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Independent Solutions Wealth Management

Latest statistics and disclosures from Independent Solutions Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are LEXI, AAPL, NVDA, IVW, AVGO, and represent 29.03% of Independent Solutions Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PYLD, MRVL, LRCX, LEXI, DGRO, HDV, HPE, CRUS, IWF, PGR.
Started 20 new stock positions in VOE, DGRO, MMM, MSIF, CRUS, PANW, HPE, PYLD, TXN, HONA. KLAC, FTNT, PWR, MRVL, GEV, HON, SPCX, PGR, IWS, TROW.
Reduced shares in these 10 stocks: SHV, IEUR, VALE, Honeywell International, UPS, INTU, NFLX, ZS, CSCO, MSFT.
Sold out of its positions in CCI, Honeywell International, INTU, ISRG, SOXX, IYW, AAXJ, IEUR, MIAX, UPS. ZS.
Independent Solutions Wealth Management was a net buyer of stock by $18M.
Independent Solutions Wealth Management has $766M in assets under management (AUM), dropping by 12.84%.
Central Index Key (CIK): 0001818391

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Portfolio Holdings for Independent Solutions Wealth Management

Independent Solutions Wealth Management holds 194 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Listed Fds Tr Alex Pra Tac Etf (LEXI)	18.3	$140M	+2%	3.4M	40.66	View chart
Apple (AAPL)	3.2	$25M		85k	289.36	View chart
NVIDIA Corporation (NVDA)	2.7	$21M		102k	200.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$20M	-4%	146k	137.53	View chart
Broadcom (AVGO)	2.2	$17M		46k	377.75	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.1	$16M		72k	227.06	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	1.6	$12M	-25%	109k	110.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$12M		150k	77.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$11M	+8%	15k	748.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$11M		113k	98.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$11M		111k	96.58	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.4	$11M		301k	34.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$9.8M		27k	357.37	View chart
Costco Wholesale Corporation (COST)	1.3	$9.7M	-2%	10k	935.48	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	1.3	$9.6M		91k	106.09	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.3	$9.6M		284k	33.84	View chart
Cisco Systems (CSCO)	1.1	$8.5M	-15%	73k	117.46	View chart
Palantir Technologies Cl A (PLTR)	1.1	$8.5M	-3%	73k	116.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.1	$8.3M	-2%	164k	50.57	View chart
Lam Research Corp Com New (LRCX)	1.1	$8.2M	+99%	19k	433.33	View chart
Microsoft Corporation (MSFT)	1.0	$8.0M	-15%	22k	373.02	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.0	$7.9M	-3%	78k	100.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.0	$7.7M		47k	164.27	View chart
Amazon (AMZN)	1.0	$7.4M		31k	238.34	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$7.1M	+2%	87k	82.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$6.6M	+2%	287k	23.13	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.9	$6.5M	+2%	154k	42.41	View chart
Chevron Corporation (CVX)	0.8	$6.5M		39k	165.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.8	$6.4M		126k	51.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$6.4M		43k	148.31	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.7	$5.7M	+5%	231k	24.66	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$5.3M		16k	342.83	View chart
Visa Com Cl A (V)	0.7	$5.3M		16k	343.09	View chart
Arm Holdings Sponsored Ads (ARM)	0.7	$5.3M		15k	354.57	View chart
