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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 2,358,375 | US$471.89M | 11.05% |
| AAPLAppleCOM | Added | 887,758 | US$256.88M | 6.02% |
| AMERIS BANCORPCOM | Added | 2,647,824 | US$238.99M | 5.60% |
| AMDAMDCOM | Added | 286,249 | US$166.29M | 3.89% |
| AMZNAmazonCOM | Added | 553,994 | US$132.04M | 3.09% |
| MSFTMicrosoftCOM | Added | 310,605 | US$115.86M | 2.71% |
| GOOGALPHABET INCCAP STK CL C | Cut | 252,853 | US$89.34M | 2.09% |
| GOOGLAlphabetCAP STK CL A | Added | 239,808 | US$85.7M | 2.01% |
| AVGOBroadcomCOM | Cut | 199,593 | US$75.4M | 1.77% |
| MUMicronCOM | Added | 55,437 | US$63.99M | 1.50% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.