Universe · entity
Independent Advisor Alliance
Institutional manager (13F) · CIK 1696899
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $364M | 2,086,679 |
| 2 | SPDR SERIES TRUST | $343M | 4,479,098 |
| 3 | APPLE INC | $221M | 871,524 |
| 4 | AMERIS BANCORP | $206M | 2,647,757 |
| 5 | INVESCO EXCH TRADED FD TR II | $200M | 841,158 |
| 6 | SPDR SERIES TRUST | $180M | 1,841,696 |
| 7 | STATE STR SPDR S&P 500 ETF T | $159M | 244,977 |
| 8 | SPDR SERIES TRUST | $157M | 2,780,187 |
| 9 | ISHARES TR | $155M | 237,478 |
| 10 | MICROSOFT CORP | $114M | 306,720 |
| 11 | AMAZON COM INC | $112M | 539,033 |
| 12 | SPDR INDEX SHS FDS | $102M | 2,236,073 |
| 13 | CAPITAL GROUP GROWTH ETF | $88M | 2,196,342 |
| 14 | INVESCO QQQ TR | $86M | 149,170 |
| 15 | VANGUARD SPECIALIZED FUNDS | $84M | 388,720 |
| 16 | INVESCO EXCHANGE TRADED FD T | $80M | 1,059,017 |
| 17 | J P MORGAN EXCHANGE TRADED F | $77M | 1,429,253 |
| 18 | CAPITAL GROUP DIVIDEND VALUE | $74M | 1,742,493 |
| 19 | ALPHABET INC | $73M | 253,270 |
| 20 | SPDR SERIES TRUST | $71M | 903,126 |
| 21 | VANGUARD INDEX FDS | $69M | 158,434 |
| 22 | ISHARES TR | $69M | 759,821 |
| 23 | FIDELITY COVINGTON TRUST | $69M | 1,242,887 |
| 24 | SPDR GOLD TR | $68M | 158,277 |
| 25 | ALPHABET INC | $68M | 235,686 |
| 26 | SPDR SERIES TRUST | $67M | 2,337,458 |
| 27 | BROADCOM INC | $63M | 202,643 |
| 28 | BERKSHIRE HATHAWAY INC DEL | $62M | 128,877 |
| 29 | RBB FD INC | $60M | 1,210,006 |
| 30 | META PLATFORMS INC | $60M | 104,147 |
| 31 | VANGUARD INDEX FDS | $59M | 99,491 |
| 32 | WISDOMTREE TR | $58M | 664,879 |
| 33 | SPDR SERIES TRUST | $57M | 1,171,959 |
| 34 | ISHARES TR | $55M | 444,630 |
| 35 | INVESCO EXCH TRD SLF IDX FD | $54M | 893,617 |
| 36 | ADVANCED MICRO DEVICES INC | $53M | 261,037 |
| 37 | EXXON MOBIL CORP | $48M | 285,540 |
| 38 | SELECT SECTOR SPDR TR | $48M | 360,613 |
| 39 | FIRST TR EXCHANGE-TRADED FD | $48M | 292,512 |
| 40 | SPDR SERIES TRUST | $46M | 1,776,554 |
| 41 | AMERICAN CENTY ETF TR | $44M | 395,340 |
| 42 | FIRST TR EXCHNG TRADED FD VI | $43M | 1,282,008 |
| 43 | TESLA INC | $43M | 114,961 |
| 44 | ISHARES INC | $43M | 612,221 |
| 45 | VANGUARD INDEX FDS | $41M | 129,153 |
| 46 | INVESCO ACTIVELY MANAGED EXC | $40M | 807,000 |
| 47 | AMERICAN CENTY ETF TR | $40M | 384,167 |
| 48 | ISHARES TR | $40M | 596,015 |
| 49 | SPDR SERIES TRUST | $40M | 1,196,285 |
| 50 | WISDOMTREE TR | $39M | 769,824 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.