Independent Solutions Wealth Management

Independent Solutions Wealth Management as of March 31, 2026

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