Independent Advisor Alliance
Sector Allocation
- Technology42.2%$1.8B
- Financials16.7%$712.8M
- Other10.2%$434.4M
- Consumer Discretionary7.3%$309.6M
- Industrials5.6%$240.3M
- Healthcare5.0%$212.0M
- Consumer Staples4.0%$169.9M
- Energy3.2%$135.1M
- Utilities2.0%$85.5M
- Materials1.5%$64.7M
AUM History
13fpro.ai/research/fund/independent-advisor-alliance-1696899
Conviction and streaks
Concentrating · top 10 = 39.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$471.9MAAPL
$256.9MABCB
$239.0MAMD
$166.3MAMZN
$132.0MMSFT
$115.9MGOOG
$89.3MGOOGL
$85.7MAVGO
$75.4MMU
$64.0MBRK.B
$63.3MMETA
$56.6MTSLA
$49.4MLLY
$49.4MJPM
$44.2MHD
$36.5MXOM.R34088
$34.4MGLD
$33.5MCAT
$33.4MWMT
$31.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/independent-advisor-alliance-1696899
Independent Advisor Alliance 13F holdings — Q2 2026
$4.3B portfolio (-54.2% QoQ) · 1,054 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
$471.9M
11.1% of stocks
+13%This quarter-3.6%Since filed10+ qtrsHeld$256.9M
6.0% of stocks
+2%This quarter+13.8%Since filed10+ qtrsHeld$239.0M
5.6% of stocks
+0.0%This quarter-6.6%Since filed10+ qtrsHeld$166.3M
3.9% of stocks
+10%This quarter+10.0%Since filed10+ qtrsHeld$132.0M
3.1% of stocks
+3%This quarter-6.8%Since filed10+ qtrsHeld$115.9M
2.7% of stocks
+1%This quarter+8.2%Since filed10+ qtrsHeld$89.3M
2.1% of stocks
-0.2%This quarter-8.2%Since filed10+ qtrsHeld$85.7M
2.0% of stocks
+2%This quarter-8.2%Since filed10+ qtrsHeld$75.4M
1.8% of stocks
-2%This quarter-20.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$64.0M
1.5% of stocks
+46%This quarter-0.8%Since filed10+ qtrsHeld
All holdings — Independent Advisor Alliance (Q2 2026)
1,054 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $63.3M | 1.5% | 126K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Meta Platforms, Inc. | Technology | $56.6M | 1.3% | 100K | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Tesla, Inc. | Consumer Discretionary | $49.4M | 1.2% | 117K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $49.4M | 1.2% | 41K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $44.2M | 1.0% | 135K | +3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | HOME DEPOT, INC. | Consumer Discretionary | $36.5M | 0.8% | 103K | +19% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | EXXON MOBIL CORP | Energy | $34.4M | 0.8% | 251K | -12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SPDR GOLD TRUSTetf/fund | Financials | $33.5M | 0.8% | 91K | -42% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CATERPILLAR INC | Industrials | $33.4M | 0.8% | 31K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Walmart Inc. | Consumer Staples | $31.9M | 0.8% | 282K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $29.9M | 0.7% | 340K | -92% | — | — | 13F |
| 22 | INTEL CORP | Technology | $27.5M | 0.6% | 197K | +127% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | VISA INC. | Financials | $25.7M | 0.6% | 75K | -3% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | JOHNSON & JOHNSON | Healthcare | $25.5M | 0.6% | 100K | +9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $23.0M | 0.5% | 25K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $23.0M | 0.5% | 91K | +3% | |||
