Institutional Manager · CIK 0001696899
Independent Advisor Alliance
CHARLOTTE, NC · File #028-17950
Latest AUM
$4.12B
Positions
1,697
Top-10 Concentration
59.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,697 pos · $4.12B
- 13F HOLDINGS REPORTQ/E Sep 20251,620 pos · $3.85B
- 13F HOLDINGS REPORTQ/E Jun 20251,541 pos · $3.47B
- 13F HOLDINGS REPORTQ/E Mar 20251,440 pos · $3.03B
- 13F HOLDINGS REPORTQ/E Dec 20242,258 pos · $7.55B
- 13F HOLDINGS REPORTQ/E Sep 20241,247 pos · $2.75B
- 13F HOLDINGS REPORTQ/E Jun 20241,222 pos · $2.92B
- 13F HOLDINGS REPORTQ/E Mar 2024821 pos · $2.77B
- 13F HOLDINGS REPORTQ/E Dec 2023750 pos · $2.21B
- 13F HOLDINGS REPORTQ/E Sep 2023765 pos · $2.27B
- 13F HOLDINGS REPORTQ/E Jun 2023757 pos · $2.07B
- 13F HOLDINGS REPORTQ/E Mar 2023494 pos · $291.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,150,363 | $214.5M | 9.33% |
| 2 | APPLE INC | AAPL | 777,236 | $211.3M | 9.19% |
| 3 | NVIDIA CORPORATION | NVDA | 1,089,739 | $203.2M | 8.84% |
| 4 | AMERIS BANCORP | ABCB | 2,490,360 | $185.0M | 8.05% |
| 5 | MICROSOFT CORP | MSFT | 282,117 | $136.4M | 5.94% |
| 6 | AMAZON COM INC | AMZN | 517,908 | $119.5M | 5.20% |
| 7 | ALPHABET INC | GOOG | 262,370 | $82.3M | 3.58% |
| 8 | SPDR GOLD TR | GLD | 183,154 | $72.6M | 3.16% |
| 9 | ALPHABET INC | GOOG | 227,885 | $71.3M | 3.10% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 282,888 | $60.6M | 2.64% |
| 11 | BROADCOM INC | AVGO | 168,265 | $58.2M | 2.53% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 115,257 | $57.9M | 2.52% |
| 13 | META PLATFORMS INC | META | 74,421 | $49.1M | 2.14% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 140,624 | $45.3M | 1.97% |
| 15 | TESLA INC | TSLA | 97,060 | $43.6M | 1.90% |
| 16 | APPLE INC | AAPL | 150,757 | $41.0M | 1.78% |
| 17 | ELI LILLY & CO | LLY | 37,693 | $40.5M | 1.76% |
| 18 | HOME DEPOT INC | HD | 94,360 | $32.5M | 1.41% |
| 19 | WALMART INC | WMT | 281,425 | $31.4M | 1.36% |
| 20 | EXXON MOBIL CORP | XOM | 253,306 | $30.5M | 1.33% |