Institutions / Independent Advisor Alliance / Holdings

Independent Advisor Alliance

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$417.78M	2,240,102	10.1%
Apple Inc.	—	$252.28M	927,993	6.1%
Ameris Bancorp	—	$184.96M	2,490,426	4.5%
MICROSOFT CORP	—	$163.23M	337,508	4.0%
Amazon.com Inc	—	$137.45M	595,497	3.3%
Alphabet Inc.	—	$88.93M	283,385	2.2%
Alphabet Inc.	—	$87.59M	279,825	2.1%
SPDR GOLD TR	—	$80.40M	202,872	2.0%
Broadcom Inc.	—	$71.09M	205,407	1.7%
Meta Platforms Inc	—	$64.48M	97,689	1.6%
Warren E. Buffett	—	$63.83M	126,978	1.6%
ADVANCED MICRO DEVICES INC	—	$63.65M	297,200	1.5%
JPMORGAN CHASE & CO	—	$55.67M	172,783	1.4%
Tesla Inc	—	$52.37M	116,458	1.3%
ELI LILLY & Co	—	$47.06M	43,791	1.1%
Walmart Inc.	—	$36.84M	330,713	0.9%
HOME DEPOT, INC.	—	$36.16M	105,072	0.9%
EXXON MOBIL CORP	—	$34.40M	285,883	0.8%
Visa Inc	—	$30.70M	87,536	0.7%
CATERPILLAR INC	—	$28.41M	49,590	0.7%
Netflix Inc	—	$27.67M	295,147	0.7%
AbbVie Inc.	—	$25.75M	112,718	0.6%
COCA COLA CO	—	$22.88M	327,209	0.6%
SPDR SERIES TRUST	—	$22.48M	280,232	0.5%
COSTCO WHOLESALE CORP /NEW	—	$22.47M	26,056	0.5%
Palantir Technologies Inc	—	$22.05M	124,070	0.5%
INTERNATIONAL BUSINESS MACHINES CORP	—	$20.84M	70,345	0.5%
JOHNSON & JOHNSON	—	$20.81M	100,560	0.5%
ISHARES TR	—	$19.60M	28,622	0.5%
PROCTER & GAMBLE Co	—	$18.60M	129,794	0.5%
MCDONALD'S CORP	—	$18.02M	58,972	0.4%
FIRST TR EXCHANGE-TRADED FD	—	$16.27M	460,276	0.4%
Mastercard Inc	—	$16.13M	28,262	0.4%
Duke Energy Corp	—	$16.13M	137,623	0.4%
TRUIST FINANCIAL CORP	—	$16.08M	326,809	0.4%
VANGUARD INDEX FDS	—	$15.56M	46,396	0.4%
CHEVRON CORP	—	$14.56M	95,517	0.4%
LOWES COMPANIES INC	—	$14.52M	60,192	0.4%
Simon Property Group Inc	—	$14.00M	75,642	0.3%
ORACLE CORP	—	$13.66M	70,089	0.3%
SOUTHERN CO	—	$12.93M	148,325	0.3%
MITEK SYSTEMS INC	—	$12.93M	1,225,119	0.3%
BANK OF AMERICA CORP /DE	—	$12.57M	228,633	0.3%
Arista Networks, Inc.ANET	Common Stock	$12.27M	93,637	0.3%
CINTAS CORP	—	$12.14M	64,567	0.3%
MICRON TECHNOLOGY INC	—	$11.74M	41,125	0.3%
AMGEN INC	—	$11.57M	35,341	0.3%
Philip Morris International Inc.	—	$11.46M	71,471	0.3%
LOCKHEED MARTIN CORP	—	$11.23M	23,217	0.3%
RTX Corp	—	$11.05M	60,242	0.3%