
Amazon.com, Inc.554KUS$132M3.1%
Microsoft Corp.311KUS$116M2.7%
Broadcom Inc.200KUS$75.4M1.8%
Berkshire Hathaway Inc.135KUS$67.8M1.6%
Micron Technology, Inc.55,437US$64M1.5%
Meta Platforms, Inc.100KUS$56.6M1.3%
Tesla, Inc.117KUS$49.4M1.2%
Eli Lilly And Company41,149US$49.4M1.2%
Jp Morgan Chase & Co.135KUS$44.2M1.0%
Home Depot, Inc. (the)103KUS$36.5M0.85%
Exxon Mobil Corporation251KUS$34.4M0.80%
Caterpillar, Inc.31,375US$33.4M0.78%
Walmart Inc.282KUS$31.9M0.75%
Intel Corporation197KUS$27.5M0.64%
Visa Inc.75,033US$25.7M0.60%
Johnson & Johnson100KUS$25.5M0.60%
Costco Wholesale Corporation24,635US$23M0.54%
Abbvie Inc.91,394US$23M0.54%
Mitek Systems, Inc.1.14MUS$22.9M0.54%
Lam Research Corporation45,610US$19.8M0.46%
Coca-cola Company (the)243KUS$19.8M0.46%
Palo Alto Networks, Inc.57,614US$19.6M0.46%
Taiwan Semiconductor Manufacturing Co., Ltd.37,890US$18.1M0.42%
Procter & Gamble Company (the)120KUS$17.6M0.41%
Applied Materials, Inc.24,353US$17.6M0.41%
Truist Financial Corporation350KUS$17.4M0.41%
Ge Vernova Inc.14,549US$17.1M0.40%
International Business Machines Corporation59,333US$16.7M0.39%
Duke Energy Corporation (holding Company)123KUS$15.6M0.37%
Asml Holding Nv7,738US$15.4M0.36%
Simon Property Group, Inc.68,672US$15.4M0.36%
Netflix, Inc.214KUS$15.2M0.36%
Bank Of America Corporation262KUS$14.9M0.35%
Cisco Systems, Inc.121KUS$14.2M0.33%
Palantir Technologies Inc.121KUS$14.2M0.33%
Mastercard Incorporated26,479US$13.6M0.32%
Chevron Corporation80,992US$13.4M0.31%
Merck & Company, Inc.103KUS$13.2M0.31%
Southern Company (the)137KUS$13.1M0.31%
Kla Corporation42,697US$12.9M0.30%
Philip Morris International Inc70,374US$12.7M0.30%
Corning Incorporated48,097US$12.3M0.29%
Ge Aerospace31,369US$11.7M0.27%
Lowe's Companies, Inc.51,547US$11.4M0.27%
Marvell Technology, Inc.38,057US$11.3M0.27%
Quanta Services, Inc.15,683US$11.3M0.26%
Amgen Inc.30,517US$11.1M0.26%
Analog Devices, Inc.27,284US$10.8M0.25%
Mcdonald's Corporation39,612US$10.7M0.25%
Comfort Systems Usa, Inc.5,161US$10.2M0.24%
Cintas Corporation58,132US$9.89M0.23%
Citigroup, Inc.70,359US$9.85M0.23%
Pepsico, Inc.72,411US$9.8M0.23%
Oracle Corporation66,473US$9.74M0.23%
American Express Company28,435US$9.62M0.23%
Unitedhealth Group Incorporated23,140US$9.62M0.23%
Morgan Stanley45,127US$9.43M0.22%
Qualcomm Incorporated49,209US$9.09M0.21%
Goldman Sachs Group, Inc. (the)8,973US$9.08M0.21%
Altria Group, Inc.121KUS$8.73M0.20%
Crowdstrike Holdings, Inc.11,381US$8.69M0.20%
Space Exploration Technologies Corp49,863US$8.52M0.20%
Pnc Financial Services Group, Inc. (the)33,116US$8.15M0.19%
Nextera Energy, Inc.89,439US$7.85M0.18%
Rtx Corporation41,366US$7.85M0.18%
Verizon Communications Inc.182KUS$7.7M0.18%
United Parcel Service, Inc.71,187US$7.65M0.18%
Deere & Company11,599US$7.36M0.17%
Wells Fargo & Company86,593US$7.16M0.17%
Lockheed Martin Corporation13,840US$7.05M0.17%
Western Digital Corporation10,888US$6.95M0.16%
Servicenow, Inc.70,036US$6.95M0.16%
Arista Networks, Inc.40,231US$6.83M0.16%
American Electric Power Company, Inc.48,671US$6.66M0.16%
Tjx Companies, Inc. (the)43,701US$6.62M0.16%
Enterprise Products Partners L.p.176KUS$6.47M0.15%
Conocophillips60,136US$6.25M0.15%
T-mobile Us, Inc.37,246US$6.25M0.15%
Sandisk Corporation2,701US$6.14M0.14%
Target Corporation46,308US$6.05M0.14%
Phillips 6634,704US$5.87M0.14%
Blackstone Inc.49,489US$5.82M0.14%
Texas Instruments Incorporated19,246US$5.74M0.13%
Bristol-myers Squibb Company97,475US$5.62M0.13%
United Rentals, Inc.4,765US$5.4M0.13%
Bwx Technologies, Inc.27,597US$5.37M0.13%
Pfizer, Inc.223KUS$5.37M0.13%
At&t Inc.254KUS$5.26M0.12%
Thermo Fisher Scientific Inc10,411US$5.22M0.12%
U.s. Bancorp86,109US$5.2M0.12%
Cummins Inc.7,245US$5.17M0.12%
Abbott Laboratories54,589US$4.95M0.12%
Walt Disney Company (the)51,235US$4.93M0.12%
Franco-nevada Corporation23,364US$4.87M0.11%
Texas Pacific Land Corporation11,059US$4.84M0.11%

Every holding of Independent Advisor Alliance

Source

View original at SEC

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