Independent Solutions Wealth Management, LLC
CIK: 0001818391SEC EDGAR →
Portfolio Value
$544.3B
Holdings
173
As of
Q4 2025
New Positions
173
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 81,779 | $22.2B | 4.08% |
| 2 | NVIDIA CORPORATION | 101,709 | $19.0B | 3.48% |
| 3 | LISTED FDS TR | 523,334 | $18.6B | 3.42% |
| 4 | ISHARES TR | 149,877 | $18.5B | 3.39% |
| 5 | BROADCOM INC | 46,685 | $16.2B | 2.97% |
| 6 | ISHARES TR | 75,151 | $15.9B | 2.93% |
| 7 | PALANTIR TECHNOLOGIES INC | 79,210 | $14.1B | 2.59% |
| 8 | ISHARES TR | 111,699 | $12.3B | 2.26% |
| 9 | ISHARES TR | 111,580 | $11.1B | 2.05% |
| 10 | MICROSOFT CORP | 22,786 | $11.0B | 2.02% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (173)
$22.2B · 82K shares
$19.0B · 102K shares
$18.6B · 523K shares
$18.5B · 150K shares
$16.2B · 47K shares
$15.9B · 75K shares
$14.1B · 79K shares
$12.3B · 112K shares
$11.1B · 112K shares
$11.0B · 23K shares
$10.5B · 118K shares
$9.8B · 11K shares
$9.6B · 295K shares
$9.5B · 89K shares
$9.3B · 313K shares
$9.0B · 136K shares
$8.9B · 28K shares
$7.4B · 32K shares
$7.4B · 50K shares
$7.3B · 11K shares
$7.1B · 10K shares
$7.0B · 86K shares
$6.7B · 81K shares
$6.7B · 87K shares
$6.6B · 281K shares
$6.1B · 9K shares
$5.8B · 36K shares
$5.5B · 220K shares
$5.5B · 46K shares
$5.2B · 47K shares
$5.2B · 15K shares
$5.1B · 46K shares
$4.8B · 199K shares
$4.8B · 200K shares
$4.6B · 38K shares
$4.4B · 146K shares
$4.3B · 14K shares
$3.9B · 31K shares
$3.8B · 89K shares
$3.8B · 145K shares
$3.7B · 8K shares
$3.7B · 28K shares
$3.7B · 40K shares
$3.7B · 30K shares
$3.7B · 53K shares
$3.7B · 24K shares
$3.7B · 23K shares
$3.6B · 72K shares
$3.6B · 71K shares
$3.6B · 36K shares
$3.4B · 62K shares
$3.4B · 58K shares
$3.4B · 11K shares
$3.3B · 23K shares
$3.2B · 16K shares
$3.1B · 10K shares
$3.1B · 20K shares
$3.1B · 9K shares
$3.1B · 9K shares
$3.0B · 113K shares
$3.0B · 5K shares
$2.9B · 10K shares
$2.9B · 13K shares
$2.9B · 14K shares
$2.8B · 104K shares
$2.8B · 5K shares
$2.7B · 16K shares
$2.6B · 17K shares
$2.6B · 15K shares
$2.6B · 11K shares
$2.5B · 87K shares
$2.5B · 38K shares
$2.4B · 3K shares
$2.4B · 34K shares
$2.3B · 28K shares
$2.3B · 9K shares
$2.3B · 49K shares
$2.3B · 13K shares
$2.3B · 3K shares
$2.2B · 25K shares
$2.2B · 13K shares
$2.1B · 20K shares
$2.0B · 11K shares
$2.0B · 4K shares
$2.0B · 15K shares
$1.9B · 3K shares
$1.9B · 10K shares
$1.9B · 17K shares
$1.8B · 37K shares
$1.8B · 886 shares
$1.8B · 5K shares
$1.7B · 83K shares
$1.6B · 9K shares
$1.6B · 8K shares
$1.6B · 10K shares
$1.6B · 16K shares
$1.5B · 3K shares
$1.5B · 10K shares
$1.5B · 5K shares
$1.5B · 37K shares
$1.5B · 5K shares
$1.4B · 13K shares
$1.4B · 8K shares
$1.2B · 4K shares
$1.2B · 15K shares
$1.1B · 9K shares
$1.0B · 2K shares
$908.0M · 845 shares
$864.0M · 14K shares
$746.0M · 10K shares
$688.0M · 2K shares
$686.0M · 2K shares
$684.0M · 10K shares
$677.0M · 20K shares
$641.0M · 7K shares
$619.0M · 3K shares
$537.0M · 4K shares
$532.0M · 4K shares
$522.0M · 2K shares
$515.0M · 7K shares
$512.0M · 6K shares
$508.0M · 39K shares
$491.0M · 2K shares
$486.0M · 2K shares
$485.0M · 800 shares
$459.0M · 8K shares
$455.0M · 5K shares
$452.0M · 3K shares
$430.0M · 2K shares
$417.0M · 2K shares
$414.0M · 2K shares
$404.0M · 11K shares
$397.0M · 1K shares
$395.0M · 682 shares
$394.0M · 2K shares
$388.0M · 1K shares
$386.0M · 769 shares
$380.0M · 2K shares
$372.0M · 939 shares
$367.0M · 2K shares
$363.0M · 2K shares
$362.0M · 860 shares
$355.0M · 12K shares
$327.0M · 1K shares
$323.0M · 13K shares
$319.0M · 558 shares
$318.0M · 18K shares
$297.0M · 1K shares
$296.0M · 277 shares
$294.0M · 55 shares
$278.0M · 409 shares
$276.0M · 5K shares
$263.0M · 7K shares
$229.0M · 933 shares
$229.0M · 536 shares
$225.0M · 2K shares
$221.0M · 3K shares
$221.0M · 2K shares
$220.0M · 4K shares
$219.0M · 4K shares
$217.0M · 350 shares
$212.0M · 1K shares
$210.0M · 1K shares
$210.0M · 371 shares
$210.0M · 871 shares
$206.0M · 1K shares
$205.0M · 2K shares
$201.0M · 13K shares
$200.0M · 935 shares
$150.0M · 13K shares
$107.0M · 10K shares
$89.0M · 22K shares
$38.0M · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $256.1B | 47.1% |
| Technology | 30 | $134.1B | 24.6% |
| Unknown | 8 | $24.6B | 4.5% |
| Communication Services | 6 | $23.5B | 4.3% |
| Consumer Cyclical | 13 | $23.0B | 4.2% |
| Consumer Defensive | 7 | $20.9B | 3.8% |
| Energy | 10 | $18.1B | 3.3% |
| Healthcare | 11 | $15.8B | 2.9% |
| Industrials | 12 | $15.2B | 2.8% |
| Basic Materials | 6 | $6.3B | 1.2% |
| Real Estate | 3 | $4.3B | 0.8% |
| Utilities | 2 | $2.3B | 0.4% |