Independent Advisor Alliance
Independent Advisor Alliance is a support system for financial advisors, offering compliance, consulting, and various programs to empower advisors in managing their practices.
Investment Strategy
IAA advisors design portfolios with asset allocations that align with each client’s investment objectives, focusing on minimizing transaction costs, maximizing diversification, and anticipating market fluctuations.
Latest 13F Filing Activity
Independent Advisor Alliance filed their most recent 13F report on Jun 30, 2025 disclosing 878 equity positions with a total 13F market value of $3B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Independent Advisor Alliance reduced exposure to Apple Inc., Unitedhealth Group Inc., Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (878)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.16% | $283.2M | 1,792,266 | $65.80 | $157.99 | +$99.8M |
A AAPL | APPLE INC | 5.58% | $193.5M | 943,130 | $87.87 | $205.17 | -$19.8M |
A ABCB | AMERIS BANCORP | 4.65% | $161.1M | 2,490,490 | $45.69 | $64.70 | +$17.8M |
M MSFT | MICROSOFT CORP | 4.52% | $156.8M | 315,162 | $190.76 | $497.41 | +$35.3M |
A AMZN | AMAZON COM INC | 3.77% | $130.9M | 596,496 | $115.16 | $219.39 | +$17.6M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
M Monte Jahnke | Principal | Harrisville, MI , United States | |
C Carl Venter | Principal | Chicago, IL , United States | |
 | Principal | Arlington, VA , United States | |
 | Principal | United States |
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