Independent Solutions Wealth Management
Latest statistics and disclosures from Independent Solutions Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, AAPL, COST, NVDA, AVGO, and represent 17.30% of Independent Solutions Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IMTM, LEXI, UNH, SHV, IAU, GOOGL, AAPL, APP, SHYG, IVW.
- Started 17 new stock positions in COIN, TRP, IWM, CAT, MLM, MMC, AGNC, IMTM, THO, IYW. XAR, BA, VOT, UNH, ASML, AMD, SOXX.
- Reduced shares in these 10 stocks: TTD, PLTR, MOD, , HON, VUG, VB, VTV, VTI, MRVL.
- Sold out of its positions in CPRT, IYC, IYJ, IYF, EFAV, HEZU, MRVL, MOD, MDLZ, SPY. VXUS, VEA, VCSH, VUG, VTV, VB, VTI.
- Independent Solutions Wealth Management was a net buyer of stock by $10M.
- Independent Solutions Wealth Management has $563M in assets under management (AUM), dropping by 9.91%.
- Central Index Key (CIK): 0001818391
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Portfolio Holdings for Independent Solutions Wealth Management
Independent Solutions Wealth Management holds 178 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.8 | $21M | +2% | 176k | 120.72 |
|
| Apple (AAPL) | 3.7 | $21M | +3% | 83k | 254.63 |
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| Costco Wholesale Corporation (COST) | 3.5 | $20M | +2% | 21k | 925.62 |
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| NVIDIA Corporation (NVDA) | 3.4 | $19M | 104k | 186.58 |
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| Broadcom (AVGO) | 2.9 | $16M | 49k | 329.91 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.9 | $16M | 78k | 206.51 |
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| Palantir Technologies Cl A (PLTR) | 2.9 | $16M | -9% | 88k | 182.42 |
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| Listed Fds Tr Alexis Practical (LEXI) | 2.8 | $16M | +13% | 454k | 34.73 |
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| Microsoft Corporation (MSFT) | 2.1 | $12M | +2% | 23k | 517.94 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $12M | 117k | 100.25 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $11M | 125k | 87.31 |
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| Ishares Tr Short Treas Bd (SHV) | 1.8 | $10M | +15% | 94k | 110.49 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.8 | $10M | 93k | 107.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $9.6M | 301k | 31.91 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.6 | $9.2M | 141k | 65.26 |
|
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.6 | $9.2M | 317k | 29.11 |
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| Applovin Corp Com Cl A (APP) | 1.6 | $8.9M | +7% | 12k | 718.54 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $7.6M | 52k | 145.65 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.3 | $7.4M | -4% | 52k | 143.18 |
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| Amazon (AMZN) | 1.3 | $7.3M | +3% | 33k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $7.1M | +12% | 29k | 243.10 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $7.0M | 85k | 82.96 |
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| Meta Platforms Cl A (META) | 1.2 | $6.9M | +3% | 9.4k | 734.39 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $6.6M | 279k | 23.47 |
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| Ishares Gold Tr Ishares New (IAU) | 1.1 | $6.0M | +19% | 82k | 72.77 |
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| Cisco Systems (CSCO) | 1.1 | $5.9M | +3% | 87k | 68.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $5.9M | 8.9k | 669.32 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $5.7M | 39k | 148.61 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $5.6M | 47k | 118.83 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.0 | $5.6M | 221k | 25.13 |
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| Visa Com Cl A (V) | 0.9 | $5.1M | +4% | 15k | 341.38 |
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| Netflix (NFLX) | 0.9 | $4.9M | +2% | 4.1k | 1198.99 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $4.8M | 198k | 24.40 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.9 | $4.8M | 206k | 23.28 |
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| Arista Networks Com Shs (ANET) | 0.8 | $4.6M | 31k | 145.71 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $4.4M | +2% | 39k | 112.75 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $4.3M | 146k | 29.64 |
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| Eaton Corp SHS (ETN) | 0.7 | $4.1M | 11k | 374.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $4.1M | 8.4k | 490.38 |
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| Chevron Corporation (CVX) | 0.7 | $4.1M | +2% | 26k | 155.29 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $3.9M | +5% | 35k | 111.47 |
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| Altria (MO) | 0.7 | $3.9M | +6% | 60k | 66.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $3.8M | 148k | 25.71 |
