Independent Solutions Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Independent Solutions Wealth Management, LLC held in its portfolio 172 assets valued at $544,311,772 (i.e. $544.31M).
The most valuable assets in the portfolio included: APPLE INC ($22.23M), NVIDIA CORPORATION ($18.97M), and LISTED FDS TR ($18.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 172 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Independent Solutions Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 81779 | 22232404 | COM |
| NVIDIA CORPORATION | 101709 | 18968708 | COM |
| LISTED FDS TR | 523334 | 18628545 | ALEXIS PRACTICAL |
| ISHARES TR | 149877 | 18473824 | S&P 500 GRWT ETF |
| BROADCOM INC | 46685 | 16157653 | COM |
| ISHARES TR | 75151 | 15937320 | S&P 500 VAL ETF |
| PALANTIR TECHNOLOGIES INC | 79210 | 14079584 | CL A |
| ISHARES TR | 111699 | 12303645 | TRUST ISHARE 0-1 |
| ISHARES TR | 111580 | 11144630 | CORE US AGGBD ET |
| MICROSOFT CORP | 22786 | 11019692 | COM |
| ISHARES TR | 117744 | 10533351 | CORE MSCI EAFE |
| COSTCO WHSL CORP NEW | 11363 | 9798859 | COM |
| SCHWAB STRATEGIC TR | 294599 | 9609821 | US LCAP GR ETF |
| ISHARES TR | 88573 | 9508361 | INTRM GOV CR ETF |
| SCHWAB STRATEGIC TR | 313096 | 9270784 | US LCAP VA ETF |
| ISHARES TR | 136222 | 8990684 | CORE S&P MCP ETF |
| ALPHABET INC | 28283 | 8852572 | CAP STK CL A |
| AMAZON COM INC | 31972 | 7379867 | COM |
| ISHARES TR | 49603 | 7375464 | CORE S&P TTL STK |
| APPLOVIN CORP | 10836 | 7301514 | COM CL A |
| ISHARES TR | 10302 | 7056547 | CORE S&P500 ETF |
| ISHARES GOLD TR | 86383 | 7011708 | ISHARES NEW |
| ISHARES TR | 80827 | 6694090 | 1 3 YR TREAS BD |
| CISCO SYS INC | 86883 | 6692614 | COM |
| SCHWAB STRATEGIC TR | 280510 | 6555517 | US AGGREGATE B |
| META PLATFORMS INC | 9284 | 6128432 | CL A |
| SHOPIFY INC | 36111 | 5812806 | CL A SUB VTG SHS |
| SCHWAB STRATEGIC TR | 219597 | 5507484 | INT-TRM U.S TRES |
| ISHARES TR | 45694 | 5491460 | CORE S&P SCP ETF |
| ISHARES TR | 47315 | 5213677 | IBOXX INV CP ETF |
| VISA INC | 14774 | 5181353 | COM CL A |
| ROBINHOOD MKTS INC | 45508 | 5146955 | COM CL A |
| SCHWAB STRATEGIC TR | 198627 | 4840531 | SHT TM US TRES |
| SCHWAB STRATEGIC TR | 200165 | 4811956 | INTL EQTY ETF |
| EXXON MOBIL CORP | 38237 | 4601480 | COM |
| SCHWAB STRATEGIC TR | 145766 | 4383182 | US MID-CAP ETF |
| ALPHABET INC | 13654 | 4284648 | CAP STK CL C |
| LAMAR ADVERTISING CO NEW | 30558 | 3868076 | CL A |
| ISHARES TR | 89050 | 3817574 | 0-5YR HI YL CP |
| SCHWAB STRATEGIC TR | 145003 | 3803417 | US BRD MKT ETF |
| CROWDSTRIKE HLDGS INC | 7980 | 3740705 | CL A |
| ARISTA NETWORKS INC | 28375 | 3717976 | COM SHS |
| NETFLIX INC | 39502 | 3703708 | COM |
| ISHARES TR | 30395 | 3696340 | CORE HIGH DV ETF |
| COCA COLA CO | 52514 | 3671254 | COM |
| CHEVRON CORP NEW | 24046 | 3664917 | COM |
| PHILIP MORRIS INTL INC | 22790 | 3655473 | COM |
| J P MORGAN EXCHANGE TRADED F | 71834 | 3634082 | ULTRA SHRT ETF |
| ISHARES TR | 71336 | 3628149 | FLTG RATE NT ETF |
| PIMCO ETF TR | 36138 | 3626087 | ENHAN SHRT MA AC |
| BANK AMERICA CORP | 62100 | 3415500 | COM |
| ALTRIA GROUP INC | 58353 | 3364643 | COM |
| EATON CORP PLC | 10555 | 3361981 | SHS |
| SOUTHERN COPPER CORP | 23174 | 3324750 | COM |
| CLOUDFLARE INC | 16242 | 3202110 | CL A COM |
| MCDONALDS CORP | 10287 | 3144064 | COM |
| BLACKSTONE INC | 20368 | 3139452 | COM |
| AMGEN INC | 9461 | 3096730 | COM |
| HOME DEPOT INC | 8874 | 3053400 | COM |
| FIDELITY COVINGTON TRUST | 112887 | 3035542 | MSCI RL EST ETF |
| INTUIT | 4576 | 3030993 | COM |
| INTERNATIONAL BUSINESS MACHS | 9910 | 2935499 | COM |
| ABBVIE INC | 12756 | 2914618 | COM |
| JOHNSON & JOHNSON | 13797 | 2855297 | COM |
| SCHWAB STRATEGIC TR | 103863 | 2848973 | US DIVIDEND EQ |
| CASEYS GEN STORES INC | 5124 | 2832162 | COM |
| PJT PARTNERS INC | 16284 | 2722733 | COM CL A |
| PENSKE AUTOMOTIVE GRP INC | 16734 | 2648825 | COM |
| QUALCOMM INC | 15361 | 2627499 | COM |
| ZSCALER INC | 11388 | 2561315 | COM |
| SCHWAB STRATEGIC TR | 87025 | 2478468 | US SML CAP ETF |
| INTERACTIVE BROKERS GROUP IN | 38446 | 2472483 | COM CL A |
| GOLDMAN SACHS GROUP INC | 2772 | 2436413 | COM |
| ISHARES TR | 33710 | 2392736 | CORE MSCI EURO |
| ISHARES TR | 27751 | 2348845 | CORE MSCI TOTAL |
| ISHARES TR | 9341 | 2338146 | MSCI USA MMENTM |
| ISHARES TR | 48669 | 2334652 | MSCI INTL MOMENT |
| RTX CORPORATION | 12713 | 2331604 | COM |
| UNITED RENTALS INC | 2859 | 2314043 | COM |
| SEMPRA | 25198 | 2224715 | COM |
| VALERO ENERGY CORP | 13257 | 2158044 | COM |
| MERCK & CO INC | 19520 | 2054722 | COM |
| PALO ALTO NETWORKS INC | 11083 | 2041489 | COM |
| ISHARES TR | 4237 | 2005372 | RUS 1000 GRW ETF |
| PHILLIPS 66 | 15344 | 1980003 | COM |
| MASTERCARD INCORPORATED | 3363 | 1919869 | CL A |
| HONEYWELL INTL INC | 9787 | 1909346 | COM |
| WALMART INC | 16885 | 1881102 | COM |
| ENBRIDGE INC | 37375 | 1787646 | COM |
| MERCADOLIBRE INC | 886 | 1784634 | COM |
| JPMORGAN CHASE & CO. | 5453 | 1757056 | COM |
| SCHWAB STRATEGIC TR | 83068 | 1735292 | US REIT ETF |
| ROYAL BK CDA | 9421 | 1606186 | COM |
| PNC FINL SVCS GROUP INC | 7617 | 1589896 | COM |
| MARATHON PETE CORP | 9765 | 1588082 | COM |
| NEWMONT CORP | 15647 | 1562353 | COM |
| CUMMINS INC | 2945 | 1503275 | COM |
| PROCTER AND GAMBLE CO | 10387 | 1488611 | COM |
| UNITEDHEALTH GROUP INC | 4506 | 1487541 | COM |
| VERIZON COMMUNICATIONS INC | 36515 | 1487238 | COM |
| CME GROUP INC | 5392 | 1472447 | COM |
| ARM HOLDINGS PLC | 13265 | 1449997 | SPONSORED ADS |
| LAM RESEARCH CORP | 8018 | 1372521 | COM NEW |
| SNAP ON INC | 3622 | 1248141 | COM |
| NATIONAL FUEL GAS CO | 14845 | 1188473 | COM |
| GILEAD SCIENCES INC | 9132 | 1120862 | COM |
| TESLA INC | 2231 | 1003325 | COM |
| ELI LILLY & CO | 845 | 908105 | COM |
| NIKE INC | 13567 | 864354 | CL B |
| CANADIAN PACIFIC KANSAS CITY | 10132 | 746019 | COM |