Exxon Mobil Corporation (XOM)	0.7	$5.2M		38k	136.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$5.2M	-3%	189k	27.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.7	$5.2M		48k	109.07	View chart
Applovin Corp Com Cl A (APP)	0.7	$5.2M	-5%	10k	515.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$5.1M	-3%	140k	36.87	View chart
Meta Platforms Cl A (META)	0.7	$5.1M		9.1k	563.31	View chart
Johnson & Johnson (JNJ)	0.6	$4.9M		20k	253.96	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$4.9M	NEW	183k	26.52	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.6	$4.8M	+9%	91k	53.33	View chart
Lamar Advertising Cl A (LAMR)	0.6	$4.8M		31k	155.98	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$4.7M	-2%	195k	24.14	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$4.7M		13k	353.34	View chart
Arista Networks Com Shs (ANET)	0.6	$4.5M		27k	169.88	View chart
Coca-Cola Company (KO)	0.6	$4.4M		54k	81.27	View chart
Marvell Technology (MRVL)	0.6	$4.4M	NEW	15k	297.89	View chart
Altria (MO)	0.6	$4.3M	+2%	60k	71.95	View chart
Robinhood Mkts Com Cl A (HOOD)	0.6	$4.3M	-2%	43k	100.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$4.3M	+418%	157k	27.41	View chart
Eaton Corp SHS (ETN)	0.6	$4.2M	-3%	9.9k	426.10	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.5	$4.0M		35k	114.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$4.0M	-3%	138k	28.96	View chart
Philip Morris International (PM)	0.5	$3.9M		22k	180.91	View chart
Cloudflare Cl A Com (NET)	0.5	$3.8M		16k	245.28	View chart
Merck & Co (MRK)	0.5	$3.7M		29k	128.50	View chart
Casey's General Stores (CASY)	0.5	$3.7M	-5%	4.7k	794.82	View chart
Southern Copper Corporation (SCCO)	0.5	$3.6M		21k	174.26	View chart
Procter & Gamble Company (PG)	0.5	$3.6M	+14%	24k	146.64	View chart
Amgen (AMGN)	0.5	$3.5M		9.8k	362.13	View chart
Coreweave Com Cl A (CRWV)	0.5	$3.5M	-2%	36k	99.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.5	$3.5M	+5%	37k	95.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$3.5M	NEW	46k	75.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.4	$3.4M		115k	29.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.3M		105k	31.71	View chart
Valero Energy Corporation (VLO)	0.4	$3.3M		13k	260.43	View chart
Abbvie (ABBV)	0.4	$3.3M		13k	251.64	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.2M	+4%	42k	75.51	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.4	$3.1M	-4%	36k	87.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.1M		4.2k	736.35	View chart
Hewlett Packard Enterprise (HPE)	0.4	$3.0M	NEW	68k	45.11	View chart
McDonald's Corporation (MCD)	0.4	$3.0M	+2%	11k	270.30	View chart
Qualcomm (QCOM)	0.4	$3.0M		16k	184.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$3.0M		83k	36.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$3.0M	+469%	24k	124.17	View chart
Rambus (RMBS)	0.4	$2.9M		22k	132.74	View chart
Penske Automotive (PAG)	0.4	$2.9M		16k	178.95	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$2.9M	+35%	21k	136.60	View chart
International Business Machines (IBM)	0.4	$2.8M	+2%	10k	281.22	View chart
Marathon Petroleum Corp (MPC)	0.4	$2.8M		11k	255.67	View chart
Cirrus Logic (CRUS)	0.4	$2.7M	NEW	18k	148.53	View chart
Home Depot (HD)	0.3	$2.7M		7.6k	352.66	View chart
Phillips 66 (PSX)	0.3	$2.6M		16k	169.05	View chart
Goldman Sachs (GS)	0.3	$2.5M	+149%	2.5k	1011.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$2.5M	+2%	21k	117.67	View chart
Pjt Partners Com Cl A (PJT)	0.3	$2.4M		16k	150.94	View chart
Raytheon Technologies Corp (RTX)	0.3	$2.4M		13k	189.73	View chart
