Independent Solutions Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$679.1M
Q ending 2026-03-31
Prior quarter
$544.3M
Q ending 2025-12-31
Change
+24.8% QoQ · +52.0% YoY
Positions
185
reported holdings
Largest positions
Top 100 of 185 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Listed Fds Tr | LEXI | Shares | $118.5M | 3.4M |
| Apple Inc | AAPL | Shares | $21.6M | 85K |
| Nvidia Corporation | NVDA | Shares | $18.1M | 104K |
| Ishares Tr | IVW | Shares | $17.3M | 153K |
| Ishares Tr | SHV | Shares | $16.0M | 145K |
| Ishares Tr | IVE | Shares | $15.3M | 73K |
| Broadcom Inc | AVGO | Shares | $14.3M | 46K |
| Ishares Tr | AGG | Shares | $11.2M | 112K |
| Palantir Technologies Inc | PLTR | Shares | $11.1M | 76K |
| Costco Wholesale Corporation | COST | Shares | $10.6M | 11K |
| Ishares Tr | IEFA | Shares | $10.3M | 113K |
| Ishares Tr | IJH | Shares | $10.2M | 152K |
| Ishares Tr | GVI | Shares | $9.6M | 90K |
| Microsoft Corp | MSFT | Shares | $9.4M | 25K |
| Schwab Strategic Tr | SCHV | Shares | $9.3M | 305K |
| Ishares Tr | IVV | Shares | $9.1M | 14K |
| J P Morgan Exchange Traded F | JPST | Shares | $8.5M | 168K |
| Schwab Strategic Tr | SCHG | Shares | $8.4M | 287K |
| Pimco Etf Tr | MINT | Shares | $8.2M | 81K |
| Chevron Corporation | CVX | Shares | $8.0M | 39K |
| Alphabet Inc | GOOGL | Shares | $8.0M | 28K |
| Ishares Tr | SHY | Shares | $7.0M | 85K |
| Ishares Tr | ITOT | Shares | $6.8M | 48K |
| Cisco Sys Inc | CSCO | Shares | $6.7M | 86K |
| Schwab Strategic Tr | SCHZ | Shares | $6.5M | 280K |
| Exxon Mobil Corp | XOM | Shares | $6.5M | 38K |
| Amazon Com Inc | AMZN | Shares | $6.4M | 31K |
| Ishares Tr | FLOT | Shares | $6.4M | 126K |
| Ishares Tr | SHYG | Shares | $6.3M | 150K |
| Ishares Tr | IJR | Shares | $5.5M | 44K |
| Schwab Strategic Tr | SCHR | Shares | $5.5M | 219K |
| Meta Platforms Inc | META | Shares | $5.3M | 9K |
| Ishares Tr | LQD | Shares | $5.2M | 47K |
| Schwab Strategic Tr | SCHO | Shares | $4.9M | 200K |
| Schwab Strategic Tr | SCHF | Shares | $4.8M | 196K |
| Visa Inc | V | Shares | $4.7M | 16K |
| Johnson & Johnson | JNJ | Shares | $4.7M | 19K |
| Schwab Strategic Tr | SCHM | Shares | $4.5M | 144K |
| Applovin Corp | APP | Shares | $4.2M | 11K |
| Shopify Inc | SHOP | Shares | $4.2M | 35K |
| Coca Cola Co | KO | Shares | $4.1M | 54K |
| Ishares Tr | HDV | Shares | $4.1M | 30K |
| Ishares Tr | IMTM | Shares | $4.0M | 83K |
| Netflix Inc. | NFLX | Shares | $3.9M | 41K |
| Altria Group Inc | MO | Shares | $3.9M | 59K |
| Lamar Advertising Co | LAMR | Shares | $3.9M | 31K |
| Alphabet Inc | GOOG | Shares | $3.9M | 13K |
| Ishares Tr | MTUM | Shares | $3.8M | 16K |
| Eaton Corp Plc | Shares | $3.7M | 10K | |
| Southern Copper Corp | SCCO | Shares | $3.6M | 21K |
| Schwab Strategic Tr | SCHB | Shares | $3.6M | 143K |
| Ishares Gold Tr | IAU | Shares | $3.6M | 41K |
| Caseys Gen Stores Inc | CASY | Shares | $3.6M | 5K |
| Philip Morris Intl Inc | PM | Shares | $3.5M | 21K |
| Merck & Co Inc | MRK | Shares | $3.5M | 29K |
| Mcdonalds Corp | MCD | Shares | $3.4M | 11K |
| Amgen Inc | AMGN | Shares | $3.4M | 10K |
| Arista Networks Inc | ANET | Shares | $3.3M | 27K |
| Cloudflare Inc | NET | Shares | $3.3M | 16K |
| Schwab Strategic Tr | SCHD | Shares | $3.2M | 105K |
| Valero Energy Corp | VLO | Shares | $3.2M | 13K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $3.1M | 8K |
| Procter & Gamble Co | PG | Shares | $3.1M | 21K |
| Robinhood Mkts Inc | HOOD | Shares | $3.1M | 44K |
| Fidelity Covington Trust | FREL | Shares | $3.1M | 114K |
| Ishares Tr | IXUS | Shares | $3.0M | 35K |
| Jpmorgan Chase & Co | JPM | Shares | $3.0M | 10K |
| Ishares Tr | IEUR | Shares | $2.9M | 41K |
| Vale S A | VALE | Shares | $2.9M | 179K |
| Abbvie Inc | ABBV | Shares | $2.8M | 13K |
| Coreweave Inc | CRWV | Shares | $2.8M | 36K |
| Phillips 66 | PSX | Shares | $2.8M | 15K |
| Marathon Pete Corp | MPC | Shares | $2.6M | 11K |
| Interactive Brokers Group In | IBKR | Shares | $2.5M | 37K |
| Penske Automotive Grp Inc | PAG | Shares | $2.5M | 17K |
| Home Depot Inc | HD | Shares | $2.5M | 8K |
| Invesco Qqq Tr | QQQ | Shares | $2.4M | 4K |
| Rtx Corporation | RTX | Shares | $2.4M | 13K |
| Schwab Strategic Tr | SCHA | Shares | $2.4M | 83K |
| Sempra | SRE | Shares | $2.4M | 25K |
| International Business Machs | IBM | Shares | $2.4M | 10K |
| Blackstone Inc | BX | Shares | $2.4M | 21K |
| Arm Holdings Plc | ARM | Shares | $2.3M | 15K |
| Pjt Partners Inc | PJT | Shares | $2.3M | 16K |
| Honeywell Intl Inc | HONGBP | Shares | $2.2M | 10K |
| Enbridge Inc | ENB | Shares | $2.1M | 38K |
| Qualcomm Inc | QCOM | Shares | $2.1M | 16K |
| United Parcel Svcs Inc | UPS | Shares | $2.1M | 21K |
| Lam Research Corp | LRCX | Shares | $2.0M | 9K |
| Walmart Inc | WMT | Shares | $2.0M | 16K |
| Solstice Advanced Matls Inc | SOLS | Shares | $1.9M | 26K |
| Rambus Inc Del | RMBS | Shares | $1.9M | 23K |
| Intuit | INTU | Shares | $1.9M | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.9M | 10K |
| Ishares Tr | IOO | Shares | $1.9M | 16K |
| Verizon Communications Inc | VZ | Shares | $1.9M | 37K |
| Ishares Tr | IWF | Shares | $1.8M | 4K |
| Cme Group Inc | CME | Shares | $1.8M | 6K |
| Vanguard Specialized Funds | VIG | Shares | $1.7M | 8K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.7M | 8K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.