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| Home Depot (HD) | 0.7 | $3.8M | +7% | 9.3k | 405.17 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $3.8M | +2% | 31k | 122.45 |
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| Lamar Advertising Cl A (LAMR) | 0.7 | $3.7M | 31k | 122.42 |
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| Philip Morris International (PM) | 0.6 | $3.7M | +3% | 23k | 162.20 |
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| Zscaler Incorporated (ZS) | 0.6 | $3.6M | 12k | 299.65 |
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| Cloudflare Cl A Com (NET) | 0.6 | $3.6M | +12% | 17k | 214.59 |
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| Coca-Cola Company (KO) | 0.6 | $3.6M | +2% | 54k | 66.32 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $3.5M | +4% | 20k | 170.85 |
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| Bank of America Corporation (BAC) | 0.6 | $3.4M | +7% | 66k | 51.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.3M | 14k | 243.55 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.6 | $3.3M | +21% | 75k | 43.30 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.6 | $3.2M | 116k | 27.81 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | +11% | 10k | 315.43 |
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| Intuit (INTU) | 0.6 | $3.2M | 4.7k | 682.89 |
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| McDonald's Corporation (MCD) | 0.5 | $3.1M | +6% | 10k | 303.89 |
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| Casey's General Stores (CASY) | 0.5 | $3.1M | +2% | 5.5k | 565.33 |
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| Abbvie (ABBV) | 0.5 | $3.1M | 13k | 231.54 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $3.1M | +16% | 60k | 50.73 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.5 | $3.1M | +11% | 60k | 51.09 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $3.0M | +16% | 30k | 100.69 |
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| Pjt Partners Com Cl A (PJT) | 0.5 | $3.0M | +2% | 17k | 177.73 |
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| United Rentals (URI) | 0.5 | $2.9M | +2% | 3.0k | 954.73 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $2.9M | +2% | 42k | 68.81 |
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| International Business Machines (IBM) | 0.5 | $2.8M | -7% | 10k | 282.17 |
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| Southern Copper Corporation (SCCO) | 0.5 | $2.8M | 23k | 121.36 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.8M | +3% | 103k | 27.30 |
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| Amgen (AMGN) | 0.5 | $2.7M | 9.5k | 282.20 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.6M | 14k | 185.42 |
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| Qualcomm (QCOM) | 0.4 | $2.5M | +8% | 15k | 166.36 |
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| Arm Holdings Sponsored Ads (ARM) | 0.4 | $2.5M | +3% | 18k | 141.49 |
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| Goldman Sachs (GS) | 0.4 | $2.5M | 3.1k | 796.30 |
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| Palo Alto Networks (PANW) | 0.4 | $2.4M | +2% | 12k | 203.62 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.4M | +2% | 85k | 27.90 |
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| Sempra Energy (SRE) | 0.4 | $2.4M | 26k | 89.98 |
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| Valero Energy Corporation (VLO) | 0.4 | $2.3M | 13k | 170.25 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $2.2M | 12k | 183.73 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.4 | $2.2M | 108k | 20.69 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.2M | +7% | 13k | 167.33 |
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| MercadoLibre (MELI) | 0.4 | $2.1M | +4% | 909.00 | 2336.94 |
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| Phillips 66 (PSX) | 0.4 | $2.1M | -4% | 15k | 136.02 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $2.0M | +15% | 8.0k | 256.45 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $2.0M | +9% | 3.6k | 568.81 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.0M | +5% | 4.2k | 468.41 |
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| Ferrari Nv Ord (RACE) | 0.3 | $2.0M | +4% | 4.0k | 485.25 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.3 | $2.0M | NEW | 41k | 47.88 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.3 | $1.9M | +19% | 28k | 68.12 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.9M | +8% | 9.7k | 192.74 |
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| Enbridge (ENB) | 0.3 | $1.8M | +4% | 36k | 50.46 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.8M | +5% | 17k | 103.06 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $1.8M | 82k | 21.57 |
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| Verizon Communications (VZ) | 0.3 | $1.7M | +5% | 38k | 43.95 |
