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Independent Advisor Alliance

Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, ABCB, MSFT, AMZN, and represent 28.07% of Independent Advisor Alliance's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$76M), GLD (+$26M), NFLX (+$25M), SPYM (+$6.7M), NOW (+$6.3M), UI (+$6.0M), STX (+$5.4M), META, ARCC, SCHB.
Started 118 new stock positions in GNTX, TER, AVY, TKR, BTC, CRCL, VCLT, SNDK, IBBQ, SOLS.
Reduced shares in these 10 stocks: COST (-$5.3M), , PPH, GRMN, HIMS, ALL, PLTR, CRM, ADBE, AVGO.
Sold out of its positions in ADMA, AVAV, AGL, ALE, BLOK, ALAB, BTM, BMNR, BTG, BLDR.
Independent Advisor Alliance was a net buyer of stock by $233M.
Independent Advisor Alliance has $4.1B in assets under management (AUM), dropping by 7.00%.
Central Index Key (CIK): 0001696899

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Portfolio Holdings for Independent Advisor Alliance

Independent Advisor Alliance holds 999 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Independent Advisor Alliance has 999 total positions. Only the first 250 positions are shown.

Sign up to view all of the Independent Advisor Alliance Dec. 31, 2025 positions
Download the Independent Advisor Alliance December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	10.1	$418M	+22%	2.2M	186.50	View chart
Apple (AAPL)	6.1	$252M		928k	271.86	View chart
Ameris Ban (ABCB)	4.5	$185M		2.5M	74.27	View chart
Microsoft Corporation (MSFT)	4.0	$163M	+2%	338k	483.62	View chart
Amazon (AMZN)	3.3	$138M		596k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$89M		283k	313.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$88M		280k	313.00	View chart
Spdr Gold Tr Gold Shs (GLD)	2.0	$80M	+48%	203k	396.30	View chart
Broadcom (AVGO)	1.7	$71M	-2%	205k	346.10	View chart
Meta Platforms Cl A (META)	1.6	$65M	+7%	98k	660.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$64M		127k	502.64	View chart
Advanced Micro Devices (AMD)	1.5	$64M		297k	214.16	View chart
JPMorgan Chase & Co. (JPM)	1.4	$56M	-2%	173k	322.22	View chart
Tesla Motors (TSLA)	1.3	$52M		117k	449.72	View chart
Eli Lilly & Co. (LLY)	1.1	$47M		44k	1074.72	View chart
Wal-Mart Stores (WMT)	0.9	$37M		331k	111.41	View chart
Home Depot (HD)	0.9	$36M	-2%	105k	344.10	View chart
Exxon Mobil Corporation (XOM)	0.8	$34M	+2%	286k	120.34	View chart
Visa Com Cl A (V)	0.7	$31M	+5%	88k	350.70	View chart
Caterpillar (CAT)	0.7	$28M	+6%	50k	572.87	View chart
Netflix (NFLX)	0.7	$28M	+942%	295k	93.76	View chart
Abbvie (ABBV)	0.6	$26M	-3%	113k	228.48	View chart
Coca-Cola Company (KO)	0.6	$23M	+3%	327k	69.91	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$23M	+42%	280k	80.22	View chart
Costco Wholesale Corporation (COST)	0.5	$23M	-19%	26k	862.28	View chart
Palantir Technologies Cl A (PLTR)	0.5	$22M	-9%	124k	177.75	View chart
International Business Machines (IBM)	0.5	$21M		70k	296.22	View chart
Johnson & Johnson (JNJ)	0.5	$21M		101k	206.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$20M		29k	684.94	View chart
Procter & Gamble Company (PG)	0.5	$19M	-3%	130k	143.31	View chart
McDonald's Corporation (MCD)	0.4	$18M		59k	305.64	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.4	$16M	+9%	460k	35.35	View chart
Mastercard Incorporated Cl A (MA)	0.4	$16M		28k	570.88	View chart
Duke Energy Corp Com New (DUK)	0.4	$16M		138k	117.21	View chart
Truist Financial Corp equities (TFC)	0.4	$16M		327k	49.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$16M	+3%	46k	335.27	View chart
Chevron Corporation (CVX)	0.4	$15M	-2%	96k	152.41	View chart
Lowe's Companies (LOW)	0.4	$15M	+6%	60k	241.17	View chart
Simon Property (SPG)	0.3	$14M	+4%	76k	185.15	View chart
Oracle Corporation (ORCL)	0.3	$14M	-4%	70k	194.91	View chart
Southern Company (SO)	0.3	$13M	+2%	148k	87.20	View chart
Mitek Sys Com New (MITK)	0.3	$13M	+4%	1.2M	10.55	View chart
Bank of America Corporation (BAC)	0.3	$13M		229k	55.00	View chart
Arista Networks Com Shs (ANET)	0.3	$12M	-9%	94k	131.03	View chart
Cintas Corporation (CTAS)	0.3	$12M	-10%	65k	188.07	View chart
Micron Technology (MU)	0.3	$12M	+14%	41k	285.41	View chart
Amgen (AMGN)	0.3	$12M	+8%	35k	327.33	View chart
Philip Morris International (PM)	0.3	$12M		72k	160.40	View chart
