AiSiWhale

AI & tech investing

Independent Advisor Alliance

CIK 1696899

13F filing for Q2 2026・No. 1,018

Holdings
US$4.27B
Quarter change
−US$5.05B
Entries
1,778
Net bought (estimate)
−US$5.89B

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 100
  • Sold out 641
  • Cut 528
  • Added 405
  • Corporate actions 2
  • Unchanged 21

Largest holdings

1,054 stocks worth US$4.27B, options and bonds left out.

StockThis quarterValueWeight
NVDANvidiaCOMAddedUS$471.89M11.05%
AAPLAppleCOMAddedUS$256.88M6.02%
AMERIS BANCORPCOMAddedUS$238.99M5.60%
AMDAMDCOMAddedUS$166.29M3.89%
AMZNAmazonCOMAddedUS$132.04M3.09%
MSFTMicrosoftCOMAddedUS$115.86M2.71%
GOOGALPHABET INCCAP STK CL CCutUS$89.34M2.09%
GOOGLAlphabetCAP STK CL AAddedUS$85.7M2.01%
AVGOBroadcomCOMCutUS$75.4M1.77%
MUMicronCOMAddedUS$63.99M1.50%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.