Institutions / Independent Advisor Alliance
Independent Advisor Alliance
CIK 1696899 · Institution · as of Dec 31, 2025
Portfolio value
$4.12B
Positions
999
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 999 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $417.78M | 10.1% |
| Apple Inc. | $252.28M | 6.1% |
| Ameris Bancorp | $184.96M | 4.5% |
| Microsoft Corp | $163.23M | 4.0% |
| Amazon.com Inc | $137.45M | 3.3% |
| Alphabet Inc. | $88.93M | 2.2% |
| Alphabet Inc. | $87.59M | 2.1% |
| SPDR Gold Tr | $80.40M | 2.0% |
| Broadcom Inc. | $71.09M | 1.7% |
| Meta Platforms Inc | $64.48M | 1.6% |
| Warren E. Buffett | $63.83M | 1.6% |
| Advanced Micro Devices Inc | $63.65M | 1.5% |
| JPMORGAN CHASE & CO | $55.67M | 1.4% |
| Tesla Inc | $52.37M | 1.3% |
| ELI LILLY & Co | $47.06M | 1.1% |
| Walmart Inc. | $36.84M | 0.9% |
| Home Depot, Inc. | $36.16M | 0.9% |
| Exxon Mobil Corp | $34.40M | 0.8% |
| Visa Inc | $30.70M | 0.7% |
| Caterpillar Inc | $28.41M | 0.7% |
| Netflix Inc | $27.67M | 0.7% |
| AbbVie Inc. | $25.75M | 0.6% |
| Coca Cola Co | $22.88M | 0.6% |
| SPDR Series Trust | $22.48M | 0.5% |
| Costco Wholesale Corp /New | $22.47M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.