Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2026)

About Independent Solutions Wealth Management, LLC

Investment Activity

Independent Solutions Wealth Management, LLC has $679.13 million in total holdings as of March 31, 2026.
Independent Solutions Wealth Management, LLC owns shares of 185 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 25.32% of the portfolio was purchased this quarter.
About 3.61% of the portfolio was sold this quarter.
This quarter, Independent Solutions Wealth Management, LLC has purchased 173 new stocks and bought additional shares in 73 stocks.
Independent Solutions Wealth Management, LLC sold shares of 65 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

LISTED FDS TR: $118,506,736
Apple: $21,596,389
NVIDIA: $18,086,134
iShares S&P 500 Growth ETF: $17,336,817
iShares Short Treasury Bond ETF: $16,008,095

Largest New Holdings this Quarter

91912E105 - Vale: $2,850,022 Holding
21873S108 - COREWEAVE INC: $2,806,351 Holding
46090E103 - Invesco QQQ: $2,434,387 Holding
911312106 - United Parcel Service: $2,058,198 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC: $1,946,670 Holding

Largest Purchases this Quarter

LISTED FDS TR: 2,839,647 shares (about $100.07M)
JPMorgan Ultra-Short Income ETF: 95,822 shares (about $4.85M)
PIMCO Enhanced Short Maturity Exchange-Traded Fund: 45,078 shares (about $4.53M)
iShares Short Treasury Bond ETF: 33,315 shares (about $3.68M)
Chevron: 14,517 shares (about $3.00M)

Largest Sales this Quarter

iShares Gold Trust: 45,770 shares (about $4.04M)
Bank of America: 41,685 shares (about $2.03M)
The Goldman Sachs Group: 1,765 shares (about $1.49M)
Costco Wholesale: 681 shares (about $678.58K)
iShares S&P 500 Value ETF: 2,572 shares (about $543.08K)

