Independent Advisor Alliance
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,117,625
- Description
- Charlotte North Carolina based relationship driven wealth allocation platform with a manager led governance framework and a pragmatic and allocation disciplined investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through manager selection governance and exposure consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 999 | 4,117,625 | 13F-HR | Independent Advisor Alliance |
| Q3 2025 | 11/4/2025 | 945 | 3,848,288 | 13F-HR | Independent Advisor Alliance |
| Q2 2025 | 8/11/2025 | 889 | 3,468,059 | 13F-HR | Independent Advisor Alliance |
| Q1 2025 | 5/12/2025 | 813 | 3,027,975 | 13F-HR | Independent Advisor Alliance |
| Q4 2024 | 2/7/2025 | 1,347 | 7,550,451 | 13F-HR | Independent Advisor Alliance |
| Q3 2024 | 11/13/2024 | 704 | 2,747,544 | 13F-HR | Independent Advisor Alliance |
| Q2 2024 | 8/12/2024 | 702 | 2,919,919 | 13F-HR | Independent Advisor Alliance |
| Q1 2024 | 5/8/2024 | 702 | 2,770,425 | 13F-HR | Independent Advisor Alliance |
| Q4 2023 | 2/8/2024 | 678 | 2,776,191 | 13F-HR | Independent Advisor Alliance |
| Q3 2023 | 10/24/2023 | 650 | 2,210,953 | 13F-HR | Independent Advisor Alliance |
| Q2 2023 | 7/28/2023 | 667 | 2,269,743 | 13F-HR | Independent Advisor Alliance |
| Q1 2023 | 5/12/2023 | 669 | 2,074,185 | 13F-HR | Independent Advisor Alliance |
| Q4 2022 | 2/13/2023 | 421 | 291,023 | 13F-HR | Independent Advisor Alliance |
| Q3 2022 | 11/4/2022 | 625 | 1,714,823 | 13F-HR | Independent Advisor Alliance |
| Q2 2022 | 8/4/2022 | 619 | 1,790,942 | 13F-HR | Independent Advisor Alliance |
| Q1 2022 | 5/6/2022 | 662 | 2,077,463 | 13F-HR | Independent Advisor Alliance |
| Q4 2021 | 2/11/2022 | 675 | 2,027,289 | 13F-HR | Independent Advisor Alliance |
| Q3 2021 | 11/1/2021 | 633 | 1,798,582 | 13F-HR | Independent Advisor Alliance |
| Q2 2021 | 8/12/2021 | 618 | 1,824,980 | 13F-HR | Independent Advisor Alliance |
| Q1 2021 | 5/14/2021 | 589 | 1,686,125 | 13F-HR | Independent Advisor Alliance |
| Q4 2020 | 2/11/2021 | 591 | 1,473,569 | 13F-HR | Independent Advisor Alliance |
| Q3 2020 | 11/4/2020 | 491 | 1,317,697 | 13F-HR | Independent Advisor Alliance |
| Q2 2020 | 8/6/2020 | 493 | 934,641 | 13F-HR | Independent Advisor Alliance |
| Q1 2020 | 5/14/2020 | 431 | 687,304 | 13F-HR | Independent Advisor Alliance |
| Q4 2019 | 2/7/2020 | 889 | 2,292,001 | 13F-HR | Independent Advisor Alliance |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.977 M | 96.6% | 246.2 K | 0 | 246.2 K |
| ETFs | 134.4 K | 3.3% | 21.02 K | 0 | 21.02 K |
| Debt | 3.877 K | 0.1% | 392 | 0 | 392 |
| Other | 2.656 K | 0.1% | 1.762 K | 0 | 1.762 K |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
4,117,625
Holdings
999
QoQ value change ($000)
269,337
(7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.