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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, SPYM, AAPL, ABCB, QQQM, and represent 14.32% of Independent Advisor Alliance's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$321M), QQQM (+$194M), SPYG (+$178M), SPYV (+$154M), SPY (+$150M), IVV (+$136M), SPDW (+$94M), CGGR (+$88M), VIG (+$83M), QQQ (+$82M).
Started 682 new stock positions in CWB, IOO, HTAB, LRGE, SPHY, JHEM, IAG, VKQ, XBI, HIMU.
Reduced shares in these 10 stocks: NVDA (-$27M), GLD (-$19M), AAPL (-$14M), VRT (-$14M), GOOGL (-$13M), CAT (-$12M), JPM (-$12M), AMZN (-$12M), MSFT (-$11M), AGX (-$10M).
Sold out of its positions in AES, POWW, AKTX, AB, APPF, ARGX, AstraZeneca, TEAM, BALL, BE.
Independent Advisor Alliance was a net buyer of stock by $5.3B.
Independent Advisor Alliance has $9.3B in assets under management (AUM), dropping by 126.33%.
Central Index Key (CIK): 0001696899

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Portfolio Holdings for Independent Advisor Alliance

Independent Advisor Alliance holds 1595 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Independent Advisor Alliance has 1595 total positions. Only the first 250 positions are shown.