Lockheed Martin Corporation (LMT)	0.3	$11M	-7%	23k	483.69	View chart
Raytheon Technologies Corp (RTX)	0.3	$11M		60k	183.40	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$11M	+19%	171k	64.42	View chart
American Express Company (AXP)	0.3	$11M	+3%	30k	369.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$11M		35k	303.92	View chart
UnitedHealth (UNH)	0.3	$11M		32k	330.09	View chart
Parker-Hannifin Corporation (PH)	0.3	$11M	-6%	12k	878.81	View chart
Merck & Co (MRK)	0.3	$10M	+12%	99k	105.26	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$10M	-6%	63k	162.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$10M	+24%	15k	681.90	View chart
Pepsi (PEP)	0.2	$10M		70k	143.51	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$9.7M		63k	154.14	View chart
Waste Management (WM)	0.2	$9.6M	-8%	44k	219.71	View chart
Palo Alto Networks (PANW)	0.2	$9.6M	+3%	52k	184.20	View chart
salesforce (CRM)	0.2	$9.4M	-17%	36k	264.92	View chart
Celestica (CLS)	0.2	$9.4M		32k	295.61	View chart
Ge Aerospace Com New (GE)	0.2	$9.2M		30k	308.03	View chart
Verizon Communications (VZ)	0.2	$9.1M	+3%	222k	40.73	View chart
Ge Vernova (GEV)	0.2	$9.0M	-2%	14k	653.57	View chart
Chubb (CB)	0.2	$9.0M	-2%	29k	312.16	View chart
Abbott Laboratories (ABT)	0.2	$8.7M		70k	125.29	View chart
Citigroup Com New (C)	0.2	$8.7M	-9%	75k	116.69	View chart
Union Pacific Corporation (UNP)	0.2	$8.6M		37k	231.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$8.3M	+24%	188k	44.41	View chart
Goldman Sachs (GS)	0.2	$8.3M	+7%	9.5k	879.02	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$8.3M	+16%	7.8k	1069.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$8.3M	+32%	102k	81.17	View chart
Wells Fargo & Company (WFC)	0.2	$8.1M	+3%	87k	93.20	View chart
Travelers Companies (TRV)	0.2	$7.9M	-11%	27k	290.06	View chart
Qualcomm (QCOM)	0.2	$7.9M		46k	171.05	View chart
Hershey Company (HSY)	0.2	$7.8M		43k	182.00	View chart
Servicenow (NOW)	0.2	$7.7M	+424%	51k	153.19	View chart
Quanta Services (PWR)	0.2	$7.7M	+36%	18k	422.06	View chart
Metropcs Communications (TMUS)	0.2	$7.7M	-5%	38k	203.03	View chart
Cisco Systems (CSCO)	0.2	$7.7M	-15%	100k	77.03	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$7.6M	+3%	88k	86.89	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$7.6M	-3%	16k	468.76	View chart
Nextera Energy (NEE)	0.2	$7.6M	-2%	94k	80.28	View chart
Analog Devices (ADI)	0.2	$7.5M		28k	271.23	View chart
Lam Research Corp Com New (LRCX)	0.2	$7.5M	+4%	44k	171.18	View chart
United Rentals (URI)	0.2	$7.3M		9.0k	809.32	View chart
Argenx Se Sponsored Adr (ARGX)	0.2	$7.3M		8.7k	840.95	View chart
Altria (MO)	0.2	$7.2M		125k	57.66	View chart
ConocoPhillips (COP)	0.2	$7.1M	-3%	76k	93.61	View chart
Strategy Cl A New (MSTR)	0.2	$7.1M	-11%	47k	151.92	View chart
At&t (T)	0.2	$7.1M	+2%	285k	24.84	View chart
Walt Disney Company (DIS)	0.2	$7.1M	+2%	62k	113.77	View chart
Intuitive Surgical Com New (ISRG)	0.2	$7.1M	-2%	13k	566.36	View chart
Constellation Energy (CEG)	0.2	$7.0M	+10%	20k	353.27	View chart
S&p Global (SPGI)	0.2	$7.0M		13k	522.59	View chart
Morgan Stanley Com New (MS)	0.2	$6.9M	-4%	39k	177.52	View chart
Medtronic SHS (MDT)	0.2	$6.8M	+5%	71k	96.06	View chart
Linde SHS (LIN)	0.2	$6.8M	-3%	16k	426.41	View chart
Argan (AGX)	0.2	$6.7M	-13%	21k	313.48	View chart
Applied Materials (AMAT)	0.2	$6.7M	-2%	26k	256.99	View chart
United Parcel Service CL B (UPS)	0.2	$6.5M		66k	99.19	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$6.5M	+505%	24k	275.39	View chart
L3harris Technologies (LHX)	0.2	$6.3M		22k	293.69	View chart
Howmet Aerospace (HWM)	0.2	$6.2M		30k	205.04	View chart
Spotify Technology S A SHS (SPOT)	0.1	$6.2M	-10%	11k	580.71	View chart
TTM Technologies (TTMI)	0.1	$6.1M		89k	69.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$6.1M		70k	87.16	View chart
PNC Financial Services (PNC)	0.1	$6.1M	+9%	29k	208.74	View chart
Enterprise Products Partners (EPD)	0.1	$6.0M	+41%	189k	32.06	View chart
Ubiquiti (UI)	0.1	$6.0M	NEW	11k	553.35	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$6.0M	+11%	24k	252.92	View chart
Thermo Fisher Scientific (TMO)	0.1	$6.0M	+15%	10k	579.40	View chart
Eaton Corp SHS (ETN)	0.1	$5.9M	+39%	19k	318.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$5.9M	+57%	181k	32.62	View chart
