Independent Solutions Wealth Management, LLC

Est. AUM

$679.1M

13F long equity, this entity only

Positions

185

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	LISTED FDS TR	ALEXIS PRACTICAL	$118.5M	3362981	17.45%	SOLE
2	APPLE INC	COM	$21.6M	85096	3.18%	SOLE
3	NVIDIA CORPORATION	COM	$18.1M	103705	2.66%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$17.3M	153274	2.55%	SOLE
5	ISHARES TR	TRUST ISHARE 0-1	$16.0M	145014	2.36%	SOLE
6	ISHARES TR	S&P 500 VAL ETF	$15.3M	72579	2.26%	SOLE
7	BROADCOM INC	COM	$14.3M	46190	2.11%	SOLE
8	ISHARES TR	CORE US AGGBD ET	$11.2M	112421	1.64%	SOLE
9	PALANTIR TECHNOLOGIES INC	CL A	$11.1M	75690	1.63%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$10.6M	10682	1.57%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$10.3M	113250	1.51%	SOLE
12	ISHARES TR	CORE S&P MCP ETF	$10.2M	151633	1.51%	SOLE
13	ISHARES TR	INTRM GOV CR ETF	$9.6M	90261	1.42%	SOLE
14	MICROSOFT CORP	COM	$9.4M	25444	1.39%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.3M	304695	1.37%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$9.1M	13965	1.34%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.5M	167656	1.25%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.4M	287283	1.23%	SOLE
19	PIMCO ETF TR	ENHAN SHRT MA AC	$8.2M	81216	1.20%	SOLE
20	CHEVRON CORPORATION	COM	$8.0M	38563	1.17%	SOLE
21	ALPHABET INC	CAP STK CL A	$8.0M	27735	1.17%	SOLE
22	ISHARES TR	1 3 YR TREAS BD	$7.0M	84761	1.03%	SOLE
23	ISHARES TR	CORE S&P TTL STK	$6.8M	47989	1.01%	SOLE
24	CISCO SYS INC	COM	$6.7M	85949	0.98%	SOLE
25	SCHWAB STRATEGIC TR	US AGGREGATE B	$6.5M	280007	0.96%	SOLE
26	EXXON MOBIL CORP	COM	$6.5M	38067	0.95%	SOLE
27	AMAZON COM INC	COM	$6.4M	30880	0.95%	SOLE
28	ISHARES TR	FLTG RATE NT ETF	$6.4M	125951	0.94%	SOLE
29	ISHARES TR	0-5YR HI YL CP	$6.3M	149594	0.93%	SOLE
30	ISHARES TR	CORE S&P SCP ETF	$5.5M	44164	0.81%	SOLE
31	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.5M	219043	0.80%	SOLE
32	META PLATFORMS INC	CL A	$5.3M	9287	0.78%	SOLE
33	ISHARES TR	IBOXX INV CP ETF	$5.2M	47380	0.76%	SOLE
34	SCHWAB STRATEGIC TR	SHT TM US TRES	$4.9M	200452	0.72%	SOLE
35	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.8M	195524	0.71%	SOLE
36	VISA INC	COM CL A	$4.7M	15685	0.70%	SOLE
37	JOHNSON & JOHNSON	COM	$4.7M	19237	0.69%	SOLE
38	SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.5M	144003	0.66%	SOLE
39	APPLOVIN CORP	COM CL A	$4.2M	10590	0.62%	SOLE
40	SHOPIFY INC	CL A SUB VTG SHS	$4.2M	35261	0.62%	SOLE
41	COCA COLA CO	COM	$4.1M	54338	0.61%	SOLE
42	ISHARES TR	CORE HIGH DV ETF	$4.1M	30152	0.60%	SOLE
43	ISHARES TR	MSCI INTL MOMENT	$4.0M	83057	0.59%	SOLE
44	NETFLIX INC.	COM	$3.9M	40748	0.58%	SOLE
45	ALTRIA GROUP INC	COM	$3.9M	58817	0.57%	SOLE
46	LAMAR ADVERTISING CO	CL A	$3.9M	30629	0.57%	SOLE
47	ALPHABET INC	CAP STK CL C	$3.9M	13428	0.57%	SOLE
48	ISHARES TR	MSCI USA MMENTM	$3.8M	15695	0.55%	SOLE
49	EATON CORP PLC	SHS	$3.7M	10255	0.54%	SOLE
50	SOUTHERN COPPER CORP	COM	$3.6M	21081	0.53%	SOLE

1–50 of 185

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.