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 $766.31 million in total holdings as of June 30, 2026.
Independent Solutions Wealth Management, LLC owns shares of 194 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 6.71% of the portfolio was purchased this quarter.
About 4.38% of the portfolio was sold this quarter.
This quarter, Independent Solutions Wealth Management, LLC has purchased 185 new stocks and bought additional shares in 67 stocks.
Independent Solutions Wealth Management, LLC sold shares of 82 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

LISTED FDS TR: $140,215,373
Apple: $24,498,022
NVIDIA: $20,496,314
iShares S&P 500 Growth ETF: $20,097,868
Broadcom: $17,173,718

Largest New Holdings this Quarter

72201R585 - PIMCO Multi Sector Bond Active ETF: $4,856,316 Holding
573874104 - Marvell Technology: $4,350,981 Holding
46434V621 - iShares Core Dividend Growth ETF: $3,482,929 Holding
42824C109 - Hewlett Packard Enterprise: $3,048,353 Holding
172755100 - Cirrus Logic: $2,705,920 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF: 183,119 shares (about $4.86M)
Marvell Technology: 14,606 shares (about $4.35M)
LAM RESEARCH CORP: 9,386 shares (about $4.07M)
LISTED FDS TR: 85,741 shares (about $3.49M)
iShares Core Dividend Growth ETF: 45,955 shares (about $3.48M)

Largest Sales this Quarter

iShares Short Treasury Bond ETF: 36,373 shares (about $4.01M)
Vale: 149,623 shares (about $2.25M)
Netflix: 25,158 shares (about $1.80M)
Cisco Systems: 13,340 shares (about $1.57M)
Microsoft: 3,904 shares (about $1.46M)

