Independent Solutions Wealth Management, Llc Portfolio Stock Holdings
Independent Solutions Wealth Management, Llc disclosed 194 stock positions valued at approximately $766.3 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 29, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 194
- Portfolio Value
- $766.3M
Holdings by Sector
Independent Solutions Wealth Management, Llc Portfolio Holdings in Q2 2026
186 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.20% | 84,663 | -433 | -0.51% | $24,498,022 |
| NVIDIA CORPORATION | NVDA | Technology | 2.67% | 102,435 | -1,270 | -1.22% | $20,496,314 |
| ISHARES TR | IVW | Other | 2.62% | 146,134 | -7,140 | -4.66% | $20,097,868 |
| BROADCOM INC | AVGO | Technology | 2.24% | 45,463 | -727 | -1.57% | $17,173,718 |
| ISHARES TR | IVE | Other | 2.14% | 72,357 | -222 | -0.31% | $16,429,352 |
| ISHARES TR | SHV | Other | 1.56% | 108,641 | -36,373 | -25.08% | $11,988,534 |
| ISHARES TR | IJH | Other | 1.51% | 150,024 | -1,609 | -1.06% | $11,568,379 |
| ISHARES TR | IVV | Other | 1.48% | 15,125 | +1,160 | +8.31% | $11,326,653 |
| ISHARES TR | AGG | Other | 1.46% | 112,822 | +401 | +0.36% | $11,167,148 |
| ISHARES TR | IEFA | Other | 1.40% | 111,209 | -2,041 | -1.80% | $10,740,584 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.37% | 301,365 | -3,330 | -1.09% | $10,490,517 |
| ALPHABET INC | GOOGL | Communication Services | 1.27% | 27,301 | -434 | -1.56% | $9,756,588 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.27% | 10,367 | -315 | -2.95% | $9,698,114 |
| ISHARES TR | GVI | Other | 1.26% | 90,932 | +671 | +0.74% | $9,647,408 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.25% | 283,967 | -3,316 | -1.15% | $9,609,460 |
| CISCO SYS INC | CSCO | Technology | 1.11% | 72,609 | -13,340 | -15.52% | $8,528,660 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.11% | 72,968 | -2,722 | -3.60% | $8,513,181 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.08% | 164,140 | -3,516 | -2.10% | $8,300,560 |
| LAM RESEARCH CORP | LRCX | Other | 1.07% | 18,849 | +9,386 | +99.19% | $8,167,837 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 21,540 | -3,904 | -15.34% | $8,034,875 |
| PIMCO ETF TR | MINT | Other | 1.03% | 78,214 | -3,002 | -3.70% | $7,884,753 |
| ISHARES TR | ITOT | Other | 1.01% | 47,053 | -936 | -1.95% | $7,729,349 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.96% | 30,966 | +86 | +0.28% | $7,380,530 |
| ISHARES TR | SHY | Other | 0.93% | 86,498 | +1,737 | +2.05% | $7,102,336 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.87% | 287,290 | +7,283 | +2.60% | $6,645,009 |
| ISHARES TR | SHYG | Other | 0.85% | 154,051 | +4,457 | +2.98% | $6,533,303 |
| CHEVRON CORPORATION | CVX | Energy | 0.84% | 38,995 | +432 | +1.12% | $6,463,816 |
| ISHARES TR | FLOT | Other | 0.84% | 126,330 | +379 | +0.30% | $6,449,146 |
| ISHARES TR | IJR | Other | 0.84% | 43,382 | -782 | -1.77% | $6,434,029 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.74% | 230,818 | +11,775 | +5.38% | $5,691,972 |
| ISHARES TR | MTUM | Other | 0.70% | 15,592 | -103 | -0.66% | $5,345,361 |
| VISA INC | V | Financial Services | 0.70% | 15,570 | -115 | -0.73% | $5,341,837 |
| ARM HOLDINGS PLC | ARM | Technology | 0.69% | 14,873 | -163 | -1.08% | $5,273,520 |
| EXXON MOBIL CORP | XOM | Energy | 0.68% | 38,344 | +277 | +0.73% | $5,242,355 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.68% | 188,987 | -6,537 | -3.34% | $5,234,946 |
| ISHARES TR | LQD | Other | 0.68% | 47,689 | +309 | +0.65% | $5,201,449 |
| APPLOVIN CORP | APP | Technology | 0.67% | 10,020 | -570 | -5.38% | $5,162,605 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.67% | 139,483 | -4,520 | -3.14% | $5,142,738 |
| META PLATFORMS INC | META | Communication Services | 0.67% | 9,109 | -178 | -1.92% | $5,131,163 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.65% | 19,481 | +244 | +1.27% | $4,947,466 |
| PIMCO ETF TR | PYLD | Other | 0.63% | 183,119 | +183,119 | +100.00% | $4,856,316 |
| ISHARES TR | IMTM | Other | 0.63% | 90,720 | +7,663 | +9.23% | $4,838,098 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 0.63% | 30,879 | +250 | +0.82% | $4,816,561 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.61% | 195,129 | -5,323 | -2.66% | $4,710,425 |
| ALPHABET INC | GOOG | Communication Services | 0.61% | 13,239 | -189 | -1.41% | $4,677,803 |
| ARISTA NETWORKS INC | ANET | Other | 0.59% | 26,660 | -536 | -1.97% | $4,529,001 |
