Institutional manager
Independent Advisor Alliance
Holds positions in 394 of the S&P 500, worth $4.22bn as reported for the quarter ended 31-mar-2026.
Positions held394of 488 index companies covered
Reported value$4.22bnS&P 500 positions only
Top ten weight65%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 394 held. The rest are smaller than every one of these.
State Street CorporationSTT24.8m$1.53bnFinancialsNvidiaNVDA2.1m$364mInformation TechnologyApple Inc.AAPL871,524$221mInformation TechnologyAlphabet Inc. (Class A)GOOGL488,956$140mCommunication ServicesMicrosoftMSFT306,720$114mInformation TechnologyAmazonAMZN539,033$112mConsumer DiscretionaryInvescoIVZ166,148$87mFinancialsBerkshire HathawayBRK.B128,883$66mFinancialsBroadcomAVGO202,643$63mInformation TechnologyMeta PlatformsMETA104,147$60mCommunication ServicesAdvanced Micro DevicesAMD261,037$53mInformation TechnologyExxonMobilXOM285,540$48mEnergyTesla, Inc.TSLA114,961$43mConsumer DiscretionaryJPMorgan ChaseJPM130,844$38mFinancialsLilly (Eli)LLY39,390$36mHealth CareWalmartWMT270,315$34mConsumer StaplesHome Depot (The)HD86,875$29mConsumer DiscretionaryCostcoCOST24,745$25mConsumer StaplesVisa Inc.V77,460$23mFinancialsCaterpillar Inc.CAT32,130$23mIndustrialsJohnson & JohnsonJNJ92,257$23mHealth CareNetflixNFLX229,617$22mCommunication ServicesPalantir TechnologiesPLTR134,738$20mInformation TechnologyAbbVieABBV88,722$19mHealth CareCoca-Cola Company (The)KO238,848$18mConsumer StaplesProcter & GamblePG119,430$17mConsumer StaplesChevron CorporationCVX77,787$16mEnergyTruist FinancialTFC349,146$16mFinancialsDuke EnergyDUK118,277$15mUtilitiesIBMIBM57,448$14mInformation TechnologyMastercardMA27,157$14mFinancialsGoldman SachsGS111,227$13mFinancialsSimon Property GroupSPG69,154$13mReal EstateMicron TechnologyMU37,859$13mInformation TechnologySouthern CompanySO129,262$12mUtilitiesMcDonald'sMCD39,960$12mConsumer DiscretionaryLowe'sLOW52,516$12mConsumer DiscretionaryMerck & Co.MRK100,036$12mHealth CareGE VernovaGEV13,678$12mIndustrialsPhilip Morris InternationalPM70,786$12mConsumer StaplesVerizonVZ224,392$11mCommunication ServicesBank of AmericaBAC227,095$11mFinancialsPepsiCoPEP69,681$11mConsumer StaplesAmgenAMGN29,478$10mHealth CareCintasCTAS59,740$10mIndustrialsLam ResearchLRCX46,071$10mInformation TechnologyOracle CorporationORCL65,827$10mInformation TechnologyLockheed MartinLMT15,312$9mIndustrialsRTX CorporationRTX46,589$9mIndustrialsComfort Systems USAFIX6,503$9mIndustrialsAnalog DevicesADI27,448$9mInformation TechnologyAmerican ExpressAXP28,567$9mFinancialsApplied MaterialsAMAT25,281$9mInformation TechnologyGE AerospaceGE29,961$9mIndustrialsMorgan StanleyMS50,622$8mFinancialsNextEra EnergyNEE88,884$8mUtilitiesQuanta ServicesPWR14,985$8mIndustrialsCiscoCSCO105,373$8mInformation TechnologyPalo Alto NetworksPANW49,775$8mInformation TechnologyT-Mobile USTMUS37,718$8mCommunication Services
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.