Independent Solutions Wealth Management, LLC
CIK: 0001818391Latest portfolio: $544.3M · Q4 2025
Holdings
173
Total Value
$544.3M
New Positions
172
Closed Positions
0
Top Holdings
View All 173 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 81,779 | $22.2M | 4.08% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 101,709 | $19.0M | 3.48% | NEW | |
| 3 | LEXILISTED FDS TR | 523,334 | $18.6M | 3.42% | NEW | |
| 4 | IVWISHARES TR | 149,877 | $18.5M | 3.39% | NEW | |
| 5 | AVGOBROADCOM INC | 46,685 | $16.2M | 2.97% | NEW | |
| 6 | IVEISHARES TR | 75,151 | $15.9M | 2.93% | NEW | |
| 7 | PLTRPALANTIR TECHNOLOGIES INC | 79,210 | $14.1M | 2.59% | NEW | |
| 8 | SHVISHARES TR | 111,699 | $12.3M | 2.26% | NEW | |
| 9 | AGGISHARES TR | 111,580 | $11.1M | 2.05% | NEW | |
| 10 | MSFTMICROSOFT CORP | 22,786 | $11.0M | 2.02% | NEW | |
| 11 | AQLTISHARES TR | 117,744 | $10.5M | 1.94% | NEW | |
| 12 | COSTCOSTCO WHSL CORP NEW | 11,363 | $9.8M | 1.80% | NEW | |
| 13 | SCHGSCHWAB STRATEGIC TR | 294,599 | $9.6M | 1.77% | NEW | |
| 14 | GVIISHARES TR | 88,573 | $9.5M | 1.75% | NEW | |
| 15 | SCHVSCHWAB STRATEGIC TR | 313,096 | $9.3M | 1.70% | NEW | |
| 16 | IJHISHARES TR | 136,222 | $9.0M | 1.65% | NEW | |
| 17 | GOOGLALPHABET INC | 28,283 | $8.9M | 1.63% | NEW | |
| 18 | AMZNAMAZON COM INC | 31,972 | $7.4M | 1.36% | NEW | |
| 19 | ITOTISHARES TR | 49,603 | $7.4M | 1.35% | NEW | |
| 20 | APPAPPLOVIN CORP | 10,836 | $7.3M | 1.34% | NEW | |
| 21 | IVVISHARES TR | 10,302 | $7.1M | 1.30% | NEW | |
| 22 | IAU*ISHARES GOLD TR | 86,383 | $7.0M | 1.29% | NEW | |
| 23 | SHYISHARES TR | 80,827 | $6.7M | 1.23% | NEW | |
| 24 | CSCOCISCO SYS INC | 86,883 | $6.7M | 1.23% | NEW | |
| 25 | SCHZSCHWAB STRATEGIC TR | 280,510 | $6.6M | 1.20% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.8628184731593712e+237T)
Technology0.0% ($2.2232189681615715e+102T)
Consumer Cyclical0.0% ($7.379314430532832e+35T)
Industrials0.0% ($3.361233123141909e+32T)
Healthcare0.0% ($3.096291428552054e+29T)
Energy0.0% ($4.6013664215819796e+27T)
Unknown0.0% ($10533701136551782400.0T)
Consumer Defensive0.0% ($97983671336418816.0T)
Communication Services0.0% ($8852612842843.7T)
Basic Materials0.0% ($33241562515.5T)
Real Estate0.0% ($3.9T)
Utilities0.0% ($222.5M)
Filing History
Fund Information
Independent Solutions Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $544.3M across 173 holdings. The largest position is APPLE INC (AAPL), representing 4.1% of the portfolio. Compared to the previous quarter, the fund opened 173 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.