Independent Solutions Wealth Management
Latest statistics and disclosures from Independent Solutions Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, LEXI, IVW, AVGO, and represent 17.35% of Independent Solutions Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX, PAG, LEXI, IXUS, SHV, LQD, HON, IVV, TTE, SHYG.
- Started 11 new stock positions in AAXJ, ISRG, TJX, TM, IXUS, EEM, SPY, ILF, PAG, NUE. TTE.
- Reduced shares in these 10 stocks: COST (-$8.4M), IVW, TXN, BSCP, RACE, PLTR, JPM, TTD, APP, AVGO.
- Sold out of its positions in BDX, BA, COIN, STZ, BSCP, IXP, SOXX, Marsh & McLennan Companies, PFE, SMCI. TXN, TTD, THO, Total, SPOT, RACE.
- Independent Solutions Wealth Management was a net seller of stock by $-16M.
- Independent Solutions Wealth Management has $544M in assets under management (AUM), dropping by -3.31%.
- Central Index Key (CIK): 0001818391
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Portfolio Holdings for Independent Solutions Wealth Management
Independent Solutions Wealth Management holds 173 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.1 | $22M | 82k | 271.86 |
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| NVIDIA Corporation (NVDA) | 3.5 | $19M | -2% | 102k | 186.50 |
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| Listed Fds Tr Alexis Practical (LEXI) | 3.4 | $19M | +15% | 523k | 35.60 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.4 | $19M | -14% | 150k | 123.26 |
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| Broadcom (AVGO) | 3.0 | $16M | -4% | 47k | 346.10 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.9 | $16M | -3% | 75k | 212.07 |
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| Palantir Technologies Cl A (PLTR) | 2.6 | $14M | -10% | 79k | 177.75 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 2.3 | $12M | +19% | 112k | 110.15 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $11M | -4% | 112k | 99.88 |
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| Microsoft Corporation (MSFT) | 2.0 | $11M | 23k | 483.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.9 | $11M | -5% | 118k | 89.46 |
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| Costco Wholesale Corporation (COST) | 1.8 | $9.8M | -46% | 11k | 862.35 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $9.6M | -2% | 295k | 32.62 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.7 | $9.5M | -4% | 89k | 107.35 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.7 | $9.3M | 313k | 29.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $9.0M | -3% | 136k | 66.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $8.9M | -3% | 28k | 313.00 |
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| Amazon (AMZN) | 1.4 | $7.4M | -3% | 32k | 230.82 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $7.4M | -5% | 50k | 148.69 |
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| Applovin Corp Com Cl A (APP) | 1.3 | $7.3M | -12% | 11k | 673.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $7.1M | +16% | 10k | 684.97 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $7.0M | +5% | 86k | 81.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.2 | $6.7M | -4% | 81k | 82.82 |
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| Cisco Systems (CSCO) | 1.2 | $6.7M | 87k | 77.03 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.2 | $6.6M | 281k | 23.37 |
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| Meta Platforms Cl A (META) | 1.1 | $6.1M | 9.3k | 660.11 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.1 | $5.8M | -6% | 36k | 160.97 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 1.0 | $5.5M | 220k | 25.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $5.5M | -3% | 46k | 120.18 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.0 | $5.2M | +33% | 47k | 110.19 |
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| Visa Com Cl A (V) | 1.0 | $5.2M | 15k | 350.71 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $5.1M | -11% | 46k | 113.10 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.9 | $4.8M | 199k | 24.37 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.9 | $4.8M | -3% | 200k | 24.04 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $4.6M | 38k | 120.34 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.8 | $4.4M | 146k | 30.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.3M | 14k | 313.80 |
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| Lamar Advertising Cl A (LAMR) | 0.7 | $3.9M | 31k | 126.58 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.7 | $3.8M | +18% | 89k | 42.87 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.7 | $3.8M | -2% | 145k | 26.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $3.7M | -5% | 8.0k | 468.76 |
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| Arista Networks Com Shs (ANET) | 0.7 | $3.7M | -9% | 28k | 131.03 |
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| Netflix (NFLX) | 0.7 | $3.7M | +871% | 40k | 93.76 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.7 | $3.7M | 30k | 121.61 |
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| Coca-Cola Company (KO) | 0.7 | $3.7M | -2% | 53k | 69.91 |
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| Chevron Corporation (CVX) | 0.7 | $3.7M | -8% | 24k | 152.41 |
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| Philip Morris International (PM) | 0.7 | $3.7M | 23k | 160.40 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $3.6M | +19% | 72k | 50.59 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.7 | $3.6M | +19% | 71k | 50.86 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $3.6M | +19% | 36k | 100.34 |
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| Bank of America Corporation (BAC) | 0.6 | $3.4M | -5% | 62k | 55.00 |
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| Altria (MO) | 0.6 | $3.4M | 58k | 57.66 |
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| Eaton Corp SHS (ETN) | 0.6 | $3.4M | -4% | 11k | 318.52 |
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| Southern Copper Corporation (SCCO) | 0.6 | $3.3M | 23k | 143.47 |
