Independent Solutions Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Independent Solutions Wealth Management, Llc disclosed 192 stock positions valued at approximately $787.82M as of quarter-end September 30, 2026. The largest holdings include LISTED FDS TR, APPLE INC, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 192
- Portfolio Value
- $787.82M
Holdings by Sector
Independent Solutions Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| LISTED FDS TR | LEXI | Other | 18.06% | 3,532,621 | +83,899 | +2.43% | $142,261,820 |
| APPLE INC | AAPL | Technology | 3.59% | 85,000 | +337 | +0.40% | $28,306,716 |
| NVIDIA CORPORATION | NVDA | Technology | 2.98% | 102,835 | +400 | +0.39% | $23,485,566 |
| ISHARES TR | IVW | Other | 2.20% | 121,873 | -24,261 | -16.60% | $17,337,662 |
| ISHARES TR | IVE | Other | 2.07% | 71,576 | -781 | -1.08% | $16,339,309 |
| BROADCOM INC | AVGO | Technology | 2.01% | 45,119 | -344 | -0.76% | $15,845,448 |
| ISHARES TR | IJH | Other | 1.83% | 200,775 | +50,751 | +33.83% | $14,445,731 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.72% | 72,367 | -601 | -0.82% | $13,536,254 |
| ISHARES TR | IVV | Other | 1.49% | 15,360 | +235 | +1.55% | $11,763,191 |
| MICROSOFT CORP | MSFT | Technology | 1.41% | 21,692 | +152 | +0.71% | $11,125,977 |
| ISHARES TR | AGG | Other | 1.37% | 114,193 | +1,371 | +1.22% | $10,795,833 |
| ISHARES TR | IEFA | Other | 1.34% | 109,272 | -1,937 | -1.74% | $10,586,271 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.22% | 268,168 | -15,799 | -5.56% | $9,635,294 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.22% | 289,147 | -12,218 | -4.05% | $9,631,488 |
| ALPHABET INC | GOOGL | Communication Services | 1.20% | 27,587 | +286 | +1.05% | $9,492,182 |
| ISHARES TR | GVI | Other | 1.20% | 92,042 | +1,110 | +1.22% | $9,486,780 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.15% | 9,929 | -438 | -4.22% | $9,038,860 |
| PIMCO ETF TR | MINT | Other | 1.13% | 88,873 | +10,659 | +13.63% | $8,936,180 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.12% | 175,534 | +11,394 | +6.94% | $8,841,648 |
| CHEVRON CORPORATION | CVX | Energy | 1.05% | 40,572 | +1,577 | +4.04% | $8,285,155 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.03% | 30,595 | +22,868 | +295.95% | $8,100,026 |
| CISCO SYS INC | CSCO | Technology | 0.98% | 72,043 | -566 | -0.78% | $7,753,994 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.98% | 30,951 | -15 | -0.05% | $7,711,539 |
| ISHARES TR | ITOT | Other | 0.97% | 46,026 | -1,027 | -2.18% | $7,653,193 |
| ISHARES TR | FLOT | Other | 0.95% | 146,023 | +19,693 | +15.59% | $7,454,474 |
| ISHARES TR | SHY | Other | 0.90% | 87,434 | +936 | +1.08% | $7,099,612 |
| META PLATFORMS INC | META | Communication Services | 0.85% | 9,208 | +99 | +1.09% | $6,677,666 |
| INVESCO QQQ TR | QQQ | Other | 0.83% | 8,841 | +4,643 | +110.60% | $6,540,110 |
| LAM RESEARCH CORP | LRCX | Technology | 0.81% | 19,474 | +625 | +3.32% | $6,397,420 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.80% | 123,909 | +123,909 | +100.00% | $6,293,338 |
Showing 30 of 192 holdings in the latest reporting period.