| 27 | $MITK | MITEK SYSTEMS INC | Technology | $22.9M | 0.5% | 1.14M | -2% | |||
| 28 | — | ISHARES TR - CORE S&P500 ETF | — | $22.5M | 0.5% | 30K | -87% | |||
| 29 | $LRCX | LAM RESEARCH CORP | Technology | $19.8M | 0.5% | 46K | -1% | |||
| 30 | $KO | COCA COLA CO | Consumer Staples | $19.8M | 0.5% | 243K | +2% | |||
| 31 | $PANW | Palo Alto Networks Inc | Technology | $19.6M | 0.5% | 58K | +16% | |||
| 32 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $19.1M | 0.5% | 52K | -60% | |||
| 33 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $18.1M | 0.4% | 38K | +2% | |||
| 34 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $17.6M | 0.4% | 120K | +0.6% | |||
| 35 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $17.6M | 0.4% | 24K | -4% | |||
| 36 | $TFC | TRUIST FINANCIAL CORP | Financials | $17.4M | 0.4% | 350K | +0.2% | |||
| 37 | $GEV | GE Vernova Inc. | Industrials | $17.1M | 0.4% | 15K | +6% | |||
| 38 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $16.7M | 0.4% | 59K | +3% | |||
| 39 | $DUK | Duke Energy CORP | Utilities | $15.6M | 0.4% | 123K | +4% | |||
| 40 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | — | $15.5M | 0.4% | 420K | -11% | |||
| 41 | $ASML | ASML HOLDING NV | Technology | $15.4M | 0.4% | 7,738 | -0.9% | |||
| 42 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $15.4M | 0.4% | 69K | -0.7% | |||
| 43 | $NFLX | NETFLIX INC | Communication Services | $15.2M | 0.4% | 214K | -7% | |||
| 44 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $14.9M | 0.3% | 262K | +15% | |||
| 45 | $CSCO | CISCO SYSTEMS, INC. | Technology | $14.2M | 0.3% | 121K | +14% | |||
| 46 | $PLTR | Palantir Technologies Inc. | Technology | $14.2M | 0.3% | 121K | -10% | |||
| 47 | $MA | Mastercard Inc | Financials | $13.6M | 0.3% | 26K | -2% | |||
| 48 | $CVX | CHEVRON CORP | Energy | $13.4M | 0.3% | 81K | +4% | |||
| 49 | $MRK | Merck & Co., Inc. | Healthcare | $13.2M | 0.3% | 103K | +3% | |||
| 50 | $SO | SOUTHERN CO | Utilities | $13.1M | 0.3% | 137K | +6% | |||
| 51 | $KLAC | KLA CORP | Technology | $12.9M | 0.3% | 43K | +913% | |||
| 52 | $PM | Philip Morris International Inc. | Consumer Staples | $12.7M | 0.3% | 70K | -0.6% | |||
| 53 | $GLW | CORNING INC /NY | Materials | $12.3M | 0.3% | 48K | -9% | |||
| 54 | $GE | GENERAL ELECTRIC CO | Industrials | $11.7M | 0.3% | 31K | +5% | |||
| 55 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $11.4M | 0.3% | 52K | -2% | |||
| 56 | $MRVL | Marvell Technology, Inc. | Technology | $11.3M | 0.3% | 38K | +15% | |||
| 57 | $PWR | QUANTA SERVICES, INC. | Industrials | $11.3M | 0.3% | 16K | +5% | |||
| 58 | $AMGN | AMGEN INC | Healthcare | $11.1M | 0.3% | 31K | +4% | |||
| 59 | $ADI | ANALOG DEVICES INC | Technology | $10.8M | 0.3% | 27K | -0.6% | |||
| 60 | $MCD | MCDONALDS CORP | Consumer Discretionary | $10.7M | 0.3% | 40K | -0.9% | |||
| 61 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $10.2M | 0.2% | 5,161 | -21% | |||
| 62 | $SPY | SPDR S&P 500 ETF TRUST | — | $10.1M | 0.2% | 14K | -94% | |||
| 63 | $CTAS | CINTAS CORP | Consumer Discretionary | $9.9M | 0.2% | 58K | -3% | |||
