Independent Advisor Alliance Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$4.1T
Holdings
999
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (999 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $887K |
IEMGISHARES INC | $886K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $883K |
PPGPPG INDS INC | $878K |
BCSBARCLAYS PLC | $876K |
XLVSELECT SECTOR SPDR TR | $875K |
PEOEXELON CORP | $872K |
FLLAFRANKLIN TEMPLETON ETF TR | $871K |
FITBFIFTH THIRD BANCORP | $855K |
CBRECBRE GROUP INC | $851K |
CRCCANADIAN NAT RES LTD | $851K |
VENVENTAS INC | $847K |
AQLTISHARES TR | $844K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $844K |
FNDESCHWAB STRATEGIC TR | $844K |
RWOSPDR INDEX SHS FDS | $843K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $843K |
LBLANDBRIDGE COMPANY LLC | $838K |
ALLEALLEGION PLC | $837K |
FLRFLUOR CORP NEW | $833K |
LIESUN LIFE FINANCIAL INC. | $828K |
QUALISHARES TR | $825K |
IVWISHARES TR | $812K |
TWLOTWILIO INC | $811K |
PPLPPL CORP | $810K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $810K |
OCFCOCEANFIRST FINL CORP | $807K |
MEDPMEDPACE HLDGS INC | $805K |
EXPEEXPEDIA GROUP INC | $805K |
XELXCEL ENERGY INC | $796K |
—INDIVIOR PLC | $790K |
VOOGVANGUARD ADMIRAL FDS INC | $790K |
SRESEMPRA | $789K |
BWABORGWARNER INC | $788K |
OMFLINVESCO EXCH TRD SLF IDX FD | $774K |
PHMPULTE GROUP INC | $774K |
VRSKVERISK ANALYTICS INC | $768K |
WPCWP CAREY INC | $767K |
XLISELECT SECTOR SPDR TR | $760K |
WBDWARNER BROS DISCOVERY INC | $759K |
ZTSZOETIS INC | $754K |
FRTFEDERAL RLTY INVT TR NEW | $754K |
GSKGSK PLC | $752K |
XLGINVESCO EXCHANGE TRADED FD T | $749K |
SCZISHARES TR | $746K |
DGXQUEST DIAGNOSTICS INC | $745K |
PAYXPAYCHEX INC | $739K |
ABGCENCORA INC | $737K |
ARQTARCUTIS BIOTHERAPEUTICS INC | $734K |
FANGDIAMONDBACK ENERGY INC | $733K |
VONGVANGUARD SCOTTSDALE FDS | $732K |
ULUNILEVER PLC | $731K |
LNGCHENIERE ENERGY INC | $731K |
XYLXYLEM INC | $718K |
OMDAOMADA HEALTH INC | $716K |
CHECHEMED CORP NEW | $715K |
IWRISHARES TR | $713K |
IWDISHARES TR | $711K |
XSMOINVESCO EXCHANGE TRADED FD T | $710K |
RPHSTWO RDS SHARED TR | $708K |
IQLTISHARES TR | $707K |
MRSHMARSH & MCLENNAN COS INC | $706K |
PAYPAYMENTUS HOLDINGS INC | $703K |
GRBKGREEN BRICK PARTNERS INC | $703K |
LRNSTRIDE INC | $701K |
ESEVERSOURCE ENERGY | $697K |
CHRWC H ROBINSON WORLDWIDE INC | $696K |
HRLHORMEL FOODS CORP | $683K |
BNBROOKFIELD CORP | $683K |
OKTAOKTA INC | $683K |
IRINGERSOLL RAND INC | $681K |
LNTALLIANT ENERGY CORP | $678K |
BTCGRAYSCALE BITCOIN MINI TR ET | $676K |
VOVANGUARD INDEX FDS | $670K |
CTVACORTEVA INC | $665K |
ESGUISHARES TR | $662K |
XLESELECT SECTOR SPDR TR | $662K |
IBBQINVESCO EXCH TRADED FD TR II | $652K |
PNRPENTAIR PLC | $647K |
IGIBISHARES TR | $646K |
TFPMTRIPLE FLAG PRECIOUS METAL | $640K |
VMBSVANGUARD SCOTTSDALE FDS | $638K |
SONYSONY GROUP CORP | $637K |
MCXMCCORMICK & CO INC | $637K |
SCHRSCHWAB STRATEGIC TR | $635K |
SMBCSOUTHERN MO BANCORP INC | $632K |
FNDFSCHWAB STRATEGIC TR | $629K |
FOXAFOX CORP | $623K |
RFREGIONS FINANCIAL CORP NEW | $622K |
WSTWEST PHARMACEUTICAL SVSC INC | $611K |
DKNGDRAFTKINGS INC NEW | $609K |
MDYGSPDR SERIES TRUST | $609K |
VCRVANGUARD WORLD FD | $609K |
WDCWESTERN DIGITAL CORP | $608K |
SWKSTANLEY BLACK & DECKER INC | $604K |
VMCVULCAN MATLS CO | $604K |
IWMISHARES TR | $604K |
AOSSMITH A O CORP | $598K |
PHYS/USPROTT ASSET MANAGEMENT LP | $598K |
DELLDELL TECHNOLOGIES INC | $596K |