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	$140,215,373	$3,485,989 â–²	2.5%	3,448,722	18.3%	ALEX PRA TAC ETF
AAPL Apple	$24,498,022	$125,293 â–¼	-0.5%	84,663	3.2%	Computer and Technology
NVDA NVIDIA	$20,496,314	$254,115 â–¼	-1.2%	102,435	2.7%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$20,097,868	$981,967 â–¼	-4.7%	146,134	2.6%	ETF
AVGO Broadcom	$17,173,718	$274,625 â–¼	-1.6%	45,463	2.2%	Computer and Technology
IVE iShares S&P 500 Value ETF	$16,429,352	$50,407 â–¼	-0.3%	72,357	2.1%	ETF
SHV iShares Short Treasury Bond ETF	$11,988,534	$4,013,760 â–¼	-25.1%	108,641	1.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$11,568,379	$124,070 â–¼	-1.1%	150,024	1.5%	ETF
IVV iShares Core S&P 500 ETF	$11,326,653	$868,689 â–²	8.3%	15,125	1.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$11,167,148	$39,691 â–²	0.4%	112,822	1.5%	Finance
IEFA iShares Core MSCI EAFE ETF	$10,740,584	$197,120 â–¼	-1.8%	111,209	1.4%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$10,490,517	$115,917 â–¼	-1.1%	301,365	1.4%	ETF
GOOGL Alphabet	$9,756,588	$155,099 â–¼	-1.6%	27,301	1.3%	Computer and Technology
COST Costco Wholesale	$9,698,114	$294,676 â–¼	-2.9%	10,367	1.3%	Retail/Wholesale
GVI iShares Intermediate Government/Credit Bond ETF	$9,647,408	$71,190 â–²	0.7%	90,932	1.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$9,609,460	$112,214 â–¼	-1.2%	283,967	1.3%	ETF
CSCO Cisco Systems	$8,528,660	$1,566,918 â–¼	-15.5%	72,609	1.1%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$8,513,181	$317,576 â–¼	-3.6%	72,968	1.1%	CL A
JPST JPMorgan Ultra-Short Income ETF	$8,300,560	$177,804 â–¼	-2.1%	164,140	1.1%	ETF
LAM RESEARCH CORP	$8,167,837	$4,067,235 â–²	99.2%	18,849	1.1%	COM NEW
MSFT Microsoft	$8,034,875	$1,456,274 â–¼	-15.3%	21,540	1.0%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,884,753	$302,632 â–¼	-3.7%	78,214	1.0%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$7,729,349	$153,756 â–¼	-2.0%	47,053	1.0%	ETF
AMZN Amazon.com	$7,380,530	$20,497 â–²	0.3%	30,966	1.0%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$7,102,336	$142,625 â–²	2.0%	86,498	0.9%	Manufacturing
SCHZ Schwab U.S. Aggregate Bond ETF	$6,645,009	$168,456 â–²	2.6%	287,290	0.9%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$6,533,303	$189,021 â–²	3.0%	154,051	0.9%	ETF
CVX Chevron	$6,463,816	$71,608 â–²	1.1%	38,995	0.8%	Energy
FLOT iShares Floating Rate Bond ETF	$6,449,146	$19,348 â–²	0.3%	126,330	0.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,434,029	$115,979 â–¼	-1.8%	43,382	0.8%	ETF
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$5,691,972	$290,372 â–²	5.4%	230,818	0.7%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$5,345,361	$35,311 â–¼	-0.7%	15,592	0.7%	ETF
V Visa	$5,341,837	$39,455 â–¼	-0.7%	15,570	0.7%	Business Services
ARM HOLDINGS PLC	$5,273,520	$57,795 â–¼	-1.1%	14,873	0.7%	SPONSORED ADS
XOM ExxonMobil	$5,242,355	$37,871 â–²	0.7%	38,344	0.7%	Energy
SCHF Schwab International Equity ETF	$5,234,946	$181,075 â–¼	-3.3%	188,987	0.7%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$5,201,449	$33,703 â–²	0.7%	47,689	0.7%	Finance
APPLOVIN CORP	$5,162,605	$293,681 â–¼	-5.4%	10,020	0.7%	COM CL A
SCHM Schwab U.S. Mid-Cap ETF	$5,142,738	$166,652 â–¼	-3.1%	139,483	0.7%	ETF
META Meta Platforms	$5,131,163	$100,269 â–¼	-1.9%	9,109	0.7%	Computer and Technology
JNJ Johnson & Johnson	$4,947,466	$61,967 â–²	1.3%	19,481	0.6%	Medical
PYLD PIMCO Multi Sector Bond Active ETF	$4,856,316	$4,856,316 â–²	New Holding	183,119	0.6%	ETF
IMTM iShares MSCI Intl Momentum Factor ETF	$4,838,098	$408,668 â–²	9.2%	90,720	0.6%	ETF
LAMR Lamar Advertising	$4,816,561	$38,995 â–²	0.8%	30,879	0.6%	Finance
SCHO Schwab Short-Term U.S. Treasury ETF	$4,710,425	$128,498 â–¼	-2.7%	195,129	0.6%	ETF
GOOG Alphabet	$4,677,803	$66,780 â–¼	-1.4%	13,239	0.6%	Computer and Technology
ARISTA NETWORKS INC	$4,529,001	$91,056 â–¼	-2.0%	26,660	0.6%	COM SHS
KO CocaCola	$4,371,947	$44,130 â–¼	-1.0%	53,795	0.6%	Consumer Staples
MRVL Marvell Technology	$4,350,981	$4,350,981 â–²	New Holding	14,606	0.6%	Computer and Technology