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| Cloudflare Cl A Com (NET) | 0.6 | $3.2M | -4% | 16k | 197.15 |
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| McDonald's Corporation (MCD) | 0.6 | $3.1M | 10k | 305.63 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $3.1M | 20k | 154.14 |
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| Amgen (AMGN) | 0.6 | $3.1M | 9.5k | 327.32 |
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| Home Depot (HD) | 0.6 | $3.1M | -4% | 8.9k | 344.08 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.6 | $3.0M | -2% | 113k | 26.89 |
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| Intuit (INTU) | 0.6 | $3.0M | 4.6k | 662.37 |
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| International Business Machines (IBM) | 0.5 | $2.9M | 9.9k | 296.22 |
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| Abbvie (ABBV) | 0.5 | $2.9M | -3% | 13k | 228.49 |
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| Johnson & Johnson (JNJ) | 0.5 | $2.9M | 14k | 206.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.8M | 104k | 27.43 |
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| Casey's General Stores (CASY) | 0.5 | $2.8M | -6% | 5.1k | 552.72 |
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| Pjt Partners Com Cl A (PJT) | 0.5 | $2.7M | -4% | 16k | 167.20 |
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| Penske Automotive (PAG) | 0.5 | $2.6M | NEW | 17k | 158.29 |
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| Qualcomm (QCOM) | 0.5 | $2.6M | 15k | 171.05 |
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| Zscaler Incorporated (ZS) | 0.5 | $2.6M | -6% | 11k | 224.91 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $2.5M | 87k | 28.48 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $2.5M | -7% | 38k | 64.31 |
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| Goldman Sachs (GS) | 0.4 | $2.4M | -10% | 2.8k | 878.94 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $2.4M | +19% | 34k | 70.98 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $2.3M | NEW | 28k | 84.64 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $2.3M | +17% | 9.3k | 250.31 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.4 | $2.3M | +18% | 49k | 47.97 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.3M | 13k | 183.40 |
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| United Rentals (URI) | 0.4 | $2.3M | -4% | 2.9k | 809.39 |
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| Sempra Energy (SRE) | 0.4 | $2.2M | -4% | 25k | 88.29 |
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| Valero Energy Corporation (VLO) | 0.4 | $2.2M | 13k | 162.79 |
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| Merck & Co (MRK) | 0.4 | $2.1M | +6% | 20k | 105.26 |
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| Palo Alto Networks (PANW) | 0.4 | $2.0M | -5% | 11k | 184.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.0M | 4.2k | 473.30 |
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| Phillips 66 (PSX) | 0.4 | $2.0M | 15k | 129.04 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $1.9M | -5% | 3.4k | 570.88 |
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| Honeywell International (HON) | 0.4 | $1.9M | +202% | 9.8k | 195.09 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.9M | -2% | 17k | 111.41 |
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| Enbridge (ENB) | 0.3 | $1.8M | +2% | 37k | 47.83 |
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| MercadoLibre (MELI) | 0.3 | $1.8M | -2% | 886.00 | 2014.26 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $1.8M | -46% | 5.5k | 322.22 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $1.7M | 83k | 20.89 |
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| Rbc Cad (RY) | 0.3 | $1.6M | 9.4k | 170.49 |
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| PNC Financial Services (PNC) | 0.3 | $1.6M | -2% | 7.6k | 208.73 |
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| Marathon Petroleum Corp (MPC) | 0.3 | $1.6M | 9.8k | 162.63 |
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| Newmont Mining Corporation (NEM) | 0.3 | $1.6M | +4% | 16k | 99.85 |
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| Cummins (CMI) | 0.3 | $1.5M | 2.9k | 510.45 |
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| Procter & Gamble Company (PG) | 0.3 | $1.5M | -3% | 10k | 143.31 |
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| UnitedHealth (UNH) | 0.3 | $1.5M | -3% | 4.5k | 330.12 |
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| Verizon Communications (VZ) | 0.3 | $1.5M | -4% | 37k | 40.73 |
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| Cme (CME) | 0.3 | $1.5M | +4% | 5.4k | 273.08 |
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| Arm Holdings Sponsored Ads (ARM) | 0.3 | $1.4M | -25% | 13k | 109.31 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.4M | +4% | 8.0k | 171.18 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.2M | 3.6k | 344.60 |
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| National Fuel Gas (NFG) | 0.2 | $1.2M | 15k | 80.06 |
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| Gilead Sciences (GILD) | 0.2 | $1.1M | 9.1k | 122.74 |
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| Tesla Motors (TSLA) | 0.2 | $1.0M | 2.2k | 449.72 |
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| Eli Lilly & Co. (LLY) | 0.2 | $908k | 845.00 | 1074.68 |
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| Nike CL B (NKE) | 0.2 | $864k | -22% | 14k | 63.71 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $746k | 10k | 73.63 |
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| Micron Technology (MU) | 0.1 | $688k | 2.4k | 285.41 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $687k | -21% | 2.0k | 349.99 |
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| Totalenergies Se Act (TTE) | 0.1 | $685k | NEW | 11k | 65.42 |
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| Virtu Finl Cl A (VIRT) | 0.1 | $677k | 20k | 33.32 |
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| Corning Incorporated (GLW) | 0.1 | $641k | 7.3k | 87.56 |