TJX Companies (TJX)	0.1	$5.8M	-7%	38k	153.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$5.8M	-6%	58k	99.88	View chart
Uber Technologies (UBER)	0.1	$5.7M		70k	81.71	View chart
Pfizer (PFE)	0.1	$5.7M	+6%	228k	24.90	View chart
Comfort Systems USA (FIX)	0.1	$5.7M		6.1k	933.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$5.6M		75k	75.44	View chart
Honeywell International (HON)	0.1	$5.5M	-17%	28k	195.11	View chart
Charles Schwab Corporation (SCHW)	0.1	$5.5M	+40%	55k	99.91	View chart
Carvana Cl A (CVNA)	0.1	$5.5M	+12%	13k	422.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.5M	+24%	29k	190.99	View chart
Comcast Corp Cl A (CMCSA)	0.1	$5.4M	+39%	182k	29.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$5.4M	+5%	108k	49.99	View chart
Deere & Company (DE)	0.1	$5.3M		11k	465.61	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$5.3M		119k	44.34	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$5.1M	+9%	84k	60.68	View chart
American Electric Power Company (AEP)	0.1	$5.1M	-3%	44k	115.31	View chart
Booking Holdings (BKNG)	0.1	$5.1M		945.00	5355.33	View chart
Enbridge (ENB)	0.1	$5.0M	+2%	105k	47.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$5.0M	+262%	190k	26.23	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$5.0M		302k	16.49	View chart
Kla Corp Com New (KLAC)	0.1	$4.9M	+9%	4.0k	1215.08	View chart
Bwx Technologies (BWXT)	0.1	$4.7M		28k	172.85	View chart
Blackrock (BLK)	0.1	$4.7M	+23%	4.4k	1069.89	View chart
Franco-Nevada Corporation (FNV)	0.1	$4.7M	+3%	23k	207.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$4.7M	-29%	13k	349.99	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$4.7M		46k	101.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$4.6M		7.5k	614.34	View chart
Boeing Company (BA)	0.1	$4.6M	+5%	21k	217.11	View chart
Target Corporation (TGT)	0.1	$4.5M	+25%	46k	97.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.5M	-14%	6.00	754800.00	View chart
Dominion Resources (D)	0.1	$4.5M	+4%	77k	58.59	View chart
Super Micro Computer Com New (SMCI)	0.1	$4.5M	-4%	153k	29.27	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$4.5M	+4%	97k	46.08	View chart
General Dynamics Corporation (GD)	0.1	$4.4M		13k	336.67	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$4.4M	+22%	95k	46.81	View chart
Corning Incorporated (GLW)	0.1	$4.4M	+37%	50k	87.56	View chart
Bristol Myers Squibb (BMY)	0.1	$4.4M	-7%	81k	53.94	View chart
Northrop Grumman Corporation (NOC)	0.1	$4.3M		7.6k	570.21	View chart
Intuit (INTU)	0.1	$4.3M	-4%	6.5k	662.42	View chart
Cummins (CMI)	0.1	$4.3M	+54%	8.4k	510.45	View chart
AFLAC Incorporated (AFL)	0.1	$4.3M		39k	110.27	View chart
Us Bancorp Del Com New (USB)	0.1	$4.3M	+2%	80k	53.36	View chart
Royal Caribbean Cruises (RCL)	0.1	$4.3M		15k	278.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$4.2M	+11%	22k	191.56	View chart
Phillips 66 (PSX)	0.1	$4.2M		32k	129.04	View chart
Emerson Electric (EMR)	0.1	$4.1M		31k	132.72	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.1M	-13%	50k	83.75	View chart
3M Company (MMM)	0.1	$4.1M	-2%	25k	160.10	View chart
Gilead Sciences (GILD)	0.1	$4.1M		33k	122.75	View chart
Genuine Parts Company (GPC)	0.1	$4.0M	-4%	33k	122.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$4.0M	+137%	147k	27.43	View chart
Broadridge Financial Solutions (BR)	0.1	$4.0M		18k	223.11	View chart
Ubs Group SHS (UBS)	0.1	$4.0M		86k	46.31	View chart
Intel Corporation (INTC)	0.1	$4.0M	+47%	108k	36.90	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$4.0M	+227%	91k	43.70	View chart
O'reilly Automotive (ORLY)	0.1	$4.0M	+3%	43k	91.21	View chart
Cardinal Health (CAH)	0.1	$3.9M		19k	205.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.9M	-28%	14k	268.32	View chart
Hesai Group Sponsored Ads (HSAI)	0.1	$3.9M	-6%	172k	22.41	View chart
Ssr Mining (SSRM)	0.1	$3.8M		175k	21.92	View chart
Brinker International (EAT)	0.1	$3.8M	+21%	26k	143.52	View chart
Capital One Financial (COF)	0.1	$3.8M	+25%	16k	242.37	View chart
Ares Capital Corporation (ARCC)	0.1	$3.7M	NEW	185k	20.23	View chart
Sherwin-Williams Company (SHW)	0.1	$3.7M	-8%	12k	324.03	View chart
EOG Resources (EOG)	0.1	$3.7M	-3%	35k	105.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$3.6M	-13%	61k	59.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.6M	-12%	25k	143.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$3.6M	+7%	76k	47.35	View chart
