Independent Advisor Alliance
Top Portfolio Positions
694 positions ·
$2,488,018,087 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
927,993 | $252,284,176 | 10.14% |
| NVDA |
Nvidia Corp
Technology
|
1,089,739 | $203,236,323 | 8.17% |
| ABCB |
Ameris Bancorp
Financial Services
|
2,490,426 | $184,963,938 | 7.43% |
| GLD |
Spdr Gold Trust
|
183,154 | $72,585,761 | 2.92% |
| META |
Meta Platforms, Inc.
Communication Services
|
97,689 | $64,483,531 | 2.59% |
| AMD |
Advanced Micro Devices Inc
Technology
|
297,200 | $63,648,351 | 2.56% |
| AVGO |
Broadcom Inc.
Technology
|
168,265 | $58,236,516 | 2.34% |
| LLY |
ELI LILLY & Co
Healthcare
|
43,791 | $47,061,316 | 1.89% |
| WMT |
Walmart Inc.
Consumer Defensive
|
330,713 | $36,844,735 | 1.48% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
105,072 | $36,155,275 | 1.45% |
Portfolio Trend
Holdings in HUMA
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $13,934 | 14,500 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,249 | 7,040 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $50,680 | 24,249 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $156 | 92 | Shares | Sole | 2025-05-12 | |
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