Independent Advisor Alliance has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 1,786 separate holdings held by the firm.
The report identifies Jessica Sexton as the Chief Compliance Officer responsible for the filing, which was submitted on November 10, 2026. The firm is based in Charlotte, North Carolina.
The portfolio includes a diverse mix of large-cap equities and exchange-traded funds. Notable positions include Apple Inc., with 710,799 shares; Amazon.com Inc., with 456,922 shares; and Berkshire Hathaway Inc. Class B, with 113,336 shares. The filing also lists significant positions in American Express Co., with 18,148 shares; Bristol-Myers Squibb Co., with 75,528 shares; and Conagra Brands Inc., with 78,526 shares.
The filing includes a variety of other holdings across different sectors, ranging from financial services and healthcare to technology and energy. Specific names mentioned in the filing include BlackRock Inc., Chevron Corporation, Costco Wholesale Corporation, and Cigna Group.
