Independent Advisor Alliance
1,598 holdingsFiling period: 2026-03-31Current AUM: $10.44Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 2.09M | $363.9M | $418.9M | 4.01% | -153,423 | 2026-03-31 |
| 2 | SPYM | SPDR SERIES TRUST | 4.48M | $342.8M | $393.7M | 3.77% | +4.20M | 2026-03-31 |
| 3 | AAPL | APPLE INC | 871.5K | $221.2M | $269.2M | 2.58% | -56,469 | 2026-03-31 |
| 4 | ABCB | AMERIS BANCORP | 2.65M | $206.5M | $230.9M | 2.21% | +157.3K | 2026-03-31 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | 841.2K | $199.9M | $238.3M | 2.28% | +817.6K | 2026-03-31 |
| 6 | SPYG | SPDR SERIES TRUST | 1.84M | $180.3M | $215.7M | 2.07% | +1.81M | 2026-03-31 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 245.0K | $159.3M | $183.0M | 1.75% | +230.2K | 2026-03-31 |
| 8 | SPYV | SPDR SERIES TRUST | 2.78M | $157.3M | $172.5M | 1.65% | +2.73M | 2026-03-31 |
| 9 | IVV | ISHARES TR | 237.5K | $155.1M | $178.2M | 1.71% | +208.9K | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 306.7K | $113.5M | $142.5M | 1.37% | -30,788 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 539.0K | $112.3M | $146.4M | 1.40% | -56,464 | 2026-03-31 |
| 12 | SPDW | SPDR INDEX SHS FDS | 2.24M | $102.1M | $111.9M | 1.07% | +2.05M | 2026-03-31 |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | 2.20M | $88.3M | $98.5M | 0.94% | -- | 2026-03-31 |
| 14 | QQQ | INVESCO QQQ TR | 149.2K | $86.1M | $102.6M | 0.98% | +141.7K | 2026-03-31 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | 388.7K | $83.6M | $93.0M | 0.89% | +384.3K | 2026-03-31 |
| 16 | SPHQ | INVESCO EXCHANGE TRADED FD T | 1.06M | $79.6M | $89.7M | 0.86% | -- | 2026-03-31 |
| 17 | JBND | J P MORGAN EXCHANGE TRADED F | 1.43M | $76.8M | $75.3M | 0.72% | -- | 2026-03-31 |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.74M | $74.1M | $86.3M | 0.83% | -- | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 253.3K | $72.7M | $90.3M | 0.87% | -30,115 | 2026-03-31 |
| 20 | SPTM | SPDR SERIES TRUST | 903.1K | $71.4M | $81.9M | 0.78% | -- | 2026-03-31 |
| 21 | VUG | VANGUARD INDEX FDS | 158.4K | $69.2M | $81.0M | 0.78% | +152.8K | 2026-03-31 |
| 22 | IEFA | ISHARES TR | 759.8K | $68.8M | $74.7M | 0.72% | +728.1K | 2026-03-31 |
| 23 | FDVV | FIDELITY COVINGTON TRUST | 1.24M | $68.7M | $77.8M | 0.74% | -- | 2026-03-31 |
| 24 | GLD | SPDR GOLD TR | 158.3K | $68.1M | $58.8M | 0.56% | -44,595 | 2026-03-31 |
| 25 | GOOGL | ALPHABET INC | 235.7K | $67.8M | $83.9M | 0.80% | -44,139 | 2026-03-31 |
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