Independent Solutions Wealth Management, LLC
Q3 2026 13F filing
Updated 8 days ago194 disclosed positions worth $787.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A LISTED FDS TR | $142.3M | 3.53M | 18.06% | Added(+2.4%) |
| 2 | A APPLE INC | $28.3M | 85.0K | 3.59% | Added(+0.4%) |
| 3 | N NVIDIA CORPORATION | $23.5M | 102.8K | 2.98% | Added(+0.4%) |
| 4 | E ISHARES TR | $17.3M | 121.9K | 2.20% | Trimmed(-16.6%) |
| 5 | E ISHARES TR | $16.3M | 71.6K | 2.07% | Trimmed(-1.1%) |
| 6 | A BROADCOM INC | $15.8M | 45.1K | 2.01% | Trimmed(-0.8%) |
| 7 | E ISHARES TR | $14.4M | 200.8K | 1.83% | Added(+33.8%) |
| 8 | P PALANTIR TECHNOLOGIES INC | $13.5M | 72.4K | 1.72% | Trimmed(-0.8%) |
| 9 | E ISHARES TR | $11.8M | 15.4K | 1.49% | Added(+1.6%) |
| 10 | M MICROSOFT CORP | $11.1M | 21.7K | 1.41% | Added(+0.7%) |
| 11 | E ISHARES TR | $10.8M | 114.2K | 1.37% | Added(+1.2%) |
| 12 | E ISHARES TR | $10.6M | 109.3K | 1.34% | Trimmed(-1.7%) |
| 13 | S SCHWAB STRATEGIC TR | $9.6M | 268.2K | 1.22% | Trimmed(-5.6%) |
| 14 | S SCHWAB STRATEGIC TR | $9.6M | 289.1K | 1.22% | Trimmed(-4.0%) |
| 15 | G ALPHABET INC | $9.5M | 27.6K | 1.20% | Added(+1.1%) |
| 16 | E ISHARES TR | $9.5M | 92.0K | 1.20% | Added(+1.2%) |
| 17 | C COSTCO WHOLESALE CORPORATION | $9M | 9.9K | 1.15% | Trimmed(-4.2%) |
| 18 | P PIMCO ETF TR | $8.9M | 88.9K | 1.13% | Added(+13.6%) |
| 19 | J J P MORGAN EXCHANGE TRADED F | $8.8M | 175.5K | 1.12% | Added(+6.9%) |
| 20 | C CHEVRON CORPORATION | $8.3M | 40.6K | 1.05% | Added(+4.0%) |
| 21 | C CROWDSTRIKE HLDGS INC | $8.1M | 30.6K | 1.03% | Added(+295.9%) |
| 22 | C CISCO SYS INC | $7.8M | 72.0K | 0.98% | Trimmed(-0.8%) |
| 23 | A AMAZON COM INC | $7.7M | 31.0K | 0.98% | Trimmed(-0.1%) |
| 24 | E ISHARES TR | $7.7M | 46.0K | 0.97% | Trimmed(-2.2%) |
| 25 | E ISHARES TR | $7.5M | 146.0K | 0.95% | Added(+15.6%) |
| 26 | B ISHARES TR | $7.1M | 87.4K | 0.90% | Added(+1.1%) |
| 27 | M META PLATFORMS INC | $6.7M | 9.2K | 0.85% | Added(+1.1%) |
| 28 | Q INVESCO QQQ TR | $6.5M | 8.8K | 0.83% | Added(+110.6%) |
| 29 | L LAM RESEARCH CORP | $6.4M | 19.5K | 0.81% | Added(+3.3%) |
| 30 | E BLACKROCK ETF TRUST II | $6.3M | 123.9K | 0.80% | — |
| 31 | P PIMCO ETF TR | $6.2M | 243.5K | 0.78% | Added(+33.0%) |
| 32 | X EXXONMOBIL HOLDINGS CORP | $6.2M | 37.8K | 0.78% | — |
| 33 | E ISHARES TR | $6.1M | 148.4K | 0.78% | Trimmed(-3.7%) |
| 34 | S SCHWAB STRATEGIC TR | $6.1M | 274.5K | 0.77% | Trimmed(-4.5%) |
| 35 | E ISHARES TR | $5.8M | 42.4K | 0.73% | Trimmed(-2.1%) |
| 36 | E ISHARES TR | $5.7M | 51.7K | 0.72% | Trimmed(-52.5%) |
| 37 | V VISA INC | $5.6M | 15.6K | 0.71% | Added(+0.3%) |
| 38 | A ARISTA NETWORKS INC | $5.4M | 26.7K | 0.69% | Added(+0.0%) |
| 39 | N CLOUDFLARE INC | $5.4M | 15.6K | 0.69% | Trimmed(-0.4%) |
| 40 | J JOHNSON & JOHNSON | $5.2M | 19.8K | 0.67% | Added(+1.7%) |
| 41 | S SCHWAB STRATEGIC TR | $5.2M | 221.1K | 0.67% | Trimmed(-4.2%) |
| 42 | S SHOPIFY INC | $5.2M | 35.0K | 0.66% | Trimmed(-0.1%) |
| 43 | E ISHARES TR | $5.1M | 183.2K | 0.65% | Added(+17.1%) |
| 44 | S SCHWAB STRATEGIC TR | $5M | 183.2K | 0.64% | Trimmed(-3.1%) |
| 45 | H ROBINHOOD MKTS INC | $4.9M | 43.2K | 0.62% | Added(+0.2%) |
| 46 | B ISHARES TR | $4.8M | 47.3K | 0.61% | Trimmed(-0.8%) |
| 47 | E ISHARES TR | $4.8M | 15.2K | 0.61% | Trimmed(-2.6%) |
| 48 | K COCA COLA CO | $4.7M | 54.7K | 0.60% | Added(+1.7%) |
| 49 | V VALERO ENERGY CORP | $4.7M | 12.0K | 0.59% | Trimmed(-5.6%) |
| 50 | S SCHWAB STRATEGIC TR | $4.6M | 135.2K | 0.58% | Trimmed(-3.1%) |