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 | Value |
|---|---|
AAPLAPPLE INC | $22.2M |
NVDANVIDIA CORPORATION | $19.0M |
LEXILISTED FDS TR | $18.6M |
IVWISHARES TR | $18.5M |
AVGOBROADCOM INC | $16.2M |
IVEISHARES TR | $15.9M |
PLTRPALANTIR TECHNOLOGIES INC | $14.1M |
SHVISHARES TR | $12.3M |
AGGISHARES TR | $11.1M |
MSFTMICROSOFT CORP | $11.0M |
AQLTISHARES TR | $10.5M |
COSTCOSTCO WHSL CORP NEW | $9.8M |
SCHGSCHWAB STRATEGIC TR | $9.6M |
GVIISHARES TR | $9.5M |
SCHVSCHWAB STRATEGIC TR | $9.3M |
IJHISHARES TR | $9.0M |
GOOGLALPHABET INC | $8.9M |
AMZNAMAZON COM INC | $7.4M |
ITOTISHARES TR | $7.4M |
APPAPPLOVIN CORP | $7.3M |
IVVISHARES TR | $7.1M |
IAU*ISHARES GOLD TR | $7.0M |
SHYISHARES TR | $6.7M |
CSCOCISCO SYS INC | $6.7M |
SCHZSCHWAB STRATEGIC TR | $6.6M |
METAMETA PLATFORMS INC | $6.1M |
SHOPSHOPIFY INC | $5.8M |
SCHRSCHWAB STRATEGIC TR | $5.5M |
IJRISHARES TR | $5.5M |
LQDISHARES TR | $5.2M |
VVISA INC | $5.2M |
HOODROBINHOOD MKTS INC | $5.1M |
SCHOSCHWAB STRATEGIC TR | $4.8M |
SCHFSCHWAB STRATEGIC TR | $4.8M |
XOMEXXON MOBIL CORP | $4.6M |
SCHMSCHWAB STRATEGIC TR | $4.4M |
GOOGALPHABET INC | $4.3M |
LAMRLAMAR ADVERTISING CO NEW | $3.9M |
SHYGISHARES TR | $3.8M |
SCHBSCHWAB STRATEGIC TR | $3.8M |
CRWDCROWDSTRIKE HLDGS INC | $3.7M |
ANETARISTA NETWORKS INC | $3.7M |
NFLXNETFLIX INC | $3.7M |
HDVISHARES TR | $3.7M |
KOCOCA COLA CO | $3.7M |
CVXCHEVRON CORP NEW | $3.7M |
4I1PHILIP MORRIS INTL INC | $3.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $3.6M |
FLOTISHARES TR | $3.6M |
MINTPIMCO ETF TR | $3.6M |
BACBANK AMERICA CORP | $3.4M |
MOALTRIA GROUP INC | $3.4M |
ETNEATON CORP PLC | $3.4M |
SCCOSOUTHERN COPPER CORP | $3.3M |
NETCLOUDFLARE INC | $3.2M |
MCDMCDONALDS CORP | $3.1M |
BXBLACKSTONE INC | $3.1M |
AMGNAMGEN INC | $3.1M |
HDHOME DEPOT INC | $3.1M |
FRELFIDELITY COVINGTON TRUST | $3.0M |
INTUINTUIT | $3.0M |
IBMINTERNATIONAL BUSINESS MACHS | $2.9M |
ABBVABBVIE INC | $2.9M |
JNJJOHNSON & JOHNSON | $2.9M |
SCHDSCHWAB STRATEGIC TR | $2.8M |
CASYCASEYS GEN STORES INC | $2.8M |
PJTPJT PARTNERS INC | $2.7M |
PAGPENSKE AUTOMOTIVE GRP INC | $2.6M |
QCOMQUALCOMM INC | $2.6M |
ZSZSCALER INC | $2.6M |
SCHASCHWAB STRATEGIC TR | $2.5M |
IBKRINTERACTIVE BROKERS GROUP IN | $2.5M |
GSGOLDMAN SACHS GROUP INC | $2.4M |
IEURISHARES TR | $2.4M |
IXUSISHARES TR | $2.3M |
MTUMISHARES TR | $2.3M |
IMTMISHARES TR | $2.3M |
RTXRTX CORPORATION | $2.3M |
URIUNITED RENTALS INC | $2.3M |
SRESEMPRA | $2.2M |
VLOVALERO ENERGY CORP | $2.2M |
MRKMERCK & CO INC | $2.1M |
PANWPALO ALTO NETWORKS INC | $2.0M |
IWFISHARES TR | $2.0M |
PSXPHILLIPS 66 | $2.0M |
MAMASTERCARD INCORPORATED | $1.9M |
HONHONEYWELL INTL INC | $1.9M |
WMTWALMART INC | $1.9M |
ENBENBRIDGE INC | $1.8M |
MLB1MERCADOLIBRE INC | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.8M |
SCHHSCHWAB STRATEGIC TR | $1.7M |
RYROYAL BK CDA | $1.6M |
PNCPNC FINL SVCS GROUP INC | $1.6M |
MPCMARATHON PETE CORP | $1.6M |
NEMNEWMONT CORP | $1.6M |
CMICUMMINS INC | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
UNHUNITEDHEALTH GROUP INC | $1.5M |
BACVERIZON COMMUNICATIONS INC | $1.5M |
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