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| Procter & Gamble Company (PG) | 0.3 | $1.7M | +5% | 11k | 153.64 |
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| UnitedHealth (UNH) | 0.3 | $1.6M | NEW | 4.7k | 345.30 |
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| PNC Financial Services (PNC) | 0.3 | $1.6M | +8% | 7.8k | 200.93 |
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| Merck & Co (MRK) | 0.3 | $1.5M | 18k | 83.93 |
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| Cme (CME) | 0.2 | $1.4M | +6% | 5.2k | 270.19 |
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| Rbc Cad (RY) | 0.2 | $1.4M | 9.5k | 147.32 |
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| National Fuel Gas (NFG) | 0.2 | $1.4M | 15k | 92.37 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $1.3M | -60% | 28k | 49.01 |
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| Newmont Mining Corporation (NEM) | 0.2 | $1.3M | +8% | 15k | 84.31 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.3M | 3.6k | 346.53 |
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| Cummins (CMI) | 0.2 | $1.3M | -4% | 3.0k | 422.37 |
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| Nike CL B (NKE) | 0.2 | $1.2M | +3% | 18k | 69.73 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.0M | +16% | 7.7k | 133.90 |
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| Gilead Sciences (GILD) | 0.2 | $1.0M | 9.1k | 111.00 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | +19% | 2.3k | 444.72 |
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| Air Products & Chemicals (APD) | 0.2 | $931k | 3.4k | 272.72 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $877k | +6% | 2.5k | 352.79 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $750k | -3% | 10k | 74.49 |
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| Virtu Finl Cl A (VIRT) | 0.1 | $722k | 20k | 35.50 |
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| Oracle Corporation (ORCL) | 0.1 | $695k | +49% | 2.5k | 281.24 |
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| Honeywell International (HON) | 0.1 | $681k | -60% | 3.2k | 210.50 |
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| Eli Lilly & Co. (LLY) | 0.1 | $643k | +3% | 843.00 | 763.00 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $625k | -2% | 11k | 59.69 |
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| Dell Technologies CL C (DELL) | 0.1 | $611k | -3% | 4.3k | 141.76 |
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| Corning Incorporated (GLW) | 0.1 | $601k | +4% | 7.3k | 82.03 |
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| Crown Castle Intl (CCI) | 0.1 | $588k | -2% | 6.1k | 96.49 |
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| Capital One Financial (COF) | 0.1 | $554k | +17% | 2.6k | 212.62 |
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| Pepsi (PEP) | 0.1 | $534k | +6% | 3.8k | 140.44 |
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| Dillards Cl A (DDS) | 0.1 | $492k | 800.00 | 614.48 |
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| salesforce (CRM) | 0.1 | $489k | +10% | 2.1k | 237.00 |
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| Ford Motor Company (F) | 0.1 | $483k | 40k | 11.96 |
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| Abbott Laboratories (ABT) | 0.1 | $473k | +37% | 3.5k | 133.94 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $452k | NEW | 1.3k | 337.49 |
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| Union Pacific Corporation (UNP) | 0.1 | $433k | +8% | 1.8k | 236.40 |
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| American Express Company (AXP) | 0.1 | $432k | 1.3k | 332.16 |
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| Waste Management (WM) | 0.1 | $428k | 1.9k | 220.88 |
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| Commercial Metals Company (CMC) | 0.1 | $423k | -4% | 7.4k | 57.28 |
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| M&T Bank Corporation (MTB) | 0.1 | $422k | 2.1k | 197.64 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $417k | 2.3k | 177.90 |
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| Micron Technology (MU) | 0.1 | $409k | -2% | 2.4k | 167.32 |
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| L3harris Technologies (LHX) | 0.1 | $408k | -5% | 1.3k | 305.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $388k | +59% | 772.00 | 502.74 |
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| Pfizer (PFE) | 0.1 | $384k | -10% | 15k | 25.48 |
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| Garmin SHS (GRMN) | 0.1 | $379k | -5% | 1.5k | 246.23 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $378k | NEW | 1.9k | 195.86 |
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| Constellation Brands Cl A (STZ) | 0.1 | $375k | -5% | 2.8k | 134.67 |
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| Intel Corporation (INTC) | 0.1 | $368k | -2% | 11k | 33.55 |
