Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2025) About Independent Solutions Wealth Management, LLCInvestment ActivityIndependent Solutions Wealth Management, LLC has $562.97 million in total holdings as of September 30, 2025.Independent Solutions Wealth Management, LLC owns shares of 178 different stocks, but just 65 companies or ETFs make up 80% of its holdings.Approximately 4.52% of the portfolio was purchased this quarter.About 2.75% of the portfolio was sold this quarter.This quarter, Independent Solutions Wealth Management, LLC has purchased 178 new stocks and bought additional shares in 100 stocks.Independent Solutions Wealth Management, LLC sold shares of 48 stocks and completely divested from 17 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $21,189,976Apple $21,099,181Costco Wholesale $19,535,168NVIDIA $19,370,888Broadcom $16,177,402 Largest New Holdings this Quarter 46434V449 - iShares MSCI Intl Momentum Factor ETF $1,964,516 Holding91324P102 - UnitedHealth Group $1,615,334 Holding19260Q107 - Coinbase Global $451,899 Holding464287721 - iShares U.S. Technology ETF $377,618 Holding922908538 - Vanguard Mid-Cap Growth ETF $344,322 Holding Largest Purchases this Quarter iShares MSCI Intl Momentum Factor ETF 41,030 shares (about $1.96M)LISTED FDS TR 54,570 shares (about $1.90M)UnitedHealth Group 4,678 shares (about $1.62M)iShares Short Treasury Bond ETF 12,686 shares (about $1.40M)iShares Gold Trust 13,313 shares (about $968.79K) Largest Sales this Quarter Trade Desk 41,710 shares (about $2.04M)PALANTIR TECHNOLOGIES INC 9,366 shares (about $1.71M)Honeywell International 4,908 shares (about $1.03M)Robinhood Markets 2,326 shares (about $333.04K)International Business Machines 836 shares (about $235.89K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Solutions Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$21,189,976$486,984 ▲2.4%175,5303.8%ETFAAPLApple$21,099,181$621,807 ▲3.0%82,8623.7%Computer and TechnologyCOSTCostco Wholesale$19,535,168$432,264 ▲2.3%21,1053.5%Retail/WholesaleNVDANVIDIA$19,370,888$115,493 ▲0.6%103,8213.4%Computer and TechnologyAVGOBroadcom$16,177,402$74,229 ▲0.5%49,0362.9%Computer and TechnologyIVEiShares S&P 500 Value ETF$16,105,274$39,237 ▲0.2%77,9882.9%ETFPALANTIR TECHNOLOGIES INC$16,062,453$1,708,546 ▼-9.6%88,0522.9%CL ALISTED FDS TR$15,756,783$1,895,069 ▲13.7%453,7292.8%ALEXIS PRACTICALMSFTMicrosoft$11,926,651$264,150 ▲2.3%23,0272.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$11,744,644$50,526 ▲0.4%117,1542.1%FinanceIEFAiShares Core MSCI EAFE ETF$10,870,639$78,928 ▼-0.7%124,5061.9%ETFSHViShares Short Treasury Bond ETF$10,339,765$1,401,676 ▲15.7%93,5811.8%ETFGVIiShares Intermediate Government/Credit Bond ETF$9,985,012$17,297 ▲0.2%92,9381.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$9,617,528$105,303 ▲1.1%301,3951.7%ETFIJHiShares Core S&P Mid-Cap ETF$9,229,204$28,519 ▼-0.3%141,4221.