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, SHV, and represent 28.20% of Independent Solutions Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: LEXI (+$100M), JPST, MINT, SHV, CVX, VALE, CRWV, FLOT, SHYG, QQQ.
- Started 27 new stock positions in ALL, SOXX, QQQ, VOO, VALE, RMBS, MS, IWD, DIA, SMH.
- Reduced shares in these 10 stocks: IAU, URI, PANW, BAC, MELI, GS, COST, IVE, , PLTR.
- Sold out of its positions in AGNC, BKNG, CHE, DDS, DIS, MLM, MELI, PANW, TROW, SPYG. CRM, NOW, TM, TSN, URI.
- Independent Solutions Wealth Management was a net buyer of stock by $148M.
- Independent Solutions Wealth Management has $679M in assets under management (AUM), dropping by 24.77%.
- Central Index Key (CIK): 0001818391
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Portfolio Holdings for Independent Solutions Wealth Management
Independent Solutions Wealth Management holds 185 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Listed Fds Tr Alexis Practical (LEXI) | 17.4 | $119M | +542% | 3.4M | 35.24 |
|
| Apple (AAPL) | 3.2 | $22M | +4% | 85k | 253.79 |
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| NVIDIA Corporation (NVDA) | 2.7 | $18M | 104k | 174.40 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.6 | $17M | +2% | 153k | 113.11 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 2.4 | $16M | +29% | 145k | 110.39 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.3 | $15M | -3% | 73k | 211.15 |
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| Broadcom (AVGO) | 2.1 | $14M | 46k | 309.51 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 1.6 | $11M | 112k | 99.27 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $11M | -4% | 76k | 146.28 |
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| Costco Wholesale Corporation (COST) | 1.6 | $11M | -5% | 11k | 996.44 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $10M | -3% | 113k | 90.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $10M | +11% | 152k | 67.53 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 1.4 | $9.6M | 90k | 106.68 |
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| Microsoft Corporation (MSFT) | 1.4 | $9.4M | +11% | 25k | 370.17 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.4 | $9.3M | -2% | 305k | 30.50 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $9.1M | +35% | 14k | 653.19 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $8.5M | +133% | 168k | 50.61 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.2 | $8.4M | -2% | 287k | 29.13 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.2 | $8.2M | +124% | 81k | 100.57 |
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| Chevron Corporation (CVX) | 1.2 | $8.0M | +60% | 39k | 206.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $8.0M | 28k | 287.56 |
|
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $7.0M | +4% | 85k | 82.57 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $6.8M | -3% | 48k | 142.43 |
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| Cisco Systems (CSCO) | 1.0 | $6.7M | 86k | 77.59 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.0 | $6.5M | 280k | 23.22 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $6.5M | 38k | 169.66 |
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| Amazon (AMZN) | 0.9 | $6.4M | -3% | 31k | 208.27 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.9 | $6.4M | +76% | 126k | 50.95 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.9 | $6.3M | +67% | 150k | 42.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $5.5M | -3% | 44k | 124.31 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.8 | $5.5M | 219k | 24.91 |
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| Meta Platforms Cl A (META) | 0.8 | $5.3M | 9.3k | 572.15 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $5.2M | 47k | 108.99 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $4.9M | 201k | 24.27 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.7 | $4.8M | -2% | 196k | 24.75 |
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| Visa Com Cl A (V) | 0.7 | $4.7M | +6% | 16k | 302.23 |
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| Johnson & Johnson (JNJ) | 0.7 | $4.7M | +39% | 19k | 244.44 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.7 | $4.5M | 144k | 30.96 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $4.2M | -2% | 11k | 398.00 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $4.2M | -2% | 35k | 118.62 |
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| Coca-Cola Company (KO) | 0.6 | $4.1M | +3% | 54k | 76.05 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.6 | $4.1M | 30k | 135.72 |
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| Ishares Tr Msci Intl Moment (IMTM) | 0.6 | $4.0M | +70% | 83k | 48.02 |
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| Netflix (NFLX) | 0.6 | $3.9M | +3% | 41k | 96.15 |
