Independent Advisor Alliance
1,059 holdingsFiling period: 2026-06-30Current AUM: $4.41Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 2.36M | $471.9M | $514.0M | 11.67% | +271.7K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 887.8K | $256.9M | $308.1M | 6.99% | +16.2K | 2026-06-30 |
| 3 | ABCB | Ameris Bancorp | 2.65M | $239.0M | $218.6M | 4.96% | +67 | 2026-06-30 |
| 4 | AMD | Advanced Micro Devices Inc | 286.2K | $166.3M | $160.4M | 3.64% | +25.2K | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 554.0K | $132.0M | $140.2M | 3.18% | +15.0K | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 310.6K | $115.9M | $165.0M | 3.75% | +3.9K | 2026-06-30 |
| 7 | GOOG | Alphabet Inc | 252.9K | $89.3M | $80.1M | 1.82% | -417 | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 239.8K | $85.7M | $76.9M | 1.75% | +4.1K | 2026-06-30 |
| 9 | AVGO | Broadcom Inc | 199.6K | $75.4M | $68.3M | 1.55% | -3,050 | 2026-06-30 |
| 10 | MU | Micron Technology Inc | 55.4K | $64.0M | $51.5M | 1.17% | +17.6K | 2026-06-30 |
| 11 | BRK-B | Berkshire Hathaway Inc Del | 126.5K | $63.3M | $63.3M | 1.44% | -2,426 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 100.4K | $56.6M | $62.3M | 1.41% | -3,751 | 2026-06-30 |
| 13 | TSLA | Tesla Inc | 117.5K | $49.4M | $47.9M | 1.09% | +2.5K | 2026-06-30 |
| 14 | LLY | Eli Lilly & Co | 41.1K | $49.4M | $52.7M | 1.20% | +1.8K | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co | 135.0K | $44.2M | $45.3M | 1.03% | +4.1K | 2026-06-30 |
| 16 | HD | Home Depot Inc | 103.4K | $36.5M | $32.9M | 0.75% | +16.5K | 2026-06-30 |
| 17 | XOM | Exxon Mobil Corp | 251.3K | $34.4M | $45.2M | 1.03% | -34,245 | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corp | 251.3K | $34.4M | $45.2M | 1.03% | -34,245 | 2026-06-30 |
| 19 | GLD | Spdr Gold TR | 91.0K | $33.5M | $33.9M | 0.77% | -67,245 | 2026-06-30 |
| 20 | CAT | Caterpillar Inc | 31.4K | $33.4M | $22.4M | 0.51% | -755 | 2026-06-30 |
| 21 | WMT | Walmart Inc | 281.7K | $31.9M | $33.6M | 0.76% | +11.4K | 2026-06-30 |
| 22 | SPYM | Spdr Series Trust | 340.0K | $29.9M | $30.8M | 0.70% | -4,139,143 | 2026-06-30 |
| 23 | INTC | Intel Corp | 196.7K | $27.5M | $18.4M | 0.42% | +109.9K | 2026-06-30 |
| 24 | V | Visa Inc | 75.0K | $25.7M | $30.2M | 0.68% | -2,427 | 2026-06-30 |
| 25 | JNJ | Johnson & Johnson | 100.3K | $25.5M | $26.9M | 0.61% | +8.0K | 2026-06-30 |
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