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Holders — by stockHoldings — by fund

Independent Advisor Alliance

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1696899

$4.27B

disclosed book value

1,054

positions

11.1%

largest position share

Positions, as of 2026-06-30

top 100 of 1,054 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION2.4M$471.9M11.1%
2AAPLAPPLE INC887,758$256.9M6%
3ABCBAMERIS BANCORP2.6M$239.0M5.6%
4AMDADVANCED MICRO DEVICES INC286,249$166.3M3.9%
5AMZNAMAZON COM INC553,994$132.0M3.1%
6MSFTMICROSOFT CORP310,605$115.9M2.7%
7GOOGALPHABET INC252,853$89.3M2.1%
8GOOGLALPHABET INC239,808$85.7M2%
9AVGOBROADCOM INC199,593$75.4M1.8%
10MUMICRON TECHNOLOGY INC55,437$64.0M1.5%
11BRK/BBERKSHIRE HATHAWAY INC DEL126,451$63.3M1.5%
12METAMETA PLATFORMS INC100,396$56.6M1.3%
13TSLATESLA INC117,483$49.4M1.2%
14LLYELI LILLY & CO41,149$49.4M1.2%
15JPMJPMORGAN CHASE & CO134,957$44.2M1%
16HDHOME DEPOT INC103,377$36.5M0.9%
17EXMOCEXXON MOBIL CORP251,295$34.4M0.8%
18GLDSPDR GOLD TR91,032$33.5M0.8%
19CATCATERPILLAR INC31,375$33.4M0.8%
20WMTWALMART INC281,716$31.9M0.7%
21SPYMSPDR SERIES TRUST339,955$29.9M0.7%
22INTCINTEL CORP196,723$27.5M0.6%
23VVISA INC75,033$25.7M0.6%
24JNJJOHNSON & JOHNSON100,260$25.5M0.6%
25COSTCOSTCO WHOLESALE CORPORATION24,635$23.0M0.5%
26ABBVABBVIE INC91,394$23.0M0.5%
27MITEK SYS INC1.1M$22.9M0.5%
28IVVISHARES TR30,024$22.5M0.5%
29LRCXLAM RESEARCH CORP45,610$19.8M0.5%
30KOCOCA COLA CO243,177$19.8M0.5%
31PANWPALO ALTO NETWORKS INC57,614$19.6M0.5%
32VTIVANGUARD INDEX FDS51,577$19.1M0.4%
33TSMTAIWAN SEMICONDUCTOR MANUFAC37,890$18.1M0.4%
34PGPROCTER & GAMBLE CO120,177$17.6M0.4%
35AMATAPPLIED MATLS INC24,353$17.6M0.4%
36TFCTRUIST FINL CORP349,770$17.4M0.4%
37GEVGE VERNOVA INC14,549$17.1M0.4%
38IBMINTERNATIONAL BUSINESS MACHS59,333$16.7M0.4%
39DUKDUKE ENERGY CORP NEW123,435$15.6M0.4%
40FTGSFIRST TR EXCHANGE-TRADED FD419,671$15.5M0.4%
41ASML HLDG NV7,738$15.4M0.4%
42SPGSIMON PPTY GROUP INC NEW68,672$15.4M0.4%
43NFLXNETFLIX INC.213,561$15.2M0.4%
44BACBANK OF AMER CORP261,818$14.9M0.3%
45CSCOCISCO SYS INC120,603$14.2M0.3%
46PLTRPALANTIR TECHNOLOGIES INC121,376$14.2M0.3%
47MAMASTERCARD INCORPORATED26,479$13.6M0.3%
48CVXCHEVRON CORPORATION80,992$13.4M0.3%
49MRKMERCK & CO INC102,748$13.2M0.3%
50SOSOUTHERN CO137,163$13.1M0.3%
51KLACKLA CORP42,697$12.9M0.3%
52PMPHILIP MORRIS INTL INC70,374$12.7M0.3%
53GLWCORNING INC48,097$12.3M0.3%
54GEGE AEROSPACE31,369$11.7M0.3%
55LOWLOWES COS INC51,547$11.4M0.3%
56MRVLMARVELL TECHNOLOGY INC38,057$11.3M0.3%
57PWRQUANTA SVCS INC15,683$11.3M0.3%
58AMGNAMGEN INC30,517$11.1M0.3%
59ADIANALOG DEVICES INC27,284$10.8M0.3%
60MCDMCDONALDS CORP39,612$10.7M0.3%
61FIXCOMFORT SYS USA INC5,161$10.2M0.2%
62SPYSTATE STR SPDR S&P 500 ETF T13,562$10.1M0.2%
63CTASCINTAS CORP58,132$9.9M0.2%
64CCITIGROUP INC70,359$9.8M0.2%
65PEPPEPSICO INC72,411$9.8M0.2%
66ORCLORACLE CORP66,473$9.7M0.2%
67AXPAMERICAN EXPRESS CO28,435$9.6M0.2%
68UNHUNITEDHEALTH GROUP INC23,140$9.6M0.2%
69SPDWSPDR INDEX SHS FDS190,401$9.6M0.2%
70QQQMINVESCO EXCH TRADED FD TR II31,487$9.5M0.2%
71MSMORGAN STANLEY45,127$9.4M0.2%
72QCOMQUALCOMM INC49,209$9.1M0.2%
73GSGOLDMAN SACHS GROUP INC8,973$9.1M0.2%
74EATON CORP PLC20,565$8.8M0.2%
75MOALTRIA GROUP INC121,392$8.7M0.2%
76CRWDCROWDSTRIKE HLDGS INC11,381$8.7M0.2%
77SPCXSPACE EXPLORATION TECHN CORP49,863$8.5M0.2%
78ARMARM HOLDINGS PLC23,578$8.4M0.2%
79PNCPNC FINL SVCS GROUP INC33,116$8.2M0.2%
80AMERICAN CENTY ETF TR101,205$8.1M0.2%
81TLTISHARES TR92,633$8.0M0.2%
82NEENEXTERA ENERGY INC89,439$7.9M0.2%
83RTXRTX CORPORATION41,366$7.8M0.2%
84VZVERIZON COMMUNICATIONS INC181,898$7.7M0.2%
85UPSUNITED PARCEL SVCS INC71,187$7.7M0.2%
86DEDEERE & CO11,599$7.4M0.2%
87LMTLOCKHEED MARTIN CORP13,840$7.1M0.2%
88SEAGATE TECHNOLOGY HLDNGS PL7,237$7.0M0.2%
89VXUSVANGUARD STAR FDS81,567$7.0M0.2%
90WDCWESTERN DIGITAL CORP10,888$7.0M0.2%
91NOWSERVICENOW INC70,036$7.0M0.2%
92ANETARISTA NETWORKS INC40,231$6.8M0.2%
93WFCWELLS FARGO & CO82,561$6.8M0.2%
94AEPAMERICAN ELEC PWR CO INC48,671$6.7M0.2%
95TJXTJX COS INC NEW43,701$6.6M0.2%
96AVUVAMERICAN CENTY ETF TR52,364$6.5M0.2%
97EPDENTERPRISE PRODS PARTNERS L176,115$6.5M0.2%
98CIBRFIRST TR EXCHANGE-TRADED FD71,107$6.4M0.1%
99LMBSFIRST TR EXCHANGE-TRADED FD127,932$6.4M0.1%
100FDLFIRST TR EXCHANGE-TRADED FD130,595$6.4M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.