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| Altria (MO) | 0.6 | $3.9M | 59k | 65.99 |
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| Lamar Advertising Cl A (LAMR) | 0.6 | $3.9M | 31k | 126.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.9M | 13k | 286.86 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.6 | $3.8M | +68% | 16k | 239.99 |
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| Eaton Corp SHS (ETN) | 0.5 | $3.7M | -2% | 10k | 357.69 |
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| Southern Copper Corporation (SCCO) | 0.5 | $3.6M | -9% | 21k | 172.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $3.6M | 143k | 25.10 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $3.6M | -52% | 41k | 88.16 |
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| Casey's General Stores (CASY) | 0.5 | $3.6M | -4% | 4.9k | 727.88 |
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| Philip Morris International (PM) | 0.5 | $3.5M | -6% | 21k | 165.34 |
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| Merck & Co (MRK) | 0.5 | $3.5M | +48% | 29k | 120.29 |
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| McDonald's Corporation (MCD) | 0.5 | $3.4M | +5% | 11k | 310.80 |
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| Amgen (AMGN) | 0.5 | $3.4M | 9.6k | 351.86 |
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| Arista Networks Com Shs (ANET) | 0.5 | $3.3M | -4% | 27k | 122.78 |
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| Cloudflare Cl A Com (NET) | 0.5 | $3.3M | 16k | 206.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $3.2M | 105k | 30.68 |
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| Valero Energy Corporation (VLO) | 0.5 | $3.2M | -3% | 13k | 247.07 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $3.1M | 8.0k | 390.41 |
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| Procter & Gamble Company (PG) | 0.5 | $3.1M | +105% | 21k | 144.44 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $3.1M | -2% | 44k | 69.30 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.5 | $3.1M | 114k | 26.91 |
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| Ishares Tr Core Msci Total (IXUS) | 0.4 | $3.0M | +25% | 35k | 86.64 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $3.0M | +85% | 10k | 294.16 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.4 | $2.9M | +22% | 41k | 70.27 |
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| Vale S A Sponsored Ads (VALE) | 0.4 | $2.9M | NEW | 179k | 15.91 |
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| Abbvie (ABBV) | 0.4 | $2.8M | 13k | 217.49 |
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| Coreweave Com Cl A (CRWV) | 0.4 | $2.8M | NEW | 36k | 77.47 |
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| Phillips 66 (PSX) | 0.4 | $2.8M | 15k | 182.19 |
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| Marathon Petroleum Corp (MPC) | 0.4 | $2.6M | +8% | 11k | 244.18 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.4 | $2.5M | -2% | 37k | 67.07 |
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| Penske Automotive (PAG) | 0.4 | $2.5M | 17k | 149.52 |
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| Home Depot (HD) | 0.4 | $2.5M | -15% | 7.5k | 328.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.4M | NEW | 4.2k | 577.14 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $2.4M | 13k | 192.89 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.4M | -4% | 83k | 29.08 |
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| Sempra Energy (SRE) | 0.4 | $2.4M | -2% | 25k | 97.17 |
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| International Business Machines (IBM) | 0.4 | $2.4M | 9.8k | 242.39 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $2.4M | 21k | 114.99 |
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| Arm Holdings Sponsored Ads (ARM) | 0.3 | $2.3M | +13% | 15k | 151.28 |
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| Pjt Partners Com Cl A (PJT) | 0.3 | $2.3M | 16k | 139.72 |
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| Honeywell International (HON) | 0.3 | $2.2M | 9.8k | 226.03 |
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| Enbridge (ENB) | 0.3 | $2.1M | +2% | 38k | 54.14 |
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| Qualcomm (QCOM) | 0.3 | $2.1M | +4% | 16k | 128.78 |
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| United Parcel Svcs CL B (UPS) | 0.3 | $2.1M | NEW | 21k | 98.38 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $2.0M | +18% | 9.5k | 213.66 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.0M | -5% | 16k | 124.28 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.3 | $1.9M | NEW | 26k | 76.16 |
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| Rambus (RMBS) | 0.3 | $1.9M | NEW | 23k | 86.03 |