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$9,227,210$143,047 ▲1.6%316,9771.6%ETFAPPLOVIN CORP$8,933,608$609,322 ▲7.3%12,4331.6%COM CL AITOTiShares Core S&P Total U.S. Stock Market ETF$7,625,800$101,664 ▼-1.3%52,3571.4%ETFHOODRobinhood Markets$7,387,802$333,037 ▼-4.3%51,5981.3%FinanceAMZNAmazon.com$7,284,540$239,993 ▲3.4%33,1761.3%Retail/WholesaleGOOGLAlphabet$7,138,064$802,707 ▲12.7%29,3631.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$7,032,492$25,137 ▲0.4%84,7701.2%ManufacturingMETAMeta Platforms$6,876,098$215,176 ▲3.2%9,3631.2%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$6,555,540$50,273 ▼-0.8%279,3161.2%ETFIAUiShares Gold Trust$5,967,431$968,787 ▲19.4%82,0041.1%FinanceCSCOCisco Systems$5,941,745$191,098 ▲3.3%86,8421.1%Computer and TechnologyIVViShares Core S&P 500 ETF$5,927,539$62,917 ▼-1.1%8,8561.1%ETFSHOPIFY INC$5,731,459$79,061 ▼-1.4%38,5671.0%CL A SUB VTG SHSIJRiShares Core S&P Small-Cap ETF$5,631,325$46,938 ▼-0.8%47,3901.0%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,564,176$62,247 ▼-1.1%221,4161.0%ETFVVisa$5,104,942$208,240 ▲4.3%14,9540.9%Business ServicesNFLXNetflix$4,872,711$103,113 ▲2.2%4,0640.9%Consumer DiscretionarySCHOSchwab Short-Term U.S. Treasury ETF$4,820,615$82,643 ▼-1.7%197,5660.9%ETFSCHFSchwab International Equity ETF$4,805,330$3,934 ▼-0.1%206,4150.9%ETFARISTA NETWORKS INC$4,566,697$10,491 ▲0.2%31,3410.8%COM SHSXOMExxon Mobil$4,362,347$105,084 ▲2.5%38,6900.8%EnergySCHMSchwab U.S. Mid-Cap ETF$4,338,530$76,205 ▲1.8%146,3740.8%ETFETNEaton$4,139,656$79,717 ▲2.0%11,0610.7%IndustrialsCRWDCrowdStrike$4,125,077$18,144 ▼-0.4%8,4120.7%Computer and TechnologyCVXChevron$4,062,765$112,587 ▲2.9%26,1620.7%EnergyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,949,605$206,331 ▲5.5%35,4320.7%FinanceMOAltria Group$3,931,571$233,985 ▲6.3%59,5150.7%Consumer StaplesSCHBSchwab US Broad Market ETF$3,816,561$21,931 ▲0.6%148,4470.7%ETFHDHome Depot$3,781,065$249,586 ▲7.1%9,3320.7%Retail/WholesaleHDViShares Core High Dividend ETF$3,754,958$106,532 ▲2.9%30,6650.7%ETFLAMRLamar Advertising$3,739,729$39,420 ▼-1.0%30,5480.7%FinancePMPhilip Morris International$3,655,782$114,512 ▲3.2%22,5390.6%Consumer StaplesZSZscaler$3,649,161$36,258 ▲1.0%12,1780.6%Computer and TechnologyNETCloudflare$3,642,021$410,511 ▲12.7%16,9720.6%Computer and TechnologyKOCocaCola$3,565,695$81,043 ▲2.3%53,7650.6%Consumer StaplesBXBlackstone$3,470,630$147,785 ▲4.4%20,3140.6%FinanceBACBank of America$3,388,380$243,092 ▲7.7%65,6790.6%FinanceGOOGAlphabet$3,337,369$29,957 ▼-0.9%13,7030.6%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$3,255,814$574,071 ▲21.4%75,1920.6%ETFFRELFidelity MSCI Real Estate Index ETF$3,223,600$11,235 ▲0.3%115,9150.6%ETFJPMJPMorgan Chase & Co.