Q2 2026 13F · SEC CIK 1696899

Independent Advisor Alliance

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.3B
Reported positions: 1,054
Top holdings a year, 3 yrs: +25.3%
Assets under management: $17.2B

Independent Advisor Alliance is a wealth manager that reported 1,054 positions worth $4.3B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Nvidia Corporation (NVDA, 11.1%), Apple Inc (AAPL, 6.0%), Ameris Bancorp (ABCB, 5.6%). A portfolio copying its top holdings returned 25.3% a year over the last 3 years, against 20.4% for the S&P 500.

Independent Advisor Alliance holdings largest 50 of 1,054 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independent Advisor Alliance 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	11.1%	3.9%	2,358,375	+13.0%	$471.9M
AAPLApple Inc	6.0%	2.4%	887,758	+1.9%	$256.9M
ABCBAmeris Bancorp	5.6%	2.2%	2,647,824	+0.0%	$239.0M
AMDAdvanced Micro Devices Inc	3.9%	0.6%	286,249	+9.7%	$166.3M
AMZNAmazon Com Inc	3.1%	1.2%	553,994	+2.8%	$132.0M
MSFTMicrosoft Corp	2.7%	1.2%	310,605	+1.3%	$115.9M
GOOGAlphabet Inc	2.1%	0.8%	252,853	-0.2%	$89.3M
GOOGLAlphabet Inc	2.0%	0.7%	239,808	+1.7%	$85.7M
AVGOBroadcom Inc	1.8%	0.7%	199,593	-1.5%	$75.4M
MUMicron Technology Inc	1.5%	—	55,437	—	$64.0M
BRK-BBerkshire Hathaway Inc Del	1.5%	0.7%	126,451	-1.9%	$63.3M
METAMeta Platforms Inc	1.3%	0.6%	100,396	-3.6%	$56.6M
TSLATesla Inc	1.2%	0.5%	117,483	+2.2%	$49.4M
LLYEli Lilly & Co	1.2%	—	41,149	—	$49.4M
JPMJpmorgan Chase & Co	1.0%	—	134,957	—	$44.2M
HDHome Depot Inc	0.9%	—	103,377	—	$36.5M
XOMExxon Mobil Corp	0.8%	0.5%	251,295	-12.0%	$34.4M
GLDSpdr Gold Tr	0.8%	0.7%	91,032	-42.5%	$33.5M
CATCaterpillar Inc	0.8%	—	31,375	—	$33.4M
WMTWalmart Inc	0.7%	—	281,716	—	$31.9M
SPLGSpdr Series Trust	0.7%	3.7%	339,955	-92.4%	$29.9M
INTCIntel Corp	0.6%	—	196,723	—	$27.5M
VVisa Inc	0.6%	—	75,033	—	$25.7M
JNJJohnson & Johnson	0.6%	—	100,260	—	$25.5M
COSTCostco Wholesale Corporation	0.5%	—	24,635	—	$23.0M
ABBVAbbvie Inc	0.5%	—	91,394	—	$23.0M
MITKMitek Sys Inc	0.5%	—	1,137,006	—	$22.9M
IVVIshares Tr	0.5%	1.7%	30,024	-87.4%	$22.5M
LRCXLam Research Corp	0.5%	—	45,610	—	$19.8M
KOCoca Cola Co	0.5%	—	243,177	—	$19.8M
PANWPalo Alto Networks Inc	0.5%	—	57,614	—	$19.6M
VTIVanguard Index Fds	0.4%	0.4%	51,577	-60.1%	$19.1M
TSMTaiwan Semiconductor Manufac	0.4%	—	37,890	—	$18.1M
PGProcter & Gamble Co	0.4%	—	120,177	—	$17.6M
AMATApplied Matls Inc	0.4%	—	24,353	—	$17.6M
TFCTruist Finl Corp	0.4%	—	349,770	—	$17.4M
GEVGe Vernova Inc	0.4%	—	14,549	—	$17.1M
IBMInternational Business Machs	0.4%	—	59,333	—	$16.7M
DUKDuke Energy Corp New	0.4%	—	123,435	—	$15.6M
FTGSFirst Tr Exchange-Traded Fd	0.4%	—	419,671	—	$15.5M
ASMLAsml Hldg NV	0.4%	—	7,738	—	$15.4M
SPGSimon Ppty Group Inc New	0.4%	—	68,672	—	$15.4M
NFLXNetflix Inc.	0.4%	—	213,561	—	$15.2M
BACBank of Amer Corp	0.3%	—	261,818	—	$14.9M
CSCOCisco Sys Inc	0.3%	—	120,603	—	$14.2M
PLTRPalantir Technologies Inc	0.3%	—	121,376	—	$14.2M
MAMastercard Incorporated	0.3%	—	26,479	—	$13.6M
CVXChevron Corporation	0.3%	—	80,992	—	$13.4M
MRKMerck & Co Inc	0.3%	—	102,748	—	$13.2M
SOSouthern Co	0.3%	—	137,163	—	$13.1M

What Independent Advisor Alliance bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.8% /yr; S&P 500 +20.1%
3 years: +25.3% /yr; S&P 500 +20.4%
5 years: +13.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.3B	1,054
Q1 2026	$9.3B	1,595
Q4 2025	$4.1B	999
Q3 2025	$3.8B	945
Q2 2025	$3.5B	889
Q1 2025	$3.0B	813
Q4 2024	$7.6B	1,347
Q3 2024	$2.7B	704
Q2 2024	$2.9B	702
Q1 2024	$2.8B	702
Q4 2023	$2.8B	677
Q3 2023	$2.2B	650

Questions about Independent Advisor Alliance's portfolio

What stocks does Independent Advisor Alliance own?

Independent Advisor Alliance's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 1,054 positions worth $4.3B. The largest are Nvidia Corporation (NVDA) at 11.1%, Apple Inc (AAPL) at 6.0%, Ameris Bancorp (ABCB) at 5.6%, Advanced Micro Devices Inc (AMD) at 3.9% and Amazon Com Inc (AMZN) at 3.1%.

What did Independent Advisor Alliance buy last quarter?

In Q2 2026, Independent Advisor Alliance added Nvidia Corporation (NVDA) (+13.0% shares) and Advanced Micro Devices Inc (AMD) (+9.7% shares), compared with its Q1 2026 filing.

What did Independent Advisor Alliance sell last quarter?

In Q2 2026, Independent Advisor Alliance cut from its top 50 Invesco Exch Traded Fd Tr II (QQQM), cut from its top 50 State Street Spdr Portfolio S&p 500 Grow (SPYG), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), cut from its top 50 State Street Spdr Portfolio S&p 500 Valu (SPYV), cut from its top 50 Spdr Index Shs Fds (SPDW), Spdr Series Trust (SPLG) (-92.4% shares), Ishares Tr (IVV) (-87.4% shares) and Vanguard Index Fds (VTI) (-60.1% shares), compared with its Q1 2026 filing.

How has Independent Advisor Alliance's portfolio performed?

A portfolio copying Independent Advisor Alliance's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.8% against +20.1%. Over 5 years: +13.5% a year against +11.6%.

When is Independent Advisor Alliance's next 13F filing due?

13F filings are due 45 days after each quarter ends. Independent Advisor Alliance's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Independent Advisor Alliance manage?

Independent Advisor Alliance reported $17.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $4.3B.