Independent Solutions Wealth Management, Llc Portfolio Stock Holdings
Independent Solutions Wealth Management, Llc disclosed 185 stock positions valued at approximately $679.1 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 March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 185
- Portfolio Value
- $679.1M
Holdings by Sector
Independent Solutions Wealth Management, Llc Portfolio Holdings in Q1 2026
180 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.18% | 85,096 | +3,317 | +4.06% | $21,596,389 |
| NVIDIA CORPORATION | NVDA | Technology | 2.66% | 103,705 | +1,996 | +1.96% | $18,086,134 |
| ISHARES TR | IVW | Other | 2.55% | 153,274 | +3,397 | +2.27% | $17,336,817 |
| ISHARES TR | SHV | Other | 2.36% | 145,014 | +33,315 | +29.83% | $16,008,095 |
| ISHARES TR | IVE | Other | 2.26% | 72,579 | -2,572 | -3.42% | $15,325,062 |
| BROADCOM INC | AVGO | Technology | 2.11% | 46,190 | -495 | -1.06% | $14,296,288 |
| ISHARES TR | AGG | Other | 1.64% | 112,421 | +841 | +0.75% | $11,160,037 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.63% | 75,690 | -3,520 | -4.44% | $11,071,939 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.57% | 10,682 | -681 | -5.99% | $10,643,968 |
| ISHARES TR | IEFA | Other | 1.51% | 113,250 | -4,494 | -3.82% | $10,252,490 |
| ISHARES TR | IJH | Other | 1.51% | 151,633 | +15,411 | +11.31% | $10,239,803 |
| ISHARES TR | GVI | Other | 1.42% | 90,261 | +1,688 | +1.91% | $9,629,073 |
| MICROSOFT CORP | MSFT | Technology | 1.39% | 25,444 | +2,658 | +11.67% | $9,418,648 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.37% | 304,695 | -8,401 | -2.68% | $9,293,199 |
| ISHARES TR | IVV | Other | 1.34% | 13,965 | +3,663 | +35.56% | $9,121,758 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.25% | 167,656 | +95,822 | +133.39% | $8,485,070 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.23% | 287,283 | -7,316 | -2.48% | $8,368,540 |
| PIMCO ETF TR | MINT | Other | 1.20% | 81,216 | +45,078 | +124.74% | $8,167,893 |
| CHEVRON CORPORATION | CVX | Energy | 1.17% | 38,563 | +14,517 | +60.37% | $7,978,730 |
| ALPHABET INC | GOOGL | Communication Services | 1.17% | 27,735 | -548 | -1.94% | $7,975,485 |
| ISHARES TR | SHY | Other | 1.03% | 84,761 | +3,934 | +4.87% | $6,998,683 |
| ISHARES TR | ITOT | Other | 1.01% | 47,989 | -1,614 | -3.25% | $6,835,118 |
| CISCO SYS INC | CSCO | Technology | 0.98% | 85,949 | -934 | -1.08% | $6,668,800 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.96% | 280,007 | -503 | -0.18% | $6,501,754 |
| EXXON MOBIL CORP | XOM | Energy | 0.95% | 38,067 | -170 | -0.44% | $6,458,452 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.95% | 30,880 | -1,092 | -3.42% | $6,431,459 |
| ISHARES TR | FLOT | Other | 0.94% | 125,951 | +54,615 | +76.56% | $6,417,203 |
| ISHARES TR | SHYG | Other | 0.93% | 149,594 | +60,544 | +67.99% | $6,329,322 |
| ISHARES TR | IJR | Other | 0.81% | 44,164 | -1,530 | -3.35% | $5,490,009 |
| SCHWAB STRATEGIC TR | SCHR | Other | 0.80% | 219,043 | -554 | -0.25% | $5,456,363 |
| META PLATFORMS INC | META | Communication Services | 0.78% | 9,287 | +3 | +0.03% | $5,313,517 |
| ISHARES TR | LQD | Other | 0.76% | 47,380 | +65 | +0.14% | $5,163,986 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.72% | 200,452 | +1,825 | +0.92% | $4,864,959 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.71% | 195,524 | -4,641 | -2.32% | $4,839,208 |
| VISA INC | V | Financial Services | 0.70% | 15,685 | +911 | +6.17% | $4,740,552 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.69% | 19,237 | +5,440 | +39.43% | $4,702,358 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.66% | 144,003 | -1,763 | -1.21% | $4,458,336 |
| APPLOVIN CORP | APP | Technology | 0.62% | 10,590 | -246 | -2.27% | $4,214,820 |
| SHOPIFY INC | SHOP | Technology | 0.62% | 35,261 | -850 | -2.35% | $4,182,673 |
| COCA COLA CO | KO | Consumer Defensive | 0.61% | 54,338 | +1,824 | +3.47% | $4,132,405 |
| ISHARES TR | HDV | Other | 0.60% | 30,152 | -243 | -0.80% | $4,092,288 |
| ISHARES TR | IMTM | Other | 0.59% | 83,057 | +34,388 | +70.66% | $3,988,397 |
| NETFLIX INC. | NFLX | Communication Services | 0.58% | 40,748 | +1,246 | +3.15% | $3,917,920 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.57% | 58,817 | +464 | +0.80% | $3,881,344 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 0.57% | 30,629 | +71 | +0.23% | $3,879,513 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 13,428 | -226 | -1.66% | $3,851,995 |
| ISHARES TR | MTUM | Other | 0.55% | 15,695 | +6,354 | +68.02% | $3,766,588 |
