Fund HoldingsIndependent Advisor Alliance

Total Portfolio Value
$4.27B
Total Bought
$791.78M
Total Sold
$6.03B
Net Transaction
-$5.24B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ADVANCED MICRO DEVICES INC(AMD)0286,249+286,2490166,2853.89%+166,285
NVIDIA CORPORATION(NVDA)02,358,375+2,358,3750471,88711.05%+471,887
MICRON TECHNOLOGY INC(MU)055,437+55,437063,9901.50%+63,990
APPLE INC(AAPL)0887,758+887,7580256,8816.02%+256,881
AMERIS BANCORP(ABCB)2,647,7572,647,824+67206,499238,9935.60%+32,494
SPDR SERIES TRUST
ST STR P500ETF
0339,955+339,955029,8750.70%+29,875
INTEL CORP(INTC)0196,723+196,723027,4680.64%+27,468
AMAZON COM INC(AMZN)0553,994+553,9940132,0393.09%+132,039
ALPHABET INC(GOOG)0239,808+239,808085,7002.01%+85,700
ALPHABET INC(GOOG)0252,853+252,853089,3402.09%+89,340
ELI LILLY & CO(LLY)041,149+41,149049,3551.16%+49,355
BROADCOM INC(AVGO)0199,593+199,593075,3961.77%+75,396
PALO ALTO NETWORKS INC(PANW)057,614+57,614019,6480.46%+19,648
CATERPILLAR INC(CAT)031,375+31,375033,4110.78%+33,411
LAM RESEARCH CORP(LRCX)045,610+45,610019,7640.46%+19,764
SPDR INDEX SHS FDS
ST STR PO EX ETF
0190,401+190,40109,5940.22%+9,594
APPLIED MATLS INC024,353+24,353017,6070.41%+17,607
SPACE EXPLORATION TECHN CORP049,863+49,86308,5200.20%+8,520
AMERICAN CENTY ETF TR0101,205+101,20508,1220.19%+8,122
MARVELL TECHNOLOGY INC(MRVL)038,057+38,057011,3370.27%+11,337
ARM HOLDINGS PLC023,578+23,57808,3600.20%+8,360
HOME DEPOT INC(HD)0103,377+103,377036,4590.85%+36,459
MITEK SYS INC(MITK)01,137,006+1,137,006022,8880.54%+22,888
TESLA INC(TSLA)0117,483+117,483049,4131.16%+49,413
KLA CORP(KLAC)042,697+42,697012,8820.30%+12,882
CISCO SYS INC(CSCO)0120,603+120,603014,1660.33%+14,166
JPMORGAN CHASE & CO(JPM)0134,957+134,957044,1761.03%+44,176
TAIWAN SEMICONDUCTOR MANUFAC(TSM)037,890+37,890018,0950.42%+18,095
SPDR INDEX SHS FDS
ST PORT MARK ETF
0100,402+100,40205,1990.12%+5,199
GE VERNOVA INC(GEV)014,549+14,549017,0930.40%+17,093
SPDR SERIES TRUST
ST STR P500VAL
084,129+84,12905,1140.12%+5,114
ASML HLDG NV
N Y REGISTRY SHS
07,738+7,738015,3940.36%+15,394
CORNING INC(GLW)048,097+48,097012,2860.29%+12,286
SANDISK CORP(SNDK)02,701+2,70106,1420.14%+6,142
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,237+7,23706,9830.16%+6,983
WESTERN DIGITAL CORP(WDC)010,888+10,88806,9550.16%+6,955
UNITEDHEALTH GROUP INC(UNH)023,140+23,14009,6180.23%+9,618
SELECT SECTOR SPDR TR
ST STR TECHN ETF
020,283+20,28303,8640.09%+3,864
BANK OF AMER CORP0261,818+261,818014,9180.35%+14,918
ABBVIE INC(ABBV)091,394+91,394022,9980.54%+22,998
DELL TECHNOLOGIES INC(DELL)010,237+10,23704,4170.10%+4,417
CROWDSTRIKE HLDGS INC(CRWD)011,381+11,38108,6850.20%+8,685
SPDR SERIES TRUST
ST STR P500GRW
027,995+27,99503,3310.08%+3,331
GE AEROSPACE(GE)031,369+31,369011,7240.27%+11,724
QUALCOMM INC(QCOM)049,209+49,20909,0930.21%+9,093
QUANTA SVCS INC015,683+15,683011,2920.26%+11,292
JOHNSON & JOHNSON(JNJ)0100,260+100,260025,4630.60%+25,463
STATE STR CORP(STT)018,932+18,93203,2110.08%+3,211
