Independent Advisor Alliance

Q3 2025 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    945

  • Value ($000)

    $3,848,288

  • Date Filed
    11/04/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$341.67M
9 %

1,831,214

A
AAPL

APPLE INC

COM
037833100
$234.20M
6 %

919,771

A
ABCB

AMERIS BANCORP

COM
03076K108
$182.57M
5 %

2,490,426

M
MSFT

MICROSOFT CORP

COM
594918104
$171.15M
4 %

330,434

A
AMZN

AMAZON COM INC

COM
023135106
$129.22M
3 %

588,506

A
AVGO

BROADCOM INC

COM
11135F101
$69.64M
2 %

211,077

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$68.76M
2 %

282,317

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$68.01M
2 %

279,750

M
META

META PLATFORMS INC

CL A
30303M102
$66.97M
2 %

91,187

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$62.97M
2 %

125,254

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