Sempra Energy (SRE)	0.3	$2.4M	+2%	25k	92.71	View chart
Micron Technology (MU)	0.3	$2.4M	-4%	2.0k	1154.29	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.3	$2.3M		26k	88.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$2.2M	+34%	3.4k	655.95	View chart
Applied Materials (AMAT)	0.3	$2.2M	+4%	3.0k	723.00	View chart
PNC Financial Services (PNC)	0.3	$2.1M	+4%	8.7k	246.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$2.1M		10k	212.77	View chart
Enbridge (ENB)	0.3	$2.1M		39k	54.21	View chart
UnitedHealth (UNH)	0.3	$2.1M	+2%	5.0k	415.65	View chart
Cummins (CMI)	0.3	$2.0M	-2%	2.8k	713.21	View chart
Rbc Cad (RY)	0.3	$1.9M		9.3k	206.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.9M		8.1k	236.62	View chart
Progressive Corporation (PGR)	0.2	$1.9M	NEW	8.8k	218.45	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.9M		80k	23.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	-43%	5.7k	327.33	View chart
Corning Incorporated (GLW)	0.2	$1.9M		7.3k	255.43	View chart
Dell Technologies CL C (DELL)	0.2	$1.8M		4.2k	431.44	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M		16k	113.26	View chart
3M Company (MMM)	0.2	$1.6M	NEW	10k	161.90	View chart
Intel Corporation (INTC)	0.2	$1.6M	+4%	11k	139.63	View chart
Verizon Communications (VZ)	0.2	$1.6M		38k	42.34	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M	-8%	3.0k	513.60	View chart
Advanced Micro Devices (AMD)	0.2	$1.5M	+21%	2.5k	580.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.5M	-3%	7.7k	190.78	View chart
Snap-on Incorporated (SNA)	0.2	$1.5M		3.6k	402.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.4M	+146%	5.8k	242.43	View chart
Cme (CME)	0.2	$1.4M	+5%	6.3k	220.83	View chart
Newmont Mining Corporation (NEM)	0.2	$1.4M		15k	93.40	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.3M	+8%	19k	68.41	View chart
Tesla Motors (TSLA)	0.2	$1.3M	+25%	3.0k	420.60	View chart
Caterpillar (CAT)	0.2	$1.2M	-8%	1.1k	1064.90	View chart
Virtu Finl Cl A (VIRT)	0.2	$1.2M		20k	59.57	View chart
Nike CL B (NKE)	0.2	$1.2M	+60%	29k	41.05	View chart
Gilead Sciences (GILD)	0.1	$1.1M		9.1k	126.34	View chart
National Fuel Gas (NFG)	0.1	$1.1M		15k	77.21	View chart
Netflix (NFLX)	0.1	$1.1M	-61%	16k	71.40	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-2%	912.00	1199.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.0M	+7%	1.4k	746.77	View chart
Honeywell International (HON)	0.1	$1.0M	NEW	4.6k	224.01	View chart
Honeywell Aerospace (HONA)	0.1	$1.0M	NEW	4.6k	221.08	View chart
Bank of America Corporation (BAC)	0.1	$962k	-17%	17k	56.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$910k	-22%	17k	52.41	View chart
Canadian Pacific Kansas City (CP)	0.1	$873k		10k	86.65	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$817k		15k	54.63	View chart
Totalenergies Se Act (TTE)	0.1	$814k		11k	77.76	View chart
Allstate Corporation (ALL)	0.1	$800k	+21%	3.4k	237.94	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$762k	+400%	8.7k	87.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$592k	+53%	1.2k	500.39	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$551k		277.00	1989.44	View chart
Commercial Metals Company (CMC)	0.1	$527k	+6%	8.4k	62.75	View chart
Garmin SHS (GRMN)	0.1	$526k		2.2k	237.58	View chart
M&T Bank Corporation (MTB)	0.1	$508k		2.1k	238.05	View chart
Ford Motor Company (F)	0.1	$491k	-5%	35k	13.90	View chart
Palo Alto Networks (PANW)	0.1	$486k	NEW	1.4k	341.02	View chart
Union Pacific Corporation (UNP)	0.1	$486k		1.8k	271.92	View chart
Capital One Financial (COF)	0.1	$481k	-5%	2.4k	200.66	View chart
Abbott Laboratories (ABT)	0.1	$477k	+8%	5.3k	90.74	View chart
Oracle Corporation (ORCL)	0.1	$473k	+20%	3.2k	146.55	View chart
Oneok (OKE)	0.1	$465k		5.3k	86.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$452k		3.1k	147.73	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$450k	+14%	13k	33.75	View chart
Vale S A Sponsored Ads (VALE)	0.1	$444k	-83%	30k	15.04	View chart
Kla Corp Com New (KLAC)	0.1	$402k	NEW	1.3k	301.71	View chart
Ge Aerospace Com New (GE)	0.1	$397k	-11%	1.1k	373.73	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$392k		1.3k	306.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$390k	-16%	1.1k	368.38	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$387k	NEW	2.3k	170.86	View chart
L3harris Technologies (LHX)	0.0	$376k	-2%	1.3k	290.59	View chart
American Express Company (AXP)	0.0	$364k		1.1k	338.25	View chart
TJX Companies (TJX)	0.0	$361k		2.4k	151.50	View chart
Direxion Shares Etf Trust Daily Financial (FAS)	0.0	$345k		2.3k	147.18	View chart
Lumentum Hldgs (LITE)	0.0	$343k		400.00	858.06	View chart
Morgan Stanley Com New (MS)	0.0	$326k	+2%	1.6k	209.04	View chart
Norfolk Southern (NSC)	0.0	$324k		1.0k	314.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$315k	+20%	458.00	687.08	View chart
Pepsi (PEP)	0.0	$306k	-33%	2.3k	135.40	View chart
Texas Instruments Incorporated (TXN)	0.0	$305k	NEW	1.0k	298.00	View chart
Independence Realty Trust In (IRT)	0.0	$304k		18k	16.69	View chart
Waste Management (WM)	0.0	$300k	-12%	1.3k	222.96	View chart
Devon Energy Corporation (DVN)	0.0	$297k		7.2k	41.32	View chart
Nucor Corporation (NUE)	0.0	$293k		1.3k	222.75	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$288k		1.6k	185.23	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.0	$288k		2.5k	115.56	View chart
Carvana Cl A (CVNA)	0.0	$283k	+400%	4.3k	65.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$278k		925.00	300.45	View chart
Tc Energy Corp (TRP)	0.0	$265k		4.0k	66.29	View chart
Stock Yards Ban (SYBT)	0.0	$262k		3.4k	76.48	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$255k	-9%	488.00	522.39	View chart
FedEx Corporation (FDX)	0.0	$253k	-6%	808.00	313.13	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.0	$252k		13k	19.89	View chart
Ge Vernova (GEV)	0.0	$248k	NEW	211.00	1174.86	View chart
T. Rowe Price (TROW)	0.0	$246k	NEW	2.2k	113.69	View chart
Msc Income Fund (MSIF)	0.0	$242k	NEW	21k	11.57	View chart
At&t (T)	0.0	$242k	+7%	12k	20.70	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$240k		846.00	283.79	View chart
Fortinet (FTNT)	0.0	$237k	NEW	1.5k	153.62	View chart
Air Products & Chemicals (APD)	0.0	$234k	-33%	799.00	293.18	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$224k	NEW	1.4k	164.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$214k	NEW	1.1k	197.60	View chart
Adobe Systems Incorporated (ADBE)	0.0	$211k	-5%	1.0k	205.02	View chart
Thermo Fisher Scientific (TMO)	0.0	$209k	-28%	417.00	501.38	View chart
Quanta Services (PWR)	0.0	$200k	NEW	278.00	720.04	View chart
Northwest Bancshares (NWBI)	0.0	$196k		13k	15.16	View chart
Enel Chile Sa Sponsored Adr (ENIC)	0.0	$100k		22k	4.50	View chart
8x8 (EGHT)	0.0	$33k		20k	1.71	View chart

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 2026 Q2 filed July 29, 2026
Independent Solutions Wealth Management 2026 Q1 filed April 27, 2026
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

View all past filings

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