DOSSIER · 13F-HR · Q2 2026

Independent Advisor Alliance

$4.3B in tracked AUM across 1,778 positions as of Q2 2026.

IA

CIK 0001696899 · last filed Jun 30, 2026

Total AUM

$4.3B

as of Q2 2026

Holdings

1,778

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

NVIDIA CORPORATION

$472M2.4M11.1%02

$257M888K6.0%03

$239M2.6M5.6%04

ADVANCED MICRO DEVICES INC

$166M286K3.9%05

$132M554K3.1%06

$116M311K2.7%07

MICRON TECHNOLOGY INC

Filing history

1,778 positionsView →2026Q1Mar 31

$9.3B▲ 126.3%

2,740 positionsView →2025Q4Dec 31

1,697 positionsView →2025Q3Sep 30

1,620 positionsView →2025Q2Jun 30

1,541 positionsLocked 2025Q1Mar 31

1,440 positionsLocked 2024Q4Dec 31

$7.6B▲ 174.8%

2,258 positionsLocked 2024Q3Sep 30

1,247 positionsLocked 2024Q2Jun 30

1,222 positionsLocked 2024Q1Mar 31

821 positionsLocked 2023Q4Dec 31

833 positionsLocked 2023Q3Sep 30

750 positionsLocked

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