Independent Solutions Wealth Management, LLC
CIK: 0001818391SEC EDGAR →
Portfolio Value
$544.3M
Holdings
173
As of
Q4 2025
New Positions
173
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 81,779 | $22.2M | 4.08% |
| 2 | NVIDIA CORPORATION | 101,709 | $19.0M | 3.48% |
| 3 | LISTED FDS TR | 523,334 | $18.6M | 3.42% |
| 4 | ISHARES TR | 149,877 | $18.5M | 3.39% |
| 5 | BROADCOM INC | 46,685 | $16.2M | 2.97% |
| 6 | ISHARES TR | 75,151 | $15.9M | 2.93% |
| 7 | PALANTIR TECHNOLOGIES INC | 79,210 | $14.1M | 2.59% |
| 8 | ISHARES TR | 111,699 | $12.3M | 2.26% |
| 9 | ISHARES TR | 111,580 | $11.1M | 2.05% |
| 10 | MICROSOFT CORP | 22,786 | $11.0M | 2.02% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (173)
$22.2M · 82K shares
$19.0M · 102K shares
$18.6M · 523K shares
$18.5M · 150K shares
$16.2M · 47K shares
$15.9M · 75K shares
$14.1M · 79K shares
$12.3M · 112K shares
$11.1M · 112K shares
$11.0M · 23K shares
$10.5M · 118K shares
$9.8M · 11K shares
$9.6M · 295K shares
$9.5M · 89K shares
$9.3M · 313K shares
$9.0M · 136K shares
$8.9M · 28K shares
$7.4M · 32K shares
$7.4M · 50K shares
$7.3M · 11K shares
$7.1M · 10K shares
$7.0M · 86K shares
$6.7M · 81K shares
$6.7M · 87K shares
$6.6M · 281K shares
$6.1M · 9K shares
$5.8M · 36K shares
$5.5M · 220K shares
$5.5M · 46K shares
$5.2M · 47K shares
$5.2M · 15K shares
$5.1M · 46K shares
$4.8M · 199K shares
$4.8M · 200K shares
$4.6M · 38K shares
$4.4M · 146K shares
$4.3M · 14K shares
$3.9M · 31K shares
$3.8M · 89K shares
$3.8M · 145K shares
$3.7M · 8K shares
$3.7M · 28K shares
$3.7M · 40K shares
$3.7M · 30K shares
$3.7M · 53K shares
$3.7M · 24K shares
$3.7M · 23K shares
$3.6M · 72K shares
$3.6M · 71K shares
$3.6M · 36K shares
$3.4M · 62K shares
$3.4M · 58K shares
$3.4M · 11K shares
$3.3M · 23K shares
$3.2M · 16K shares
$3.1M · 10K shares
$3.1M · 20K shares
$3.1M · 9K shares
$3.1M · 9K shares
$3.0M · 113K shares
$3.0M · 5K shares
$2.9M · 10K shares
$2.9M · 13K shares
$2.9M · 14K shares
$2.8M · 104K shares
$2.8M · 5K shares
$2.7M · 16K shares
$2.6M · 17K shares
$2.6M · 15K shares
$2.6M · 11K shares
$2.5M · 87K shares
$2.5M · 38K shares
$2.4M · 3K shares
$2.4M · 34K shares
$2.3M · 28K shares
$2.3M · 9K shares
$2.3M · 49K shares
$2.3M · 13K shares
$2.3M · 3K shares
$2.2M · 25K shares
$2.2M · 13K shares
$2.1M · 20K shares
$2.0M · 11K shares
$2.0M · 4K shares
$2.0M · 15K shares
$1.9M · 3K shares
$1.9M · 10K shares
$1.9M · 17K shares
$1.8M · 37K shares
$1.8M · 886 shares
$1.8M · 5K shares
$1.7M · 83K shares
$1.6M · 9K shares
$1.6M · 8K shares
$1.6M · 10K shares
$1.6M · 16K shares
$1.5M · 3K shares
$1.5M · 10K shares
$1.5M · 5K shares
$1.5M · 37K shares
$1.5M · 5K shares
$1.4M · 13K shares
$1.4M · 8K shares
$1.2M · 4K shares
$1.2M · 15K shares
$1.1M · 9K shares
$1.0M · 2K shares
$908K · 845 shares
$864K · 14K shares
$746K · 10K shares
$688K · 2K shares
$686K · 2K shares
$684K · 10K shares
$677K · 20K shares
$641K · 7K shares
$619K · 3K shares
$537K · 4K shares
$532K · 4K shares
$522K · 2K shares
$515K · 7K shares
$512K · 6K shares
$508K · 39K shares
$491K · 2K shares
$486K · 2K shares
$485K · 800 shares
$459K · 8K shares
$455K · 5K shares
$452K · 3K shares
$430K · 2K shares
$417K · 2K shares
$414K · 2K shares
$404K · 11K shares
$397K · 1K shares
$395K · 682 shares
$394K · 2K shares
$388K · 1K shares
$386K · 769 shares
$380K · 2K shares
$372K · 939 shares
$367K · 2K shares
$363K · 2K shares
$362K · 860 shares
$355K · 12K shares
$327K · 1K shares
$323K · 13K shares
$319K · 558 shares
$318K · 18K shares
$297K · 1K shares
$296K · 277 shares
$294K · 55 shares
$278K · 409 shares
$276K · 5K shares
$263K · 7K shares
$229K · 933 shares
$229K · 536 shares
$225K · 2K shares
$221K · 3K shares
$221K · 2K shares
$220K · 4K shares
$219K · 4K shares
$217K · 350 shares
$212K · 1K shares
$210K · 1K shares
$210K · 371 shares
$210K · 871 shares
$206K · 1K shares
$205K · 2K shares
$201K · 13K shares
$200K · 935 shares
$150K · 13K shares
$107K · 10K shares
$89K · 22K shares
$38K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $256.1M | 47.1% |
| Technology | 30 | $134.1M | 24.6% |
| Unknown | 8 | $24.6M | 4.5% |
| Communication Services | 6 | $23.5M | 4.3% |
| Consumer Cyclical | 13 | $23.0M | 4.2% |
| Consumer Defensive | 7 | $20.9M | 3.8% |
| Energy | 10 | $18.1M | 3.3% |
| Healthcare | 11 | $15.8M | 2.9% |
| Industrials | 12 | $15.2M | 2.8% |
| Basic Materials | 6 | $6.3M | 1.2% |
| Real Estate | 3 | $4.3M | 0.8% |
| Utilities | 2 | $2.3M | 0.4% |