Independent Advisor Alliance
    Stock Holdings

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    13F Holdings

    $8.78 billion

    $ Current Holdings

    740

    # Current Holdings

    116

    # Positions Opened

    259

    # Positions Increased

    53

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    Jun 2024
    MDYSPDR S&P MIDCAP 400 ETF Trust$1,011,717,22118,090,09518,090,095586,936427,063392,994270,86014,124,429268,952229,675
    IYWiShares U.S. Technology ETF$565,414,8874,154,0754,154,075328,186329,572283,790197,1943,224,38794,408131,510
    NVDANVIDIA Corporation$363,916,7802,086,6792,086,6792,240,1021,831,2141,792,2661,692,0871,580,3411,168,4581,195,542