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)

StockValue
CMECME GROUP INC
$1.5M
ARMARM HOLDINGS PLC
$1.4M
LRCXLAM RESEARCH CORP
$1.4M
SNASNAP ON INC
$1.2M
NFGNATIONAL FUEL GAS CO
$1.2M
GILDGILEAD SCIENCES INC
$1.1M
TSLATESLA INC
$1.0M
LLYELI LILLY & CO
$908K
NKENIKE INC
$864K
CPCANADIAN PACIFIC KANSAS CITY
$746K
MUMICRON TECHNOLOGY INC
$688K
ADBEADOBE INC
$686K
TTETOTALENERGIES SE
$684K
VIRTVIRTU FINL INC
$677K
GLWCORNING INC
$641K
COFCAPITAL ONE FINL CORP
$619K
ABTABBOTT LABS
$537K
DELLDELL TECHNOLOGIES INC
$532K
CRMSALESFORCE INC
$522K
CMCCOMMERCIAL METALS CO
$515K
8CWCROWN CASTLE INC
$512K
FFORD MTR CO
$508K
IYWISHARES TR
$491K
APDAIR PRODS & CHEMS INC
$486K
DDSDILLARDS INC
$485K
EEMISHARES TR
$459K
AAXJISHARES TR
$455K
PEPPEPSICO INC
$452K
MTBM & T BK CORP
$430K
UNPUNION PAC CORP
$417K
ORCLORACLE CORP
$414K
INTCINTEL CORP
$404K
AXPAMERICAN EXPRESS CO
$397K
TMOTHERMO FISHER SCIENTIFIC INC
$395K
0DFCDIREXION SHS ETF TR
$394K
LHXL3HARRIS TECHNOLOGIES INC
$388K
BRK/BBERKSHIRE HATHAWAY INC DEL
$386K
WMWASTE MGMT INC DEL
$380K
GQ9SPDR GOLD TR
$372K
AMDADVANCED MICRO DEVICES INC
$367K
GRMNGARMIN LTD
$363K
CVNACARVANA CO
$362K
ILFISHARES TR
$355K
VOTVANGUARD INDEX FDS
$327K
TAT&T INC
$323K
CATCATERPILLAR INC
$319K
IRTINDEPENDENCE RLTY TR INC
$318K
NSCNORFOLK SOUTHN CORP
$297K
ASMLASML HOLDING N V
$296K
BKNGBOOKING HOLDINGS INC
$294K
SPYSPDR S&P 500 ETF TR
$278K
IGSBISHARES TR
$276K
DVNDEVON ENERGY CORP NEW
$263K
IWMISHARES TR
$229K
CHECHEMED CORP NEW
$229K
SPYGSPDR SERIES TRUST
$225K
SYBTSTOCK YDS BANCORP INC
$221K
TROWPRICE T ROWE GROUP INC
$221K
TRPTC ENERGY CORP
$220K
TSNTYSON FOODS INC
$219K
MLMMARTIN MARIETTA MATLS INC
$217K
NUENUCOR CORP
$212K
TJXTJX COS INC NEW
$210K
ISRGINTUITIVE SURGICAL INC
$210K
XARSPDR SERIES TRUST
$210K
NOWSERVICENOW INC
$206K
DISDISNEY WALT CO
$205K
MUFGMITSUBISHI UFJ FINL GROUP IN
$201K
TMTOYOTA MOTOR CORP
$200K
NWBINORTHWEST BANCSHARES INC MD
$150K
AGNCAGNC INVT CORP
$107K
ENICENEL CHILE S.A.
$89K
EGHT8X8 INC NEW
$38K
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