AI Analysis · Q1 2026 · Q1 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.
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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