13F Filings History of Independent Advisor Alliance

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$4,117,624,578
Signature - Title
Jessica Sexton - CCO
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by Independent Advisor Alliance. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independent Advisor Alliance reported 999 stock holdings with total value $4,117,624,578 as of Q4 2025. Top holdings included NVDA, AAPL, ABCB, MSFT, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 999 $4,117,624,578 +$361,621,416 -$129,043,867 +$232,577,549 NVDA, AAPL, ABCB, MSFT, AMZN 13F-HR 04 Feb 2026, 16:04
Q3 2025 945 $3,848,287,535 +$229,156,810 -$143,310,118 +$85,846,692 NVDA, AAPL, ABCB, MSFT, AMZN 13F-HR 04 Nov 2025, 09:41
Q2 2025 889 $3,468,058,620 +$245,835,495 -$138,551,772 +$107,283,723 NVDA, AAPL, ABCB, MSFT, AMZN 13F-HR 11 Aug 2025, 11:44
Q1 2025 813 $3,027,974,667 +$131,744,706 -$4,440,481,119 -$4,308,736,413 AAPL, NVDA, ABCB, MSFT, AMZN 13F-HR 12 May 2025, 15:44
Q4 2024 1,348 $7,550,450,639 +$4,844,763,716 -$89,168,481 +$4,755,595,235 AAPL, NVDA, SPLG, ABCB, SPYG 13F-HR 07 Feb 2025, 15:36
Q3 2024 704 $2,747,544,205 +$166,458,422 -$459,542,094 -$293,083,672 AAPL, ABCB, NVDA, MSFT, AMZN 13F-HR 12 Nov 2024, 20:59
Q2 2024 702 $2,919,918,997 +$315,526,883 -$121,215,027 +$194,311,856 AAPL, NVDA, MSFT, ABCB, VTI 13F-HR 12 Aug 2024, 16:44
Q1 2024 702 $2,770,424,860 +$121,782,617 -$368,805,579 -$247,022,962 AAPL, MSFT, ABCB, VTI, AMZN 13F-HR 08 May 2024, 10:39
Q4 2023 679 $2,773,060,728 +$377,119,991 -$69,509,725 +$307,610,266 VTI, AAPL, ABCB, MSFT, AMZN 13F-HR 08 Feb 2024, 17:19
Q3 2023 650 $2,210,953,488 +$112,678,519 -$98,500,066 +$14,178,453 AAPL, MSFT, ABCB, VTI, AMZN 13F-HR 24 Oct 2023, 11:13
Q2 2023 667 $2,269,742,927 +$125,535,530 -$68,885,160 +$56,650,370 AAPL, MSFT, VTI, ABCB, AMZN 13F-HR 28 Jul 2023, 16:47
Q1 2023 669 $2,074,185,496 +$266,255,894 -$102,929,638 +$163,326,256 AAPL, MSFT, VTI, ABCB, AMZN 13F-HR 12 May 2023, 11:41
Q4 2022 422 $1,817,272,589 +$219,091,075 -$223,367,538 -$4,276,463 AAPL, ABCB, MSFT, VTI, AMZN 13F-HR 13 Feb 2023, 15:05
Q3 2022 624 $1,714,820,000 +$202,367,039 -$122,756,351 +$79,610,688 AAPL, MSFT, AMZN, VTI, VTEB 13F-HR 04 Nov 2022, 10:23
Q2 2022 618 $1,790,923,000 +$235,436,970 -$114,522,959 +$120,914,011 AAPL, MSFT, AMZN, GOOGL, PG 13F-HR 04 Aug 2022, 10:55
Q1 2022 662 $2,077,376,000 +$271,877,236 -$122,541,434 +$149,335,802 AAPL, MSFT, AMZN, GOOGL, HD 13F-HR 06 May 2022, 12:53
