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CIK: 0001696899
Total reported value
$4.3B
$4.3B
1595 檔
31.2%
As reported in its official Q1 2026 Form 13F filing, Independent Advisor Alliance's tracked investment portfolio stood at $4.3B with 1595 total positions.
In Q1 2026, Independent Advisor Alliance displayed an active expansion posture, initiating 93 new positions and adding to 82 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, SPYM, AAPL) accounted for 31.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
CGGR
市值: $88.3M
Top Position Liquidated / Trimmed
BE
前期市值: $7.6M
Showing top 200 holdings (of 1595 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.90% | +7.15% | -6.85% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | -2.98% | +1498.35% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.37% | +3.65% | -6.09% | |
| 4 | ABCB | Ameris Bancorp | Stock-Financials | 2.22% | +3.38% | +6.32% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.14% | -1.92% | +3472.25% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.93% | -1.85% | +6743.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -1.47% | +1554.02% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.69% | -1.57% | +5108.39% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | -1.13% | +729.70% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.22% | +1.49% | -9.12% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | +1.89% | -9.48% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.10% | -0.88% | +1089.72% | |
| 13 | CGGR | Cap Group Growth Equity | ETF-Other | 0.95% | -0.95% | EXIT | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | -0.78% | +1887.61% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.84% | +8602.04% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.85% | -0.85% | EXIT | |
| 17 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.82% | -0.82% | EXIT | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 0.80% | -0.80% | EXIT | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +1.31% | -10.63% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.77% | -0.77% | EXIT | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.68% | +2718.61% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.66% | +2293.44% | |
| 23 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | +0.06% | -21.98% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +1.28% | -15.77% | |
| 26 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.72% | -0.69% | +5409.36% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.67% | +1.10% | -1.35% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | +0.82% | +1.50% | |
| 29 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.65% | -0.57% | +2263.75% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.68% | +6.61% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.60% | +4842.42% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.63% | -0.62% | +13651.38% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.61% | -0.56% | +3534.88% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | -0.55% | +3809.87% | |
| 35 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.58% | -0.50% | +6955.80% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +3.32% | -12.17% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | +0.28% | -0.12% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | -0.42% | +1615.41% | |
| 39 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.51% | -0.50% | — | |
| 40 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.49% | -0.48% | +13939.47% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.47% | -0.32% | +765.06% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.46% | -0.46% | EXIT | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.70% | -1.29% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | -0.43% | +4544.72% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.01% | +178.37% | |
| 46 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.43% | -0.43% | EXIT | |
| 47 | QGRO | American Century US Quality | ETF-Other | 0.43% | -0.42% | +8152.78% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | -0.38% | +1776.74% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.43% | -0.43% | EXIT | |
| 50 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.42% | -0.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3.1% | +1498.35% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +2% | +3472.25% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.9% | +6743.15% | Add |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +1.6% | +5108.39% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.5% | +1554.02% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +1.2% | +729.70% | Add |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.9% | +1089.72% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.9% | +8602.04% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +1887.61% | Add |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.7% | +5409.36% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.7% | +2718.61% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.7% | +2293.44% | Add |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | +0.6% | +13651.38% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.6% | +4842.42% | Add |
| 15 | TBIL | F/m US Treasury 3 Month Bill | +0.6% | +2263.75% | Add |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.6% | +3534.88% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.6% | +3809.87% | Add |
| 18 | OMFL | Invesco Russell 1000 Dyn M/f | +0.6% | +6955.80% | Add |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | +0.5% | +13939.47% | Add |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.5% | +19371.57% | Add |
| 21 | XLK | Ss Technology Select Sector | +0.4% | +1615.41% | Add |
| 22 | IEMG | Ishares Core Msci Emerging | +0.4% | +4544.72% | Add |
| 23 | QGRO | American Century US Quality | +0.4% | +8152.78% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +1776.74% | Add |
| 25 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | +12274.60% | Add |
| 26 | AVUV | Avantis US Small Cap Value | +0.4% | +765.06% | Add |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.3% | +3143.27% | Add |
| 28 | JPST | Jpmorgan Ultra-short Income | +0.3% | +12114.52% | Add |
| 29 | GTO | Invesco Total Return Bond Et | +0.3% | +9714.80% | Add |
| 30 | IQLT | Ishares Msci International Q | +0.3% | +3478.02% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +3108.64% | Add |
| 32 | RSPT | Invesco S&p 500 Equal Weight | +0.3% | +10815.08% | Add |
| 33 | IWM | Ishares Russell 2000 ETF | +0.3% | +3885.31% | Add |
| 34 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +590.56% | Add |
| 35 | MBB | Ishares Mbs ETF | +0.2% | +703.50% | Add |
| 36 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +519.91% | Add |
| 37 | MUB | Ishares National Muni Bond E | +0.2% | +869.37% | Add |
| 38 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +2503.62% | Add |
| 39 | VO | Vanguard Mid-cap ETF | +0.2% | +2662.34% | Add |
| 40 | VEA | Vanguard Ftse Developed ETF | +0.2% | +951.70% | Add |
| 41 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +3339.59% | Add |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | +0.2% | +804.65% | Add |
| 43 | VB | Vanguard Small-cap ETF | +0.2% | +1473.60% | Add |
| 44 | IWF | Ishares Russell 1000 Growth | +0.2% | +709.07% | Add |
| 45 | VGT | Vanguard Info Tech ETF | +0.2% | +1067.70% | Add |
| 46 | WCMI | Ft Wcm International ETF | +0.2% | +7062.50% | Add |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +543.83% | Add |
| 48 | IWY | Ishares Russell Top 200 Grow | +0.1% | +678.25% | Add |
| 49 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +1871.53% | Add |
| 50 | AGG | Ishares Core U.s. Aggregate | +0.1% | +323.43% | Add |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 1595 disclosed positions in Q1 2026.
During Q1 2026, Independent Advisor Alliance's top holdings by market value included NVDA (3.9%)、SPYM (3.7%)、AAPL (2.4%). The largest single position, NVDA, represented 3.9% of total portfolio value.
In Q1 2026, Independent Advisor Alliance made 200 total portfolio adjustments, initiating 93 new buys, adding to 82 positions, trimming 23 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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