Independent Solutions Wealth Management, LLC

Institutional manager (13F) · CIK 1818391

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $498M

#	Issuer	Value	Shares
1	LISTED FDS TR	$119M	3,362,981
2	APPLE INC	$22M	85,096
3	NVIDIA CORPORATION	$18M	103,705
4	ISHARES TR	$17M	153,274
5	ISHARES TR	$16M	145,014
6	ISHARES TR	$15M	72,579
7	BROADCOM INC	$14M	46,190
8	ISHARES TR	$11M	112,421
9	PALANTIR TECHNOLOGIES INC	$11M	75,690
10	COSTCO WHOLESALE CORPORATION	$11M	10,682
11	ISHARES TR	$10M	113,250
12	ISHARES TR	$10M	151,633
13	ISHARES TR	$10M	90,261
14	MICROSOFT CORP	$9M	25,444
15	SCHWAB STRATEGIC TR	$9M	304,695
16	ISHARES TR	$9M	13,965
17	J P MORGAN EXCHANGE TRADED F	$8M	167,656
18	SCHWAB STRATEGIC TR	$8M	287,283
19	PIMCO ETF TR	$8M	81,216
20	CHEVRON CORPORATION	$8M	38,563
21	ALPHABET INC	$8M	27,735
22	ISHARES TR	$7M	84,761
23	ISHARES TR	$7M	47,989
24	CISCO SYS INC	$7M	85,949
25	SCHWAB STRATEGIC TR	$7M	280,007
26	EXXON MOBIL CORP	$6M	38,067
27	AMAZON COM INC	$6M	30,880
28	ISHARES TR	$6M	125,951
29	ISHARES TR	$6M	149,594
30	ISHARES TR	$5M	44,164
31	SCHWAB STRATEGIC TR	$5M	219,043
32	META PLATFORMS INC	$5M	9,287
33	ISHARES TR	$5M	47,380
34	SCHWAB STRATEGIC TR	$5M	200,452
35	SCHWAB STRATEGIC TR	$5M	195,524
36	VISA INC	$5M	15,685
37	JOHNSON & JOHNSON	$5M	19,237
38	SCHWAB STRATEGIC TR	$4M	144,003
39	APPLOVIN CORP	$4M	10,590
40	SHOPIFY INC	$4M	35,261
41	COCA COLA CO	$4M	54,338
42	ISHARES TR	$4M	30,152
43	ISHARES TR	$4M	83,057
44	NETFLIX INC.	$4M	40,748
45	ALTRIA GROUP INC	$4M	58,817
46	LAMAR ADVERTISING CO	$4M	30,629
47	ALPHABET INC	$4M	13,428
48	ISHARES TR	$4M	15,695
49	EATON CORP PLC	$4M	10,255
50	SOUTHERN COPPER CORP	$4M	21,081

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.