Independent Advisor Alliance
•CIK: 1696899•Filing: Q4 2025
Independent Advisor Alliance, managed by the seasoned team of John C. Carlson and John A. Carlson, is known for its concentrated, high-conviction strategy, currently holding 999 positions with a focus on technology and growth sectors. Recently, the fund has made notable moves by adding SCHB and ACIO, up 270% and 230% respectively, while exiting positions in FBT and PPH, reflecting its dynamic approach to capitalizing on emerging opportunities.
Total AUM
$4.1B
QoQ Performance
+7.0%
Positions
822
Top 10 Concentration
45.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
NVDA10.1%
AAPL6.1%
ABCB4.5%
MSFT4.0%
AMZN3.3%
GOOG2.2%
GOOGL2.1%
GQ92.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology38.2%
Other30.1%
Consumer9.8%
Financial7.2%
Healthcare4.8%
Industrial2.8%
Communication1.8%
Energy1.3%
🚪 Exited Positionssold since Q3 2025
+743 more exited positions
Changes from Q3 2025
NEW3 new positions
↑111 increased
↓85 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023