Dover Corporation (DOV)	0.1	$3.6M	-4%	18k	195.29	View chart
Embraer Sponsored Ads (EMBJ)	0.1	$3.6M	-2%	56k	64.37	View chart
Axis Cap Hldgs SHS (AXS)	0.1	$3.6M		33k	107.09	View chart
Hecla Mining Company (HL)	0.1	$3.6M	+988%	186k	19.19	View chart
Guidewire Software (GWRE)	0.1	$3.6M	-9%	18k	201.01	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$3.5M		22k	160.97	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$3.5M		31k	113.10	View chart
Seven Hills Realty Trust (SEVN)	0.1	$3.5M	+29%	390k	8.90	View chart
Elbit Sys Ord (ESLT)	0.1	$3.5M	-2%	6.0k	577.71	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$3.5M	+7%	82k	41.92	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$3.4M	-12%	36k	95.22	View chart
Ciena Corp Com New (CIEN)	0.1	$3.4M	NEW	15k	233.87	View chart
Descartes Sys Grp (DSGX)	0.1	$3.4M		39k	87.67	View chart
Stryker Corporation (SYK)	0.1	$3.4M		9.6k	351.47	View chart
Kinder Morgan (KMI)	0.1	$3.4M	+8%	122k	27.49	View chart
Texas Pacific Land Corp (TPL)	0.1	$3.3M	+204%	12k	287.22	View chart
Texas Instruments Incorporated (TXN)	0.1	$3.3M	-2%	19k	173.47	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$3.3M	-4%	27k	119.75	View chart
Exelixis (EXEL)	0.1	$3.2M	-4%	74k	43.83	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$3.2M	-13%	46k	69.40	View chart
Carpenter Technology Corporation (CRS)	0.1	$3.2M	+51%	10k	314.84	View chart
Expeditors International of Washington (EXPD)	0.1	$3.2M		21k	149.01	View chart
Vistra Energy (VST)	0.1	$3.1M		19k	161.33	View chart
Intercontinental Exchange (ICE)	0.1	$3.1M	+4%	19k	161.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.1M	+169%	64k	48.32	View chart
CSX Corporation (CSX)	0.1	$3.1M	+7%	86k	36.25	View chart
Fastenal Company (FAST)	0.1	$3.1M	+15%	78k	40.13	View chart
Illinois Tool Works (ITW)	0.1	$3.1M	-32%	13k	246.30	View chart
Power Solutions Intl Com New (PSIX)	0.1	$3.1M		54k	57.14	View chart
Labcorp Holdings Com Shs (LH)	0.1	$3.1M		12k	250.88	View chart
Agnico (AEM)	0.1	$3.1M	+50%	18k	169.53	View chart
Entergy Corporation (ETR)	0.1	$3.0M		33k	92.43	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$3.0M	+136%	52k	57.91	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$3.0M	+29%	53k	56.81	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.0M	+187%	21k	143.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$3.0M	+36%	60k	50.29	View chart
First Community Corporation (FCCO)	0.1	$3.0M		101k	29.65	View chart
Willdan (WLDN)	0.1	$3.0M	+4%	29k	103.66	View chart
Consolidated Edison (ED)	0.1	$2.9M		30k	99.32	View chart
Nike CL B (NKE)	0.1	$2.9M	-4%	46k	63.71	View chart
T. Rowe Price (TROW)	0.1	$2.9M		28k	102.38	View chart
Automatic Data Processing (ADP)	0.1	$2.9M	-5%	11k	257.23	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$2.9M		27k	106.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.8M	+11%	32k	89.46	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.8M	NEW	40k	71.45	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$2.8M	+4%	171k	16.47	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.1	$2.8M	+245%	98k	28.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.8M		5.9k	473.30	View chart
Applovin Corp Com Cl A (APP)	0.1	$2.8M	+14%	4.1k	673.82	View chart
Ameriprise Financial (AMP)	0.1	$2.8M		5.6k	490.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.7M	+41%	5.6k	487.90	View chart
Technipfmc (FTI)	0.1	$2.7M		61k	44.56	View chart
Sap Se Spon Adr (SAP)	0.1	$2.7M	+8%	11k	242.91	View chart
Brown & Brown (BRO)	0.1	$2.7M		34k	79.70	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.7M	+65%	18k	145.95	View chart
Brighthouse Finl (BHF)	0.1	$2.7M	-15%	41k	64.79	View chart
American Tower Reit (AMT)	0.1	$2.7M	+184%	15k	175.56	View chart
Onemain Holdings (OMF)	0.1	$2.6M		39k	67.55	View chart
Wec Energy Group (WEC)	0.1	$2.6M		25k	105.48	View chart
Welltower Inc Com reit (WELL)	0.1	$2.6M	+24%	14k	185.61	View chart
Marvell Technology (MRVL)	0.1	$2.6M	-16%	31k	84.98	View chart
Southstate Bk Corp (SSB)	0.1	$2.6M		28k	94.11	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$2.6M		49k	53.37	View chart
Sezzle (SEZL)	0.1	$2.6M	-7%	41k	63.48	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.6M	+3%	9.5k	276.93	View chart

Past Filings by Independent Advisor Alliance

SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016

Independent Advisor Alliance 2025 Q4 filed Feb. 4, 2026
Independent Advisor Alliance 2025 Q3 filed Nov. 4, 2025
Independent Advisor Alliance 2025 Q2 filed Aug. 11, 2025
Independent Advisor Alliance 2025 Q1 filed May 12, 2025
Independent Advisor Alliance 2024 Q4 filed Feb. 7, 2025
Independent Advisor Alliance 2024 Q3 filed Nov. 13, 2024
Independent Advisor Alliance 2024 Q2 filed Aug. 12, 2024
Independent Advisor Alliance 2024 Q1 filed May 8, 2024
Independent Advisor Alliance 2023 Q4 filed Feb. 8, 2024
Independent Advisor Alliance 2023 Q3 filed Oct. 24, 2023
Independent Advisor Alliance 2023 Q2 filed July 28, 2023
Independent Advisor Alliance 2023 Q1 filed May 12, 2023
Independent Advisor Alliance 2022 Q4 filed Feb. 13, 2023
Independent Advisor Alliance 2022 Q3 filed Nov. 4, 2022
Independent Advisor Alliance 2022 Q2 filed Aug. 4, 2022
Independent Advisor Alliance 2022 Q1 filed May 6, 2022

View all past filings

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