| 64 | $C | CITIGROUP INC | Financials | $9.8M | 0.2% | 70K | +4% | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $9.8M | 0.2% | 72K | +4% | |||
| 66 | $ORCL | ORACLE CORP | Technology | $9.7M | 0.2% | 66K | +1.0% | |||
| 67 | $AXP | AMERICAN EXPRESS CO | Financials | $9.6M | 0.2% | 28K | -0.5% | |||
| 68 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $9.6M | 0.2% | 23K | +9% | |||
| 69 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $9.6M | 0.2% | 190K | -91% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $9.5M | 0.2% | 31K | -96% | |||
| 71 | $MS | MORGAN STANLEY | Financials | $9.4M | 0.2% | 45K | -11% | |||
| 72 | $QCOM | QUALCOMM INC/DE | Technology | $9.1M | 0.2% | 49K | +7% | |||
| 73 | $GS | GOLDMAN SACHS GROUP INC | Financials | $9.1M | 0.2% | 8,973 | +8% | |||
| 74 | $ETN | Eaton Corp plc | Industrials | $8.8M | 0.2% | 21K | +22% | |||
| 75 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $8.7M | 0.2% | 121K | +2% | |||
| 76 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $8.7M | 0.2% | 11K | -13% | |||
| 77 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $8.5M | 0.2% | 50K | New | |||
| 78 | $ARM | ARM HOLDINGS PLC /UK | Technology | $8.4M | 0.2% | 24K | +787% | |||
| 79 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $8.2M | 0.2% | 33K | +5% | |||
| 80 | — | AMERICAN CENTY ETF TR - AVA MID EQU ETF | — | $8.1M | 0.2% | 101K | -13% | |||
| 81 | — | ISHARES TR - 20 YR TR BD ETF | — | $8.0M | 0.2% | 93K | -52% | |||
| 82 | $NEE | NEXTERA ENERGY INC | Utilities | $7.9M | 0.2% | 89K | +0.6% | |||
| 83 | $RTX | RTX Corp | Industrials | $7.8M | 0.2% | 41K | -11% | |||
| 84 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $7.7M | 0.2% | 182K | -19% | |||
| 85 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $7.7M | 0.2% | 71K | +7% | |||
| 86 | $DE | DEERE & CO | Industrials | $7.4M | 0.2% | 12K | +2% | |||
| 87 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.1M | 0.2% | 14K | -10% | |||
| 88 | $STX | Seagate Technology Holdings plc | Technology | $7.0M | 0.2% | 7,237 | +25% | |||
| 89 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $7.0M | 0.2% | 82K | -34% | |||
| 90 | $WDC | WESTERN DIGITAL CORP | Technology | $7.0M | 0.2% | 11K | +1% | |||
| 91 | $NOW | ServiceNow, Inc. | Technology | $7.0M | 0.2% | 70K | +58% | |||
| 92 | $ANET | Arista Networks, Inc. | Technology | $6.8M | 0.2% | 40K | +2% | |||
| 93 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $6.8M | 0.2% | 83K | +7% | |||
| 94 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $6.7M | 0.2% | 49K | +6% | |||
| 95 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $6.6M | 0.2% | 44K | +4% | |||
| 96 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $6.5M | 0.1% | 52K | -87% | |||
| 97 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $6.5M | 0.1% | 176K | +2% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $6.4M | 0.1% | 71K | -47% | |||
| 99 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $6.4M | 0.1% | 128K | -66% | |||
| 100 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $6.4M | 0.1% | 131K | -69% | |||
| 101 | — | FIRST TR EXCHANGE-TRADED FD - CONSUMR STAPLE | — | $6.3M | 0.1% | 101K | -18% | |||
| 102 | $COP | CONOCOPHILLIPS | Energy | $6.3M | 0.1% | 60K | +0.8% | |||