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
LISTED FDS TR	$118,506,736	$100,065,179 â–²	542.6%	3,362,981	17.4%	ALEXIS PRACTICAL
AAPL Apple	$21,596,389	$841,817 â–²	4.1%	85,096	3.2%	Computer and Technology
NVDA NVIDIA	$18,086,134	$348,102 â–²	2.0%	103,705	2.7%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$17,336,817	$384,235 â–²	2.3%	153,274	2.6%	ETF
SHV iShares Short Treasury Bond ETF	$16,008,095	$3,677,643 â–²	29.8%	145,014	2.4%	ETF
IVE iShares S&P 500 Value ETF	$15,325,062	$543,078 â–¼	-3.4%	72,579	2.3%	ETF
AVGO Broadcom	$14,296,288	$153,208 â–¼	-1.1%	46,190	2.1%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$11,160,037	$83,486 â–²	0.8%	112,421	1.6%	Finance
PALANTIR TECHNOLOGIES INC	$11,071,939	$514,906 â–¼	-4.4%	75,690	1.6%	CL A
COST Costco Wholesale	$10,643,968	$678,575 â–¼	-6.0%	10,682	1.6%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$10,252,490	$406,841 â–¼	-3.8%	113,250	1.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$10,239,803	$1,040,708 â–²	11.3%	151,633	1.5%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$9,629,073	$180,076 â–²	1.9%	90,261	1.4%	ETF
MSFT Microsoft	$9,418,648	$983,916 â–²	11.7%	25,444	1.4%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$9,293,199	$256,231 â–¼	-2.7%	304,695	1.4%	ETF
IVV iShares Core S&P 500 ETF	$9,121,758	$2,392,624 â–²	35.6%	13,965	1.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$8,485,070	$4,849,551 â–²	133.4%	167,656	1.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$8,368,540	$213,115 â–¼	-2.5%	287,283	1.2%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$8,167,893	$4,533,494 â–²	124.7%	81,216	1.2%	ETF
CVX Chevron	$7,978,730	$3,003,584 â–²	60.4%	38,563	1.2%	Energy
GOOGL Alphabet	$7,975,485	$157,583 â–¼	-1.9%	27,735	1.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$6,998,683	$324,829 â–²	4.9%	84,761	1.0%	Manufacturing
ITOT iShares Core S&P Total U.S. Stock Market ETF	$6,835,118	$229,884 â–¼	-3.3%	47,989	1.0%	ETF
CSCO Cisco Systems	$6,668,800	$72,469 â–¼	-1.1%	85,949	1.0%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$6,501,754	$11,680 â–¼	-0.2%	280,007	1.0%	ETF
XOM ExxonMobil	$6,458,452	$28,842 â–¼	-0.4%	38,067	1.0%	Energy
AMZN Amazon.com	$6,431,459	$227,434 â–¼	-3.4%	30,880	0.9%	Retail/Wholesale
FLOT iShares Floating Rate Bond ETF	$6,417,203	$2,782,634 â–²	76.6%	125,951	0.9%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$6,329,322	$2,561,617 â–²	68.0%	149,594	0.9%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,490,009	$190,194 â–¼	-3.3%	44,164	0.8%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$5,456,363	$13,800 â–¼	-0.3%	219,043	0.8%	ETF
META Meta Platforms	$5,313,517	$1,716 â–²	0.0%	9,287	0.8%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$5,163,986	$7,084 â–²	0.1%	47,380	0.8%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$4,864,959	$44,293 â–²	0.9%	200,452	0.7%	ETF
SCHF Schwab International Equity ETF	$4,839,208	$114,864 â–¼	-2.3%	195,524	0.7%	ETF
V Visa	$4,740,552	$275,336 â–²	6.2%	15,685	0.7%	Business Services
JNJ Johnson & Johnson	$4,702,358	$1,329,772 â–²	39.4%	19,237	0.7%	Medical
SCHM Schwab U.S. Mid-Cap ETF	$4,458,336	$54,583 â–¼	-1.2%	144,003	0.7%	ETF
APPLOVIN CORP	$4,214,820	$97,908 â–¼	-2.3%	10,590	0.6%	COM CL A
SHOPIFY INC	$4,182,673	$100,827 â–¼	-2.4%	35,261	0.6%	CL A SUB VTG SHS
KO CocaCola	$4,132,405	$138,715 â–²	3.5%	54,338	0.6%	Consumer Staples
HDV iShares Core High Dividend ETF	$4,092,288	$32,980 â–¼	-0.8%	30,152	0.6%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$3,988,397	$1,651,312 â–²	70.7%	83,057	0.6%	ETF
NFLX Netflix	$3,917,920	$119,803 â–²	3.2%	40,748	0.6%	Consumer Discretionary
MO Altria Group	$3,881,344	$30,619 â–²	0.8%	58,817	0.6%	Consumer Staples
LAMR Lamar Advertising	$3,879,513	$8,993 â–²	0.2%	30,629	0.6%	Finance
GOOG Alphabet	$3,851,995	$64,831 â–¼	-1.7%	13,428	0.6%	Computer and Technology
MTUM iShares MSCI USA Momentum Factor ETF	$3,766,588	$1,524,874 â–²	68.0%	15,695	0.6%	ETF
ETN Eaton	$3,668,076	$107,306 â–¼	-2.8%	10,255	0.5%	Industrials
SCCO Southern Copper	$3,627,159	$360,118 â–¼	-9.0%	21,081	0.5%	Basic Materials