Sign up to view all of the Independent Advisor Alliance March 31, 2026 positions
Download the Independent Advisor Alliance March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.9	$364M	-6%	2.1M	174.40	View chart
Spdr Series Trust State Street Spd (SPYM)	3.7	$343M	+1498%	4.5M	76.54	View chart
Apple (AAPL)	2.4	$221M	-6%	872k	253.79	View chart
Ameris Ban (ABCB)	2.2	$207M	+6%	2.6M	77.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.1	$200M	+3472%	841k	237.62	View chart
Spdr Series Trust State Street Spd (SPYG)	1.9	$180M	+6743%	1.8M	97.91	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$159M	+1554%	245k	650.34	View chart
Spdr Series Trust State Street Spd (SPYV)	1.7	$157M	+5108%	2.8M	56.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$155M	+729%	238k	653.21	View chart
Microsoft Corporation (MSFT)	1.2	$114M	-9%	307k	370.17	View chart
Amazon (AMZN)	1.2	$112M	-9%	539k	208.27	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.1	$102M	+1089%	2.2M	45.65	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$88M	NEW	2.2M	40.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$86M	+1887%	149k	577.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$84M	+8602%	389k	215.06	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$80M	NEW	1.1M	75.19	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.8	$77M	NEW	1.4M	53.77	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.8	$74M	NEW	1.7M	42.54	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$73M	-10%	253k	286.86	View chart
Spdr Series Trust State Street Spd (SPTM)	0.8	$71M	NEW	903k	79.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$69M	+2718%	158k	436.79	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$69M	+2293%	760k	90.53	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.7	$69M	NEW	1.2M	55.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$68M	-21%	158k	430.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$68M	-15%	236k	287.56	View chart
Spdr Series Trust State Street Spd (SPTI)	0.7	$67M	+5409%	2.3M	28.66	View chart
Broadcom (AVGO)	0.7	$63M		203k	309.51	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$62M		129k	479.20	View chart
RBB F/m Us Treasury (TBIL)	0.6	$60M	+2263%	1.2M	49.86	View chart
Meta Platforms Cl A (META)	0.6	$60M	+6%	104k	572.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$60M	+4842%	100k	597.55	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$58M	+13651%	665k	87.84	View chart
Spdr Series Trust State Street Spd (SPSM)	0.6	$57M	+3534%	1.2M	48.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$55M	+3809%	445k	124.31	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$54M	+6955%	894k	60.12	View chart
Advanced Micro Devices (AMD)	0.6	$53M	-12%	261k	203.43	View chart
Exxon Mobil Corporation (XOM)	0.5	$48M		286k	169.66	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$48M	+1615%	361k	132.90	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.5	$48M	NEW	293k	163.58	View chart
Spdr Series Trust State Street Spd (SPAB)	0.5	$46M	+13939%	1.8M	25.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$44M	+765%	395k	110.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$43M	+19371%	1.3M	33.77	View chart
Tesla Motors (TSLA)	0.5	$43M		115k	371.75	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$43M	+4544%	612k	69.75	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$41M	+178%	129k	320.81	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$40M	NEW	807k	50.12	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$40M	+8152%	384k	105.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$40M	+1776%	596k	67.53	View chart
Spdr Series Trust State Street Spd (SPIB)	0.4	$40M	NEW	1.2M	33.54	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$39M	NEW	770k	50.34	View chart
JPMorgan Chase & Co. (JPM)	0.4	$39M	-24%	131k	294.16	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$37M	NEW	1.4M	26.20	View chart
Eli Lilly & Co. (LLY)	0.4	$36M	-10%	39k	919.78	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$36M	NEW	523k	68.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$36M	+12274%	318k	112.11	View chart
Spdr Series Trust State Street Spd (SPMB)	0.4	$35M	+3143%	1.6M	22.39	View chart
Natixis Etf Tr Gateway Quality (GQI)	0.4	$35M	NEW	631k	54.85	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.4	$34M	NEW	430k	79.54	View chart
Wal-Mart Stores (WMT)	0.4	$34M	-18%	270k	124.28	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.3	$33M	NEW	825k	39.43	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$32M	NEW	569k	55.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$31M	+590%	1.0M	30.68	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$31M	+12114%	605k	50.61	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$29M	NEW	1.1M	25.55	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.3	$29M	+9714%	614k	46.83	View chart
Home Depot (HD)	0.3	$29M	-17%	87k	328.89	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.3	$28M	NEW	371k	75.71	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$28M	+519%	587k	46.91	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$28M	+703%	289k	94.95	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$26M	+3478%	557k	46.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$26M	+3108%	133k	191.81	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.3	$25M	NEW	261k	94.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$25M	+10815%	546k	45.26	View chart
Costco Wholesale Corporation (COST)	0.3	$25M	-5%	25k	996.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$24M	+323%	245k	99.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$24M	+3885%	98k	248.00	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$24M	NEW	918k	26.26	View chart
Visa Com Cl A (V)	0.3	$23M	-11%	78k	302.24	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$23M	NEW	461k	50.37	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$23M	+869%	217k	106.15	View chart
Caterpillar (CAT)	0.2	$23M	-35%	32k	708.46	View chart
Johnson & Johnson (JNJ)	0.2	$23M	-8%	92k	244.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$22M	+298%	114k	196.20	View chart
Netflix (NFLX)	0.2	$22M	-22%	230k	96.15	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$22M	+312%	747k	29.13	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$22M	+258%	425k	50.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$22M	NEW	105k	205.80	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$21M	NEW	231k	91.64	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$21M	NEW	365k	56.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$20M	+709%	48k	426.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$20M	NEW	175k	114.91	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$20M	NEW	181k	110.78	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.2	$20M	NEW	1.1M	18.82	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$20M	+543%	337k	59.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$20M	+428%	134k	148.10	View chart
Palantir Technologies Cl A (PLTR)	0.2	$20M	+8%	135k	146.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$20M	NEW	54k	367.44	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$20M	+804%	189k	103.37	View chart
Abbvie (ABBV)	0.2	$19M	-21%	89k	217.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$19M	+951%	300k	64.08	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.2	$19M	NEW	283k	66.77	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$19M	NEW	315k	59.78	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$19M	+2503%	193k	97.23	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$19M	+246%	375k	49.81	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$18M	+678%	74k	248.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$18M	+2662%	64k	287.18	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.2	$18M	NEW	194k	94.38	View chart
Coca-Cola Company (KO)	0.2	$18M	-27%	239k	76.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$18M	+1473%	68k	261.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$17M	+1067%	25k	697.73	View chart
Procter & Gamble Company (PG)	0.2	$17M	-7%	119k	144.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$17M	+3339%	181k	92.74	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$17M	+174%	191k	86.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$17M	NEW	839k	19.63	View chart
Chevron Corporation (CVX)	0.2	$16M	-18%	78k	206.90	View chart
Truist Financial Corp equities (TFC)	0.2	$16M	+6%	349k	45.97	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$16M	+2%	471k	34.05	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$16M	NEW	416k	38.42	View chart
Mitek Sys Com New (MITK)	0.2	$16M	-5%	1.2M	13.50	View chart
Duke Energy Corp Com New (DUK)	0.2	$16M	-14%	118k	130.94	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$15M	+7062%	906k	16.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$15M	NEW	202k	75.10	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$15M	NEW	242k	62.56	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$15M	+1871%	130k	113.11	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.2	$15M	NEW	372k	39.32	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	0.2	$15M	NEW	156k	93.27	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$14M	NEW	635k	22.34	View chart
International Business Machines (IBM)	0.1	$14M	-18%	57k	242.39	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$14M	NEW	230k	60.44	View chart
Mastercard Incorporated Cl A (MA)	0.1	$14M	-3%	27k	499.67	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$14M	NEW	146k	92.76	View chart
Pacer Fds Tr Data & Digi Revo (TRFK)	0.1	$13M	NEW	211k	62.24	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$13M	NEW	391k	33.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$13M	+593%	241k	54.05	View chart
Simon Property (SPG)	0.1	$13M	-8%	69k	186.53	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$13M	+1312%	209k	61.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$13M	+202%	67k	191.92	View chart
Micron Technology (MU)	0.1	$13M	-7%	38k	337.84	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$13M	NEW	328k	38.98	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$13M	+5%	37k	337.95	View chart
Southern Company (SO)	0.1	$13M	-12%	129k	96.52	View chart
McDonald's Corporation (MCD)	0.1	$12M	-32%	40k	310.79	View chart
Lowe's Companies (LOW)	0.1	$12M	-12%	53k	236.28	View chart
Spdr Series Trust State Street Spd (SPHY)	0.1	$12M	NEW	521k	23.32	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$12M	+2230%	111k	108.99	View chart
Merck & Co (MRK)	0.1	$12M		100k	120.29	View chart
Ge Vernova (GEV)	0.1	$12M		14k	872.90	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$12M	NEW	234k	50.66	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$12M	+159%	252k	47.03	View chart
Philip Morris International (PM)	0.1	$12M		71k	165.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$11M	+5302%	154k	73.14	View chart
Verizon Communications (VZ)	0.1	$11M		224k	50.20	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$11M	+1256%	77k	146.61	View chart
Bank of America Corporation (BAC)	0.1	$11M		227k	48.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$11M	NEW	30k	356.56	View chart
Pepsi (PEP)	0.1	$11M		70k	155.29	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$11M	NEW	526k	20.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$11M	NEW	301k	35.32	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$11M	NEW	90k	118.51	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$11M	NEW	261k	40.54	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$11M	NEW	563k	18.66	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$11M	NEW	227k	46.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$11M	+3533%	104k	100.57	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$10M	NEW	113k	92.28	View chart
Amgen (AMGN)	0.1	$10M	-16%	30k	351.85	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$10M		7.8k	1320.81	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$10M	+422%	27k	383.41	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$10M	NEW	238k	42.49	View chart
