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Independent Advisor Alliance

All holdings · as of Dec 31, 2025

999 positions

CompanyClassValueShares% of portfolio
ONEOK Inc$2.08M28,3020.1%
KIMBERLY CLARK CORP$2.07M20,4890.1%
Tencent Music Entertainment GroupTMEADR$2.06M117,2710.0%
SPDR SERIES TRUST$2.04M42,4280.0%
Prologis Inc$2.03M15,9340.0%
MANULIFE FINL CORP$2.03M56,0270.0%
Hewlett Packard Enterprise Co$2.02M84,1650.0%
SYNOPSYS INC$2.02M4,2940.0%
TE Connectivity PLC$2.00M8,8030.0%
NOVO-NORDISK A S$1.97M38,7890.0%
EXPAND ENERGY Corp$1.96M17,7150.0%
ANTERO RESOURCES Corp$1.94M56,3780.0%
Oaktree Specialty Lending CorpOCSLCommon Stock$1.94M151,9890.0%
ALLSTATE CORP$1.93M9,2830.0%
Edwards Lifesciences Corp$1.91M22,3750.0%
FLEXSHARES TR$1.90M38,7180.0%
PRUDENTIAL FINANCIAL INC$1.90M16,8440.0%
BALL Corp$1.89M35,6540.0%
LPL Financial Holdings Inc.$1.88M5,2580.0%
General Motors Co$1.88M23,0640.0%
ISHARES TR$1.87M36,7590.0%
VANGUARD INTL EQUITY INDEX F$1.87M34,7650.0%
CECO ENVIRONMENTAL CORPCECOCommon Stock$1.85M30,9870.0%
DORCHESTER MINERALS, L.P.$1.85M82,7500.0%
LTC PROPERTIES INC$1.85M53,7740.0%
VANECK ETF TRUST$1.85M5,1330.0%
INVESCO EXCHANGE TRADED FD T$1.85M39,3780.0%
Archer-Daniels-Midland Co$1.84M32,0380.0%
STARBUCKS CORP$1.81M21,5250.0%
DTE ENERGY CO$1.80M13,9700.0%
Jackson Financial Inc.$1.80M16,8500.0%
Public Storage$1.80M6,9200.0%
VANGUARD TAX-MANAGED FDS$1.78M28,5610.0%
FIRST TR EXCHANGE-TRADED FD$1.78M36,1450.0%
Digital Realty Trust Inc$1.76M11,3490.0%
ISHARES TR$1.75M18,2190.0%
VANGUARD SCOTTSDALE FDS$1.73M29,4820.0%
DuPont de Nemours, Inc.$1.69M42,0520.0%
ROPER TECHNOLOGIES INC$1.69M3,7880.0%
LITHIA MOTORS INC$1.68M5,0420.0%
JABIL INC$1.67M7,3240.0%
Monster Beverage Corp$1.67M21,7660.0%
Targa Resources Corp$1.67M9,0340.0%
Fortinet Inc$1.67M20,9860.0%
BOSTON SCIENTIFIC CORP$1.67M17,4740.0%
EASTMAN CHEMICAL CO$1.67M26,0940.0%
SCHWAB STRATEGIC TR$1.66M68,8890.0%
GENTEX CORP$1.65M71,0260.0%
ELECTRONIC ARTS INC.$1.61M7,8770.0%
Axon Enterprise Inc$1.61M2,8340.0%
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