SCHB Schwab US Broad Market ETF	$3,585,225	$54,341 â–¼	-1.5%	142,838	0.5%	ETF
IAU iShares Gold Trust	$3,580,442	$4,035,083 â–¼	-53.0%	40,613	0.5%	Finance
CASY Casey's General Stores	$3,578,277	$151,400 â–¼	-4.1%	4,916	0.5%	Retail/Wholesale
PM Philip Morris International	$3,529,138	$238,913 â–¼	-6.3%	21,345	0.5%	Consumer Staples
MRK Merck & Co., Inc.	$3,494,232	$1,146,139 â–²	48.8%	29,048	0.5%	Medical
MCD McDonald's	$3,388,375	$191,144 â–²	6.0%	10,902	0.5%	Retail/Wholesale
AMGN Amgen	$3,374,648	$45,741 â–²	1.4%	9,591	0.5%	Medical
ARISTA NETWORKS INC	$3,339,125	$144,758 â–¼	-4.2%	27,196	0.5%	COM SHS
NET Cloudflare	$3,285,964	$65,410 â–¼	-2.0%	15,925	0.5%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$3,220,594	$34,085 â–²	1.1%	104,974	0.5%	ETF
VLO Valero Energy	$3,167,716	$107,724 â–¼	-3.3%	12,821	0.5%	Energy
CRWD CrowdStrike	$3,120,938	$5,466 â–²	0.2%	7,994	0.5%	Computer and Technology
PG Procter & Gamble	$3,078,453	$1,578,153 â–²	105.2%	21,313	0.5%	Consumer Staples
HOOD Robinhood Markets	$3,077,267	$76,438 â–¼	-2.4%	44,405	0.5%	Finance
FREL Fidelity MSCI Real Estate Index ETF	$3,075,945	$38,158 â–²	1.3%	114,305	0.5%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$3,009,960	$605,614 â–²	25.2%	34,741	0.4%	Manufacturing
JPM JPMorgan Chase & Co.	$2,977,773	$1,373,723 â–²	85.6%	10,123	0.4%	Finance
IEUR iShares Core MSCI Europe ETF	$2,899,200	$530,398 â–²	22.4%	41,258	0.4%	ETF
VALE Vale	$2,850,022	$2,850,022 â–²	New Holding	179,134	0.4%	Basic Materials
ABBV AbbVie	$2,808,666	$34,363 â–²	1.2%	12,914	0.4%	Medical
COREWEAVE INC	$2,806,351	$2,806,351 â–²	New Holding	36,225	0.4%	COM CL A
PSX Phillips 66	$2,801,099	$5,648 â–²	0.2%	15,375	0.4%	Energy
MPC Marathon Petroleum	$2,593,192	$208,774 â–²	8.8%	10,620	0.4%	Energy
IBKR Interactive Brokers Group	$2,501,547	$76,995 â–¼	-3.0%	37,298	0.4%	Finance
PAG Penske Automotive Group	$2,488,892	$13,158 â–¼	-0.5%	16,646	0.4%	Retail/Wholesale
HD Home Depot	$2,470,485	$447,923 â–¼	-15.3%	7,512	0.4%	Retail/Wholesale
QQQ Invesco QQQ	$2,434,387	$2,434,387 â–²	New Holding	4,218	0.4%	Finance
RTX RTX	$2,431,797	$20,447 â–¼	-0.8%	12,607	0.4%	Aerospace
SCHA Schwab US Small-Cap ETF	$2,408,272	$122,427 â–¼	-4.8%	82,815	0.4%	ETF
SRE Sempra Energy	$2,397,360	$51,111 â–¼	-2.1%	24,672	0.4%	Utilities
IBM International Business Machines	$2,383,710	$18,422 â–¼	-0.8%	9,834	0.4%	Computer and Technology
BX Blackstone	$2,362,050	$19,894 â–²	0.8%	20,541	0.3%	Finance
ARM HOLDINGS PLC	$2,274,646	$267,917 â–²	13.4%	15,036	0.3%	SPONSORED ADS
PJT PJT Partners	$2,259,193	$16,068 â–¼	-0.7%	16,169	0.3%	Finance
HON Honeywell International	$2,213,964	$1,808 â–²	0.1%	9,795	0.3%	Multi-Sector Conglomerates
ENB Enbridge	$2,068,852	$45,369 â–²	2.2%	38,213	0.3%	Energy
QCOM Qualcomm	$2,066,275	$88,086 â–²	4.5%	16,045	0.3%	Computer and Technology
UPS United Parcel Service	$2,058,198	$2,058,198 â–²	New Holding	20,921	0.3%	Transportation
LAM RESEARCH CORP	$2,021,865	$308,739 â–²	18.0%	9,463	0.3%	COM NEW
WALMART INC	$1,985,559	$112,843 â–¼	-5.4%	15,977	0.3%	COM
SOLSTICE ADVANCED MATLS INC	$1,946,670	$1,946,670 â–²	New Holding	25,560	0.3%	COM SHS
RMBS Rambus	$1,942,041	$1,942,041 â–²	New Holding	22,574	0.3%	Computer and Technology
INTU Intuit	$1,930,432	$47,991 â–¼	-2.4%	4,465	0.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$1,915,745	$1,915,745 â–²	New Holding	9,982	0.3%	ETF
IOO iShares Global 100 ETF	$1,894,995	$1,894,995 â–²	New Holding	15,665	0.3%	ETF
VZ Verizon Communications	$1,874,697	$41,666 â–²	2.3%	37,345	0.3%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$1,790,880	$15,777 â–¼	-0.9%	4,200	0.3%	ETF
CME CME Group	$1,759,695	$167,168 â–²	10.5%	5,958	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$1,740,481	$1,740,481 â–²	New Holding	8,093	0.3%	ETF
PNC The PNC Financial Services Group	$1,722,153	$137,131 â–²	8.7%	8,276	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2026)

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

Advanced Stock Screeners and Research Tools

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Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2026)

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