Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $3.71 Billion
  • Q3 2025

Independent Advisor Alliance has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.71 Billion distributed in 1620 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $342M, Apple Inc. with a value of $234M, Ameris Bancorp with a value of $183M, Microsoft Corp with a value of $171M, and Amazon Com Inc with a value of $129M.

Examining the 13F form we can see an increase of $356M in the current position value, from $3.36B to 3.71B.

Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.

Portfolio value $3.71 Billion
Technology: $1.18 Billion
Financial Services: $569 Million
ETFs: $361 Million
Consumer Cyclical: $344 Million
Communication Services: $295 Million
Industrials: $291 Million
Healthcare: $202 Million
Consumer Defensive: $188 Million
Other: $284 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.9B
$1.91 Million 0.05% of portfolio
19,404
Q3 2025 Reduced 11.81%
$68.9B
$1.93 Million 0.05% of portfolio
8,203
Q3 2025 Reduced 3.38%
$38B
$1.98 Million 0.05% of portfolio
14,626
Q3 2025 Reduced 4.74%
$89.8B
$2.04 Million 0.05% of portfolio
11,426
Q3 2025 Reduced 1.96%
$0
$1.96 Million 0.05% of portfolio
40,721
Q3 2025 Added 22.71%
$64.9B
$2.01 Million 0.05% of portfolio
23,862
Q3 2025 Reduced 33.37%
$0
$1.77 Million 0.05% of portfolio
36,027
Q3 2025 Added 1.31%
$26.8B
$2.03 Million 0.05% of portfolio
1,137
Q3 2025 Added 0.35%
$12.8B
$1.72 Million 0.05% of portfolio
13,927
Q3 2025 Added 1.47%
$39.9B
$1.76 Million 0.05% of portfolio
16,951
Q3 2025 Added 0.53%
$31.5B
$1.73 Million 0.05% of portfolio
23,677
Q3 2025 Added 1.18%
$48.1B
$1.96 Million 0.05% of portfolio
6,783
Q3 2025 Added 168.53%
$37.9B
$1.55 Million 0.04% of portfolio
18,850
Q3 2025 Reduced 3.62%
$37B
$1.41 Million 0.04% of portfolio
15,470
Q3 2025 Added 120.4%
$0
$1.32 Million 0.04% of portfolio
17,663
Q3 2025 Reduced 2.29%
$0
$1.47 Million 0.04% of portfolio
15,727
Q3 2025 Reduced 17.59%
$31.1B
$1.39 Million 0.04% of portfolio
14,434
Q3 2025 Reduced 51.66%
$0
$1.66 Million 0.04% of portfolio
30,574
Q3 2025 Added 1.23%
$3.06B
$1.61 Million 0.04% of portfolio
109,584
Q3 2025 Reduced 5.17%
$82.2B
$1.48 Million 0.04% of portfolio
6,571
Q3 2025 Added 28.94%
$51.8B
$1.36 Million 0.04% of portfolio
5,969
Q3 2025 Added 2.84%
$0
$1.35 Million 0.04% of portfolio
27,620
Q3 2025 Reduced 32.2%
$69.1B
$1.64 Million 0.04% of portfolio
19,399
Q3 2025 Added 14.07%
$25.3B
$1.65 Million 0.04% of portfolio
19,638
Q3 2025 Added 78.66%
$0
$1.62 Million 0.04% of portfolio
28,379
Q3 2025 Added 8.52%
$39.2B
$1.48 Million 0.04% of portfolio
8,818
Q3 2025 Reduced 56.41%
$114B
$1.59 Million 0.04% of portfolio
24,116
Q3 2025 Reduced 43.47%
$64.9B
$1.52 Million 0.04% of portfolio
48,653
Q3 2025 Added 8.18%
$0
$1.5 Million 0.04% of portfolio
2,004
Q3 2025 Added 1.06%
$0
$1.52 Million 0.04% of portfolio
100,932
Q3 2025 Reduced 29.07%
$18.6B
$1.66 Million 0.04% of portfolio
33,971
Q3 2025 Added 21.76%
$12.9B
$1.65 Million 0.04% of portfolio
183,718
Q3 2025 Reduced 4.19%
$0
$1.39 Million 0.04% of portfolio
11,666
Q3 2025 Added 3.64%
$26.1B
$1.51 Million 0.04% of portfolio
8,014
Q3 2025 Added 520.28%
$0
$1.35 Million 0.04% of portfolio
52,468
Q3 2025 Reduced 4.18%
$114B
$1.39 Million 0.04% of portfolio
12,174
Q3 2025 Reduced 16.16%
$87.8B
$1.33 Million 0.04% of portfolio
2,795
Q3 2025 Reduced 7.48%
$55.8B
$1.57 Million 0.04% of portfolio
11,311
Q3 2025 Added 10.15%
$5.08B
$1.6 Million 0.04% of portfolio
220,055
Q3 2025 Reduced 1.18%
$0
$1.51 Million 0.04% of portfolio
73,386
Q3 2025 Reduced 17.0%
$89.3B
$1.48 Million 0.04% of portfolio
13,539
Q3 2025 Added 4.76%
$26.6B
$1.43 Million 0.04% of portfolio
10,088
Q3 2025 Added 10.26%
$53.4B
$1.39 Million 0.04% of portfolio
17,827
Q3 2025 Added 114.65%
$875M
$1.52 Million 0.04% of portfolio
38,820
Q3 2025 Reduced 27.0%
$11B
$1.38 Million 0.04% of portfolio
60,924
Q3 2025 Reduced 1.03%
$42.6B
$1.65 Million 0.04% of portfolio
12,355
Q3 2025 Added 0.59%
$57.5B
$1.54 Million 0.04% of portfolio
5,655
Q3 2025 Added 1.86%
$10.4B
$1.58 Million 0.04% of portfolio
18,458
Q3 2025 Reduced 1.03%
$3.99B
$1.32 Million 0.04% of portfolio
14,001
Q3 2025 Added 1.07%

Summary

  • Portfolio
  • No. of Stocks 1,620
  • Current Value $3.71 Billion
  • Prior Value $3.36 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 475 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 323 stocks
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email