Independent Advisor Alliance
Annual return '25
+12.1%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$9.3B
Holdings
1,592
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 40.7k shares)
3.9%
02
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 196.4k shares)
3.7%
03
$AAPL
APPLE INC
Q4 2025: Exited (was 287.4k shares)
2.4%
04
$ABCB
AMERIS BANCORP
Q4 2025: Exited (was 132 shares)
2.2%
05
$QQQM
INVESCO EXCH TRADED FD TR II
Q4 2025: Exited (was 21.2k shares)
2.1%
06
$SPYG
SPDR SERIES TRUST
Q4 2025: Exited (was 26.6k shares)
1.9%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 11.9k shares)
1.7%
08
$SPYV
SPDR SERIES TRUST
Q4 2025: Exited (was 41.2k shares)
1.7%
09
$IVV
ISHARES TR
Q4 2025: Exited (was 28.5k shares)
1.7%
10
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 5.5k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:40 UTC.