Institutional Fund
Independent Advisor Alliance
Charlotte, NCCIK 16968995 filings on record
Portfolio Value
$9.32B
Q1 2026
Holdings
1,595
Reported positions
New Buys
682
Opened this quarter
QoQ Change
+126.3%
from $4.12B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation3.9%
- Spdr Series Trust3.7%
- Apple Inc2.4%
- Ameris Bancorp2.2%
- Invesco Exch Traded Fd Tr II2.1%
- Spdr Series Trust1.9%
- Other83.7%
Portfolio Holdings
1,595 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 2.09M | $363.92M | 3.9% | −153.4K | Reduced |
| 2 | Spdr Series Trust | 4.48M | $342.83M | 3.7% | +4.20M | Added |
| 3 | Apple Inc | 871.5K | $221.18M | 2.4% | −56.5K | Reduced |
| 4 | Ameris Bancorp | 2.65M | $206.50M | 2.2% | +157.3K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 841.2K | $199.88M | 2.1% | +817.6K | Added |
| 6 | Spdr Series Trust | 1.84M | $180.32M | 1.9% | +1.81M | Added |
| 7 | Spdr S&P 500 ETF Tr | 245.0K | $159.32M | 1.7% | +230.2K | Added |
| 8 | Spdr Series Trust | 2.78M | $157.30M | 1.7% | +2.73M | Added |
| 9 | Ishares Tr | 237.5K | $155.12M | 1.7% | +208.9K | Added |
| 10 | Microsoft Corp | 306.7K | $113.54M | 1.2% | −30.8K | Reduced |
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