Independent Solutions Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Independent Solutions Wealth Management, LLC 13F Holdings
CIK 0001818391 · Williamsville, NY
As of Sep 30, 2025, Independent Solutions Wealth Management, LLC reported
178 positions worth $563.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES S&P 500 GROWTH ETF | IVW | — | 175,530 | $21.2M | 3.76% |
| APPLE INC | AAPL | Technology | 82,862 | $21.1M | 3.75% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 21,105 |
|
9.5M3.47% |
| NVIDIA CORP | NVDA | Technology | 103,821 |
9.4M | 3.44% |
| BROADCOM INC | AVGO | Technology | 49,036 |
6.2M | 2.87% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 77,988 |
6.1M | 2.86% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 88,052 |
6.1M | 2.85% |
| LISTED FDS TR | LEXI | — | 453,729 |
5.8M | 2.80% |
| MICROSOFT CORP | MSFT | Technology | 23,027 |
1.9M | 2.12% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 117,154 |
1.7M | 2.09% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 124,506 |
0.9M | 1.93% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 93,581 |
0.3M | 1.84% |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | GVI | — | 92,938 |
0.0M | 1.77% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 301,395 | $9.6M | 1.71% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 141,422 | $9.2M | 1.64% |
| SCHWAB US LARGE-CAP VALUE | SCHV | Equity | 316,977 | $9.2M | 1.64% |
| APPLOVIN CORP | APP | Technology | 12,433 | $8.9M | 1.59% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 52,357 | $7.6M | 1.35% |
| ROBINHOOD MARKETS INC - A | HOOD | Equity | 51,598 | $7.4M | 1.31% |
| AMAZON.COM INC | AMZN | Equity | 33,176 | $7.3M | 1.29% |
| ALPHABET INC | GOOGL | Equity | 29,363 | $7.1M | 1.27% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 84,770 | $7.0M | 1.25% |
| META PLATFORMS INC | META | Communication Services | 9,363 | $6.9M | 1.22% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 279,316 | $6.6M | 1.16% |
| ISHARES GOLD TRUST | IAU | — | 82,004 | $6.0M | 1.06% |