INTERNATIONAL BUSINESS MACHS(IBM)059,333+59,333016,6850.39%+16,685
METLIFE INC(MET)051,684+51,68404,3730.10%+4,373
EATON CORP PLC(ETN)020,565+20,56508,7630.21%+8,763
SIMON PPTY GROUP INC NEW(SPG)068,672+68,672015,3580.36%+15,358
FORTINET INC(FTNT)018,260+18,26002,8050.07%+2,805
SNAP ON INC(SNA)06,406+6,40602,5780.06%+2,578
VISA INC(V)075,033+75,033025,7430.60%+25,743
MICROSOFT CORP(MSFT)0310,605+310,6050115,8622.71%+115,862
SERVICENOW INC(NOW)070,036+70,03606,9530.16%+6,953
SPDR SERIES TRUST
ST NUVE TERM ETF
046,698+46,69802,2400.05%+2,240
CAPITAL CITY BANK(CCBG)050,933+50,93302,5170.06%+2,517
CITIGROUP INC(C)070,359+70,35909,8470.23%+9,847
ANALOG DEVICES INC(ADI)027,284+27,284010,8360.25%+10,836
DUPONT DE NEMOURS INC015,130+15,13002,0520.05%+2,052
GOLDMAN SACHS GROUP INC(GS)08,973+8,97309,0760.21%+9,076
SPDR SERIES TRUST
ST STR SP600 SML
035,239+35,23902,0320.05%+2,032
TEXAS INSTRS INC(TXN)019,246+19,24605,7370.13%+5,737
SPDR SERIES TRUST
ST STR P400MID
029,540+29,54001,9960.05%+1,996
ARISTA NETWORKS INC(ANET)040,231+40,23106,8340.16%+6,834
HEWLETT PACKARD ENTERPRISE C(HPE)086,459+86,45903,9000.09%+3,900
UNITED RENTALS INC(URI)04,765+4,76505,3980.13%+5,398
HONEYWELL INTL INC08,363+8,36301,8720.04%+1,872
HONEYWELL AEROSPACE INC08,421+8,42101,8620.04%+1,862
PNC FINL SVCS GROUP INC(PNC)033,116+33,11608,1540.19%+8,154
COCA COLA CO(KO)0243,177+243,177019,7630.46%+19,763
SPDR SERIES TRUST
ST LON TREAS ETF
060,936+60,93601,5980.04%+1,598
BERKSHIRE HATHAWAY INC DEL0126,451+126,451063,2751.48%+63,275
SPDR SERIES TRUST
ST STR BLO 1 ETF
016,389+16,38901,5020.04%+1,502
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
08,201+8,20102,2300.05%+2,230
MATTHEWS INTL FDS032,726+32,72601,4810.03%+1,481
MONGODB INC(MDB)04,402+4,40201,4790.03%+1,479
SPDR SERIES TRUST
ST INTER ETF
049,800+49,80001,4140.03%+1,414
DEVON ENERGY CORP NEW(DVN)054,434+54,43402,2490.05%+2,249
TRUIST FINL CORP(TFC)0349,770+349,770017,4260.41%+17,426
DYCOM INDS INC(DY)08,274+8,27404,1830.10%+4,183
HUT 8 CORP(HUT)020,339+20,33902,3480.05%+2,348
VEEVA SYS INC(VEEV)07,467+7,46701,3250.03%+1,325
ABSCI CORPORATION0153,855+153,85501,7830.04%+1,783
COMFORT SYS USA INC(FIX)05,161+5,161010,2300.24%+10,230
CVS HEALTH CORP(CVS)032,453+32,45303,3570.08%+3,357
CARNIVAL CORP LTD
COMMON SHARES
043,988+43,98801,2570.03%+1,257
DIGITAL RLTY TR INC(DLR)019,159+19,15903,4410.08%+3,441
SPDR SERIES TRUST
ST STR BACKE ETF
055,587+55,58701,2400.03%+1,240
MERCK & CO INC(MRK)0102,748+102,748013,2030.31%+13,203
FLEXSHARES TR
CR SCD US BD
062,833+62,83303,0500.07%+3,050
SELECT SECTOR SPDR TR
ST STR FINL ETF
021,690+21,69001,1630.03%+1,163
SPDR INDEX SHS FDS
ST INTL CAP ETF
026,152+26,15201,1440.03%+1,144
MORGAN STANLEY(MS)045,127+45,12709,4330.22%+9,433
SPDR INDEX SHS FDS
ST DOW GLOBA ETF
022,007+22,00701,0940.03%+1,094
UNITED PARCEL SVCS INC(UPS)071,187+71,18707,6530.18%+7,653
EBAY INC.(EBAY)013,455+13,45501,5040.04%+1,504
SELECT SECTOR SPDR TR
ST STR CARE ETF
06,528+6,52801,0360.02%+1,036
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