Independent Advisor Alliance

Independent Advisor Alliance reported $9.3B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in NVDA, SPYM, AAPL. Notable moves this quarter: SPYM INCREASED (+$320.4M); IVV INCREASED (+$135.5M). 33 new positions initiated, 33 closed out, reflecting 83 total changes from the prior quarter.