Independent Advisor Alliance

Est. AUM

$9.32B

13F long equity, this entity only

Positions

2,740

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$197.5M	1132382	2.12%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$86.1M	149170	0.92%	SOLE
3	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$47.8M	292512	0.51%	SOLE
4	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$40.4M	807000	0.43%	SOLE
5	APPLE INC	COM	$37.9M	149470	0.41%	SOLE
6	PIMCO ETF TR	MULTISECTOR BD	$36.8M	1403081	0.39%	SOLE
7	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$34.2M	430289	0.37%	SOLE
8	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$29.3M	1146879	0.31%	SOLE
9	SPDR INDEX SHS FDS	STATE STREET SPD	$28.1M	370713	0.30%	SOLE
10	WISDOMTREE TR	WISDOMTREE US VA	$24.7M	260832	0.27%	SOLE
11	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$24.1M	918362	0.26%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$24.0M	313850	0.26%	SOLE
13	MICROSOFT CORP	COM	$20.4M	55173	0.22%	SOLE
14	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$20.1M	175327	0.22%	SOLE
15	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$20.1M	181096	0.22%	SOLE
16	INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$20.0M	1061903	0.21%	SOLE
17	VANGUARD WORLD FD	MEGA GRWTH IND	$19.7M	53499	0.21%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$19.4M	29624	0.21%	SOLE
19	INVESCO EXCHANGE TRADED FD T	SEMICONDUCTORS	$18.3M	193485	0.20%	SOLE
20	AMAZON COM INC	COM	$16.5M	79452	0.18%	SOLE
21	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$16.5M	838926	0.18%	SOLE
22	VANGUARD INDEX FDS	TOTAL STK MKT	$16.0M	49929	0.17%	SOLE
23	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$16.0M	416283	0.17%	SOLE
24	ALPHABET INC	CAP STK CL A	$14.8M	51543	0.16%	SOLE
25	ISHARES TR	US TELECOM ETF	$14.6M	371560	0.16%	SOLE
26	SPDR INDEX SHS FDS	STATE STREET SPD	$14.6M	156114	0.16%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$13.4M	394129	0.14%	SOLE
28	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$13.1M	391114	0.14%	SOLE
29	META PLATFORMS INC	CL A	$13.0M	22677	0.14%	SOLE
30	COLUMBIA ETF TR I	RESH ENHNC COR	$12.8M	327452	0.14%	SOLE
31	BROADCOM INC	COM	$11.2M	36335	0.12%	SOLE
32	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$10.7M	526149	0.12%	SOLE
33	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$10.6M	300904	0.11%	SOLE
34	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$10.5M	563065	0.11%	SOLE
35	PIMCO ETF TR	INTER MUN BD ACT	$9.9M	189528	0.11%	SOLE
36	INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$9.9M	233731	0.11%	SOLE
37	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$9.6M	493875	0.10%	SOLE
38	NORTHERN LIGHTS FD TR	TOEWS AGILTY SHS	$9.2M	261114	0.10%	SOLE
39	JPMORGAN CHASE & CO	COM	$9.2M	31185	0.10%	SOLE
40	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.9M	13644	0.10%	SOLE
41	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$8.5M	509239	0.09%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$8.5M	185398	0.09%	SOLE
43	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.3M	102803	0.09%	SOLE
44	SPDR GOLD TR	GOLD SHS	$8.2M	19126	0.09%	SOLE
45	ISHARES TR	20 YR TR BD ETF	$7.9M	90843	0.08%	SOLE
46	VANGUARD WORLD FD	ENERGY ETF	$7.8M	45060	0.08%	SOLE
47	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$7.7M	469311	0.08%	SOLE
48	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.6M	31969	0.08%	SOLE
49	AMERICAN CENTY ETF TR	INTL EQT ETF	$7.6M	89535	0.08%	SOLE
50	CAPITAL GROUP CORE BALANCED	SHS	$7.5M	216544	0.08%	SOLE

1–50 of 1,595

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.