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Latest Independent Advisor Alliance Stock Portfolio

$9.32Billion– No. of Holdings #1584

Independent Advisor Alliance Performance:
2026 Q1: -1.24%YTD: -1.24%2025: 17.53%
Performance for 2026 Q1 is -1.24%, and YTD is -1.24%, and 2025 is 17.53%.

About Independent Advisor Alliance and 13F Hedge Fund Stock Holdings

Independent Advisor Alliance is a hedge fund based in Charlotte, NC. On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Advisor Alliance reported an equity portfolio of $9.3 Billions as of 31 Mar, 2026.

The top stock holdings of Independent Advisor Alliance are NVDA, BIL, AAPL. The fund has invested 3.9% of it's portfolio in NVIDIA CORPORATION and 3.7% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off BLOOM ENERGY CORP (BE), ARGENX SE (ARGX) and UBIQUITI INC (UI) stocks. They significantly reduced their stock positions in CARPENTER TECHNOLOGY CORP (CRS), SUPER MICRO COMPUTER INC (SMCI) and CIENA CORP (CIEN). Independent Advisor Alliance opened new stock positions in CAPITAL GROUP GROWTH ETF (CGGR), INVESCO EXCHANGE TRADED FD T (CSD) and J P MORGAN EXCHANGE TRADED F. The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHNG TRADED FD VI (AFLG), SPDR SERIES TRUST (BIL) and WISDOMTREE TR (JAMF).
Independent Advisor Alliance Equity Portfolio Value
Last Reported on: 12 May, 2026

Independent Advisor Alliance Annual Return Estimates Vs S&P 500

Our best estimate is that Independent Advisor Alliance made a return of -1.24% in the last quarter. In trailing 12 months, it's portfolio return was 20.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
capital group growth etf88,271,000
invesco exchange traded fd t79,627,500
j p morgan exchange traded f76,850,900
capital group dividend value74,125,700
spdr series trust71,401,100
fidelity covington trust68,657,100
first tr exchange-traded fd47,849,200
invesco actively managed exc40,446,900
New stocks bought by Independent Advisor Alliance

Additions

Ticker% Inc.
first tr exchng traded fd vi19,371
spdr series trust13,939
wisdomtree tr13,651
invesco exch traded fd tr ii12,274
j p morgan exchange traded f12,114
invesco exchange traded fd t10,815
invesco actively managed exc9,714
vanguard specialized funds8,602
Additions to existing portfolio by Independent Advisor Alliance

Reductions

Ticker% Reduced
l3harris technologies inc-61.76
arista networks inc-57.8
union pac corp-57.07
waste mgmt inc del-57.07
hershey co-48.73
schwab strategic tr-47.09
united rentals inc-46.69
linde plc-44.42
Independent Advisor Alliance reduced stake in above stock

Sold off

None of the stocks were completely sold off by Independent Advisor Alliance

Sector Distribution

Independent Advisor Alliance has about 67.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Industrials
  • Healthcare
  • Consumer Defensive
  • Energy
  • Utilities
Sector%
Others67.8
Technology12
Financial Services4.8
Consumer Cyclical2.9
Communication Services2.8
Industrials2.3
Healthcare2
Consumer Defensive1.8
Energy1.5
Utilities1.2

Market Cap. Distribution

Independent Advisor Alliance has about 27.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED67.8
MEGA-CAP19.3
LARGE-CAP8.4
MID-CAP3.2
SMALL-CAP1.2

Stocks belong to which Index?

About 30.5% of the stocks held by Independent Advisor Alliance either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others69.5
S&P 50026.3
RUSSELL 20004.2
Top 5 Winners (%)%
BW
babcock & wilcox enterprises
131.7 %
sandisk corp
103.4 %
LYB
lyondellbasell industries nv
77.3 %
EQNR
equinor asa
74.4 %
DOW
dow hldgs inc
73.0 %
Top 5 Winners ($)$
XOM
exxon mobil corp
14.1 M
ABCB
ameris bancorp
9.6 M
GLD
spdr gold tr
6.1 M
CAT
caterpillar inc
5.5 M
CVX
chevron corporation
4.7 M
Top 5 Losers (%)%
FFIE
faraday future intlgt elec i
-73.1 %
QBTS
d-wave quantum inc
-44.0 %
SNAP
snap inc
-39.7 %
APP
applovin corp
-38.5 %
AFRM
affirm hldgs inc
-37.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-36.5 M
NVDA
nvidia corporation
-26.2 M
AAPL
apple inc
-16.3 M
AMZN
amazon com inc
-12.8 M
TSLA
tesla inc
-9.0 M

Independent Advisor Alliance Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Independent Advisor Alliance

Independent Advisor Alliance has 1584 stocks in it's portfolio. About 22.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Independent Advisor Alliance last quarter.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions