Fund Holdings — Independent Advisor Alliance

Total Portfolio Value
$4.12B
Total Bought
$501.84M
Total Sold
$216.91M
Net Transaction
+$284.92M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)1,831,2142,240,102+408,888341,668417,77910.15%+76,112
SPDR GOLD TR(GLD)136,358202,872+66,51448,47180,4001.95%+31,929
ALPHABET INC(GOOG)282,317283,385+1,06868,75888,9262.16%+20,168
ALPHABET INC(GOOG)279,750279,825+7568,00787,5852.13%+19,578
APPLE INC(AAPL)919,771927,993+8,222234,201252,2846.13%+18,083
FIRST TR EXCHANGE-TRADED FD11,657460,276+448,61919716,2710.40%+16,074
ADVANCED MICRO DEVICES INC(AMD)295,946297,200+1,25447,88163,6481.55%+15,767
ELI LILLY & CO(LLY)43,97243,791-18133,55147,0621.14%+13,511
AMAZON COM INC(AMZN)588,506595,497+6,991129,218137,4533.34%+8,234
SPDR SERIES TRUST
ST STR P500ETF
196,370280,232+83,86215,38422,4800.55%+7,097
INTUITIVE SURGICAL INC11,65712,475+8181977,0650.17%+6,869
CATERPILLAR INC(CAT)46,71049,590+2,88022,28728,4080.69%+6,121
UBIQUITI INC(UI)010,795+10,79505,9730.15%+5,973
MICRON TECHNOLOGY INC(MU)35,95541,125+5,1706,01611,7380.29%+5,722
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
3,88123,495+19,6149166,4700.16%+5,554
ISHARES SILVER TR(SLV)143,877171,388+27,5116,09611,0410.27%+4,945
ARES CAPITAL CORP(ARCC)0185,192+185,19203,7460.09%+3,746
SCHWAB STRATEGIC TR52,468190,382+137,9141,3494,9940.12%+3,645
CIENA CORP(CIEN)014,605+14,60503,4160.08%+3,416
HECLA MNG CO(HL)17,061185,782+168,7212063,5650.09%+3,359
MERCK & CO INC(MRK)88,26298,968+10,7067,40810,4170.25%+3,010
EXXON MOBIL CORP279,710285,883+6,17331,53734,4030.84%+2,866
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
039,748+39,74802,8400.07%+2,840
ETF SER SOLUTIONS
APTUS COLLRD INV
27,71390,767+63,0541,2043,9670.10%+2,763
ISHARES GOLD TR(IAU)76,708101,855+25,1475,5828,2680.20%+2,686
WALMART INC(WMT)331,784330,713-1,07134,19436,8450.89%+2,651
AMERIS BANCORP(ABCB)2,490,4262,490,4260182,573184,9644.49%+2,391
AMGEN INC(AMGN)32,55635,341+2,7859,18711,5680.28%+2,380
TUTOR PERINI CORP(TPC)035,451+35,45102,3760.06%+2,376
DYCOM INDS INC(DY)7377,598+6,8612152,5670.06%+2,352
SCHWAB STRATEGIC TR61,828147,069+85,2411,6884,0340.10%+2,346
VISA INC(V)83,07187,536+4,46528,35930,7000.75%+2,341
SCHWAB STRATEGIC TR115,191181,109+65,9183,6765,9080.14%+2,232
QUANTA SVCS INC13,37518,303+4,9285,5437,7250.19%+2,182
JOHNSON & JOHNSON(JNJ)100,495100,560+6518,63420,8110.51%+2,177
OR ROYALTIES INC.(OR)060,661+60,66102,1470.05%+2,147
SPDR S&P 500 ETF TR(SPY)11,94014,811+2,8717,95410,1000.25%+2,146
NEW GOLD INC CDA13,143252,470+239,327942,1990.05%+2,105
CUMMINS INC(CMI)5,4248,401+2,9772,2914,2880.10%+1,998
ETF SER SOLUTIONS
APTUS DEFINED
28,50098,407+69,9078222,8020.07%+1,980
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
23,86064,403+40,5431,1803,1120.08%+1,932
LAM RESEARCH CORP(LRCX)41,52443,542+2,0185,5607,4540.18%+1,894
ENTERPRISE PRODS PARTNERS L(EPD)132,929188,658+55,7294,1576,0480.15%+1,892
COCA COLA CO(KO)316,451327,209+10,75820,98722,8750.56%+1,888
SPDR INDEX SHS FDS
ST STR PO EX ETF
151,569187,950+36,3816,4868,3470.20%+1,861
ASML HOLDING N V
N Y REGISTRY SHS
6,6927,764+1,0726,4788,3070.20%+1,829
BARRICK MNG CORP(B)10,84949,372+38,5233562,1500.05%+1,795
SPDR SERIES TRUST
ST STR P400MID
22,13152,408+30,2771,2663,0350.07%+1,769
