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Independent Advisor Alliance, LLC
Robert Russo · Investment Advisor · Multi-Strategy
Independent Advisor Alliance, LLC (IAA) is a registered investment advisory firm based in Charlotte, North Carolina. Founded in 2013 by Robert Russo, the firm specializes in providing a robust hybrid platform and comprehensive support services to independent financial advisors. By partnering with major custodians like LPL Financial, IAA enables its network of advisors to improve operational efficiency, reduce overhead costs, and focus on delivering personalized wealth management. The institution has grown into a significant aggregator in the independent space, supporting hundreds of advisors and managing billions in client assets through a focus on community and professional development.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +23.7% |
| YTD return | +17.6% |
| Sharpe ratio | 3.66 |
| Win rate | 67% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.independentadvisoralliance.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 20.0% | +18.6% |
| AAPL | Apple Inc | 13.2% | +31.4% |
| ABCB | Ameris Bancorp | 11.7% | +10.7% |
| GOOGL | Alphabet Inc Class A | 8.6% | +40.8% |
| AMD | Advanced Micro Devices Inc | 6.6% | +233.5% |
| AMZN | Amazon.com Inc | 6.4% | +15.0% |
| MSFT | Microsoft Corporation | 5.9% | -1.6% |
| AVGO | Broadcom Inc | 3.6% | +7.0% |
| BRK-A | Berkshire Hathaway Inc | 3.4% | +2.9% |
| META | Meta Platforms Inc. | 3.0% | -4.2% |
| LLY | Eli Lilly and Company | 2.3% | +38.0% |
| TSLA | Tesla Inc | 2.2% | -20.1% |
| JPM | JPMorgan Chase & Co | 2.2% | +13.9% |
| XOM | Exxon Mobil Corp | 1.9% | +40.7% |
| MU | Micron Technology Inc | 1.8% | +36.0% |
| HD | The Home Depot Inc | 1.5% | -23.4% |
| CAT | Caterpillar Inc | 1.5% | +65.7% |
| WMT | Walmart Inc. Common Stock | 1.5% | +4.1% |
| V | Visa Inc. Class A | 1.4% | +6.9% |
| JNJ | Johnson & Johnson | 1.2% | +2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jul 6, 2026 | SELL | GOOGL | 10.1% → 8.6% |
| Jul 6, 2026 | SELL | HD | 1.5% → 1.5% |
| Jul 6, 2026 | BUY | MU | 1.3% → 1.8% |
| Jul 6, 2026 | BUY | LLY | 1.9% → 2.3% |
| Jul 6, 2026 | SELL | COST | 1.2% → 0.0% |
Investment Style Analysis
Independent Advisor Alliance, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jul 6, Independent Advisor Alliance, LLC made a significant move by reducing the position in GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Independent Advisor Alliance focuses on empowering independent advisors through a community-driven ecosystem that emphasizes operational efficiency and personalized client outcomes. Their investment philosophy centers on constructing asset allocations that align with specific client goals while working to minimize transaction costs, maximize diversification, and strategically anticipate market fluctuations. The firm utilizes a diverse range of investment vehicles, including mutual funds, exchange-traded funds (ETFs), alternative investments, and individual equity and fixed-income securities, to build customized portfolios tailored to the unique risk tolerances and time horizons of their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Independent Advisor Alliance, LLC.
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Frequently asked questions
How is the simulated portfolio for Independent Advisor Alliance, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Independent Advisor Alliance, LLC's largest holding?
As of the latest filing, Independent Advisor Alliance, LLC's top position is NVIDIA Corporation (NVDA), representing 20.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Independent Advisor Alliance, LLC's historical performance and risk profile?
Our simulation indicates a total return of +23.7% with a win rate of 67%. Notably, the portfolio maintains a Sharpe Ratio of 3.66, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Independent Advisor Alliance, LLC primarily invest in?
Independent Advisor Alliance, LLC has a strong preference for the Semiconductors sector, which makes up 32.0% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Independent Advisor Alliance, LLC's portfolio concentrated or diversified?
Independent Advisor Alliance, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Independent Advisor Alliance, LLC performed in 2026?
Our AI-simulated model portfolio for Independent Advisor Alliance, LLC tracks a Year-to-Date (YTD) return of +17.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert Russo manage Independent Advisor Alliance, LLC directly?
Yes, Robert Russo serves as the key portfolio manager for Independent Advisor Alliance, LLC, overseeing the investment strategy and final capital allocation decisions.