| 103 | $TMUS | T-Mobile US, Inc. | Communication Services | $6.2M | 0.1% | 37K | -1% | |||
| 104 | $SNDK | Sandisk Corp | Technology | $6.1M | 0.1% | 2,701 | +56% | |||
| 105 | — | VANGUARD INDEX FDS - VALUE ETF | — | $6.1M | 0.1% | 28K | -76% | |||
| 106 | $TGT | TARGET CORP | Consumer Staples | $6.0M | 0.1% | 46K | -22% | |||
| 107 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $6.0M | 0.1% | 8,170 | -95% | |||
| 108 | $PSX | Phillips 66 | Energy | $5.9M | 0.1% | 35K | +2% | |||
| 109 | $BX | Blackstone Inc. | Financials | $5.8M | 0.1% | 49K | -3% | |||
| 110 | $TXN | TEXAS INSTRUMENTS INC | Technology | $5.7M | 0.1% | 19K | +0.2% | |||
| 111 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $5.6M | 0.1% | 97K | +6% | |||
| 112 | $SLV | iShares Silver Trust | Financials | $5.6M | 0.1% | 104K | +3% | |||
| 113 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $5.5M | 0.1% | 35K | -74% | |||
| 114 | $MDT | Medtronic plc | Healthcare | $5.5M | 0.1% | 70K | -10% | |||
| 115 | — | ISHARES TR - CORE US AGGBD ET | — | $5.4M | 0.1% | 55K | -78% | |||
| 116 | $URI | UNITED RENTALS, INC. | Industrials | $5.4M | 0.1% | 4,765 | -0.9% | |||
| 117 | $BWXT | BWX Technologies, Inc. | Industrials | $5.4M | 0.1% | 28K | -5% | |||
| 118 | $PFE | PFIZER INC | Healthcare | $5.4M | 0.1% | 223K | -2% | |||
| 119 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $5.3M | 0.1% | 110K | -56% | |||
| 120 | $T | AT&T INC. | Communication Services | $5.3M | 0.1% | 254K | -0.4% | |||
| 121 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $5.2M | 0.1% | 10K | +2% | |||
| 122 | $USB | US BANCORP \DE\ | Financials | $5.2M | 0.1% | 86K | +5% | |||
| 123 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $5.2M | 0.1% | 100K | -83% | |||
| 124 | $CMI | CUMMINS INC | Industrials | $5.2M | 0.1% | 7,245 | -17% | |||
| 125 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $5.1M | 0.1% | 84K | -97% | |||
| 126 | $IAU | ISHARES GOLD TRUST | Financials | $5.1M | 0.1% | 67K | +5% | |||
| 127 | $ABT | ABBOTT LABORATORIES | Healthcare | $5.0M | 0.1% | 55K | +9% | |||
| 128 | $DIS | Walt Disney Co | Communication Services | $4.9M | 0.1% | 51K | -8% | |||
| 129 | $FNV | FRANCO NEVADA Corp | Materials | $4.9M | 0.1% | 23K | +2% | |||
| 130 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.9M | 0.1% | 59K | -21% | |||
| 131 | $TPL | Texas Pacific Land Corp | Financials | $4.8M | 0.1% | 11K | -1% | |||
| 132 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $4.8M | 0.1% | 38K | +14% | |||
| 133 | $SCHW | SCHWAB CHARLES CORP | Financials | $4.8M | 0.1% | 52K | +4% | |||
| 134 | $BA | BOEING CO | Industrials | $4.8M | 0.1% | 22K | -2% | |||
| 135 | $CEG | Constellation Energy Corp | Utilities | $4.7M | 0.1% | 19K | +2% | |||
| 136 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $4.6M | 0.1% | 9,021 | +10% | |||
| 137 | $LIN | LINDE PLC | Materials | $4.6M | 0.1% | 8,826 | +0.1% | |||
| 138 | $UNP | UNION PACIFIC CORP | Industrials | $4.6M | 0.1% | 17K | +5% | |||
| 139 | $BLK | BlackRock, Inc. | Financials | $4.5M | 0.1% | 4,706 | +10% | |||
| 140 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $4.5M | 0.1% | 6 | — | |||
