Funds › Independent Advisor Alliance
Independent Advisor Alliance
13F for Q3 2026, filed Nov 10, 2026. 1,061 positions worth $4.2B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$4.2B
−$49.7M (1.2%) vs Q2 2026
Positions
1,061
1,054 in Q2 2026
Top 10 share
40.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 2.23M | $439.5M | 10.4% | -5.5% | 13F ↗ |
| 2 | AAPL Apple Inc. | 868,537 | $292.0M | 6.9% | -2.2% | 13F ↗ |
| 3 | ABCB Ameris Bancorp | 2.86M | $227.5M | 5.4% | +8.0% | 13F ↗ |
| 4 | AMD Advanced Micro Devices, Inc. | 258,595 | $156.8M | 3.7% | -9.7% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 301,873 | $156.7M | 3.7% | -2.8% | 13F ↗ |
| 6 | AMZN Amazon.com, Inc. | 542,831 | $136.8M | 3.2% | -2.0% | 13F ↗ |
| 7 | GOOG Alphabet Inc. Class C | 247,835 | $83.3M | 2.0% | -2.0% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 236,988 | $78.4M | 1.9% | -1.2% | 13F ↗ |
| 9 | META Meta Platforms, Inc. | 102,452 | $72.3M | 1.7% | +2.0% | 13F ↗ |
| 10 | AVGO Broadcom Inc. | 185,560 | $64.0M | 1.5% | -7.0% | 13F ↗ |
| 11 | BRK-B Berkshire Hathaway Inc. Class B | 125,667 | $63.5M | 1.5% | -0.6% | 13F ↗ |
| 12 | MU Micron Technology, Inc. | 49,153 | $49.7M | 1.2% | -11.3% | 13F ↗ |
| 13 | LLY Eli Lilly and Company | 41,184 | $49.5M | 1.2% | +0.1% | 13F ↗ |
| 14 | XOM ExxonMobil Holdings Corporation | 284,508 | $46.4M | 1.1% | New | 13F ↗ |
| 15 | JPM JPMorgan Chase & Co. | 135,038 | $45.0M | 1.1% | +0.1% | 13F ↗ |
| 16 | TSLA Tesla, Inc. | 114,795 | $41.2M | 1.0% | -2.3% | 13F ↗ |
| 17 | WMT Walmart Inc. | 295,884 | $32.0M | 0.8% | +5.0% | 13F ↗ |
| 18 | Spdr Series Trust St Str P500ETF | 346,559 | $30.7M | 0.7% | +1.9% | 13F ↗ |
| 19 | GLD SPDR Gold Shares · Gold Shs | 80,637 | $30.7M | 0.7% | -11.4% | 13F ↗ |
| 20 | HD Home Depot, Inc. | 98,877 | $28.8M | 0.7% | -4.4% | 13F ↗ |
| 21 | JNJ Johnson & Johnson | 106,213 | $28.5M | 0.7% | +5.9% | 13F ↗ |
| 22 | V Visa Inc. | 69,986 | $26.2M | 0.6% | -6.7% | 13F ↗ |
| 23 | ABBV AbbVie Inc. | 90,901 | $24.4M | 0.6% | -0.5% | 13F ↗ |
| 24 | iShares Tr Core S&P500 Etf | 32,167 | $24.3M | 0.6% | +7.1% | 13F ↗ |
| 25 | COST Costco Wholesale Corporation | 24,364 | $23.1M | 0.5% | -1.1% | 13F ↗ |
| 26 | PANW Palo Alto Networks, Inc. | 57,592 | $22.4M | 0.5% | Unchanged | 13F ↗ |
| 27 | KO Coca-Cola Company | 243,297 | $21.1M | 0.5% | Unchanged | 13F ↗ |
| 28 | PLTR Palantir Technologies Inc. | 112,680 | $20.7M | 0.5% | -7.2% | 13F ↗ |
| 29 | CAT Caterpillar, Inc. | 27,268 | $20.6M | 0.5% | -13.1% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Ttl Stk | 55,432 | $20.6M | 0.5% | +7.5% | 13F ↗ |
| 31 | MITK Mitek Systems, Inc. | 1.14M | $19.4M | 0.5% | -0.2% | 13F ↗ |
| 32 | First Tr Exchange-Traded Fd Growth Strength | 465,514 | $17.8M | 0.4% | +10.9% | 13F ↗ |
| 33 | CVX Chevron Corporation | 85,466 | $17.5M | 0.4% | +5.5% | 13F ↗ |
| 34 | PG Procter & Gamble Company | 113,556 | $16.9M | 0.4% | -5.5% | 13F ↗ |
| 35 | MRK Merck & Company, Inc. | 111,528 | $16.3M | 0.4% | +8.5% | 13F ↗ |
| 36 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 36,059 | $16.2M | 0.4% | -4.8% | 13F ↗ |
| 37 | TFC Truist Financial Corporation | 347,520 | $16.2M | 0.4% | -0.6% | 13F ↗ |
| 38 | IBM International Business Machines Corporation | 71,579 | $16.1M | 0.4% | +20.6% | 13F ↗ |
| 39 | BAC Bank of America Corporation | 273,307 | $14.7M | 0.3% | +4.4% | 13F ↗ |
| 40 | NFLX Netflix, Inc. | 208,982 | $14.3M | 0.3% | -2.1% | 13F ↗ |
| 41 | DUK Duke Energy Corporation | 123,258 | $14.2M | 0.3% | -0.1% | 13F ↗ |
| 42 | SPG Simon Property Group, Inc. | 68,753 | $13.9M | 0.3% | +0.1% | 13F ↗ |
| 43 | SPCX Space Exploration Technologies Corp. | 90,789 | $13.6M | 0.3% | +82.1% | 13F ↗ |
| 44 | GEV GE Vernova Inc. | 14,441 | $13.5M | 0.3% | -0.7% | 13F ↗ |
| 45 | CSCO Cisco Systems, Inc. | 126,308 | $13.3M | 0.3% | +4.7% | 13F ↗ |
| 46 | LRCX Lam Research Corporation | 44,073 | $13.1M | 0.3% | -3.4% | 13F ↗ |
| 47 | PM Philip Morris International Inc | 68,145 | $13.0M | 0.3% | -3.2% | 13F ↗ |
| 48 | ASML ASML Holding N.V. · Equities | 7,199 | $12.8M | 0.3% | -7.0% | 13F ↗ |
| 49 | MA Mastercard Incorporated | 21,029 | $12.3M | 0.3% | -20.6% | 13F ↗ |
| 50 | INTC Intel Corporation | 111,996 | $12.1M | 0.3% | -43.1% | 13F ↗ |
Showing the top 50 of 1,061 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
102 new, 490 added to, 430 trimmed, 95 exited, 39 unchanged. By estimated dollars.
New positions (102)
| XOM ExxonMobil Holdings Corporation | 284,508 | New | $46.4M |
| First Tr Exchange-Traded Fd Dj Internt Idx | 24,560 | New | $6.6M |
| iShares Tr Ishares Semicdtr | 33,809 | New | $5.0M |
| Vanguard World Fd Extended Dur | 71,416 | New | $4.3M |
| Neuberger Berman ETF Trust Short Duration I | 66,422 | New | $3.3M |
| OKE ONEOK, Inc. | 27,835 | New | $2.4M |
| UHAL U-Haul Holding Company | 28,900 | New | $1.7M |
| Rbb Fund Trust First Eagle Gbl | 30,850 | New | $1.6M |
| BMI Badger Meter, Inc. | 11,299 | New | $1.4M |
| HPQ HP Inc. | 42,006 | New | $1.3M |
Added to (490)
| ABCB Ameris Bancorp | 2.86M | +8.0% | $16.9M |
| SPCX Space Exploration Technologies Corp. | 90,789 | +82.1% | $6.1M |
| IBM International Business Machines Corporation | 71,579 | +20.6% | $2.7M |
| ADBE Adobe Inc. | 21,807 | +87.7% | $2.4M |
| ATO Atmos Energy Corporation | 20,132 | +206% | $2.2M |
| BLK BlackRock, Inc. | 6,610 | +40.5% | $2.1M |
| iShares Tr Core Msci Eafe | 56,048 | +59.4% | $2.0M |
| DELL Dell Technologies Inc. | 14,049 | +37.2% | $1.9M |
| AFL AFLAC Incorporated | 52,168 | +47.3% | $1.9M |
| ACN Accenture plc | 30,305 | +41.6% | $1.8M |
Trimmed (430)
| NVDA NVIDIA Corporation | 2.23M | -5.5% | -$25.5M |
| AMD Advanced Micro Devices, Inc. | 258,595 | -9.7% | -$16.8M |
| INTC Intel Corporation | 111,996 | -43.1% | -$9.2M |
| CTAS Cintas Corporation | 18,192 | -68.7% | -$8.1M |
| First Tr Exchange-Traded Fd Nasdaq Cyb Etf | 2,389 | -96.6% | -$6.5M |
| AAPL Apple Inc. | 868,537 | -2.2% | -$6.5M |
| MU Micron Technology, Inc. | 49,153 | -11.3% | -$6.4M |
| ARM Arm Holdings plc | 5,680 | -75.9% | -$5.0M |
| AVGO Broadcom Inc. | 185,560 | -7.0% | -$4.8M |
| MSFT Microsoft Corporation | 301,873 | -2.8% | -$4.5M |
Exited (95)
| Exxon Mobil Corp | 251,295 | Exited | -$34.4M |
| First Tr Exchange-Traded Fd Energy Alphadx | 188,500 | Exited | -$3.8M |
| Oneok Inc | 29,044 | Exited | -$2.5M |
| Matthews International Fds Pac Tige Act Etf | 32,726 | Exited | -$1.5M |
| Electronic Arts Inc | 7,217 | Exited | -$1.5M |
| Two Rds Shared Tr Anfield Us Equ | 69,700 | Exited | -$1.4M |
| EG Everest Group, Ltd. | 3,739 | Exited | -$1.3M |
| SWKS Skyworks Solutions, Inc. | 14,096 | Exited | -$955.7K |
| LRN Stride, Inc. | 10,774 | Exited | -$929.1K |
| CECO CECO Environmental Corp. | 10,099 | Exited | -$916.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 1,061 | $4.2B | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 1,054 | $4.3B | Current | SEC ↗ |
| Q1 2026 | May 12, 2026 | 13F-HR | 1,595 | $9.3B | Current | SEC ↗ |
| Q4 2025 | Feb 4, 2026 | 13F-HR | 999 | $4.1B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 945 | $3.8B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 889 | $3.5B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 813 | $3.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer