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Independent Advisor Alliance Top Holdings and 13F Report (2026)

About Independent Advisor Alliance

Investment Activity

  • Independent Advisor Alliance has $9.32 billion in total holdings as of March 31, 2026.
  • Independent Advisor Alliance owns shares of 1,595 different stocks, but just 252 companies or ETFs make up 80% of its holdings.
  • Approximately 62.72% of the portfolio was purchased this quarter.
  • About 6.05% of the portfolio was sold this quarter.
  • This quarter, Independent Advisor Alliance has purchased 999 new stocks and bought additional shares in 485 stocks.
  • Independent Advisor Alliance sold shares of 404 stocks and completely divested from 86 stocks this quarter.

Largest Holdings

NVIDIA
$363,916,780
Apple
$221,184,078
Ameris Bancorp
$206,498,567

Largest New Holdings this Quarter

14020G101 - Capital Group Growth ETF
$88,271,022 Holding
46137V241 - Invesco S&P 500 Quality ETF
$79,627,503 Holding
46654Q716 - J P MORGAN EXCHANGE TRADED F
$76,850,934 Holding
14020W106 - Capital Group Dividend Value ETF
$74,125,692 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
4,198,866 shares (about $321.38M)
Invesco NASDAQ 100 ETF
817,611 shares (about $194.28M)
SPDR Portfolio S&P 500 Growth ETF
1,814,783 shares (about $177.69M)
SPDR Portfolio S&P 500 Value ETF
2,726,808 shares (about $154.28M)
SPDR S&P 500 ETF Trust
230,166 shares (about $149.69M)

Largest Sales this Quarter

NVIDIA
153,423 shares (about $26.76M)
SPDR Gold Shares
44,595 shares (about $19.19M)
Apple
56,469 shares (about $14.33M)
Vertiv
53,997 shares (about $13.53M)
Alphabet
44,139 shares (about $12.69M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Advisor Alliance