| 141 | $UBER | Uber Technologies, Inc | Technology | $4.5M | 0.1% | 62K | -6% | |||
| 142 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $4.4M | 0.1% | 25K | +2477% | |||
| 143 | $DELL | Dell Technologies Inc. | Technology | $4.4M | 0.1% | 10K | +100% | |||
| 144 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | — | $4.4M | 0.1% | 95K | -55% | |||
| 145 | $IVZ | Invesco Ltd. | Financials | $4.4M | 0.1% | 21K | -69% | |||
| 146 | $MET | METLIFE INC | Financials | $4.4M | 0.1% | 52K | +126% | |||
| 147 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $4.3M | 0.1% | 18K | -0.4% | |||
| 148 | $ENB | ENBRIDGE INC | Energy | $4.3M | 0.1% | 80K | +4% | |||
| 149 | $D | DOMINION ENERGY, INC | Utilities | $4.3M | 0.1% | 62K | -9% | |||
| 150 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $4.2M | 0.1% | 72K | +5% |
What changed in Q2 2026
Against the previous quarter's 13F: 97 new, 408 added to, 528 trimmed, 564 sold out. Share-count changes; largest moves by dollar size first.
New positions (97)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$8.5Mfirst bought this quarter
$HONAHoneywell Aerospace Inc.$1.9M
first bought this quarter
$MDBMongoDB, Inc.$1.5M
first bought this quarter
$VEEVVEEVA SYSTEMS INC$1.3M
first bought this quarter
$SWKSSKYWORKS SOLUTIONS, INC.$956K
first bought this quarter
$ALABAstera Labs, Inc.$932K
first bought this quarter
+91 more in the Excel export
Added to (408)
now $471.9M · held 10+ qtrs
now $64.0M · held 10+ qtrs
$INTCINTEL CORP+127%
now $27.5M · held 10+ qtrs
now $166.3M · held 10+ qtrs
$KLACKLA CORP+913%
now $12.9M · held 10+ qtrs, 3 adds in a row
$ARMARM HOLDINGS PLC /UK+787%
now $8.4M · held 10+ qtrs
+402 more in the Excel export
Trimmed (528)
- SPDR SERIES TRUST - ST STR P500ETF-92%
now $29.9M
$IVZInvesco Ltd.-96%
now $9.5M · held 10+ qtrs
- SPDR SERIES TRUST - ST STR P500GRW-98%
now $3.3M
$SPYSPDR S&P 500 ETF TRUST-94%
now $10.1M · held 10+ qtrs
- SPDR SERIES TRUST - ST STR P500VAL-97%
now $5.1M
- ISHARES TR - CORE S&P500 ETF-87%
now $22.5M
+522 more in the Excel export
Sold out (564)
- CAPITAL GROUP GROWTH ETFwas $88.3M
- J P MORGAN EXCHANGE TRADED Fwas $76.9M
- CAPITAL GROUP DIVIDEND VALUEwas $74.1M
- SPDR SERIES TRUSTwas $71.4M
- FIDELITY COVINGTON TRUSTwas $68.7M
- FIRST TR EXCHNG TRADED FD VIwas $43.3M
+558 more in the Excel export
Holdings by quarter
Every 13F Independent Advisor Alliance has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Independent Advisor Alliance?
Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Independent Advisor Alliance's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 19% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Independent Advisor Alliance disclosed 1,054 positions worth $4.3B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 11.1% of the equity portfolio, followed by $AAPL and $ABCB. During the quarter the fund opened 97 new positions and exited 564 — including a new stake in $SPCX. The portfolio is most concentrated in Technology (42.2% of disclosed assets). All figures are sourced directly from Independent Advisor Alliance’s Form 13F-HR filing with the SEC under CIK 1696899.
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