Independent Advisor Alliance 13F Holdings

CIK 0001696899 · CHARLOTTE, NC

As of Sep 30, 2025, Independent Advisor Alliance reported 1,620 positions worth $3.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,831,214$341.7M11.55%
APPLE INCAAPLTechnology919,771$234.2M7.91%
AMERIS BANCORPABCBFinancial Services2,490,360 82.6M6.17%
MICROSOFT CORPMSFTTechnology330,434 71.1M5.78%
AMAZON.COM INCAMZNEquity588,506 29.2M4.37%
BROADCOM INCAVGOTechnology211,077$69.6M2.35%
ALPHABET INCGOOGEquity282,317$68.8M2.32%
ALPHABET INCGOOGLEquity279,750$68.0M2.30%
META PLATFORMS INCMETACommunication Services91,187$67.0M2.26%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services125,254$63.0M2.13%
JPMORGAN CHASE & COJPMFinancial Services177,249$55.9M1.89%
TESLA INCTSLAConsumer Cyclical117,793$52.4M1.77%
SPDR GOLD TRUSTGQ9—136,358$48.5M1.64%
ADVANCED MICRO DEVICES INCAMDEquity284,056$46.0M1.55%
HOME DEPOT INCHDConsumer Cyclical107,395$43.5M1.47%
WALMART INCWMTConsumer Defensive331,784$34.2M1.16%
NETFLIX INCNFLXCommunication Services28,311$33.9M1.15%
ELI LILLY & COLLYHealthcare43,972$33.6M1.13%
EXXON MOBIL CORPXOMEnergy279,710$31.5M1.07%
COSTCO WHOLESALE CORPCOSTConsumer Defensive32,229$29.8M1.01%
VISA INC-CLASS A SHARESVFinancial Services83,071$28.4M0.96%
ABBVIE INCABBVEquity116,871$27.1M0.91%
PALANTIR TECHNOLOGIES INCPLTRTechnology136,522$24.9M0.84%
ORACLE CORPORCLTechnology73,486$20.7M0.70%
COCA COLA COKOConsumer Defensive301,002$20.0M0.67%