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$363,916,780$26,756,968 â–¼-6.8%2,086,6793.9%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$342,830,240$321,381,278 â–²1,498.4%4,479,0983.7%ETF
Apple Inc. stock logo
AAPL
Apple
$221,184,078$14,331,268 â–¼-6.1%871,5242.4%Computer and Technology
Ameris Bancorp stock logo
ABCB
Ameris Bancorp
$206,498,567$12,270,245 â–²6.3%2,647,7572.2%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$199,875,956$194,280,718 â–²3,472.3%841,1582.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$180,320,385$177,685,334 â–²6,743.1%1,841,6961.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$159,317,814$149,685,660 â–²1,554.0%244,9771.7%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$157,303,031$154,282,846 â–²5,108.4%2,780,1871.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$155,123,347$136,427,129 â–²729.7%237,4781.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$113,538,435$11,396,783 â–¼-9.1%306,7201.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$112,264,319$11,759,748 â–¼-9.5%539,0331.2%Retail/Wholesale
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$102,076,814$93,496,890 â–²1,089.7%2,236,0731.1%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$88,271,022$88,271,022 â–²New Holding2,196,3420.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$86,097,703$81,765,979 â–²1,887.6%149,1700.9%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$83,597,956$82,637,285 â–²8,602.0%388,7200.9%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$79,627,503$79,627,503 â–²New Holding1,059,0170.9%ETF
J P MORGAN EXCHANGE TRADED F
$76,850,934$76,850,934 â–²New Holding1,429,2530.8%ACTIVE BOND ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$74,125,692$74,125,692 â–²New Holding1,742,4930.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$72,653,013$8,638,787 â–¼-10.6%253,2700.8%Computer and Technology
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$71,401,073$71,401,073 â–²New Holding903,1260.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$69,202,007$66,746,824 â–²2,718.6%158,4340.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$68,786,569$65,912,605 â–²2,293.4%759,8210.7%ETF
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$68,657,087$68,657,087 â–²New Holding1,242,8870.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$68,104,690$19,188,692 â–¼-22.0%158,2770.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$67,773,943$12,692,625 â–¼-15.8%235,6860.7%Computer and Technology
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$66,991,581$65,775,623 â–²5,409.4%2,337,4580.7%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$62,719,954$855,485 â–¼-1.3%202,6430.7%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$61,757,685$909,998 â–²1.5%128,8770.7%Finance
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$60,330,902$57,778,568 â–²2,263.8%1,210,0060.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$59,585,554$3,694,811 â–²6.6%104,1470.6%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$59,450,954$58,248,084 â–²4,842.4%99,4910.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$58,402,970$57,978,264 â–²13,651.4%664,8790.6%Manufacturing
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$56,629,061$55,071,128 â–²3,534.9%1,171,9590.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$55,271,948$53,858,295 â–²3,809.9%444,6300.6%ETF
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$53,724,207$52,962,788 â–²6,955.8%893,6170.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$53,102,830$7,356,649 â–¼-12.2%261,0370.6%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$48,444,578$58,193 â–¼-0.1%285,5400.5%Energy
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$47,925,613$45,131,781 â–²1,615.4%360,6130.5%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$47,849,239$47,849,239 â–²New Holding292,5120.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$45,515,337$45,191,141 â–²13,939.5%1,776,5540.5%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$43,673,207$38,624,618 â–²765.1%395,3400.5%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$43,293,449$43,071,107 â–²19,371.6%1,282,0080.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$42,736,827$556,511 â–¼-1.3%114,9610.5%Auto/Tires/Trucks
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$42,702,972$41,783,585 â–²4,544.7%612,2210.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$41,433,473$26,549,208 â–²178.4%129,1530.4%ETF
Invesco Ultra Short Duration ETF stock logo
GSY
Invesco Ultra Short Duration ETF
$40,446,851$40,446,851 â–²New Holding807,0000.4%ETF
QGRO
American Century U.S. Quality Growth ETF
$40,349,008$39,860,094 â–²8,152.8%384,1670.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$40,248,929$38,104,309 â–²1,776.7%596,0150.4%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$40,123,451$40,123,451 â–²New Holding1,196,2850.4%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$38,752,970$38,752,970 â–²New Holding769,8240.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$38,489,083$12,336,780 â–¼-24.3%130,8440.4%Finance
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$36,760,719$36,760,719 â–²New Holding1,403,0810.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$36,230,570$4,048,000 â–¼-10.1%39,3900.4%Medical
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$35,736,630$35,736,630 â–²New Holding523,3840.4%Manufacturing
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$35,612,432$35,324,645 â–²12,274.6%317,6560.4%ETF
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$34,737,052$33,666,003 â–²3,143.3%1,551,4530.4%ETF
NATIXIS ETF TR
$34,619,092$34,619,092 â–²New Holding631,1810.4%GATEWAY QUALITY
J P MORGAN EXCHANGE TRADED F
$34,225,197$34,225,197 â–²New Holding430,2890.4%U S TECH LEADERS
WALMART INC
$33,594,794$7,506,274 â–¼-18.3%270,3150.4%COM
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$32,511,564$32,511,564 â–²New Holding824,5400.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$31,584,850$31,584,850 â–²New Holding568,8910.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$31,158,733$26,646,660 â–²590.6%1,015,6050.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$30,605,950$30,355,380 â–²12,114.5%604,7410.3%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$29,302,780$29,302,780 â–²New Holding1,146,8790.3%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$28,731,293$28,438,559 â–²9,714.8%613,5230.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$28,572,261$5,984,799 â–¼-17.3%86,8750.3%Retail/Wholesale
SPDR Portfolio MSCI Global Stock Market ETF stock logo
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
$28,066,722$28,066,722 â–²New Holding370,7130.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$27,553,974$23,109,154 â–²519.9%587,3790.3%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$27,453,012$24,036,328 â–²703.5%289,1310.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$25,741,400$25,021,968 â–²3,478.0%556,8110.3%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$25,584,117$24,786,765 â–²3,108.6%133,3830.3%ETF
WTV
WisdomTree U.S. Value Fund
$24,708,570$24,708,570 â–²New Holding260,8320.3%Finance
Invesco S&P 500 Equal Weight Technology ETF stock logo
RSPT
Invesco S&P 500 Equal Weight Technology ETF
$24,700,838$24,474,538 â–²10,815.1%545,7540.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$24,656,946$1,306,335 â–¼-5.0%24,7450.3%Retail/Wholesale
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$24,337,073$18,589,529 â–²323.4%245,1600.3%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$24,283,969$23,674,632 â–²3,885.3%97,9190.3%Finance
CAPITAL GRP FIXED INCM ETF T
$24,116,196$24,116,196 â–²New Holding918,3620.3%CORE BOND ETF
Visa Inc. stock logo
V
Visa
$23,411,429$3,045,360 â–¼-11.5%77,4600.3%Business Services
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$23,228,690$23,228,690 â–²New Holding461,1620.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$23,014,298$20,640,145 â–²869.4%216,8090.2%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$22,763,103$12,369,865 â–¼-35.2%32,1300.2%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$22,551,244$2,029,580 â–¼-8.3%92,2570.2%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$22,295,475$16,694,580 â–²298.1%113,6370.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$22,077,841$6,300,757 â–¼-22.2%229,6170.2%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$21,767,603$16,491,896 â–²312.6%747,2570.2%ETF
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$21,588,000$15,560,890 â–²258.2%424,9610.2%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$21,550,048$21,550,048 â–²New Holding104,7140.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$21,165,635$21,165,635 â–²New Holding230,9650.2%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$20,740,013$20,740,013 â–²New Holding365,2050.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$20,385,351$17,865,751 â–²709.1%47,8080.2%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$20,146,806$20,146,806 â–²New Holding175,3270.2%ETF
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$20,061,804$20,061,804 â–²New Holding181,0960.2%Manufacturing
Invesco CEF Income Composite ETF stock logo
PCEF
Invesco CEF Income Composite ETF
$19,985,013$19,985,013 â–²New Holding1,061,9030.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$19,982,053$16,878,454 â–²543.8%337,4210.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$19,809,571$16,064,092 â–²428.9%133,7570.2%ETF
PALANTIR TECHNOLOGIES INC
$19,709,531$1,560,520 â–²8.6%134,7380.2%CL A
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$19,657,559$19,657,559 â–²New Holding53,4990.2%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$19,568,776$17,405,654 â–²804.7%189,3080.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$19,296,036$5,218,860 â–¼-21.3%88,7220.2%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$19,248,154$17,417,966 â–²951.7%300,3770.2%ETF

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