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Independent Advisor Alliance

Q4 2025 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    999

  • Value ($000)

    $4,117,625

  • Date Filed
    02/04/2026
  • Form type
    13F-HR
  • CIK
    0001696899
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$417.78M
10 %

2,240,102

A
AAPL

APPLE INC

COM
037833100
$252.28M
6 %

927,993

A
ABCB

AMERIS BANCORP

COM
03076K108
$184.96M
5 %

2,490,426

M
MSFT

MICROSOFT CORP

COM
594918104
$163.23M
4 %

337,508

A
AMZN

AMAZON COM INC

COM
023135106
$137.45M
3 %

595,497

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$88.93M
2 %

283,385

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$87.59M
2 %

279,825

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$80.4M
2 %

202,872

A
AVGO

BROADCOM INC

COM
11135F101
$71.09M
2 %

205,407

M
META

META PLATFORMS INC

CL A
30303M102
$64.48M
2 %

97,689

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