| COCA COLA CO | KO | Consumer Defensive | 0.57% | 53,795 | -543 | -1.00% | $4,371,947 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.57% | 14,606 | +14,606 | +100.00% | $4,350,981 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.56% | 60,125 | +1,308 | +2.22% | $4,326,004 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.56% | 43,106 | -1,299 | -2.93% | $4,322,670 |
| ISHARES TR | HDV | Other | 0.56% | 156,463 | +126,311 | +418.91% | $4,288,659 |
| EATON CORP PLC | ETN | Other | 0.55% | 9,924 | -331 | -3.23% | $4,228,643 |
| SHOPIFY INC | SHOP | Technology | 0.52% | 35,063 | -198 | -0.56% | $4,003,506 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.52% | 138,086 | -4,752 | -3.33% | $3,998,976 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.51% | 21,698 | +353 | +1.65% | $3,925,336 |
| CLOUDFLARE INC | NET | Technology | 0.50% | 15,656 | -269 | -1.69% | $3,840,104 |
| MERCK & CO INC | MRK | Healthcare | 0.48% | 28,910 | -138 | -0.48% | $3,714,942 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.48% | 4,655 | -261 | -5.31% | $3,699,890 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 0.47% | 20,873 | -208 | -0.99% | $3,637,309 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.47% | 24,422 | +3,109 | +14.59% | $3,581,212 |
| AMGEN INC | AMGN | Healthcare | 0.46% | 9,777 | +186 | +1.94% | $3,540,503 |
| ISHARES TR | IXUS | Other | 0.46% | 36,803 | +2,062 | +5.94% | $3,512,478 |
| ISHARES TR | DGRO | Other | 0.45% | 45,955 | +45,955 | +100.00% | $3,482,929 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.44% | 115,332 | +1,027 | +0.90% | $3,379,214 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.43% | 104,567 | -407 | -0.39% | $3,315,812 |
| VALERO ENERGY CORP | VLO | Energy | 0.43% | 12,727 | -94 | -0.73% | $3,314,518 |
| ABBVIE INC | ABBV | Healthcare | 0.43% | 12,974 | +60 | +0.46% | $3,264,777 |
| ISHARES GOLD TR | IAU | Other | 0.42% | 42,419 | +1,806 | +4.45% | $3,203,059 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.41% | 35,771 | -1,527 | -4.09% | $3,113,487 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 4,198 | -20 | -0.47% | $3,091,205 |
| HEWLETT PACKARD ENTERPRISE C | HPE | Technology | 0.40% | 67,576 | +67,576 | +100.00% | $3,048,353 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.39% | 11,130 | +228 | +2.09% | $3,008,452 |
| QUALCOMM INC | QCOM | Technology | 0.39% | 16,207 | +162 | +1.01% | $2,994,892 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.39% | 82,648 | -167 | -0.20% | $2,986,065 |
| ISHARES TR | IWF | Other | 0.39% | 23,939 | +19,739 | +469.98% | $2,972,506 |
| RAMBUS INC DEL | RMBS | Technology | 0.38% | 22,171 | -403 | -1.79% | $2,942,979 |
| PENSKE AUTOMOTIVE GRP INC | PAG | Consumer Cyclical | 0.38% | 16,371 | -275 | -1.65% | $2,929,540 |
| ISHARES TR | IOO | Other | 0.38% | 21,225 | +5,560 | +35.49% | $2,899,335 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.37% | 10,099 | +265 | +2.69% | $2,839,994 |
| MARATHON PETE CORP | MPC | Energy | 0.36% | 10,814 | +194 | +1.83% | $2,764,815 |
| CIRRUS LOGIC INC | CRUS | Technology | 0.35% | 18,218 | +18,218 | +100.00% | $2,705,920 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.35% | 7,576 | +64 | +0.85% | $2,671,757 |
| PHILLIPS 66 | PSX | Energy | 0.34% | 15,558 | +183 | +1.19% | $2,630,040 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.33% | 2,517 | +1,510 | +149.95% | $2,545,417 |
| BLACKSTONE INC | BX | Financial Services | 0.32% | 21,114 | +573 | +2.79% | $2,484,488 |
| PJT PARTNERS INC | PJT | Financial Services | 0.31% | 15,970 | -199 | -1.23% | $2,410,444 |
| RTX CORPORATION | RTX | Industrials | 0.31% | 12,607 | - | - | $2,391,901 |
| SEMPRA | SRE | Utilities | 0.31% | 25,405 | +733 | +2.97% | $2,355,280 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.31% | 2,039 | -88 | -4.14% | $2,353,597 |
| VANECK ETF TRUST | SMH | Other | 0.29% | 3,381 | +866 | +34.43% | $2,217,780 |
| APPLIED MATLS INC | AMAT | Technology | 0.28% | 2,979 | +139 | +4.89% | $2,153,817 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.28% | 8,684 | +408 | +4.93% | $2,138,174 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.28% | 9,982 | - | - | $2,123,870 |
| ENBRIDGE INC | ENB | Energy | 0.27% | 38,852 | +639 | +1.67% | $2,106,167 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.27% | 4,970 | +104 | +2.14% | $2,065,798 |
| CUMMINS INC | CMI | Industrials | 0.26% | 2,817 | -65 | -2.26% | $2,009,113 |
| ROYAL BK CDA | RY | Financial Services | 0.25% | 9,336 | -50 | -0.53% | $1,932,272 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.25% | 8,093 | - | - | $1,914,966 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.25% | 8,751 | +8,751 | +100.00% | $1,911,656 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.25% | 79,748 | -270 | -0.34% | $1,888,431 |