Independent Solutions Wealth Management, LLC Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$544.3M
Holdings
173
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (173 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 81,779 | $22.2M | 4.08% | |
| 2 | NVDANVIDIA CORPORATION | 101,709 | $19.0M | 3.48% | |
| 3 | LEXILISTED FDS TR | 523,334 | $18.6M | 3.42% | |
| 4 | IVWISHARES TR | 149,877 | $18.5M | 3.39% | |
| 5 | AVGOBROADCOM INC | 46,685 | $16.2M | 2.97% | |
| 6 | IVEISHARES TR | 75,151 | $15.9M | 2.93% | |
| 7 | PLTRPALANTIR TECHNOLOGIES INC | 79,210 | $14.1M | 2.59% | |
| 8 | SHVISHARES TR | 111,699 | $12.3M | 2.26% | |
| 9 | AGGISHARES TR | 111,580 | $11.1M | 2.05% | |
| 10 | MSFTMICROSOFT CORP | 22,786 | $11.0M | 2.02% | |
| 11 | AQLTISHARES TR | 117,744 | $10.5M | 1.94% | |
| 12 | COSTCOSTCO WHSL CORP NEW | 11,363 | $9.8M | 1.80% | |
| 13 | SCHGSCHWAB STRATEGIC TR | 294,599 | $9.6M | 1.77% | |
| 14 | GVIISHARES TR | 88,573 | $9.5M | 1.75% | |
| 15 | SCHVSCHWAB STRATEGIC TR | 313,096 | $9.3M | 1.70% | |
| 16 | IJHISHARES TR | 136,222 | $9.0M | 1.65% | |
| 17 | GOOGLALPHABET INC | 28,283 | $8.9M | 1.63% | |
| 18 | AMZNAMAZON COM INC | 31,972 | $7.4M | 1.36% | |
| 19 | ITOTISHARES TR | 49,603 | $7.4M | 1.35% | |
| 20 | APPAPPLOVIN CORP | 10,836 | $7.3M | 1.34% | |
| 21 | IVVISHARES TR | 10,302 | $7.1M | 1.30% | |
| 22 | IAU*ISHARES GOLD TR | 86,383 | $7.0M | 1.29% | |
| 23 | SHYISHARES TR | 80,827 | $6.7M | 1.23% | |
| 24 | CSCOCISCO SYS INC | 86,883 | $6.7M | 1.23% | |
| 25 | SCHZSCHWAB STRATEGIC TR | 280,510 | $6.6M | 1.20% | |
| 26 | METAMETA PLATFORMS INC | 9,284 | $6.1M | 1.13% | |
| 27 | SHOPSHOPIFY INC | 36,111 | $5.8M | 1.07% | |
| 28 | SCHRSCHWAB STRATEGIC TR | 219,597 | $5.5M | 1.01% | |
| 29 | IJRISHARES TR | 45,694 | $5.5M | 1.01% | |
| 30 | LQDISHARES TR | 47,315 | $5.2M | 0.96% | |
| 31 | VVISA INC | 14,774 | $5.2M | 0.95% | |
| 32 | HOODROBINHOOD MKTS INC | 45,508 | $5.1M | 0.95% | |
| 33 | SCHOSCHWAB STRATEGIC TR | 198,627 | $4.8M | 0.89% | |
| 34 | SCHFSCHWAB STRATEGIC TR | 200,165 | $4.8M | 0.88% | |
| 35 | XOMEXXON MOBIL CORP | 38,237 | $4.6M | 0.85% | |
| 36 | SCHMSCHWAB STRATEGIC TR | 145,766 | $4.4M | 0.81% | |
| 37 | GOOGALPHABET INC | 13,654 | $4.3M | 0.79% | |
| 38 | LAMRLAMAR ADVERTISING CO NEW | 30,558 | $3.9M | 0.71% | |
| 39 | SHYGISHARES TR | 89,050 | $3.8M | 0.70% | |
| 40 | SCHBSCHWAB STRATEGIC TR | 145,003 | $3.8M | 0.70% | |
| 41 | CRWDCROWDSTRIKE HLDGS INC | 7,980 | $3.7M | 0.69% | |
| 42 | ANETARISTA NETWORKS INC | 28,375 | $3.7M | 0.68% | |
| 43 | NFLXNETFLIX INC | 39,502 | $3.7M | 0.68% | |
| 44 | HDVISHARES TR | 30,395 | $3.7M | 0.68% | |
| 45 | KOCOCA COLA CO | 52,514 | $3.7M | 0.67% | |
| 46 | CVXCHEVRON CORP NEW | 24,046 | $3.7M | 0.67% | |
| 47 | 4I1PHILIP MORRIS INTL INC | 22,790 | $3.7M | 0.67% | |
| 48 | JPSTJ P MORGAN EXCHANGE TRADED F | 71,834 | $3.6M | 0.67% | |
| 49 | FLOTISHARES TR | 71,336 | $3.6M | 0.67% | |
| 50 | MINTPIMCO ETF TR | 36,138 | $3.6M | 0.67% | |
| 51 | BACBANK AMERICA CORP | 62,100 | $3.4M | 0.63% | |
| 52 | MOALTRIA GROUP INC | 58,353 | $3.4M | 0.62% | |
| 53 | ETNEATON CORP PLC | 10,555 | $3.4M | 0.62% | |
| 54 | SCCOSOUTHERN COPPER CORP | 23,174 | $3.3M | 0.61% | |
| 55 | NETCLOUDFLARE INC | 16,242 | $3.2M | 0.59% | |
| 56 | MCDMCDONALDS CORP | 10,287 | $3.1M | 0.58% | |
| 57 | BXBLACKSTONE INC | 20,368 | $3.1M | 0.58% | |
| 58 | AMGNAMGEN INC | 9,461 | $3.1M | 0.57% | |
| 59 | HDHOME DEPOT INC | 8,874 | $3.1M | 0.56% | |
| 60 | FRELFIDELITY COVINGTON TRUST | 112,887 | $3.0M | 0.56% | |
| 61 | INTUINTUIT | 4,576 | $3.0M | 0.56% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 9,910 | $2.9M | 0.54% | |
| 63 | ABBVABBVIE INC | 12,756 | $2.9M | 0.54% | |
| 64 | JNJJOHNSON & JOHNSON | 13,797 | $2.9M | 0.52% | |
| 65 | SCHDSCHWAB STRATEGIC TR | 103,863 | $2.8M | 0.52% | |
| 66 | CASYCASEYS GEN STORES INC | 5,124 | $2.8M | 0.52% | |
| 67 | PJTPJT PARTNERS INC | 16,284 | $2.7M | 0.50% | |
| 68 | PAGPENSKE AUTOMOTIVE GRP INC | 16,734 | $2.6M | 0.49% | |
| 69 | QCOMQUALCOMM INC | 15,361 | $2.6M | 0.48% | |
| 70 | ZSZSCALER INC | 11,388 | $2.6M | 0.47% | |
| 71 | SCHASCHWAB STRATEGIC TR | 87,025 | $2.5M | 0.46% | |
| 72 | IBKRINTERACTIVE BROKERS GROUP IN | 38,446 | $2.5M | 0.45% | |
| 73 | GSGOLDMAN SACHS GROUP INC | 2,772 | $2.4M | 0.45% | |
| 74 | IEURISHARES TR | 33,710 | $2.4M | 0.44% | |
| 75 | IXUSISHARES TR | 27,751 | $2.3M | 0.43% | |
| 76 | MTUMISHARES TR | 9,341 | $2.3M | 0.43% | |
| 77 | IMTMISHARES TR | 48,669 | $2.3M | 0.43% | |
| 78 | RTXRTX CORPORATION | 12,713 | $2.3M | 0.43% | |
| 79 | URIUNITED RENTALS INC | 2,859 | $2.3M | 0.43% | |
| 80 | SRESEMPRA | 25,198 | $2.2M | 0.41% | |
| 81 | VLOVALERO ENERGY CORP | 13,257 | $2.2M | 0.40% | |
| 82 | MRKMERCK & CO INC | 19,520 | $2.1M | 0.38% | |
| 83 | PANWPALO ALTO NETWORKS INC | 11,083 | $2.0M | 0.37% | |
| 84 | IWFISHARES TR | 4,237 | $2.0M | 0.37% | |
| 85 | PSXPHILLIPS 66 | 15,344 | $2.0M | 0.36% | |
| 86 | MAMASTERCARD INCORPORATED | 3,363 | $1.9M | 0.35% | |
| 87 | HONHONEYWELL INTL INC | 9,787 | $1.9M | 0.35% | |
| 88 | WMTWALMART INC | 16,885 | $1.9M | 0.35% | |
| 89 | ENBENBRIDGE INC | 37,375 | $1.8M | 0.33% | |
| 90 | MLB1MERCADOLIBRE INC | 886 | $1.8M | 0.33% | |
| 91 | JPMJPMORGAN CHASE & CO. | 5,453 | $1.8M | 0.32% | |
| 92 | SCHHSCHWAB STRATEGIC TR | 83,068 | $1.7M | 0.32% | |
| 93 | RYROYAL BK CDA | 9,421 | $1.6M | 0.30% | |
| 94 | PNCPNC FINL SVCS GROUP INC | 7,617 | $1.6M | 0.29% | |
| 95 | MPCMARATHON PETE CORP | 9,765 | $1.6M | 0.29% | |
| 96 | NEMNEWMONT CORP | 15,647 | $1.6M | 0.29% | |
| 97 | CMICUMMINS INC | 2,945 | $1.5M | 0.28% | |
| 98 | PGPROCTER AND GAMBLE CO | 10,387 | $1.5M | 0.27% | |
| 99 | UNHUNITEDHEALTH GROUP INC | 4,506 | $1.5M | 0.27% | |
| 100 | BACVERIZON COMMUNICATIONS INC | 36,515 | $1.5M | 0.27% |
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