Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independent Advisor Alliance (CIK 1696899) reported $9.32B across 1,586 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($363.9M, 3.90%), SPLG ($342.8M, 3.68%), AAPL ($221.2M, 2.37%), ABCB ($206.5M, 2.22%), QQQM ($199.9M, 2.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $363.9M | 3.90% | 2.1M | Trimmed |
| 2 | SPLG | SPDR SERIES TRUST | $342.8M | 3.68% | 4.5M | Added |
| 3 | AAPL | APPLE INC | $221.2M | 2.37% | 871,524 | Trimmed |
| 4 | ABCB | AMERIS BANCORP | $206.5M | 2.22% | 2.6M | Added |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $199.9M | 2.14% | 841,158 | Added |
| 6 | SPYG | SPDR SERIES TRUST | $180.3M | 1.93% | 1.8M | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $159.3M | 1.71% | 244,977 | Added |
| 8 | SPYV | SPDR SERIES TRUST | $157.3M | 1.69% | 2.8M | Added |
| 9 | IVV | ISHARES TR | $155.1M | 1.66% | 237,478 | Added |
| 10 | MSFT | MICROSOFT CORP | $113.5M | 1.22% | 306,720 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $112.3M | 1.20% | 539,033 | Trimmed |
| 12 | SPDW | SPDR INDEX SHS FDS | $102.1M | 1.10% | 2.2M | Added |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $88.3M | 0.95% | 2.2M | New |
| 14 | QQQ | INVESCO QQQ TR | $86.1M | 0.92% | 149,170 | Added |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $83.6M | 0.90% | 388,720 | Added |
| 16 | SPHQ | INVESCO EXCHANGE TRADED FD T | $79.6M | 0.85% | 1.1M | New |
| 17 | JBND | J P MORGAN EXCHANGE TRADED F | $76.9M | 0.82% | 1.4M | New |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $74.1M | 0.80% | 1.7M | New |
| 19 | GOOG | ALPHABET INC | $72.7M | 0.78% | 253,270 | Trimmed |
| 20 | SPTM | SPDR SERIES TRUST | $71.4M | 0.77% | 903,126 | New |
| 21 | VUG | VANGUARD INDEX FDS | $69.2M | 0.74% | 158,434 | Added |
| 22 | IEFA | ISHARES TR | $68.8M | 0.74% | 759,821 | Added |
| 23 | FDVV | FIDELITY COVINGTON TRUST | $68.7M | 0.74% | 1.2M | New |
| 24 | GLD | SPDR GOLD TR | $68.1M | 0.73% | 158,277 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $67.8M | 0.73% | 235,686 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31