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| Intuit (INTU) | 0.3 | $1.9M | -2% | 4.5k | 432.35 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.9M | NEW | 10k | 191.92 |
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| Ishares Tr Global 100 Etf (IOO) | 0.3 | $1.9M | NEW | 16k | 120.97 |
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| Verizon Communications (VZ) | 0.3 | $1.9M | +2% | 37k | 50.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.8M | 4.2k | 426.40 |
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| Cme (CME) | 0.3 | $1.8M | +10% | 6.0k | 295.35 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.7M | NEW | 8.1k | 215.06 |
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| PNC Financial Services (PNC) | 0.3 | $1.7M | +8% | 8.3k | 208.09 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.3 | $1.7M | -3% | 80k | 21.49 |
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| Zscaler Incorporated (ZS) | 0.2 | $1.7M | +4% | 12k | 140.29 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.6M | 3.3k | 499.66 |
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| Newmont Mining Corporation (NEM) | 0.2 | $1.6M | -7% | 15k | 108.25 |
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| Cummins (CMI) | 0.2 | $1.6M | -2% | 2.9k | 538.02 |
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| Rbc Cad (RY) | 0.2 | $1.5M | 9.4k | 161.78 |
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| National Fuel Gas (NFG) | 0.2 | $1.4M | 15k | 93.96 |
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| UnitedHealth (UNH) | 0.2 | $1.3M | +7% | 4.9k | 270.60 |
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| Snap-on Incorporated (SNA) | 0.2 | $1.3M | 3.6k | 363.22 |
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| Gilead Sciences (GILD) | 0.2 | $1.3M | 9.1k | 139.37 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.2M | +329% | 22k | 52.56 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.0M | +112% | 18k | 56.79 |
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| Corning Incorporated (GLW) | 0.1 | $996k | 7.3k | 135.97 |
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| Bank of America Corporation (BAC) | 0.1 | $995k | -67% | 20k | 48.75 |
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| Applied Materials (AMAT) | 0.1 | $971k | NEW | 2.8k | 341.79 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $964k | NEW | 2.5k | 383.45 |
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| Totalenergies Se Act (TTE) | 0.1 | $952k | 11k | 90.98 |
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| Nike CL B (NKE) | 0.1 | $947k | +32% | 18k | 52.82 |
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| Tesla Motors (TSLA) | 0.1 | $887k | +6% | 2.4k | 371.75 |
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| Virtu Finl Cl A (VIRT) | 0.1 | $885k | 20k | 43.98 |
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| Caterpillar (CAT) | 0.1 | $864k | +118% | 1.2k | 708.46 |
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| Eli Lilly & Co. (LLY) | 0.1 | $862k | +10% | 937.00 | 919.77 |
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| Goldman Sachs (GS) | 0.1 | $852k | -63% | 1.0k | 845.82 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $839k | +215% | 1.3k | 650.34 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $796k | 10k | 78.66 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $739k | NEW | 15k | 49.40 |
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| Micron Technology (MU) | 0.1 | $719k | -11% | 2.1k | 337.84 |
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| Dell Technologies CL C (DELL) | 0.1 | $694k | 4.2k | 164.12 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $637k | NEW | 1.7k | 367.44 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $637k | +42% | 3.5k | 181.42 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $602k | +27% | 6.3k | 96.29 |
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| Allstate Corporation (ALL) | 0.1 | $576k | NEW | 2.8k | 207.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $544k | +34% | 1.3k | 430.29 |
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| Pepsi (PEP) | 0.1 | $526k | +7% | 3.4k | 155.29 |
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| Garmin SHS (GRMN) | 0.1 | $519k | +24% | 2.2k | 232.00 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $501k | NEW | 2.3k | 213.67 |
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| Abbott Laboratories (ABT) | 0.1 | $499k | +13% | 4.9k | 102.67 |
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| Commercial Metals Company (CMC) | 0.1 | $487k | +6% | 7.9k | 61.43 |
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| Intel Corporation (INTC) | 0.1 | $484k | 11k | 44.13 |
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| Oneok (OKE) | 0.1 | $483k | NEW | 5.3k | 90.39 |
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| Capital One Financial (COF) | 0.1 | $462k | 2.5k | 182.46 |
