Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2025)

About Independent Solutions Wealth Management, LLC

Investment Activity

Independent Solutions Wealth Management, LLC has $512.19 million in total holdings as of June 30, 2025.
Independent Solutions Wealth Management, LLC owns shares of 178 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
Approximately 6.55% of the portfolio was purchased this quarter.
About 3.15% of the portfolio was sold this quarter.
This quarter, Independent Solutions Wealth Management, LLC has purchased 173 new stocks and bought additional shares in 87 stocks.
Independent Solutions Wealth Management, LLC sold shares of 64 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Costco Wholesale: $20,430,088
iShares S&P 500 Growth ETF: $18,881,722
Apple: $16,499,716
NVIDIA: $16,304,900
iShares S&P 500 Value ETF: $15,203,362

Largest New Holdings this Quarter

770700102 - Robinhood Markets: $5,048,904 Holding
46434V738 - iShares Core MSCI Europe ETF: $1,568,146 Holding
12572Q105 - CME Group: $1,341,167 Holding
46429B689 - iShares MSCI EAFE Min Vol Factor ETF: $1,192,559 Holding
14040H105 - Capital One Financial: $472,640 Holding

Largest Purchases this Quarter

Robinhood Markets: 53,924 shares (about $5.05M)
Apple: 17,423 shares (about $3.57M)
Alphabet: 12,662 shares (about $2.23M)
Cloudflare: 11,230 shares (about $2.20M)
Interactive Brokers Group: 33,341 shares (about $1.85M)

