Independent Advisor Alliance
Independent Advisor Alliance reported 1,054 stocks worth $4.3B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (11.1%), AAPL (6.0%) and ABCB (5.6%). Compared with Q1 2026, the fund opened new positions in SPCX, added to NVDA, AAPL and AMD, trimmed GOOG, AVGO and BRK.B and sold out of CGGR, SPHQ and JBND.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $472M | 11.1% | 2.4M | +272K (+13%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $257M | 6.0% | 888K | +16K (+2%) | 8 of 8 | |
| 3 |  ABCB Ameris Bancorp | $239M | 5.6% | 2.6M | No change | 8 of 8 | |
| 4 |  AMD Advanced Micro Devices Inc | $166M | 3.9% | 286K | +25K (+10%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $132M | 3.1% | 554K | +15K (+3%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $116M | 2.7% | 311K | +3,885 (+1%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $89.3M | 2.1% | 253K | −417 (−0%) | 8 of 8 | |
| 8 |  GOOGL Alphabet Inc | $85.7M | 2.0% | 240K | +4,122 (+2%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $75.4M | 1.8% | 200K | −3,050 (−2%) | 8 of 8 | |
| 10 |  MU Micron Technology Inc | $64M | 1.5% | 55K | +18K (+46%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CGGR Capital Group Growth | $88.3M | 2.2M |
 SPHQ Invesco Exchange Traded FD T | $79.6M | 1.1M |
 JBND J P Morgan Exchange Traded F | $76.9M | 1.4M |
 CGDV Capital Group Dividend | $74.1M | 1.7M |
 SPTM Spdr Series Trust | $71.4M | 903K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Advisor Alliance 13F FAQ
What does Independent Advisor Alliance own?
Independent Advisor Alliance reported 1,054 stocks worth $4.3B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are NVDA (11.1%), AAPL (6.0%) and ABCB (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Advisor Alliance buy and sell in Q2 2026?
Compared with Q1 2026: 100 new positions, 401 added to, 523 trimmed and 641 sold out. New positions include SPCX. It sold all of CGGR, SPHQ and JBND.
When will Independent Advisor Alliance file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Advisor Alliance's portfolio worth?
The Q2 2026 filing reports $4.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.