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| L3harris Technologies (LHX) | 0.1 | $457k | 1.3k | 345.15 |
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| M&T Bank Corporation (MTB) | 0.1 | $441k | 2.1k | 206.75 |
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| Union Pacific Corporation (UNP) | 0.1 | $438k | 1.8k | 242.55 |
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| Ford Motor Company (F) | 0.1 | $430k | -3% | 37k | 11.54 |
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| Miami Intl Hldgs (MIAX) | 0.1 | $430k | NEW | 11k | 38.92 |
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| Advanced Micro Devices (AMD) | 0.1 | $424k | +21% | 2.1k | 203.43 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.1 | $412k | 12k | 35.52 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $406k | NEW | 3.1k | 132.50 |
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| Oracle Corporation (ORCL) | 0.1 | $394k | +25% | 2.7k | 147.11 |
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| TJX Companies (TJX) | 0.1 | $380k | +74% | 2.4k | 159.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $369k | 769.00 | 479.20 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $366k | 277.00 | 1320.83 |
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| Devon Energy Corporation (DVN) | 0.1 | $362k | 7.2k | 50.32 |
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| Waste Management (WM) | 0.1 | $356k | -10% | 1.5k | 229.86 |
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| Air Products & Chemicals (APD) | 0.1 | $352k | -38% | 1.2k | 290.49 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $342k | NEW | 1.0k | 328.66 |
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| Ge Aerospace Com New (GE) | 0.1 | $340k | NEW | 1.2k | 283.77 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $330k | +9% | 1.3k | 257.35 |
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| American Express Company (AXP) | 0.0 | $325k | 1.1k | 302.48 |
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| At&t (T) | 0.0 | $314k | -16% | 11k | 28.99 |
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| FedEx Corporation (FDX) | 0.0 | $307k | NEW | 861.00 | 356.18 |
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| Norfolk Southern (NSC) | 0.0 | $296k | 1.0k | 287.00 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $286k | -14% | 582.00 | 491.55 |
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| Lumentum Hldgs (LITE) | 0.0 | $281k | NEW | 400.00 | 702.76 |
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| Direxion Shares Etf Trust Daily Financial (FAS) | 0.0 | $278k | 2.3k | 118.50 |
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| Independence Realty Trust In (IRT) | 0.0 | $271k | 18k | 14.89 |
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| Carvana Cl A (CVNA) | 0.0 | $270k | 860.00 | 314.38 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $265k | -44% | 1.1k | 243.08 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $252k | NEW | 1.6k | 161.73 |
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| Morgan Stanley Com New (MS) | 0.0 | $251k | NEW | 1.5k | 164.57 |
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| Tc Energy Corp (TRP) | 0.0 | $250k | 4.0k | 62.60 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $249k | NEW | 538.00 | 463.19 |
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| Spdr Series Trust State Street Spd (XHB) | 0.0 | $246k | NEW | 2.5k | 98.72 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $235k | +37% | 510.00 | 460.99 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $230k | 926.00 | 248.00 |
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| Stock Yards Ban (SYBT) | 0.0 | $227k | 3.4k | 66.28 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $226k | NEW | 379.00 | 597.16 |
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| Nucor Corporation (NUE) | 0.0 | $222k | 1.3k | 169.10 |
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| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $215k | 13k | 16.97 |
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| Spdr Series Trust State Street Spd (XAR) | 0.0 | $215k | -2% | 846.00 | 253.98 |
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| Crown Castle Intl (CCI) | 0.0 | $207k | -55% | 2.5k | 81.31 |
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| Northwest Bancshares (NWBI) | 0.0 | $162k | 13k | 12.69 |
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| Enel Chile Sa Sponsored Adr (ENIC) | 0.0 | $88k | 22k | 3.94 |
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| 8x8 (EGHT) | 0.0 | $33k | 20k | 1.66 |
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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 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
- Independent Solutions Wealth Management 2022 Q2 filed Dec. 19, 2024