Independent Solutions Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 29, 2026, Independent Solutions Wealth Management, Llc disclosed 189 stock positions valued at approximately $766.31M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 189
- Portfolio Value
- $766.31M
Holdings by Sector
Independent Solutions Wealth Management, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 189 holdings in the latest reporting period.