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Independent Advisor Alliance — 13F Holdings & Portfolio

CIK 1696899 · latest 13F-HR filed 2026-05-12

Backtest portfolio

Independent Advisor Alliance manages $9.32B in 13F-reported U.S. long-equity assets across 2,740 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPYM (3.42%), ABCB (2.22%), NVDA (2.12%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 682 new positions, exited 86, added to 464, and trimmed 336.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$9.32B

Long-equity book

Holdings

2,740

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+682 / −86 / ↑464 / ↓336

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$320.4M +1425.0%
  • INVESCO EXCH TRADED FD TR II$193.9M +3256.2%
  • SPDR SERIES TRUST$177.4M +6179.5%
  • SPDR SERIES TRUST$154.3M +5087.3%
  • STATE STR SPDR S&P 500 ETF T$149.2M +1477.5%
Show all 464 →

Top Trims

  • NVIDIA CORPORATION-$53.9M -12.9%
  • MICROSOFT CORP-$49.7M -30.4%
  • APPLE INC-$31.1M -12.3%
  • AMAZON COM INC-$25.2M -18.3%
  • ALPHABET INC-$19.8M -22.6%
Show all 336 →

New Positions

  • CAPITAL GROUP GROWTH ETF$88.3M
  • INVESCO EXCHANGE TRADED FD T$79.6M
  • J P MORGAN EXCHANGE TRADED F$76.9M
  • CAPITAL GROUP DIVIDEND VALUE$74.1M
  • SPDR SERIES TRUST$71.4M
Show all 682 →

Exited Positions

  • BLOOM ENERGY CORP$7.6M
  • ARGENX SE$7.3M
  • UBIQUITI INC$6.0M
  • HESAI GROUP$3.9M
  • EMBRAER S.A.$3.6M
Show all 86 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $318.8M 3.42% 4,165,248 SH
2 AMERIS BANCORP ABCB 03076K108 $206.5M 2.22% 2,647,560 SH
3 NVIDIA CORPORATION NVDA 67066G104 $197.5M 2.12% 1,132,382 SH
4 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $192.3M 2.06% 809,189 SH
5 APPLE INC AAPL 037833100 $183.3M 1.97% 722,054 SH
6 SPDR SERIES TRUST SPYG 78464A409 $177.7M 1.91% 1,814,672 SH
7 NVIDIA CORPORATION NVDA 67066G104 $166.4M 1.79% 954,297 SH
8 SPDR SERIES TRUST SPYV 78464A508 $152.5M 1.64% 2,695,154 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $150.4M 1.61% 231,333 SH
10 ISHARES TR IVV 464287200 $135.8M 1.46% 207,854 SH
11 AMAZON COM INC AMZN 023135106 $95.7M 1.03% 459,581 SH
12 SPDR INDEX SHS FDS SPDW 78463X889 $93.6M 1.00% 2,050,675 SH
13 MICROSOFT CORP MSFT 594918104 $93.1M 1.00% 251,547 SH
14 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $88.3M 0.95% 2,196,001 SH
15 INVESCO QQQ TR QQQ 46090E103 $86.1M 0.92% 149,170 SH
16 VANGUARD SPECIALIZED FUNDS VIG 921908844 $82.8M 0.89% 385,201 SH
17 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $79.6M 0.85% 1,058,480 SH
18 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $76.7M 0.82% 1,426,043 SH
19 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $74.1M 0.80% 1,742,093 SH
20 SPDR SERIES TRUST SPTM 78464A805 $71.3M 0.77% 902,310 SH
21 FIDELITY COVINGTON TRUST FDVV 316092840 $68.6M 0.74% 1,241,687 SH
22 VANGUARD INDEX FDS VUG 922908736 $66.9M 0.72% 153,257 SH
23 ALPHABET INC GOOG 02079K107 $66.8M 0.72% 232,850 SH
24 SPDR SERIES TRUST SPTI 78464A672 $65.6M 0.70% 2,288,857 SH
25 ISHARES TR IEFA 46432F842 $63.9M 0.69% 706,038 SH
26 SPDR GOLD TR GLD 78463V107 $59.9M 0.64% 139,151 SH
27 VANGUARD INDEX FDS VOO 922908363 $58.3M 0.63% 97,494 SH
28 WISDOMTREE TR DGRW 97717X669 $58.0M 0.62% 660,044 SH
29 RBB FD INC TBIL 74933W452 $56.9M 0.61% 1,141,804 SH
30 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $56.2M 0.60% 117,276 SH
31 SPDR SERIES TRUST SPSM 78468R853 $54.9M 0.59% 1,136,570 SH
32 ISHARES TR IJR 464287804 $53.8M 0.58% 433,004 SH
33 ALPHABET INC GOOGL 02079K305 $53.0M 0.57% 184,143 SH
34 BROADCOM INC AVGO 11135F101 $51.5M 0.55% 166,308 SH
35 INVESCO EXCH TRD SLF IDX FD OMFL 46138J619 $50.6M 0.54% 841,814 SH
36 ADVANCED MICRO DEVICES INC AMD 007903107 $50.6M 0.54% 248,520 SH
37 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $47.8M 0.51% 292,512 SH
38 META PLATFORMS INC META 30303M102 $46.6M 0.50% 81,470 SH
39 SELECT SECTOR SPDR TR XLK 81369Y803 $45.2M 0.49% 340,291 SH
40 SPDR SERIES TRUST SPAB 78464A649 $45.2M 0.48% 1,763,207 SH
41 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $43.2M 0.46% 1,278,448 SH
42 EXXON MOBIL CORP XOM 30231G102 $42.5M 0.46% 250,443 SH
43 ISHARES INC IEMG 46434G103 $40.8M 0.44% 584,871 SH
44 INVESCO ACTIVELY MANAGED EXC GSY 46090A887 $40.4M 0.43% 807,000 SH
45 SPDR SERIES TRUST SPIB 78464A375 $40.0M 0.43% 1,192,954 SH
46 AMERICAN CENTY ETF TR QGRO 025072307 $39.9M 0.43% 379,512 SH
47 WISDOMTREE TR USFR 97717Y527 $38.7M 0.42% 768,918 SH
48 ISHARES TR IJH 464287507 $38.2M 0.41% 565,834 SH
49 AMERICAN CENTY ETF TR AVUV 025072877 $38.1M 0.41% 344,738 SH
50 APPLE INC AAPL 037833100 $37.9M 0.41% 149,470 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $9.32B 2,740 0001062993-26-002523
2025-12-31 2026-02-04 $4.12B 1,697 0001062993-26-000608
2025-09-30 2025-11-04 $3.85B 1,620 0001062993-25-016436
2022-12-31 2023-02-13 $291.0M 494 0001062993-23-002835