SEC 13F Intelligence

Managers / Q1 2026

Independent Advisor Alliance

CIK 0001696899 · 11215 N. COMMUNITY HOUSE ROAD, SUITE 775, CHARLOTTE, NC, 28277 · 980-318-5425

Reported Value
$9.3B
Q1 2026
Positions
2,740
Filings on Record
30
2019–present window
Filed
May 12, 2026
original filing

Summary

Independent Advisor Alliance reported $9.3B in U.S.-listed holdings across 2,740 positions for Q1 2026.

Compared with Q4 2025, the fund opened 682 new positions and exited 86.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $565MQ4 ’18Q1 ’19: $711MQ2 ’19: $691MQ3 ’19: $819MQ4 ’19: $2.3BQ4 ’19Q1 ’20: $687MQ2 ’20: $935MQ3 ’20: $1.3BQ4 ’20: $1.5BQ4 ’20Q1 ’21: $1.7BQ2 ’21: $1.8BQ3 ’21: $1.8BQ4 ’21: $2.0BQ4 ’21Q1 ’22: $2.1BQ2 ’22: $1.8BQ3 ’22: $1.7BQ4 ’22: $291.0BQ4 ’22Q1 ’23: $2.1BQ2 ’23: $2.3BQ3 ’23: $2.2BQ4 ’23: $2.8BQ4 ’23Q1 ’24: $2.8BQ2 ’24: $2.9BQ3 ’24: $2.7BQ4 ’24: $7.6BQ4 ’24Q1 ’25: $3.0BQ2 ’25: $3.5BQ3 ’25: $3.8BQ4 ’25: $4.1BQ4 ’25Q1 ’26: $9.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9.3B2,740May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.1B1,697Feb 4, 202613F-HRchanges · EDGAR ↗
Q3 2025$3.8B1,620Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.5B1,541Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.0B1,440May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.6B2,258Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$2.7B1,247Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$2.9B1,222Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$2.8B821May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$2.8B833Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$2.2B750Oct 24, 202313F-HRchanges · EDGAR ↗
Q2 2023$2.3B765Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$2.1B757May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$291.0B494Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.7B692Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.8B677Aug 4, 202213F-HRchanges · EDGAR ↗
Q1 2022$2.1B710May 6, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.0B725Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.8B680Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.8B676Aug 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.7B646May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B646Feb 11, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.3B534Nov 4, 202013F-HRchanges · EDGAR ↗
Q2 2020$935M536Aug 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$687M474May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.3B1,042Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$819M522Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$691M502Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$711M475May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$565M442Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.