Independent Solutions Wealth Management, LLC Q2 2025 Filing
Filed July 23, 2025
Portfolio Value
$512.2B
Holdings
178
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COSTCOSTCO WHSL CORP NEW | 20,638 | $20.4B | 3.99% | |
| 2 | IVWISHARES TR | 171,496 | $18.9B | 3.69% | |
| 3 | AAPLAPPLE INC | 80,420 | $16.5B | 3.22% | |
| 4 | NVDANVIDIA CORPORATION | 103,202 | $16.3B | 3.18% | |
| 5 | IVEISHARES TR | 77,798 | $15.2B | 2.97% | |
| 6 | AVGOBROADCOM INC | 48,811 | $13.5B | 2.63% | |
| 7 | PLTRPALANTIR TECHNOLOGIES INC | 97,418 | $13.3B | 2.59% | |
| 8 | LEXILISTED FDS TR | 399,159 | $12.9B | 2.52% | |
| 9 | AGGISHARES TR | 116,650 | $11.6B | 2.26% | |
| 10 | MSFTMICROSOFT CORP | 22,517 | $11.2B | 2.19% | |
| 11 | AQLTISHARES TR | 125,410 | $10.5B | 2.04% | |
| 12 | GVIISHARES TR | 92,777 | $9.9B | 1.93% | |
| 13 | SHVISHARES TR | 80,895 | $8.9B | 1.74% | |
| 14 | IJHISHARES TR | 141,859 | $8.9B | 1.73% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 298,095 | $8.7B | 1.70% | |
| 16 | SCHVSCHWAB STRATEGIC TR | 312,063 | $8.6B | 1.69% | |
| 17 | ITOTISHARES TR | 53,055 | $7.2B | 1.40% | |
| 18 | AMZNAMAZON COM INC | 32,083 | $7.0B | 1.37% | |
| 19 | SHYISHARES TR | 84,467 | $7.0B | 1.37% | |
| 20 | METAMETA PLATFORMS INC | 9,070 | $6.7B | 1.31% | |
| 21 | SCHZSCHWAB STRATEGIC TR | 281,458 | $6.5B | 1.28% | |
| 22 | CSCOCISCO SYS INC | 84,049 | $5.8B | 1.14% | |
| 23 | SCHRSCHWAB STRATEGIC TR | 223,893 | $5.6B | 1.09% | |
| 24 | IVVISHARES TR | 8,950 | $5.6B | 1.08% | |
| 25 | NFLXNETFLIX INC | 3,978 | $5.3B | 1.04% | |
| 26 | IJRISHARES TR | 47,785 | $5.2B | 1.02% | |
| 27 | VVISA INC | 14,344 | $5.1B | 0.99% | |
| 28 | HOODROBINHOOD MKTS INC | 53,924 | $5.0B | 0.99% | |
| 29 | TTDTHE TRADE DESK INC | 69,160 | $5.0B | 0.97% | |
| 30 | SCHOSCHWAB STRATEGIC TR | 200,953 | $4.9B | 0.96% | |
| 31 | GOOGLALPHABET INC | 26,061 | $4.6B | 0.90% | |
| 32 | SCHFSCHWAB STRATEGIC TR | 206,584 | $4.6B | 0.89% | |
| 33 | SHOPSHOPIFY INC | 39,099 | $4.5B | 0.88% | |
| 34 | CRWDCROWDSTRIKE HLDGS INC | 8,449 | $4.3B | 0.84% | |
| 35 | IAU*ISHARES GOLD TR | 68,691 | $4.3B | 0.84% | |
| 36 | XOMEXXON MOBIL CORP | 37,758 | $4.1B | 0.79% | |
| 37 | APPAPPLOVIN CORP | 11,585 | $4.1B | 0.79% | |
| 38 | SCHMSCHWAB STRATEGIC TR | 143,803 | $4.0B | 0.79% | |
| 39 | 4I1PHILIP MORRIS INTL INC | 21,833 | $4.0B | 0.78% | |
| 40 | ETNEATON CORP PLC | 10,848 | $3.9B | 0.76% | |
| 41 | ZSZSCALER INC | 12,057 | $3.8B | 0.74% | |
| 42 | LAMRLAMAR ADVERTISING CO NEW | 30,870 | $3.7B | 0.73% | |
| 43 | KOCOCA COLA CO | 52,543 | $3.7B | 0.73% | |
| 44 | LQDISHARES TR | 33,581 | $3.7B | 0.72% | |
| 45 | CVXCHEVRON CORP NEW | 25,437 | $3.6B | 0.71% | |
| 46 | INTUINTUIT | 4,582 | $3.6B | 0.70% | |
| 47 | SCHBSCHWAB STRATEGIC TR | 147,594 | $3.5B | 0.69% | |
| 48 | HDVISHARES TR | 29,795 | $3.5B | 0.68% | |
| 49 | MOALTRIA GROUP INC | 55,973 | $3.3B | 0.64% | |
| 50 | ANETARISTA NETWORKS INC | 31,269 | $3.2B | 0.62% | |
| 51 | HDHOME DEPOT INC | 8,716 | $3.2B | 0.62% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 10,842 | $3.2B | 0.62% | |
| 53 | FRELFIDELITY COVINGTON TRUST | 115,511 | $3.1B | 0.61% | |
| 54 | NETCLOUDFLARE INC | 15,059 | $2.9B | 0.58% | |
| 55 | BXBLACKSTONE INC | 19,449 | $2.9B | 0.57% | |
| 56 | BACBANK AMERICA CORP | 60,967 | $2.9B | 0.56% | |
| 57 | MCDMCDONALDS CORP | 9,543 | $2.8B | 0.54% | |
| 58 | ARMARM HOLDINGS PLC | 17,069 | $2.8B | 0.54% | |
| 59 | PJTPJT PARTNERS INC | 16,598 | $2.7B | 0.53% | |
| 60 | FLOTISHARES TR | 53,390 | $2.7B | 0.53% | |
| 61 | CASYCASEYS GEN STORES INC | 5,317 | $2.7B | 0.53% | |
| 62 | SHYGISHARES TR | 61,934 | $2.7B | 0.52% | |
| 63 | JPMJPMORGAN CHASE & CO. | 9,086 | $2.6B | 0.51% | |
| 64 | JPSTJ P MORGAN EXCHANGE TRADED F | 51,682 | $2.6B | 0.51% | |
| 65 | SCHDSCHWAB STRATEGIC TR | 98,668 | $2.6B | 0.51% | |
| 66 | MINTPIMCO ETF TR | 25,975 | $2.6B | 0.51% | |
| 67 | AMGNAMGEN INC | 9,335 | $2.6B | 0.51% | |
| 68 | TXNTEXAS INSTRS INC | 12,147 | $2.5B | 0.49% | |
| 69 | GOOGALPHABET INC | 13,826 | $2.5B | 0.48% | |
| 70 | ABBVABBVIE INC | 13,112 | $2.4B | 0.48% | |
| 71 | PANWPALO ALTO NETWORKS INC | 11,482 | $2.3B | 0.46% | |
| 72 | SCCOSOUTHERN COPPER CORP | 22,938 | $2.3B | 0.45% | |
| 73 | MLB1MERCADOLIBRE INC | 871 | $2.3B | 0.44% | |
| 74 | IBKRINTERACTIVE BROKERS GROUP IN | 40,529 | $2.2B | 0.44% | |
| 75 | BSCPINVESCO EXCH TRD SLF IDX FD | 107,505 | $2.2B | 0.43% | |
| 76 | QCOMQUALCOMM INC | 13,991 | $2.2B | 0.43% | |
| 77 | URIUNITED RENTALS INC | 2,932 | $2.2B | 0.43% | |
| 78 | GSGOLDMAN SACHS GROUP INC | 3,049 | $2.2B | 0.42% | |
| 79 | SCHASCHWAB STRATEGIC TR | 83,441 | $2.1B | 0.41% | |
| 80 | JNJJOHNSON & JOHNSON | 13,684 | $2.1B | 0.41% | |
| 81 | SRESEMPRA | 26,218 | $2.0B | 0.39% | |
| 82 | RACEFERRARI N V | 3,871 | $1.9B | 0.37% | |
| 83 | HONHONEYWELL INTL INC | 8,143 | $1.9B | 0.37% | |
| 84 | PSXPHILLIPS 66 | 15,799 | $1.9B | 0.37% | |
| 85 | MAMASTERCARD INCORPORATED | 3,265 | $1.8B | 0.36% | |
| 86 | VLOVALERO ENERGY CORP | 13,250 | $1.8B | 0.35% | |
| 87 | RTXRTX CORPORATION | 11,989 | $1.8B | 0.34% | |
| 88 | SCHHSCHWAB STRATEGIC TR | 81,188 | $1.7B | 0.34% | |
| 89 | IWFISHARES TR | 3,999 | $1.7B | 0.33% | |
| 90 | MTUMISHARES TR | 6,874 | $1.7B | 0.32% | |
| 91 | PGPROCTER AND GAMBLE CO | 10,235 | $1.6B | 0.32% | |
| 92 | WMTWALMART INC | 16,475 | $1.6B | 0.32% | |
| 93 | MODMODINE MFG CO | 16,157 | $1.6B | 0.31% | |
| 94 | ENBENBRIDGE INC | 34,986 | $1.6B | 0.31% | |
| 95 | BACVERIZON COMMUNICATIONS INC | 36,503 | $1.6B | 0.31% | |
| 96 | IEURISHARES TR | 23,688 | $1.6B | 0.31% | |
| 97 | MPCMARATHON PETE CORP | 8,990 | $1.5B | 0.29% | |
| 98 | MRKMERCK & CO INC | 18,240 | $1.4B | 0.28% | |
| 99 | CMECME GROUP INC | 4,866 | $1.3B | 0.26% | |
| 100 | PNCPNC FINL SVCS GROUP INC | 7,162 | $1.3B | 0.26% |
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