Independent Advisor Alliance
Top Portfolio Positions
815 positions ·
$3,363,366,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
2,086,679 | $363,916,816 | 10.82% | |
| AAPL |
Apple Inc.
Technology
|
871,524 | $221,184,075 | 6.58% | |
| ABCB |
Ameris Bancorp
Financial Services
|
2,647,757 | $206,498,568 | 6.14% | |
| SPY |
Spdr S&P 500 ETF Trust
|
244,977 | $159,318,341 | 4.74% | |
| MSFT |
Microsoft Corp
Technology
|
306,720 | $113,538,541 | 3.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
539,033 | $112,264,402 | 3.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
149,170 | $86,097,940 | 2.56% | |
| GLD |
Spdr Gold Trust
|
158,277 | $68,105,009 | 2.02% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
235,686 | $67,773,866 | 2.02% | |
| AVGO |
Broadcom Inc.
Technology
|
202,643 | $62,720,034 | 1.86% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LB
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,297,173 | 18,786 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $838,316 | 17,112 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $888,597 | 16,656 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $741,149 | 10,967 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $460,344 | 6,399 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $329,007 | 5,093 | Shares | Sole | 2025-02-07 | |
| No 13F history on record for this holder in this stock. | ||||||