Largest Sales this Quarter

Copart: 64,429 shares (about $3.16M)
Devon Energy: 59,198 shares (about $1.88M)
iShares Core S&P 500 ETF: 1,523 shares (about $945.63K)
NVIDIA: 2,607 shares (about $411.88K)
Broadcom: 1,435 shares (about $395.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
COST Costco Wholesale	$20,430,088	$52,466 ▲	0.3%	20,638	4.0%	Retail/Wholesale
IVW iShares S&P 500 Growth ETF	$18,881,722	$141,809 ▲	0.8%	171,496	3.7%	ETF
AAPL Apple	$16,499,716	$3,574,665 ▲	27.7%	80,420	3.2%	Computer and Technology
NVDA NVIDIA	$16,304,900	$411,880 ▼	-2.5%	103,202	3.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$15,203,362	$148,715 ▲	1.0%	77,798	3.0%	ETF
AVGO Broadcom	$13,454,663	$395,555 ▼	-2.9%	48,811	2.6%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$13,280,027	$351,433 ▼	-2.6%	97,418	2.6%	CL A
LISTED FDS TR	$12,900,819	$830,915 ▲	6.9%	399,159	2.5%	ALEXIS PRACTICAL
AGG iShares Core U.S. Aggregate Bond ETF	$11,571,355	$30,255 ▲	0.3%	116,650	2.3%	Finance
MSFT Microsoft	$11,200,164	$159,171 ▼	-1.4%	22,517	2.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$10,469,246	$47,584 ▼	-0.5%	125,410	2.0%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$9,907,615	$1,388 ▲	0.0%	92,777	1.9%	ETF
SHV iShares Short Treasury Bond ETF	$8,932,426	$759,910 ▲	9.3%	80,895	1.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,859,550	$66,950 ▲	0.8%	141,859	1.7%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$8,707,355	$156,828 ▲	1.8%	298,095	1.7%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$8,634,786	$166,795 ▲	2.0%	312,063	1.7%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$7,164,591	$11,343 ▲	0.2%	53,055	1.4%	ETF
AMZN Amazon.com	$7,038,775	$67,134 ▲	1.0%	32,083	1.4%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$6,998,917	$14,418 ▲	0.2%	84,467	1.4%	Manufacturing
META Meta Platforms	$6,694,563	$84,881 ▲	1.3%	9,070	1.3%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$6,541,091	$57,728 ▼	-0.9%	281,458	1.3%	ETF
CSCO Cisco Systems	$5,825,369	$142,361 ▲	2.5%	84,049	1.1%	Computer and Technology
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$5,604,052	$87,956 ▼	-1.5%	223,893	1.1%	ETF
IVV iShares Core S&P 500 ETF	$5,557,055	$945,631 ▼	-14.5%	8,950	1.1%	ETF
NFLX Netflix	$5,327,394	$91,067 ▼	-1.7%	3,978	1.0%	Consumer Discretionary
IJR iShares Core S&P Small-Cap ETF	$5,218,634	$73,171 ▲	1.4%	47,785	1.0%	ETF
V Visa	$5,092,762	$8,166 ▲	0.2%	14,344	1.0%	Business Services
HOOD Robinhood Markets	$5,048,904	$5,048,904 ▲	New Holding	53,924	1.0%	Finance
TTD Trade Desk	$4,978,832	$194,229 ▲	4.1%	69,160	1.0%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$4,899,223	$350,852 ▲	7.7%	200,953	1.0%	ETF
GOOGL Alphabet	$4,592,658	$2,231,389 ▲	94.5%	26,061	0.9%	Computer and Technology
SCHF Schwab International Equity ETF	$4,565,500	$142,037 ▲	3.2%	206,584	0.9%	ETF
SHOP Shopify	$4,510,025	$95,047 ▼	-2.1%	39,099	0.9%	Computer and Technology
CRWD CrowdStrike	$4,303,160	$45,329 ▲	1.1%	8,449	0.8%	Computer and Technology
IAU iShares Gold Trust	$4,283,571	$1,156,466 ▲	37.0%	68,691	0.8%	Finance
XOM Exxon Mobil	$4,070,264	$62,739 ▼	-1.5%	37,758	0.8%	Energy
APPLOVIN CORP	$4,055,677	$133,731 ▼	-3.2%	11,585	0.8%	COM CL A
SCHM Schwab U.S. Mid-Cap ETF	$4,033,671	$208,411 ▲	5.4%	143,803	0.8%	ETF
PM Philip Morris International	$3,976,395	$73,762 ▲	1.9%	21,833	0.8%	Consumer Staples
ETN Eaton	$3,872,650	$41,054 ▲	1.1%	10,848	0.8%	Industrials
ZS Zscaler	$3,785,228	$45,836 ▲	1.2%	12,057	0.7%	Computer and Technology
LAMR Lamar Advertising	$3,746,425	$12,379 ▲	0.3%	30,870	0.7%	Finance
KO CocaCola	$3,717,417	$14,079 ▲	0.4%	52,543	0.7%	Consumer Staples
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$3,680,834	$17,647 ▼	-0.5%	33,581	0.7%	Finance
CVX Chevron	$3,642,386	$123,718 ▲	3.5%	25,437	0.7%	Energy
INTU Intuit	$3,608,794	$8,664 ▼	-0.2%	4,582	0.7%	Computer and Technology
SCHB Schwab US Broad Market ETF	$3,517,172	$135,045 ▲	4.0%	147,594	0.7%	ETF
HDV iShares Core High Dividend ETF	$3,491,077	$117,639 ▲	3.5%	29,795	0.7%	ETF
MO Altria Group	$3,277,480	$25,705 ▼	-0.8%	55,973	0.6%	Consumer Staples
