CIK 1696899
Independent Advisor Alliance
Institutional 13F holdings & portfolio
Holdings
999
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 999
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1.2M | $1M+ | SH |
| AAPL | APPLE INC | 151K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 55K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 280K | $1M+ | SH |
| IVV | ISHARES TR | 29K | $1M+ | SH |
| AMZN | AMAZON COM INC | 78K | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED FD | 460K | $1M+ | SH |
| GOOGL | ALPHABET INC | 52K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 46K | $1M+ | SH |
| META | META PLATFORMS INC | 23K | $1M+ | SH |
| AVGO | BROADCOM INC | 37K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 32K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 15K | $1M+ | SH |
| TSLA | TESLA INC | 19K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 188K | $1M+ | SH |
| GLD | SPDR GOLD TR | 20K | $1M+ | SH |
| GOOG | ALPHABET INC | 21K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| TLT | ISHARES TR | 70K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 24K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 181K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 12K | $1M+ | SH |
| AGG | ISHARES TR | 58K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 75K | $1M+ | SH |
| WMT | WALMART INC | 49K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 108K | $1M+ | SH |
| V | VISA INC | 15K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 119K | $1M+ | SH |
| FXG | FIRST TR EXCHANGE TRADED FD | 84K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 190K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 46K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 8K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 97K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 95K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 22K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 49K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 7K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 147K | $1M+ | SH |
| ACIO | ETF SER SOLUTIONS | 91K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 33K | $1M+ | SH |
| CAT | CATERPILLAR INC | 7K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 21K | $1M+ | SH |
| ABBV | ABBVIE INC | 16K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 61K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 25K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 76K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 17K | $1M+ | SH |