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§ 13F · FUND PROFILE

Independent Advisor Alliance.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $3.8B (13F)Positions · 1620Turnover · · Q1Filed · May 12, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$2.4B deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q1 2026

FILED MAY 12, 2026
#TickerNameShares$ value% portΔ Q1
1SPYMSPDR SERIES TRUST4.17M$319M3.4%+1498%
2ABCBAMERIS BANCORP2.65M$206M2.2%+6%
3NVDANVIDIA CORPORATION1.13M$197M2.1%−7%
4QQQMINVESCO EXCH TRADED FD TR II809K$192M2.1%+3472%
5AAPLAPPLE INC722K$183M2.0%−6%
6SPYGSPDR SERIES TRUST1.81M$178M1.9%+6743%
7NVDANVIDIA CORPORATION954K$166M1.8%
8SPYVSPDR SERIES TRUST2.70M$152M1.6%+5108%
9SPYSTATE STR SPDR S&P 500 ETF T231K$150M1.6%+1554%
10IVVISHARES TR208K$136M1.5%+730%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE INDEPENDENT SIGNAL

AC read

Independent Advisor Alliance is a Other fund managing $3.8 billion in assets. The fund runs a massive portfolio of 1,620 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q1 2026
Steady book
+0 buys · 0 exits · 0 changed
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed