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 101–150 of 999
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 6K | $1M+ | SH |
| KLAC | KLA CORP | 2K | $1M+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 152K | $1M+ | SH |
| RY | ROYAL BK CDA | 11K | $1M+ | SH |
| ETN | EATON CORP PLC | 6K | $1M+ | SH |
| SKOR | FLEXSHARES TR | 39K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| FLOT | ISHARES TR | 37K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 35K | $1M+ | SH |
| MRK | MERCK & CO INC | 18K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 6K | $1M+ | SH |
| DMLP | DORCHESTER MINERALS LP | 83K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 5K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 39K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 8K | $1M+ | SH |
| URI | UNITED RENTALS INC | 2K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 29K | $1M+ | SH |
| ABT | ABBOTT LABS | 14K | $1M+ | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 36K | $1M+ | SH |
| IEF | ISHARES TR | 18K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| BX | BLACKSTONE INC | 11K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| JUCY | ETF SER SOLUTIONS | 71K | $1M+ | SH |
| UNP | UNION PAC CORP | 7K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 18K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 19K | $1M+ | SH |
| EFA | ISHARES TR | 16K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 32K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 28K | $1M+ | SH |
| GSBC | GREAT SOUTHN BANCORP INC | 24K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 49K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| ADME | ETF SER SOLUTIONS | 27K | $1M+ | SH |
| OSCV | ETF SER SOLUTIONS | 38K | $1M+ | SH |
| DE | DEERE & CO | 3K | $1M+ | SH |
| RYLD | GLOBAL X FDS | 91K | $1M+ | SH |
| IGE | ISHARES TR | 28K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 24K | $1M+ | SH |
| IJR | ISHARES TR | 11K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 11K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 17K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 14K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 12K | $1M+ | SH |
| EMB | ISHARES TR | 14K | $1M+ | SH |