13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001696899
Total reported value
$4.3B
$4.3B
999 檔
27.1%
According to the latest 13F quarterly dataset, Independent Advisor Alliance managed an equity portfolio of $4.3B at the end of Q4 2025, spanning 999 distinct U.S. exchange-listed positions.
In Q4 2025, Independent Advisor Alliance displayed an active expansion posture, initiating 18 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 999 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.15% | +7.15% | +22.33% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.13% | +3.65% | +0.89% | |
| 3 | ABCB | Ameris Bancorp | Stock-Financials | 4.49% | +3.38% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.96% | +1.49% | +2.14% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | +1.89% | +1.19% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.16% | +1.31% | +0.38% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +1.28% | +0.03% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 1.95% | +0.06% | +48.78% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.73% | +1.10% | -2.69% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | +0.68% | +7.13% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.55% | +0.82% | +1.38% | |
| 12 | AMD | Advanced Micro Devices | Stock-Tech | 1.55% | +3.32% | +0.42% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.62% | -2.52% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.27% | +0.70% | -1.13% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.14% | +0.77% | -0.41% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.89% | +0.39% | -0.32% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.88% | +0.54% | -2.16% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | +0.28% | +2.21% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.35% | +5.37% | |
| 20 | CAT | Caterpillar Inc | Stock-Industrials | 0.69% | +0.54% | +6.17% | |
| 21 | NFLX | Netflix Inc | Stock-Comm Services | 0.67% | +0.12% | +942.52% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.33% | -3.55% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | +0.27% | +3.40% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -2.98% | +42.71% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | +0.28% | -19.15% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | +0.12% | -9.12% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.51% | +0.24% | +0.24% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.36% | +0.06% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -1.13% | +0.60% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | +0.22% | -3.39% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | +0.12% | -0.16% | |
| 32 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.40% | +0.19% | +9.41% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.17% | -0.49% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.39% | +0.20% | +0.69% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.39% | +0.24% | -0.69% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.38% | +0.01% | +3.81% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.35% | +0.14% | -2.02% | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.35% | +0.14% | +6.82% | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.34% | +0.22% | +4.60% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.33% | +0.13% | -4.62% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.31% | +0.18% | +2.00% | |
| 42 | MITK | Mitek Systems Inc | Stock-Other | 0.31% | +0.37% | +4.52% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.23% | +0.30% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.30% | +0.11% | -9.57% | |
| 45 | CTAS | Cintas CORP | Stock-Industrials | 0.29% | +0.12% | -10.60% | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +1.36% | +14.38% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.28% | +0.15% | +8.55% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.28% | +0.17% | -1.95% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.27% | +0.07% | -7.58% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.27% | +0.08% | -1.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +22.33% | Add |
| 2 | GLD | Spdr Gold Shares | +0.7% | +48.78% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +0.38% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.03% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | +0.42% | Add |
| 6 | LLY | Eli Lilly & Co | +0.3% | -0.41% | Trim |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +42.71% | Add |
| 8 | STX | Seagate Technology Holdings plc | +0.1% | +505.39% | Add |
| 9 | MU | Micron Technology Inc | +0.1% | +14.38% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +6.17% | Add |
| 11 | SLV | Ishares Silver Trust | +0.1% | +19.12% | Add |
| 12 | SCHB | Schwab US Broad Market ETF | +0.1% | +262.85% | Add |
| 13 | HL | Hecla Mining Co | +0.1% | +988.93% | Add |
| 14 | ACIO | Aptus Collared Invest Opp | +0.1% | +227.53% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +12.13% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +137.87% | Add |
| 17 | IAU | Ishares Gold Trust | +0.1% | +32.78% | Add |
| 18 | DY | Dycom Industries Inc | +0.1% | +930.94% | Add |
| 19 | PWR | Quanta Services Inc | +0.1% | +36.84% | Add |
| 20 | NGDN | New Gold Inc | +0.1% | +1820.95% | Add |
| 21 | DRSK | Aptus Defined Risk ETF | +0.1% | +245.29% | Add |
| 22 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +169.92% | Add |
| 23 | AAPL | Apple Inc | 0% | +0.89% | Add |
| 24 | AMGN | Amgen Inc | 0% | +8.55% | Add |
| 25 | SCHG | Schwab US Large-cap Growth | 0% | +57.23% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +24.05% | Add |
| 27 | CMI | Cummins Inc | 0% | +54.89% | Add |
| 28 | LRCX | Lam Research CORP | 0% | +4.86% | Add |
| 29 | EPD | Enterprise Products Partners | 0% | +41.92% | Add |
| 30 | B | Barrick Mining CORP | 0% | +355.08% | Add |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +136.81% | Add |
| 32 | HPE | Hewlett Packard Enterprise | 0% | +692.51% | Add |
| 33 | IDUB | Aptus Intl Enhan Yld ETF | 0% | +193.42% | Add |
| 34 | CRS | Carpenter Technology | 0% | +51.44% | Add |
| 35 | INTC | Intel CORP | 0% | +47.77% | Add |
| 36 | EQT | Eqt CORP | 0% | +167.73% | Add |
| 37 | BALL | Ball CORP | 0% | +276.49% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | +0.06% | Add |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +24.00% | Add |
| 40 | ASML | ASML Holding N.V. | 0% | +16.02% | Add |
| 41 | SCHW | Schwab (charles) CORP | 0% | +40.53% | Add |
| 42 | AMT | American Tower CORP | 0% | +184.05% | Add |
| 43 | TMO | Thermo Fisher Scientific Inc | 0% | +15.18% | Add |
| 44 | CECO | Ceco Environmental CORP | 0% | +442.58% | Add |
| 45 | GLW | Corning Inc | 0% | +37.48% | Add |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +232.92% | Add |
| 47 | JUCY | Aptus Enhanced Yield ETF | 0% | +308.96% | Add |
| 48 | 6D8 | Dupont De Nemours Inc | 0% | +517.78% | Add |
| 49 | EFX | Equifax Inc | 0% | +297.87% | Add |
| 50 | XOM | Exxon Mobil CORP | 0% | +2.21% | Add |
According to official SEC Form 13F filings, Independent Advisor Alliance reported a total U.S. public equity portfolio value of $4.3B across 999 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, ABCB) accounted for 27.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
UI
市值: $6.0M
Top Position Liquidated / Trimmed
FBT
前期市值: $5.3M
During Q4 2025, Independent Advisor Alliance's top holdings by market value included NVDA (10.2%)、AAPL (6.1%)、ABCB (4.5%). The largest single position, NVDA, represented 10.2% of total portfolio value.
In Q4 2025, Independent Advisor Alliance made 199 total portfolio adjustments, initiating 18 new buys, adding to 104 positions, trimming 65 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.