MO Altria Group	$4,326,004	$94,111 â–²	2.2%	60,125	0.6%	Consumer Staples
HOOD Robinhood Markets	$4,322,670	$130,264 â–¼	-2.9%	43,106	0.6%	Finance
HDV iShares Core High Dividend ETF	$4,288,659	$3,462,191 â–²	418.9%	156,463	0.6%	ETF
ETN Eaton	$4,228,643	$141,040 â–¼	-3.2%	9,924	0.6%	Industrials
SHOPIFY INC	$4,003,506	$22,608 â–¼	-0.6%	35,063	0.5%	CL A SUB VTG SHS
SCHB Schwab US Broad Market ETF	$3,998,976	$137,618 â–¼	-3.3%	138,086	0.5%	ETF
PM Philip Morris International	$3,925,336	$63,860 â–²	1.7%	21,698	0.5%	Consumer Staples
NET Cloudflare	$3,840,104	$65,980 â–¼	-1.7%	15,656	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$3,714,942	$17,733 â–¼	-0.5%	28,910	0.5%	Medical
CASY Casey's General Stores	$3,699,890	$207,448 â–¼	-5.3%	4,655	0.5%	Retail/Wholesale
SCCO Southern Copper	$3,637,309	$36,246 â–¼	-1.0%	20,873	0.5%	Basic Materials
PG Procter & Gamble	$3,581,212	$455,900 â–²	14.6%	24,422	0.5%	Consumer Staples
AMGN Amgen	$3,540,503	$67,355 â–²	1.9%	9,777	0.5%	Medical
COREWEAVE INC	$3,530,883	$74,954 â–¼	-2.1%	35,472	0.5%	COM CL A
IXUS iShares Core MSCI Total International Stock ETF	$3,512,478	$196,797 â–²	5.9%	36,803	0.5%	Manufacturing
DGRO iShares Core Dividend Growth ETF	$3,482,929	$3,482,929 â–²	New Holding	45,955	0.5%	ETF
FREL Fidelity MSCI Real Estate Index ETF	$3,379,214	$30,091 â–²	0.9%	115,332	0.4%	ETF
SCHD Schwab US Dividend Equity ETF	$3,315,812	$12,906 â–¼	-0.4%	104,567	0.4%	ETF
VLO Valero Energy	$3,314,518	$24,481 â–¼	-0.7%	12,727	0.4%	Energy
ABBV AbbVie	$3,264,777	$15,098 â–²	0.5%	12,974	0.4%	Medical
IAU iShares Gold Trust	$3,203,059	$136,371 â–²	4.4%	42,419	0.4%	Finance
IBKR Interactive Brokers Group	$3,113,487	$132,909 â–¼	-4.1%	35,771	0.4%	Finance
QQQ Invesco QQQ	$3,091,205	$14,727 â–¼	-0.5%	4,198	0.4%	Finance
HPE Hewlett Packard Enterprise	$3,048,353	$3,048,353 â–²	New Holding	67,576	0.4%	Computer and Technology
MCD McDonald's	$3,008,452	$61,629 â–²	2.1%	11,130	0.4%	Retail/Wholesale
QCOM Qualcomm	$2,994,892	$29,936 â–²	1.0%	16,207	0.4%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$2,986,065	$6,034 â–¼	-0.2%	82,648	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$2,972,506	$2,450,992 â–²	470.0%	23,939	0.4%	ETF
RMBS Rambus	$2,942,979	$53,494 â–¼	-1.8%	22,171	0.4%	Computer and Technology
PAG Penske Automotive Group	$2,929,540	$49,210 â–¼	-1.7%	16,371	0.4%	Retail/Wholesale
IOO iShares Global 100 ETF	$2,899,335	$759,496 â–²	35.5%	21,225	0.4%	ETF
IBM International Business Machines	$2,839,994	$74,522 â–²	2.7%	10,099	0.4%	Computer and Technology
MPC Marathon Petroleum	$2,764,815	$49,600 â–²	1.8%	10,814	0.4%	Energy
CRUS Cirrus Logic	$2,705,920	$2,705,920 â–²	New Holding	18,218	0.4%	Computer and Technology
HD Home Depot	$2,671,757	$22,570 â–²	0.9%	7,576	0.3%	Retail/Wholesale
PSX Phillips 66	$2,630,040	$30,936 â–²	1.2%	15,558	0.3%	Energy
GS The Goldman Sachs Group	$2,545,417	$1,527,048 â–²	150.0%	2,517	0.3%	Finance
BX Blackstone	$2,484,488	$67,425 â–²	2.8%	21,114	0.3%	Finance
PJT PJT Partners	$2,410,444	$30,036 â–¼	-1.2%	15,970	0.3%	Finance
RTX RTX	$2,391,901		0.0%	12,607	0.3%	Aerospace
SRE Sempra Energy	$2,355,280	$67,956 â–²	3.0%	25,405	0.3%	Utilities
MU Micron Technology	$2,353,597	$101,578 â–¼	-4.1%	2,039	0.3%	Computer and Technology
SOLSTICE ADVANCED MATLS INC	$2,292,394	$27,820 â–²	1.2%	25,874	0.3%	COM SHS
SMH VanEck Semiconductor ETF	$2,217,780	$568,056 â–²	34.4%	3,381	0.3%	Manufacturing
AMAT Applied Materials	$2,153,817	$100,497 â–²	4.9%	2,979	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$2,138,174	$100,458 â–²	4.9%	8,684	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$2,123,870		0.0%	9,982	0.3%	ETF
ENB Enbridge	$2,106,167	$34,640 â–²	1.7%	38,852	0.3%	Energy
UNH UnitedHealth Group	$2,065,798	$43,228 â–²	2.1%	4,970	0.3%	Medical
CMI Cummins	$2,009,113	$46,359 â–¼	-2.3%	2,817	0.3%	Auto/Tires/Trucks
RY Royal Bank Of Canada	$1,932,272	$10,349 â–¼	-0.5%	9,336	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

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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