StockDriftsStockDriftsTop 50 Independent Advisor Alliance Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.05% | 2.36M | $471.9M | +13.02%(+271.70K) | $97.74(+131.30%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.02% | 887.8K | $256.9M | +1.86%(+16.23K) | $92.70(+229.41%) | 2026-06-30 | |
| ABCB | AMERIS BANCORP | 5.6% | 2.65M | $239.0M | +0.00%(+67) | $46.20(+94.30%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.89% | 286.2K | $166.3M | +9.66%(+25.21K) | $110.05(+365.48%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.09% | 554.0K | $132.0M | +2.78%(+14.96K) | $121.74(+115.66%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.71% | 310.6K | $115.9M | +1.27%(+3.88K) | $212.21(+129.05%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.09% | 252.9K | $89.3M | -0.16%(-417) | $87.29(+292.52%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.01% | 239.8K | $85.7M | +1.75%(+4.12K) | $94.18(+266.03%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.77% | 199.6K | $75.4M | -1.51%(-3.05K) | $84.04(+368.54%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.5% | 55.4K | $64.0M | +46.43%(+17.58K) | $300.83(+237.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.26% | +101.27% | +13.09% | +84.95% |
| Top 20 Holdings Unweighted | +25.19% | +96.20% | +12.90% | +83.47% |
Independent Advisor Alliance reports $4.27B in US-listed equity holdings across 1,054 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.1%), AAPL (6.0%) and ABCB (5.6%). The top 20 holdings account for 49.85% of reported assets. Its disclosed equity book has returned +101.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Advisor Alliance’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696899). View Independent Advisor Alliance’s 13F filings on SEC