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Manager record

Independent Advisor Alliance

Charlotte, NC · CIK 1696899 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$4.27BReported 13F valueQ2 2026 · as filed
1,778Holdings listed
-54.2%vs prior quartervalue change includes market moves
5Quarters on record
Aug 12Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $3.5B$3.5BQ2 20251,541 holdingsQ3 2025: $3.8B$3.8BQ3 20251,620 holdingsQ4 2025: $4.1B$4.1BQ4 20251,697 holdingsQ1 2026: $9.3B$9.3BQ1 20262,740 holdingsQ2 2026: $4.3B$4.3BQ2 20261,778 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 12 2026 13F-HR · period Q2 2026

$4.27B · 1,778 holdings listed · View original SEC filing ↗
May 12 2026 13F-HR · period Q1 2026

$9.32B · 2,740 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$4.12B · 1,697 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$3.85B · 1,620 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$3.47B · 1,541 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 12, 2026 · Change methodology