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 151–200 of 999
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | 13K | $1M+ | SH |
| USHY | ISHARES TR | 35K | $1M+ | SH |
| FQAL | FIDELITY COVINGTON TRUST | 17K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 11K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 7K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 23K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| IWO | ISHARES TR | 4K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 3K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 42K | $1M+ | SH |
| PFE | PFIZER INC | 48K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 4K | $1M+ | SH |
| T | AT&T INC | 48K | $1M+ | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 26K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 221 | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 29K | $1M+ | SH |
| CSX | CSX CORP | 32K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 12K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 13K | $1M+ | SH |
| DEM | WISDOMTREE TR | 25K | $1M+ | SH |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | 48K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 6K | $1M+ | SH |
| KBWB | INVESCO EXCH TRADED FD TR II | 13K | $1M+ | SH |
| ASIA | MATTHEWS INTL FDS | 33K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 9K | $1M+ | SH |
| ITA | ISHARES TR | 5K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 4K | $1M+ | SH |
| APP | APPLOVIN CORP | 2K | $1M+ | SH |
| PEP | PEPSICO INC | 8K | $1M+ | SH |
| ADBE | ADOBE INC | 3K | $1M+ | SH |
| JBL | JABIL INC | 5K | $1M+ | SH |
| AESR | TWO RDS SHARED TR | 64K | $1M+ | SH |
| DHI | D R HORTON INC | 8K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 19K | $1M+ | SH |
| SHEL | SHELL PLC | 15K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 48K | $1M+ | SH |
| KO | COCA COLA CO | 15K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 22K | $1M+ | SH |
| GWX | SPDR INDEX SHS FDS | 26K | $1M+ | SH |
| AMCR | AMCOR PLC | 126K | $1M+ | SH |
| HACK | AMPLIFY ETF TR | 13K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 19K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $1M+ | SH |