| EATON CORP PLC | ETN | Other | 0.54% | 10,255 | -300 | -2.84% | $3,668,076 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 0.53% | 21,081 | -2,093 | -9.03% | $3,627,159 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.53% | 142,838 | -2,165 | -1.49% | $3,585,225 |
| ISHARES GOLD TR | IAU | Other | 0.53% | 40,613 | -45,770 | -52.98% | $3,580,442 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.53% | 4,916 | -208 | -4.06% | $3,578,277 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.52% | 21,345 | -1,445 | -6.34% | $3,529,138 |
| MERCK & CO INC | MRK | Healthcare | 0.51% | 29,048 | +9,528 | +48.81% | $3,494,232 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.50% | 10,902 | +615 | +5.98% | $3,388,375 |
| AMGEN INC | AMGN | Healthcare | 0.50% | 9,591 | +130 | +1.37% | $3,374,648 |
| ARISTA NETWORKS INC | ANET | Other | 0.49% | 27,196 | -1,179 | -4.16% | $3,339,125 |
| CLOUDFLARE INC | NET | Technology | 0.48% | 15,925 | -317 | -1.95% | $3,285,964 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.47% | 104,974 | +1,111 | +1.07% | $3,220,594 |
| VALERO ENERGY CORP | VLO | Energy | 0.47% | 12,821 | -436 | -3.29% | $3,167,716 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.46% | 7,994 | +14 | +0.18% | $3,120,938 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.45% | 21,313 | +10,926 | +105.19% | $3,078,453 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.45% | 44,405 | -1,103 | -2.42% | $3,077,267 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.45% | 114,305 | +1,418 | +1.26% | $3,075,945 |
| ISHARES TR | IXUS | Other | 0.44% | 34,741 | +6,990 | +25.19% | $3,009,960 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.44% | 10,123 | +4,670 | +85.64% | $2,977,773 |
| ISHARES TR | IEUR | Other | 0.43% | 41,258 | +7,548 | +22.39% | $2,899,200 |
| VALE S A | VALE | Basic Materials | 0.42% | 179,134 | +179,134 | +100.00% | $2,850,022 |
| ABBVIE INC | ABBV | Healthcare | 0.41% | 12,914 | +158 | +1.24% | $2,808,666 |
| PHILLIPS 66 | PSX | Energy | 0.41% | 15,375 | +31 | +0.20% | $2,801,099 |
| MARATHON PETE CORP | MPC | Energy | 0.38% | 10,620 | +855 | +8.76% | $2,593,192 |
| INTERACTIVE BROKERS GROUP IN | IBKR | Financial Services | 0.37% | 37,298 | -1,148 | -2.99% | $2,501,547 |
| PENSKE AUTOMOTIVE GRP INC | PAG | Consumer Cyclical | 0.37% | 16,646 | -88 | -0.53% | $2,488,892 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.36% | 7,512 | -1,362 | -15.35% | $2,470,485 |
| INVESCO QQQ TR | QQQ | Other | 0.36% | 4,218 | +4,218 | +100.00% | $2,434,387 |
| RTX CORPORATION | RTX | Industrials | 0.36% | 12,607 | -106 | -0.83% | $2,431,797 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.35% | 82,815 | -4,210 | -4.84% | $2,408,272 |
| SEMPRA | SRE | Utilities | 0.35% | 24,672 | -526 | -2.09% | $2,397,360 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.35% | 9,834 | -76 | -0.77% | $2,383,710 |
| BLACKSTONE INC | BX | Financial Services | 0.35% | 20,541 | +173 | +0.85% | $2,362,050 |
| ARM HOLDINGS PLC | ARM | Technology | 0.33% | 15,036 | +1,771 | +13.35% | $2,274,646 |
| PJT PARTNERS INC | PJT | Financial Services | 0.33% | 16,169 | -115 | -0.71% | $2,259,193 |
| HONEYWELL INTL INC | HON | Industrials | 0.33% | 9,795 | +8 | +0.08% | $2,213,964 |
| ENBRIDGE INC | ENB | Energy | 0.30% | 38,213 | +838 | +2.24% | $2,068,852 |
| QUALCOMM INC | QCOM | Technology | 0.30% | 16,045 | +684 | +4.45% | $2,066,275 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.30% | 20,921 | +20,921 | +100.00% | $2,058,198 |
| LAM RESEARCH CORP | LRCX | Other | 0.30% | 9,463 | +1,445 | +18.02% | $2,021,865 |
| WALMART INC | WMT | Consumer Defensive | 0.29% | 15,977 | -908 | -5.38% | $1,985,559 |
| RAMBUS INC DEL | RMBS | Technology | 0.29% | 22,574 | +22,574 | +100.00% | $1,942,041 |
| INTUIT | INTU | Technology | 0.28% | 4,465 | -111 | -2.43% | $1,930,432 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.28% | 9,982 | +9,982 | +100.00% | $1,915,745 |
| ISHARES TR | IOO | Other | 0.28% | 15,665 | +15,665 | +100.00% | $1,894,995 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.28% | 37,345 | +830 | +2.27% | $1,874,697 |
| ISHARES TR | IWF | Other | 0.26% | 4,200 | -37 | -0.87% | $1,790,880 |
| CME GROUP INC | CME | Financial Services | 0.26% | 5,958 | +566 | +10.50% | $1,759,695 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.26% | 8,093 | +8,093 | +100.00% | $1,740,481 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.25% | 8,276 | +659 | +8.65% | $1,722,153 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.25% | 80,018 | -3,050 | -3.67% | $1,719,591 |
| ZSCALER INC | ZS | Technology | 0.25% | 11,933 | +545 | +4.79% | $1,674,034 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.24% | 3,296 | -67 | -1.99% | $1,646,879 |