Long-term investor
Independent Advisor Alliance @independentadvisorallian
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001696899).
Record
- Tracked since 2025-06-30 (446 days), 360 trades recorded
- Returns: week n/a · month n/a · 90 days +10.9% · 6 months n/a · 1 year +19.8% · all +19.8%
- Max drawdown n/a · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 11.1% · long · since 2025-06-30
- AAPL · 6.0% · long · since 2025-06-30
- ABCB · 5.6% · long · since 2025-06-30
- AMD · 3.9% · long · since 2025-06-30
- AMZN · 3.1% · long · since 2025-06-30
- MSFT · 2.7% · long · since 2025-06-30
- 02079K107 · 2.1% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- AVGO · 1.8% · long · since 2025-06-30
- MU · 1.5% · long · since 2025-06-30
- BRK-B · 1.5% · long · since 2025-06-30
- META · 1.3% · long · since 2025-06-30