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JESSICA SEXTON

Independent Advisor Alliance

Assets Managed
$9.319B
Holdings
1595
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
126.33%(2Q avg: 66.67%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Advisor Alliance's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1595 positions.

Assets under management

The assets under management (AUM) of Independent Advisor Alliance over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.319B in assets, with a quarterly growth rate of 126.33% and a 2-quarter average growth rate of 66.67%. The portfolio is managed by JESSICA SEXTON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -6.84%
3.91%
$363.917M
2.087M shares@ $174.4 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 1498.36%
3.68%
$342.83M
4.479M shares@ $76.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.08%
2.38%
$221.184M
871,524 shares@ $253.8 avg price
ABCB
Ameris Bancorp
Recent Activity
Increased 6.32%
2.22%
$206.499M
2.648M shares@ $77.99 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 3472.26%
2.15%
$199.876M
841,158 shares@ $237.62 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 6743.15%
1.94%
$180.32M
1.842M shares@ $97.91 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1554.03%
1.71%
$159.318M
244,977 shares@ $650.34 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 5108.4%
1.69%
$157.303M
2.78M shares@ $56.59 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 729.71%
1.67%
$155.123M
237,478 shares@ $653.22 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -9.12%
1.22%
$113.538M
306,720 shares@ $370.17 avg price

1-10 of 1595