SCHWAB CHARLES CORP(SCHW)39,21755,111+15,8943,7445,5060.13%+1,762
HEWLETT PACKARD ENTERPRISE C(HPE)10,62084,165+73,5452612,0220.05%+1,761
LITHIA MTRS INC(LAD)05,042+5,04201,6760.04%+1,676
GENTEX CORP(GNTX)071,026+71,02601,6530.04%+1,653
AMERICAN TOWER CORP NEW(AMT)5,31815,106+9,7881,0232,6520.06%+1,629
THERMO FISHER SCIENTIFIC INC(TMO)8,92210,276+1,3544,3285,9540.14%+1,627
ETF SER SOLUTIONS
APTUS INT ENH YL
32,70795,968+63,2617702,3350.06%+1,565
CECO ENVIRONMENTAL CORP(CECO)5,71130,987+25,2762921,8550.05%+1,562
CARPENTER TECHNOLOGY CORP(CRS)6,67410,107+3,4331,6393,1820.08%+1,543
INTEL CORP(INTC)72,908107,739+34,8312,4463,9760.10%+1,530
AMERICAN EXPRESS CO(AXP)28,64229,780+1,1389,51411,0170.27%+1,503
LXP INDUSTRIAL TRUST(LXP)029,767+29,76701,4760.04%+1,476
CELESTICA INC(CLS)32,16231,793-3697,9249,3980.23%+1,474
MITEK SYS INC(MITK)1,172,1031,225,119+53,01611,45112,9250.31%+1,474
BROADCOM INC(AVGO)211,077205,407-5,67069,63771,0911.73%+1,455
EQT CORP(EQT)16,08443,061+26,9778752,3080.06%+1,433
BALL CORP9,47035,654+26,1844771,8890.05%+1,411
CORNING INC(GLW)36,65650,394+13,7383,0074,4120.11%+1,406
COMCAST CORP NEW(CCZ)130,449181,579+51,1304,0995,4270.13%+1,329
GOLDMAN SACHS GROUP INC(GS)8,7949,474+6807,0038,3280.20%+1,325
VANGUARD TAX-MANAGED FDS8,57928,561+19,9825141,7840.04%+1,270
APPLIED MATLS INC26,64625,962-6845,4556,6720.16%+1,217
TARGET CORP(TGT)36,99846,338+9,3403,3194,5300.11%+1,211
VANGUARD INDEX FDS22,86228,547+5,6854,2645,4520.13%+1,189
ETF SER SOLUTIONS
APTUS ENHANCED
17,27270,636+53,3643851,5680.04%+1,183
DUPONT DE NEMOURS INC(DD)6,80742,052+35,2455301,6910.04%+1,160
CAPITAL ONE FINL CORP(COF)12,38615,562+3,1762,6333,7720.09%+1,139
CARVANA CO(CVNA)11,48212,959+1,4774,3315,4690.13%+1,137
UNITED PARCEL SERVICE INC(UPS)64,29765,569+1,2725,3716,5040.16%+1,133
CONSTELLATION ENERGY CORP(CEG)17,94419,913+1,9695,9057,0350.17%+1,130
AES CORP(AES)078,495+78,49501,1260.03%+1,126
EQUIFAX INC(EFX)1,8277,269+5,4424691,5770.04%+1,109
WELLS FARGO CO NEW(WFC)83,93186,721+2,7907,0358,0820.20%+1,047
ISHARES TR3,05513,887+10,8322911,3370.03%+1,046
SCHWAB STRATEGIC TR26,25868,889+42,6316111,6560.04%+1,045
TTM TECHNOLOGIES INC(TTMI)88,19888,766+5685,0806,1250.15%+1,045
BRINKER INTL INC(EAT)21,54826,282+4,7342,7303,7720.09%+1,042
AGNICO EAGLE MINES LTD(AEM)12,05618,114+6,0582,0323,0710.07%+1,039
TRUIST FINL CORP(TFC)329,093326,809-2,28415,04616,0820.39%+1,036
INTERNATIONAL BUSINESS MACHS(IBM)70,17770,345+16819,80120,8370.51%+1,036
VANGUARD INDEX FDS011,292+11,29209990.02%+999
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,30621,022+13,7162,0593,0270.07%+967
PACER FDS TR
US SM CAP CA ETF
021,735+21,73509640.02%+964
NEWMONT CORP(NEM)19,39926,035+6,6361,6362,6000.06%+964
EATON CORP PLC(ETN)13,29218,588+5,2964,9755,9200.14%+946
MONSTER BEVERAGE CORP NEW(MNST)10,79221,766+10,9747261,6690.04%+942
TOTALENERGIES SE(TTE)014,387+14,38709410.02%+941
INVESCO EXCH TRADED FD TR II11,65713,389+1,7321971,1290.03%+932
ARGENX SE(ARGX)8,6048,651+476,3467,2750.18%+929
ETF SER SOLUTIONS
APTUS DRAWDOWN
9,63327,414+17,7814921,4070.03%+915
CARDINAL HEALTH INC(CAH)19,24519,118-1273,0213,9290.10%+908
KLA CORP(KLAC)3,6844,016+3323,9734,8790.12%+906
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Independent Advisor Alliance — 13F Holdings — Q4 2025 | TickerTrail