Independent Advisor Alliance
1,059 holdingsFiling period: 2026-06-30Current AUM: $4.35Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.36M | $471.9M | $500.4M | 11.51% | +271.7K | 2026-06-30 |
| 2 | AAPL | APPLE INC | 887.8K | $256.9M | $294.1M | 6.77% | +16.2K | 2026-06-30 |
| 3 | ABCB | AMERIS BANCORP | 2.65M | $239.0M | $224.6M | 5.17% | +67 | 2026-06-30 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 286.2K | $166.3M | $144.3M | 3.32% | +25.2K | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 554.0K | $132.0M | $137.6M | 3.17% | +15.0K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 310.6K | $115.9M | $154.4M | 3.55% | +3.9K | 2026-06-30 |
| 7 | GOOG | ALPHABET INC | 252.9K | $89.3M | $86.3M | 1.99% | -417 | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 239.8K | $85.7M | $82.7M | 1.90% | +4.1K | 2026-06-30 |
| 9 | AVGO | BROADCOM INC | 199.6K | $75.4M | $67.7M | 1.56% | -3,050 | 2026-06-30 |
| 10 | MU | MICRON TECHNOLOGY INC | 55.4K | $64.0M | $51.4M | 1.18% | +17.6K | 2026-06-30 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 126.5K | $63.3M | $63.3M | 1.46% | -2,426 | 2026-06-30 |
| 12 | META | META PLATFORMS INC | 100.4K | $56.6M | $67.3M | 1.55% | -3,751 | 2026-06-30 |
| 13 | TSLA | TESLA INC | 117.5K | $49.4M | $41.9M | 0.96% | +2.5K | 2026-06-30 |
| 14 | LLY | ELI LILLY & CO | 41.1K | $49.4M | $46.7M | 1.08% | +1.8K | 2026-06-30 |
| 15 | JPM | JPMORGAN CHASE & CO | 135.0K | $44.2M | $47.6M | 1.09% | +4.1K | 2026-06-30 |
| 16 | HD | HOME DEPOT INC | 103.4K | $36.5M | $31.6M | 0.73% | +16.5K | 2026-06-30 |
| 17 | XOM | EXXON MOBIL CORP | 251.3K | $34.4M | $42.5M | 0.98% | -34,245 | 2026-06-30 |
| 18 | XOM | EXXON MOBIL CORP | 251.3K | $34.4M | $42.5M | 0.98% | -34,245 | 2026-06-30 |
| 19 | GLD | SPDR GOLD TR | 91.0K | $33.5M | $35.9M | 0.83% | -67,245 | 2026-06-30 |
| 20 | CAT | CATERPILLAR INC | 31.4K | $33.4M | $24.6M | 0.57% | -755 | 2026-06-30 |
| 21 | WMT | WALMART INC | 281.7K | $31.9M | $30.4M | 0.70% | +11.4K | 2026-06-30 |
| 22 | SPYM | SPDR SERIES TRUST | 340.0K | $29.9M | $30.2M | 0.70% | -4,139,143 | 2026-06-30 |
| 23 | INTC | INTEL CORP | 196.7K | $27.5M | $19.1M | 0.44% | +109.9K | 2026-06-30 |
| 24 | V | VISA INC | 75.0K | $25.7M | $28.2M | 0.65% | -2,427 | 2026-06-30 |
| 25 | JNJ | JOHNSON & JOHNSON | 100.3K | $25.5M | $26.8M | 0.62% | +8.0K | 2026-06-30 |
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