Q4 2021 675 $2,025,522,000 +$176,692,048 -$99,718,431 +$76,973,617 AAPL, MSFT, AMZN, GOOGL, HD 13F-HR 10 Feb 2022, 18:22
Q3 2021 633 $1,797,968,000 +$135,346,872 -$129,691,098 +$5,655,774 AAPL, AMZN, MSFT, GOOGL, HD 13F-HR 01 Nov 2021, 16:04
Q2 2021 617 $1,824,749,000 +$153,235,747 -$133,231,437 +$20,004,310 AAPL, AMZN, MSFT, GOOGL, HD 13F-HR 12 Aug 2021, 14:53
Q1 2021 589 $1,686,125,000 +$242,168,759 -$85,593,431 +$156,575,328 AAPL, AMZN, MSFT, GOOGL, JNJ 13F-HR 14 May 2021, 16:19
Q4 2020 540 $1,472,042,000 +$145,719,706 -$123,758,515 +$21,961,191 AAPL, AMZN, MSFT, GOOGL, V 13F-HR 11 Feb 2021, 11:14
Q3 2020 499 $1,317,178,000 +$450,635,966 -$80,965,234 +$369,670,732 AAPL, AMZN, MSFT, HD, PG 13F-HR 04 Nov 2020, 11:46
Q2 2020 487 $925,789,000 +$144,236,607 -$48,776,609 +$95,459,998 AAPL, AMZN, MSFT, PG, V 13F-HR 06 Aug 2020, 14:37
Q1 2020 417 $686,505,000 +$73,896,621 -$1,430,314,704 -$1,356,418,083 AAPL, AMZN, MSFT, PG, V 13F-HR 14 May 2020, 14:07
Q4 2019 880 $2,291,814,000 +$1,467,428,645 -$50,009,238 +$1,417,419,407 IVV, USMV, AAPL, QQQ, SPY 13F-HR 06 Feb 2020, 21:34
Q3 2019 449 $818,555,000 +$114,102,371 -$34,346,315 +$79,756,056 AAPL, AMZN, MSFT, PG, V 13F-HR 12 Nov 2019, 07:20
Q2 2019 444 $690,929,000 +$74,158,538 -$84,847,621 -$10,689,083 AAPL, AMZN, MSFT, V, PG 13F-HR 12 Aug 2019, 17:21
Q1 2019 435 $709,505,000 +$128,680,394 -$51,092,352 +$77,588,042 AAPL, AMZN, MSFT, PG, V 13F-HR 07 May 2019, 13:18
Q4 2018 399 $563,367,000 +$135,691,526 -$43,431,474 +$92,260,052 AAPL, AMZN, MSFT, V, PG 13F-HR 12 Feb 2019, 14:47
Q3 2018 365 $439,108,000 +$68,449,436 -$55,672,769 +$12,776,667 V, NFLX, HD, JNJ, UNH 13F-HR 13 Nov 2018, 09:43
Q2 2018 344 $402,398,000 +$43,333,668 -$27,407,511 +$15,926,157 MSFT, META, V, HD, JNJ 13F-HR 08 Aug 2018, 16:51
Q1 2018 343 $401,951,000 +$50,945,260 -$59,218,061 -$8,272,801 MSFT, META, V, JPM, JNJ 13F-HR 15 May 2018, 12:20
Q4 2017 324 $442,838,000 +$65,769,027 -$14,501,215 +$51,267,812 AAPL, AMZN, META, MSFT, HD 13F-HR 14 Feb 2018, 16:14
Q3 2017 271 $363,690,000 +$50,778,291 -$18,934,922 +$31,843,369 AAPL, AMZN, META, MO, MSFT 13F-HR 15 Nov 2017, 09:52
Q2 2017 242 $301,746,000 +$52,006,162 -$374,137,456 -$322,131,294 AAPL, AMZN, META, MO, JNJ 13F-HR 14 Aug 2017, 15:54
Q1 2017 398 $631,030,000 +$407,818,653 -$18,598,369 +$389,220,284 VTI, AAPL, AGG, QQQ, PGX 13F-HR 09 May 2017, 17:17
Q4 2016 182 $232,686,000 $0 $0 $0 AAPL, MO, PM, META, T Restatement 19 May 2017, 11:39