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| At&t (T) | 0.1 | $367k | 13k | 28.24 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $356k | +41% | 733.00 | 485.02 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $345k | +12% | 2.8k | 123.59 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $344k | NEW | 1.2k | 293.79 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $341k | -22% | 7.1k | 47.94 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $341k | NEW | 1.3k | 271.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $334k | 939.00 | 355.47 |
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| Carvana Cl A (CVNA) | 0.1 | $324k | 860.00 | 377.24 |
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| Norfolk Southern (NSC) | 0.1 | $318k | +18% | 1.1k | 300.41 |
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| Booking Holdings (BKNG) | 0.1 | $308k | 57.00 | 5399.26 |
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| Independence Realty Trust In (IRT) | 0.1 | $298k | -14% | 18k | 16.39 |
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| Devon Energy Corporation (DVN) | 0.1 | $291k | -4% | 8.3k | 35.06 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $279k | 5.3k | 53.03 |
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| Advanced Micro Devices (AMD) | 0.0 | $278k | NEW | 1.7k | 161.79 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $268k | NEW | 277.00 | 968.09 |
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| Caterpillar (CAT) | 0.0 | $267k | NEW | 560.00 | 477.15 |
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| Servicenow (NOW) | 0.0 | $253k | -19% | 275.00 | 920.28 |
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| Becton, Dickinson and (BDX) | 0.0 | $247k | 1.3k | 187.17 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $240k | 536.00 | 447.74 |
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| Stock Yards Ban (SYBT) | 0.0 | $237k | 3.4k | 69.99 |
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| Tyson Foods Cl A (TSN) | 0.0 | $235k | 4.3k | 54.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $226k | NEW | 933.00 | 241.96 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $223k | NEW | 1.1k | 201.50 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $221k | -5% | 2.1k | 104.51 |
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| Martin Marietta Materials (MLM) | 0.0 | $221k | NEW | 350.00 | 630.28 |
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| Walt Disney Company (DIS) | 0.0 | $218k | -9% | 1.9k | 114.48 |
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| Tc Energy Corp (TRP) | 0.0 | $218k | NEW | 4.0k | 54.41 |
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| Thor Industries (THO) | 0.0 | $211k | NEW | 2.0k | 103.69 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $208k | 298.00 | 698.00 |
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| T. Rowe Price (TROW) | 0.0 | $208k | -6% | 2.0k | 102.64 |
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| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $205k | NEW | 871.00 | 234.96 |
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| Boeing Company (BA) | 0.0 | $204k | NEW | 945.00 | 215.83 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $193k | +4% | 12k | 15.94 |
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| Northwest Bancshares (NWBI) | 0.0 | $153k | 12k | 12.39 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $98k | NEW | 10k | 9.79 |
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| Enel Chile Sponsored Adr (ENIC) | 0.0 | $87k | 22k | 3.89 |
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| 8x8 (EGHT) | 0.0 | $39k | -5% | 19k | 2.12 |
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Past Filings by Independent Solutions Wealth Management
SEC 13F filings are viewable for Independent Solutions Wealth Management going back to 2019
- Independent Solutions Wealth Management 2025 Q3 filed Oct. 23, 2025
- Independent Solutions Wealth Management 2025 Q2 filed July 23, 2025
- Independent Solutions Wealth Management 2025 Q1 filed April 23, 2025
- Independent Solutions Wealth Management 2024 Q4 filed Feb. 11, 2025
- Independent Solutions Wealth Management 2020 Q1 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2020 Q2 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2020 Q3 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2020 Q4 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2021 Q1 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2021 Q2 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2021 Q3 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2021 Q4 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2022 Q1 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2022 Q2 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2022 Q3 filed Dec. 19, 2024
- Independent Solutions Wealth Management 2022 Q4 filed Dec. 19, 2024