Independent Advisor Alliance

CIK 0001696899 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Independent Advisor Alliance reported 1,054 positions worth $4.27B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: NVDA (11.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.27B
2026 Q2
Positions
1,054
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.7%
Est. Net Flow (Q)
2026 Q2
10 / 1054 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$471.9M11.05%2,358,375
2AAPLAPPLE INCSH$256.9M6.02%887,758
3ABCBAMERIS BANCORPSH$239.0M5.60%2,647,824
4AMDADVANCED MICRO DEVICES INCSH$166.3M3.89%286,249
5AMZNAMAZON COM INCSH$132.0M3.09%553,994
6MSFTMICROSOFT CORPSH$115.9M2.71%310,605
7GOOGALPHABET INCSH$89.3M2.09%252,853
8GOOGLALPHABET INCSH$85.7M2.01%239,808
9AVGOBROADCOM INCSH$75.4M1.77%199,593
10MUMICRON TECHNOLOGY INCSH$64.0M1.50%55,437

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Independent Advisor Alliance hold as of Q2 2026?

Independent Advisor Alliance reported 1054 positions worth $4.27B in its Q2 2026 13F filing. Largest positions: NVDA (11.1%), AAPL (6.0%), ABCB (5.6%), AMD (3.9%) and AMZN (3.1%).

What did Independent Advisor Alliance buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Independent Advisor Alliance sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.