Cintas Corporation (CTAS)	0.1	$10M	-7%	60k	169.14	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$9.9M	+1540%	103k	96.62	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$9.9M	NEW	190k	52.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$9.9M	NEW	234k	42.16	View chart
Lam Research Corp Com New (LRCX)	0.1	$9.8M	+5%	46k	213.66	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$9.8M	NEW	198k	49.38	View chart
Oracle Corporation (ORCL)	0.1	$9.7M	-6%	66k	147.11	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$9.6M	NEW	494k	19.53	View chart
Spdr Series Trust State Street Spd (BILS)	0.1	$9.6M	NEW	97k	99.44	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$9.6M	+445%	197k	48.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$9.5M	+65%	123k	77.11	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$9.4M	+918%	191k	49.37	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$9.4M	NEW	42k	224.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$9.4M	+590%	165k	56.68	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$9.3M	NEW	364k	25.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$9.3M	-34%	15k	604.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$9.2M	NEW	28k	328.66	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.1	$9.2M	NEW	261k	35.34	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$9.2M	+2047%	97k	94.58	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$9.2M	NEW	106k	86.64	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$9.2M	NEW	54k	168.85	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$9.0M	+200%	181k	49.89	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.0M	-22%	47k	192.90	View chart
Comfort Systems USA (FIX)	0.1	$9.0M	+7%	6.5k	1379.05	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$8.9M	NEW	92k	96.70	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$8.9M	NEW	193k	45.89	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$8.8M	+130%	209k	41.96	View chart
Analog Devices (ADI)	0.1	$8.7M		27k	318.14	View chart
American Express Company (AXP)	0.1	$8.6M	-4%	29k	302.48	View chart
Applied Materials (AMAT)	0.1	$8.6M	-2%	25k	341.80	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$8.5M	NEW	509k	16.72	View chart
Ge Aerospace Com New (GE)	0.1	$8.5M		30k	283.77	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$8.5M	+240%	135k	62.68	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	0.1	$8.4M	NEW	116k	72.24	View chart
Morgan Stanley Com New (MS)	0.1	$8.3M	+30%	51k	164.57	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$8.3M	NEW	205k	40.57	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$8.3M	NEW	103k	80.61	View chart
Nextera Energy (NEE)	0.1	$8.3M	-5%	89k	92.88	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$8.3M	+1999%	167k	49.50	View chart
Quanta Services (PWR)	0.1	$8.2M	-18%	15k	549.02	View chart
Cisco Systems (CSCO)	0.1	$8.2M	+5%	105k	77.59	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$8.1M	NEW	329k	24.79	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$8.1M	NEW	198k	40.83	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$8.1M	NEW	454k	17.75	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$8.0M	NEW	37k	215.98	View chart
Palo Alto Networks (PANW)	0.1	$8.0M	-4%	50k	160.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$8.0M	+2998%	207k	38.42	View chart
Metropcs Communications (TMUS)	0.1	$7.9M		38k	210.03	View chart
ConocoPhillips (COP)	0.1	$7.9M	-21%	60k	132.00	View chart
Altria (MO)	0.1	$7.8M	-4%	119k	65.99	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.1	$7.8M	+46%	123k	63.72	View chart
Vanguard World Energy Etf (VDE)	0.1	$7.8M	NEW	45k	173.04	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.1	$7.7M	NEW	469k	16.46	View chart
Citigroup Com New (C)	0.1	$7.7M	-9%	68k	113.41	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$7.6M	NEW	90k	84.84	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$7.5M	+790%	327k	22.91	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$7.5M	NEW	217k	34.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$7.4M	NEW	63k	118.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$7.4M	NEW	266k	28.00	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$7.4M	NEW	148k	50.46	View chart
At&t (T)	0.1	$7.4M	-10%	255k	28.99	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$7.4M	NEW	105k	69.90	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$7.3M	+1688%	99k	74.35	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$7.3M	NEW	353k	20.59	View chart
Etf Ser Solutions Aptus Int Enh Yl (IDUB)	0.1	$7.3M	+206%	295k	24.67	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$7.2M	+641%	161k	44.87	View chart
Target Corporation (TGT)	0.1	$7.2M	+28%	60k	121.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$7.2M	+1056%	137k	52.64	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.1	$7.2M	NEW	227k	31.75	View chart
Corning Incorporated (GLW)	0.1	$7.2M	+5%	53k	135.97	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$7.2M	NEW	70k	102.25	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$7.1M	NEW	71k	100.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$7.1M	+2751%	97k	73.64	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$7.1M	NEW	175k	40.57	View chart
Goldman Sachs (GS)	0.1	$7.0M	-12%	8.3k	846.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$7.0M	NEW	45k	155.11	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$6.9M	+769%	43k	161.73	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$6.9M	+1450%	48k	145.02	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$6.9M	-41%	101k	68.14	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$6.8M	+2916%	62k	110.39	View chart
Medtronic SHS (MDT)	0.1	$6.7M	+9%	78k	86.65	View chart
TJX Companies (TJX)	0.1	$6.7M	+10%	42k	159.70	View chart

Past Filings by Independent Advisor Alliance

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

Independent Advisor Alliance 2026 Q1 filed May 12, 2026
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

View all past filings

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