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Independent Advisor Alliance

Q1 2026 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    1,595

  • Value ($000)

    $9,319,379

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001696899
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$363.92M
4 %

2,086,679

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$342.83M
4 %

4,479,098

A
AAPL

APPLE INC

COM
037833100
$221.18M
2 %

871,524

A
ABCB

AMERIS BANCORP

COM
03076K108
$206.5M
2 %

2,647,757

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$199.88M
2 %

841,158

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$180.32M
2 %

1,841,696

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$159.32M
2 %

244,977

S
SPYV

SPDR SERIES TRUST

STATE STREET SPD
78464A508
$157.3M
2 %

2,780,187

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$155.12M
2 %

237,478

M
MSFT

MICROSOFT CORP

COM
594918104
$113.54M
1 %

306,720

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