ARISTA NETWORKS INC	$3,199,131	$26,805 ▲	0.8%	31,269	0.6%	COM SHS
HD Home Depot	$3,195,482	$32,263 ▲	1.0%	8,716	0.6%	Retail/Wholesale
IBM International Business Machines	$3,177,854	$137,174 ▲	4.5%	10,842	0.6%	Computer and Technology
FREL Fidelity MSCI Real Estate Index ETF	$3,123,424	$22,822 ▲	0.7%	115,511	0.6%	ETF
NET Cloudflare	$2,949,004	$2,199,171 ▲	293.3%	15,059	0.6%	Computer and Technology
BX Blackstone	$2,909,252	$562,584 ▲	24.0%	19,449	0.6%	Finance
BAC Bank of America	$2,884,958	$93,031 ▼	-3.1%	60,967	0.6%	Finance
MCD McDonald's	$2,788,046	$121,537 ▲	4.6%	9,543	0.5%	Retail/Wholesale
ARM HOLDINGS PLC	$2,760,740	$80,547 ▲	3.0%	17,069	0.5%	SPONSORED ADS
PJT PJT Partners	$2,738,847	$71,615 ▲	2.7%	16,598	0.5%	Finance
FLOT iShares Floating Rate Bond ETF	$2,723,958	$116,173 ▲	4.5%	53,390	0.5%	ETF
CASY Casey's General Stores	$2,713,142	$68,887 ▲	2.6%	5,317	0.5%	Retail/Wholesale
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$2,671,833	$243,870 ▲	10.0%	61,934	0.5%	ETF
JPM JPMorgan Chase & Co.	$2,634,114	$208,445 ▲	8.6%	9,086	0.5%	Finance
JPST JPMorgan Ultra-Short Income ETF	$2,619,244	$227,908 ▲	9.5%	51,682	0.5%	ETF
SCHD Schwab US Dividend Equity ETF	$2,614,712	$70,199 ▼	-2.6%	98,668	0.5%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,611,397	$229,622 ▲	9.6%	25,975	0.5%	ETF
AMGN Amgen	$2,606,468	$97,167 ▲	3.9%	9,335	0.5%	Medical
TXN Texas Instruments	$2,521,909	$42,561 ▲	1.7%	12,147	0.5%	Computer and Technology
GOOG Alphabet	$2,452,583	$548,133 ▲	28.8%	13,826	0.5%	Computer and Technology
ABBV AbbVie	$2,433,849	$31,370 ▼	-1.3%	13,112	0.5%	Medical
PANW Palo Alto Networks	$2,349,676	$44,202 ▲	1.9%	11,482	0.5%	Computer and Technology
SCCO Southern Copper	$2,320,620	$25,798 ▲	1.1%	22,938	0.5%	Basic Materials
MELI MercadoLibre	$2,276,472	$60,113 ▲	2.7%	871	0.4%	Retail/Wholesale
IBKR Interactive Brokers Group	$2,245,702	$1,847,417 ▲	463.8%	40,529	0.4%	Finance
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$2,223,206	$44,876 ▼	-2.0%	107,505	0.4%	ETF
QCOM QUALCOMM	$2,214,167	$51,433 ▼	-2.3%	13,991	0.4%	Computer and Technology
URI United Rentals	$2,209,097	$91,167 ▲	4.3%	2,932	0.4%	Construction
GS The Goldman Sachs Group	$2,157,789	$1,418,946 ▲	192.0%	3,049	0.4%	Finance
SCHA Schwab US Small-Cap ETF	$2,111,047	$132,318 ▲	6.7%	83,441	0.4%	ETF
JNJ Johnson & Johnson	$2,091,343	$38,819 ▼	-1.8%	13,684	0.4%	Medical
SRE Sempra Energy	$1,986,524	$46,144 ▲	2.4%	26,218	0.4%	Utilities
RACE Ferrari	$1,899,765	$69,198 ▲	3.8%	3,871	0.4%	Auto/Tires/Trucks
HON Honeywell International	$1,896,342	$181,181 ▲	10.6%	8,143	0.4%	Multi-Sector Conglomerates
PSX Phillips 66	$1,884,860	$56,788 ▲	3.1%	15,799	0.4%	Energy
MA Mastercard	$1,834,734	$24,163 ▼	-1.3%	3,265	0.4%	Business Services
VLO Valero Energy	$1,781,013	$24,464 ▼	-1.4%	13,250	0.3%	Energy
RTX RTX	$1,750,562	$25,844 ▼	-1.5%	11,989	0.3%	Aerospace
SCHH Schwab U.S. REIT ETF	$1,717,935	$106,075 ▲	6.6%	81,188	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$1,685,918	$26,560 ▲	1.6%	3,999	0.3%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$1,651,960	$52,870 ▲	3.3%	6,874	0.3%	ETF
PG Procter & Gamble	$1,630,632	$74,243 ▲	4.8%	10,235	0.3%	Consumer Staples
WMT Walmart	$1,624,910	$208,501 ▼	-11.4%	16,475	0.3%	Retail/Wholesale
MOD Modine Manufacturing	$1,591,465	$53,486 ▲	3.5%	16,157	0.3%	Auto/Tires/Trucks
ENB Enbridge	$1,585,566	$4,169 ▼	-0.3%	34,986	0.3%	Energy
VZ Verizon Communications	$1,576,321	$99,019 ▲	6.7%	36,503	0.3%	Computer and Technology
IEUR iShares Core MSCI Europe ETF	$1,568,146	$1,568,146 ▲	New Holding	23,688	0.3%	ETF
MPC Marathon Petroleum	$1,493,329	$83,387 ▲	5.9%	8,990	0.3%	Energy
MRK Merck & Co., Inc.	$1,443,914	$92,461 ▲	6.8%	18,240	0.3%	Medical
CME CME Group	$1,341,167	$1,341,167 ▲	New Holding	4,866	0.3%	Finance
PNC The PNC Financial Services Group	$1,335,140	$108,310 ▲	8.8%	7,162	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2025)

About Independent Solutions Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2025)

About Independent Solutions Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Solutions Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools