Institutional Manager · CIK 0001818391
Independent Solutions Wealth Management, LLC
Williamsville, NY · File #028-24522
Latest AUM
$544.3M
Positions
173
Top-10 Concentration
40.6%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025173 pos · $544.3M
- 13F HOLDINGS REPORTQ/E Sep 2025178 pos · $563.0M
- 13F HOLDINGS REPORTQ/E Jun 2025178 pos · $512.2M
- 13F HOLDINGS REPORTQ/E Mar 2025173 pos · $446.7M
- 13F HOLDINGS REPORTQ/E Dec 2024171 pos · $457.3M
- 13F HOLDINGS REPORTQ/E Dec 2024159 pos · $262.1M
- 13F HOLDINGS REPORTQ/E Dec 2024213 pos · $424.9M
- 13F HOLDINGS REPORTQ/E Dec 2024168 pos · $436.5M
- 13F HOLDINGS REPORTQ/E Dec 2024127 pos · $181.0M
- 13F HOLDINGS REPORTQ/E Dec 2024151 pos · $233.8M
- 13F HOLDINGS REPORTQ/E Dec 2024213 pos · $328.3M
- 13F HOLDINGS REPORTQ/E Dec 2024200 pos · $385.1M
- 13F HOLDINGS REPORTQ/E Dec 2024166 pos · $389.9M
- 13F HOLDINGS REPORTQ/E Dec 2024171 pos · $421.3M
- 13F HOLDINGS REPORTQ/E Dec 2024208 pos · $305.0M
- 13F HOLDINGS REPORTQ/E Dec 2024216 pos · $320.9M
- 13F HOLDINGS REPORTQ/E Dec 2024212 pos · $403.7M
- 13F HOLDINGS REPORTQ/E Dec 2024188 pos · $364.1M
- 13F HOLDINGS REPORTQ/E Dec 2024178 pos · $320.3M
- 13F HOLDINGS REPORTQ/E Dec 2024219 pos · $397.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 81,779 | $22.2M | 5.68% |
| 2 | NVIDIA CORPORATION | NVDA | 101,709 | $19.0M | 4.85% |
| 3 | LISTED FDS TR | 53656F425 | 523,334 | $18.6M | 4.76% |
| 4 | ISHARES TR | 464287309 | 149,877 | $18.5M | 4.72% |
| 5 | BROADCOM INC | AVGO | 46,685 | $16.2M | 4.13% |
| 6 | ISHARES TR | 464287408 | 75,151 | $15.9M | 4.07% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 79,210 | $14.1M | 3.60% |
| 8 | ISHARES TR | 464288679 | 111,699 | $12.3M | 3.15% |
| 9 | ISHARES TR | 464287226 | 111,580 | $11.1M | 2.85% |
| 10 | MICROSOFT CORP | MSFT | 22,786 | $11.0M | 2.82% |
| 11 | ISHARES TR | 46432F842 | 117,744 | $10.5M | 2.69% |
| 12 | COSTCO WHSL CORP NEW | 22160K105 | 11,363 | $9.8M | 2.50% |
| 13 | SCHWAB STRATEGIC TR | 808524300 | 294,599 | $9.6M | 2.46% |
| 14 | ISHARES TR | 464288612 | 88,573 | $9.5M | 2.43% |
| 15 | SCHWAB STRATEGIC TR | 808524409 | 313,096 | $9.3M | 2.37% |
| 16 | ISHARES TR | 464287507 | 136,222 | $9.0M | 2.30% |
| 17 | ALPHABET INC | GOOG | 28,283 | $8.9M | 2.26% |
| 18 | AMAZON COM INC | AMZN | 31,972 | $7.4M | 1.89% |
| 19 | ISHARES TR | 464287150 | 49,603 | $7.4M | 1.89% |
| 20 | APPLOVIN CORP | APP | 10,836 | $7.3M | 1.87% |