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| Capital One Financial (COF) | 0.1 | $619k | 2.6k | 242.40 |
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| Abbott Laboratories (ABT) | 0.1 | $538k | +21% | 4.3k | 125.29 |
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| Dell Technologies CL C (DELL) | 0.1 | $533k | 4.2k | 125.87 |
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| salesforce (CRM) | 0.1 | $523k | -4% | 2.0k | 264.91 |
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| Commercial Metals Company (CMC) | 0.1 | $516k | 7.5k | 69.22 |
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| Crown Castle Intl (CCI) | 0.1 | $512k | -5% | 5.8k | 88.87 |
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| Ford Motor Company (F) | 0.1 | $509k | -3% | 39k | 13.12 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $491k | +27% | 2.5k | 199.68 |
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| Air Products & Chemicals (APD) | 0.1 | $487k | -42% | 2.0k | 247.02 |
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| Dillards Cl A (DDS) | 0.1 | $485k | 800.00 | 606.34 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $460k | NEW | 8.4k | 54.71 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $456k | NEW | 4.9k | 93.12 |
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| Pepsi (PEP) | 0.1 | $453k | -17% | 3.2k | 143.52 |
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| M&T Bank Corporation (MTB) | 0.1 | $430k | 2.1k | 201.51 |
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| Union Pacific Corporation (UNP) | 0.1 | $418k | 1.8k | 231.26 |
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| Oracle Corporation (ORCL) | 0.1 | $414k | -13% | 2.1k | 194.91 |
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| Intel Corporation (INTC) | 0.1 | $405k | 11k | 36.90 |
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| American Express Company (AXP) | 0.1 | $398k | -17% | 1.1k | 369.95 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $395k | -6% | 682.00 | 579.46 |
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| Direxion Shs Etf Tr Dly Fin Bull New (FAS) | 0.1 | $394k | 2.3k | 168.33 |
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| L3harris Technologies (LHX) | 0.1 | $388k | 1.3k | 293.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $387k | 769.00 | 502.65 |
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| Waste Management (WM) | 0.1 | $380k | -10% | 1.7k | 219.77 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $372k | 939.00 | 396.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $367k | 1.7k | 214.16 |
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| Garmin SHS (GRMN) | 0.1 | $364k | +16% | 1.8k | 202.80 |
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| Carvana Cl A (CVNA) | 0.1 | $363k | 860.00 | 422.02 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $356k | NEW | 12k | 30.45 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $327k | 1.2k | 279.14 |
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| At&t (T) | 0.1 | $323k | 13k | 24.84 |
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| Caterpillar (CAT) | 0.1 | $320k | 558.00 | 572.87 |
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| Independence Realty Trust In (IRT) | 0.1 | $318k | 18k | 17.48 |
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| Norfolk Southern (NSC) | 0.1 | $297k | -2% | 1.0k | 288.72 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $296k | 277.00 | 1069.86 |
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| Booking Holdings (BKNG) | 0.1 | $295k | -3% | 55.00 | 5355.33 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $279k | NEW | 409.00 | 681.92 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $276k | 5.2k | 52.88 |
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| Devon Energy Corporation (DVN) | 0.0 | $264k | -13% | 7.2k | 36.63 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $230k | 933.00 | 246.16 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $229k | 536.00 | 427.86 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $226k | 2.1k | 106.70 |
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| Stock Yards Ban (SYBT) | 0.0 | $222k | 3.4k | 64.94 |
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| T. Rowe Price (TROW) | 0.0 | $221k | +6% | 2.2k | 102.38 |
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| Tc Energy Corp (TRP) | 0.0 | $220k | 4.0k | 55.01 |
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| Tyson Foods Cl A (TSN) | 0.0 | $220k | -13% | 3.8k | 58.62 |
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| Martin Marietta Materials (MLM) | 0.0 | $218k | 350.00 | 622.66 |
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| Nucor Corporation (NUE) | 0.0 | $213k | NEW | 1.3k | 163.11 |
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| TJX Companies (TJX) | 0.0 | $210k | NEW | 1.4k | 153.61 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $210k | 871.00 | 241.24 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $210k | NEW | 371.00 | 566.36 |
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| Servicenow (NOW) | 0.0 | $207k | +391% | 1.4k | 153.19 |
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| Walt Disney Company (DIS) | 0.0 | $205k | -5% | 1.8k | 113.75 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.0 | $201k | +4% | 13k | 15.86 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $200k | NEW | 935.00 | 214.06 |
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| Northwest Bancshares (NWBI) | 0.0 | $151k | 13k | 12.00 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $107k | 10k | 10.72 |
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| Enel Chile Sponsored Adr (ENIC) | 0.0 | $89k | 22k | 4.02 |
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| 8x8 (EGHT) | 0.0 | $39k | +5% | 20k | 1.97 |
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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 Q4 filed Feb. 5, 2026
- 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