$3,193,720$327,731 ▲11.4%10,1250.6%FinanceINTUIntuit$3,185,679$56,680 ▲1.8%4,6650.6%Computer and TechnologyMCDMcDonald's$3,089,300$189,321 ▲6.5%10,1660.5%Retail/WholesaleCASYCasey's General Stores$3,084,446$78,581 ▲2.6%5,4560.5%Retail/WholesaleABBVAbbVie$3,064,432$28,479 ▲0.9%13,2350.5%MedicalJPSTJPMorgan Ultra-Short Income ETF$3,054,605$432,778 ▲16.5%60,2130.5%ETFFLOTiShares Floating Rate Bond ETF$3,052,891$325,463 ▲11.9%59,7610.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,048,692$433,269 ▲16.6%30,2780.5%ETFPJTPJT Partners$3,024,641$74,647 ▲2.5%17,0180.5%FinanceURIUnited Rentals$2,872,768$73,514 ▲2.6%3,0090.5%ConstructionIBKRInteractive Brokers Group$2,856,447$67,640 ▲2.4%41,5120.5%FinanceIBMInternational Business Machines$2,823,348$235,890 ▼-7.7%10,0060.5%Computer and TechnologySCCOSouthern Copper$2,804,807$20,996 ▲0.8%23,1110.5%Basic MaterialsSCHDSchwab US Dividend Equity ETF$2,798,507$104,860 ▲3.9%102,5090.5%ETFAMGNAmgen$2,676,993$42,613 ▲1.6%9,4860.5%MedicalJNJJohnson & Johnson$2,572,658$35,415 ▲1.4%13,8750.5%MedicalQCOMQUALCOMM$2,524,513$196,970 ▲8.5%15,1750.4%Computer and TechnologyARM HOLDINGS PLC$2,511,165$96,072 ▲4.0%17,7480.4%SPONSORED ADSGSThe Goldman Sachs Group$2,466,137$38,222 ▲1.6%3,0970.4%FinancePANWPalo Alto Networks$2,400,273$62,308 ▲2.7%11,7880.4%Computer and TechnologySCHASchwab US Small-Cap ETF$2,382,144$54,154 ▲2.3%85,3820.4%ETFSRESempra Energy$2,375,365$16,286 ▲0.7%26,3990.4%UtilitiesVLOValero Energy$2,254,857$1,022 ▼0.0%13,2440.4%EnergyTXNTexas Instruments$2,246,422$14,698 ▲0.7%12,2270.4%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,233,813$9,538 ▲0.4%107,9660.4%ETFRTXRTX$2,154,354$148,253 ▲7.4%12,8750.4%AerospaceMELIMercadoLibre$2,124,278$88,804 ▲4.4%9090.4%Retail/WholesalePSXPhillips 66$2,062,026$86,915 ▼-4.0%15,1600.4%EnergyMTUMiShares MSCI USA Momentum Factor ETF$2,039,803$276,966 ▲15.7%7,9540.4%ETFMAMastercard$2,033,496$176,331 ▲9.5%3,5750.4%Business ServicesIWFiShares Russell 1000 Growth ETF$1,978,095$104,924 ▲5.6%4,2230.4%ETFRACEFerrari$1,964,765$86,374 ▲4.6%4,0490.3%Auto/Tires/TrucksIMTMiShares MSCI Intl Momentum Factor ETF$1,964,516$1,964,516 ▲New Holding41,0300.3%ETFIEURiShares Core MSCI Europe ETF$1,928,341$314,714 ▲19.5%28,3080.3%ETFMPCMarathon Petroleum$1,875,553$142,820 ▲8.2%9,7310.3%EnergyENBEnbridge$1,838,813$73,419 ▲4.2%36,4410.3%EnergyWMTWalmart$1,783,093$85,228 ▲5.0%17,3020.3%Retail/WholesaleSCHHSchwab U.S. REIT ETF$1,762,034$10,807 ▲0.6%81,6890.3%ETFVZVerizon Communications$1,686,167$81,878 ▲5.1%38,3660.3%Computer and TechnologyPGProcter & Gamble$1,659,055$86,502 ▲5.5%10,7980.3%Consumer StaplesUNHUnitedHealth Group$1,615,334$1,615,334 ▲New Holding4,6780.3%MedicalPNCThe PNC Financial Services Group$1,567,455$128,394 ▲8.9%7,8010.3%FinanceMRKMerck & Co., Inc.$1,533,942$3,022 ▲0.2%18,2760.3%MedicalCMECME Group$1,399,854$85,110 ▲6.5%5,1810.2%FinanceRYRoyal Bank Of Canada$1,393,353$15,174 ▼-1.1%9,4580.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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