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 |
|---|---|---|---|---|---|
| 101 | NFGNATIONAL FUEL GAS CO | 14,915 | $1.3B | 0.25% | |
| 102 | RYROYAL BK CDA | 9,561 | $1.3B | 0.25% | |
| 103 | NKENIKE INC | 16,970 | $1.2B | 0.24% | |
| 104 | EFAVISHARES TR | 14,187 | $1.2B | 0.23% | |
| 105 | SNASNAP ON INC | 3,693 | $1.1B | 0.22% | |
| 106 | GILDGILEAD SCIENCES INC | 9,287 | $1.0B | 0.20% | |
| 107 | CMICUMMINS INC | 3,100 | $1.0B | 0.20% | |
| 108 | APDAIR PRODS & CHEMS INC | 3,455 | $974.5M | 0.19% | |
| 109 | VIRTVIRTU FINL INC | 20,605 | $922.9M | 0.18% | |
| 110 | ADBEADOBE INC | 2,333 | $902.7M | 0.18% | |
| 111 | VUGVANGUARD INDEX FDS | 1,884 | $825.9M | 0.16% | |
| 112 | CPCANADIAN PACIFIC KANSAS CITY | 10,383 | $823.1M | 0.16% | |
| 113 | NEMNEWMONT CORP | 13,849 | $806.8M | 0.16% | |
| 114 | TTENTOTALENERGIES SE | 10,785 | $662.1M | 0.13% | |
| 115 | LRCXLAM RESEARCH CORP | 6,593 | $641.8M | 0.13% | |
| 116 | 8CWCROWN CASTLE INC | 6,246 | $641.7M | 0.13% | |
| 117 | LLYELI LILLY & CO | 814 | $634.5M | 0.12% | |
| 118 | TSLATESLA INC | 1,891 | $600.7M | 0.12% | |
| 119 | VBVANGUARD INDEX FDS | 2,413 | $571.8M | 0.11% | |
| 120 | VTVVANGUARD INDEX FDS | 3,104 | $548.6M | 0.11% | |
| 121 | DELLDELL TECHNOLOGIES INC | 4,459 | $546.6M | 0.11% | |
| 122 | VTIVANGUARD INDEX FDS | 1,750 | $531.9M | 0.10% | |
| 123 | CRMSALESFORCE INC | 1,870 | $509.9M | 0.10% | |
| 124 | MRVLMARVELL TECHNOLOGY INC | 6,305 | $488.0M | 0.10% | |
| 125 | STZCONSTELLATION BRANDS INC | 2,951 | $480.1M | 0.09% | |
| 126 | COFCAPITAL ONE FINL CORP | 2,221 | $472.6M | 0.09% | |
| 127 | PEPPEPSICO INC | 3,555 | $469.4M | 0.09% | |
| 128 | VEAVANGUARD TAX-MANAGED FDS | 8,124 | $463.1M | 0.09% | |
| 129 | SMCISUPER MICRO COMPUTER INC | 9,137 | $447.8M | 0.09% | |
| 130 | WMWASTE MGMT INC DEL | 1,939 | $443.8M | 0.09% | |
| 131 | FFORD MTR CO | 40,306 | $437.3M | 0.09% | |
| 132 | AXPAMERICAN EXPRESS CO | 1,301 | $415.0M | 0.08% | |
| 133 | PFEPFIZER INC | 16,872 | $414.7M | 0.08% | |
| 134 | MTBM & T BK CORP | 2,135 | $414.2M | 0.08% | |
| 135 | 0DFCDIREXION SHS ETF TR | 2,342 | $394.9M | 0.08% | |
| 136 | UNPUNION PAC CORP | 1,687 | $388.2M | 0.08% | |
| 137 | CMCCOMMERCIAL METALS CO | 7,740 | $378.6M | 0.07% | |
| 138 | IRTINDEPENDENCE RLTY TR INC | 21,352 | $377.7M | 0.07% | |
| 139 | TAT&T INC | 13,031 | $377.1M | 0.07% | |
| 140 | GLWCORNING INC | 7,023 | $369.3M | 0.07% | |
| 141 | ORCLORACLE CORP | 1,654 | $361.6M | 0.07% | |
| 142 | LHXL3HARRIS TECHNOLOGIES INC | 1,422 | $356.7M | 0.07% | |
| 143 | NOWSERVICENOW INC | 343 | $352.6M | 0.07% | |
| 144 | ABTABBOTT LABS | 2,567 | $349.1M | 0.07% | |
| 145 | HEZUISHARES TR | 8,505 | $349.0M | 0.07% | |
| 146 | GRMNGARMIN LTD | 1,622 | $338.6M | 0.07% | |
| 147 | DDSDILLARDS INC | 800 | $334.3M | 0.07% | |
| 148 | VXUSVANGUARD STAR FDS | 4,811 | $332.4M | 0.06% | |
| 149 | BKNGBOOKING HOLDINGS INC | 57 | $330.0M | 0.06% | |
| 150 | MUMICRON TECHNOLOGY INC | 2,519 | $310.5M | 0.06% | |
| 151 | VCSHVANGUARD SCOTTSDALE FDS | 3,882 | $308.6M | 0.06% | |
| 152 | CVNACARVANA CO | 860 | $289.8M | 0.06% | |
| 153 | GQ9SPDR GOLD TR | 939 | $286.2M | 0.06% | |
| 154 | IGSBISHARES TR | 5,309 | $280.1M | 0.05% | |
| 155 | SPYSPDR S&P 500 ETF TR | 453 | $279.9M | 0.05% | |
| 156 | IXP*ISHARES TR | 2,490 | $279.7M | 0.05% | |
| 157 | IYCISHARES TR | 2,786 | $277.6M | 0.05% | |
| 158 | DVNDEVON ENERGY CORP NEW | 8,646 | $275.0M | 0.05% | |
| 159 | IYFISHARES TR | 2,226 | $269.3M | 0.05% | |
| 160 | SYBTSTOCK YDS BANCORP INC | 3,379 | $266.9M | 0.05% | |
| 161 | IYJISHARES TR | 1,838 | $261.6M | 0.05% | |
| 162 | CHECHEMED CORP NEW | 536 | $261.0M | 0.05% | |
| 163 | DISDISNEY WALT CO | 2,104 | $260.9M | 0.05% | |
| 164 | INTCINTEL CORP | 11,267 | $258.7M | 0.05% | |
| 165 | TSNTYSON FOODS INC | 4,325 | $241.9M | 0.05% | |
| 166 | BRK/BBERKSHIRE HATHAWAY INC DEL | 483 | $234.6M | 0.05% | |
| 167 | NSCNORFOLK SOUTHN CORP | 895 | $229.1M | 0.04% | |
| 168 | SPOTSPOTIFY TECHNOLOGY S A | 298 | $228.7M | 0.04% | |
| 169 | BDXBECTON DICKINSON & CO | 1,320 | $227.4M | 0.04% | |
| 170 | MDLZMONDELEZ INTL INC | 3,275 | $220.9M | 0.04% | |
| 171 | SPYGSPDR SERIES TRUST | 2,239 | $213.4M | 0.04% | |
| 172 | CPRTCOPART INC | 4,323 | $212.1M | 0.04% | |
| 173 | TMOTHERMO FISHER SCIENTIFIC INC | 518 | $210.0M | 0.04% | |
| 174 | TROWPRICE T ROWE GROUP INC | 2,154 | $207.9M | 0.04% | |
| 175 | MUFGMITSUBISHI UFJ FINL GROUP IN | 11,633 | $159.6M | 0.03% | |
| 176 | NWBINORTHWEST BANCSHARES INC MD | 12,142 | $155.2M | 0.03% | |
| 177 | ENICENEL CHILE S.A. | 22,224 | $80.7M | 0.02% | |
| 178 | EGHT8X8 INC NEW | 19,717 | $38.6M | 0.01% |
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