| MICRON TECHNOLOGY INC | 2412 | 688409 | COM |
| ADOBE INC | 1962 | 686680 | COM |
| TOTALENERGIES SE | 10468 | 684817 | ACT |
| VIRTU FINL INC | 20330 | 677396 | CL A |
| CORNING INC | 7323 | 641202 | COM |
| CAPITAL ONE FINL CORP | 2555 | 619343 | COM |
| ABBOTT LABS | 4291 | 537619 | COM |
| DELL TECHNOLOGIES INC | 4232 | 532698 | CL C |
| SALESFORCE INC | 1974 | 522932 | COM |
| COMMERCIAL METALS CO | 7450 | 515689 | COM |
| CROWN CASTLE INC | 5763 | 512158 | COM |
| FORD MTR CO | 38766 | 508606 | COM |
| ISHARES TR | 2459 | 491013 | U.S. TECH ETF |
| AIR PRODS & CHEMS INC | 1970 | 486629 | COM |
| DILLARDS INC | 800 | 485072 | CL A |
| ISHARES TR | 8405 | 459838 | MSCI EMG MKT ETF |
| ISHARES TR | 4892 | 455543 | MSCI AC ASIA ETF |
| PEPSICO INC | 3153 | 452519 | COM |
| SPDR SERIES TRUST | 2984 | 435577 | STATE STREET SPD |
| M & T BK CORP | 2135 | 430216 | COM |
| UNION PAC CORP | 1806 | 417648 | COM |
| ORACLE CORP | 2125 | 414184 | COM |
| INTEL CORP | 10972 | 404867 | COM |
| AMERICAN EXPRESS CO | 1075 | 397696 | COM |
| THERMO FISHER SCIENTIFIC INC | 682 | 395194 | COM |
| DIREXION SHS ETF TR | 2342 | 394229 | DLY FIN BULL NEW |
| L3HARRIS TECHNOLOGIES INC | 1323 | 388393 | COM |
| BERKSHIRE HATHAWAY INC DEL | 769 | 386538 | CL B NEW |
| WASTE MGMT INC DEL | 1730 | 380199 | COM |
| SPDR GOLD TR | 939 | 372135 | GOLD SHS |
| ADVANCED MICRO DEVICES INC | 1715 | 367284 | COM |
| GARMIN LTD | 1793 | 363612 | SHS |
| CARVANA CO | 860 | 362937 | CL A |
| ISHARES TR | 11676 | 355534 | LATN AMER 40 ETF |
| VANGUARD INDEX FDS | 1172 | 327152 | MCAP GR IDXVIP |
| AT&T INC | 13008 | 323119 | COM |
| CATERPILLAR INC | 558 | 319661 | COM |
| INDEPENDENCE RLTY TR INC | 18197 | 318084 | COM |
| NORFOLK SOUTHN CORP | 1030 | 297382 | COM |
| ASML HOLDING N V | 277 | 296351 | N Y REGISTRY SHS |
| BOOKING HOLDINGS INC | 55 | 294543 | COM |
| SPDR S&P 500 ETF TR | 409 | 278905 | TR UNIT |
| ISHARES TR | 5223 | 276192 | ISHS 1-5YR INVS |
| DEVON ENERGY CORP NEW | 7198 | 263663 | COM |
| ISHARES TR | 933 | 229667 | RUSSELL 2000 ETF |
| CHEMED CORP NEW | 536 | 229333 | COM |
| STOCK YDS BANCORP INC | 3418 | 221978 | COM |
| PRICE T ROWE GROUP INC | 2162 | 221346 | COM |
| TC ENERGY CORP | 4000 | 220040 | COM |
| TYSON FOODS INC | 3751 | 219884 | CL A |
| MARTIN MARIETTA MATLS INC | 350 | 217931 | COM |
| NUCOR CORP | 1305 | 212859 | COM |
| TJX COS INC NEW | 1368 | 210138 | COM |
| INTUITIVE SURGICAL INC | 371 | 210120 | COM NEW |
| SERVICENOW INC | 1351 | 206960 | COM |
| DISNEY WALT CO | 1804 | 205205 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 12692 | 201295 | SPONSORED ADS |
| TOYOTA MOTOR CORP | 935 | 200146 | ADS |
| NORTHWEST BANCSHARES INC MD | 12557 | 150681 | COM |
| AGNC INVT CORP | 10000 | 107204 | COM |
| ENEL CHILE S.A. | 22224 | 89340 | SPONSORED ADR |
| 8X8 INC NEW | 19551 | 38515 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.