Independent Advisor Alliance: 13F holdings
CIK 16968992026Q2
| Positions | 1,054 |
|---|
| Reported value | $4.3bn |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 1,054 (-541 vs prior quarter) |
|---|
| Reported value | $4.3bn (-54.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 2,358,375 | $471.9m | 11.1% |
| AAPL APPLE INC | 887,758 | $256.9m | 6.0% |
| ABCB AMERIS BANCORP | 2,647,824 | $239.0m | 5.6% |
| AMD ADVANCED MICRO DEVICES INC | 286,249 | $166.3m | 3.9% |
| AMZN AMAZON COM INC | 553,994 | $132.0m | 3.1% |
| MSFT MICROSOFT CORP | 310,605 | $115.9m | 2.7% |
| GOOG ALPHABET INC | 252,853 | $89.3m | 2.1% |
| GOOGL ALPHABET INC | 239,808 | $85.7m | 2.0% |
| AVGO BROADCOM INC | 199,593 | $75.4m | 1.8% |
| MU MICRON TECHNOLOGY INC | 55,437 | $64.0m | 1.5% |
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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