Independent Advisor Alliance: 13F holdings

CIK 16968992026Q2

Positions1,054
Reported value$4.3bn
Filed2026-08-12

Top 10 holdings

SecuritySharesValueWeight
NVDA NVIDIA CORPORATION2,358,375$471.9m11.1%
AAPL APPLE INC887,758$256.9m6.0%
ABCB AMERIS BANCORP2,647,824$239.0m5.6%
AMD ADVANCED MICRO DEVICES INC286,249$166.3m3.9%
AMZN AMAZON COM INC553,994$132.0m3.1%
MSFT MICROSOFT CORP310,605$115.9m2.7%
GOOG ALPHABET INC252,853$89.3m2.1%
GOOGL ALPHABET INC239,808$85.7m2.0%
AVGO BROADCOM INC199,593$75.4m1.8%
MU MICRON TECHNOLOGY INC55,437$64.0m1.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1696899")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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