Q3 2026 13F · SEC CIK 1818391

Independent Solutions Wealth Management, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $787.8M
Reported positions: 194
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.5B

Independent Solutions Wealth Management, LLC is a wealth manager that reported 194 positions worth $787.8M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Listed Fds Tr (LEXI, 18.1%), Apple Inc (AAPL, 3.6%), Nvidia Corporation (NVDA, 3.0%).

Independent Solutions Wealth Management, LLC holdings largest 50 of 194 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Independent Solutions Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
LEXIListed Fds Tr	18.1%	18.3%	3,532,621	+2.4%	$142.3M
AAPLApple Inc	3.6%	3.2%	85,000	+0.4%	$28.3M
NVDANvidia Corporation	3.0%	2.7%	102,835	+0.4%	$23.5M
IVWIshares Tr	2.2%	2.6%	121,873	-16.6%	$17.3M
IVEIshares Tr	2.1%	2.1%	71,576	-1.1%	$16.3M
AVGOBroadcom Inc	2.0%	2.2%	45,119	-0.8%	$15.8M
IJHIshares Tr	1.8%	1.5%	200,775	+33.8%	$14.4M
PLTRPalantir Technologies Inc	1.7%	1.1%	72,367	-0.8%	$13.5M
IVVIshares Tr	1.5%	1.5%	15,360	+1.6%	$11.8M
MSFTMicrosoft Corp	1.4%	1.0%	21,692	+0.7%	$11.1M
AGGIshares Tr	1.4%	1.5%	114,193	+1.2%	$10.8M
IEFAIshares Tr	1.3%	1.4%	109,272	-1.7%	$10.6M
SCHGSchwab Strategic Tr	1.2%	1.3%	268,168	-5.6%	$9.6M
SCHVSchwab Strategic Tr	1.2%	1.4%	289,147	-4.1%	$9.6M
GOOGLAlphabet Inc	1.2%	1.3%	27,587	+1.0%	$9.5M
GVIIshares Tr	1.2%	1.3%	92,042	+1.2%	$9.5M
COSTCostco Wholesale Corporation	1.1%	1.3%	9,929	-4.2%	$9.0M
MINTPimco Enhanced Short Maturity Active Exc	1.1%	1.0%	88,873	+13.6%	$8.9M
JPSTJ P Morgan Exchange Traded F	1.1%	1.1%	175,534	+6.9%	$8.8M
CVXChevron Corporation	1.1%	0.8%	40,572	+4.0%	$8.3M
CRWDCrowdstrike Hldgs Inc	1.0%	—	30,595	—	$8.1M
CSCOCisco Sys Inc	1.0%	1.1%	72,043	-0.8%	$7.8M
AMZNAmazon Com Inc	1.0%	1.0%	30,951	-0.0%	$7.7M
ITOTIshares Tr	1.0%	1.0%	46,026	-2.2%	$7.7M
FLOTIshares Tr	0.9%	0.8%	146,023	+15.6%	$7.5M
SHYIshares Tr	0.9%	0.9%	87,434	+1.1%	$7.1M
METAMeta Platforms Inc	0.8%	0.7%	9,208	+1.1%	$6.7M
QQQInvesco Qqq Tr	0.8%	—	8,841	—	$6.5M
LRCXLam Research Corp	0.8%	1.1%	19,474	+3.3%	$6.4M
BINCBlackrock ETF Trust II	0.8%	—	123,909	—	$6.3M
PYLDPimco ETF Tr	0.8%	0.6%	243,535	+33.0%	$6.2M
XOMExxonmobil Holdings Corp	0.8%	—	37,799	—	$6.2M
SHYGIshares Tr	0.8%	0.9%	148,407	-3.7%	$6.1M
SCHZSchwab Strategic Tr	0.8%	0.9%	274,494	-4.5%	$6.1M
IJRIshares Tr	0.7%	0.8%	42,449	-2.2%	$5.8M
SHVIshares Tr	0.7%	1.6%	51,653	-52.5%	$5.7M
VVisa Inc	0.7%	0.7%	15,612	+0.3%	$5.6M
ANETArista Networks Inc	0.7%	0.6%	26,671	+0.0%	$5.4M
NETCloudflare Inc	0.7%	—	15,600	—	$5.4M
JNJJohnson & Johnson	0.7%	0.6%	19,804	+1.7%	$5.2M
SCHRSchwab Strategic Tr	0.7%	0.7%	221,082	-4.2%	$5.2M
SHOPShopify Inc	0.7%	—	35,019	—	$5.2M
HDVIshares Tr	0.7%	—	183,190	—	$5.1M
SCHFSchwab Strategic Tr	0.6%	0.7%	183,184	-3.1%	$5.0M
HOODRobinhood Mkts Inc	0.6%	—	43,191	—	$4.9M
LQDIshares Tr	0.6%	0.7%	47,332	-0.7%	$4.8M
MTUMIshares Tr	0.6%	0.7%	15,182	-2.6%	$4.8M
KOCoca Cola Co	0.6%	0.6%	54,694	+1.7%	$4.7M
VLOValero Energy Corp	0.6%	—	12,017	—	$4.7M
SCHMSchwab Strategic Tr	0.6%	0.7%	135,196	-3.1%	$4.6M

What Independent Solutions Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +4.1% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$787.8M	194
Q2 2026	$766.3M	194
Q1 2026	$679.1M	185
Q4 2025	$544.3M	173
Q3 2025	$563.0M	178
Q2 2025	$512.2M	178
Q1 2025	$446.7M	173
Q4 2024	$457.3M	171
Q3 2024	$442.4M	164
Q2 2024	$436.5M	168

Questions about Independent Solutions Wealth Management, LLC's portfolio

What stocks does Independent Solutions Wealth Management, LLC own?

Independent Solutions Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 194 positions worth $787.8M. The largest are Listed Fds Tr (LEXI) at 18.1%, Apple Inc (AAPL) at 3.6%, Nvidia Corporation (NVDA) at 3.0%, Ishares Tr (IVW) at 2.2% and Ishares Tr (IVE) at 2.1%.

What did Independent Solutions Wealth Management, LLC buy last quarter?

In Q3 2026, Independent Solutions Wealth Management, LLC added Ishares Tr (IJH) (+33.8% shares), Pimco ETF Tr (PYLD) (+33.0% shares) and Ishares Tr (FLOT) (+15.6% shares), compared with its Q2 2026 filing.

What did Independent Solutions Wealth Management, LLC sell last quarter?

In Q3 2026, Independent Solutions Wealth Management, LLC cut from its top 50 Arm Holdings PLC (ARM), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Applovin Corp (APP), cut from its top 50 Ishares Tr (IMTM), cut from its top 50 Lamar Advertising Co New Cl A (LAMR), Ishares Tr (SHV) (-52.5% shares), Ishares Tr (IVW) (-16.6% shares) and Schwab Strategic Tr (SCHG) (-5.6% shares), compared with its Q2 2026 filing.

When is Independent Solutions Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Independent Solutions Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Independent Solutions Wealth Management, LLC manage?

Independent Solutions Wealth Management, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $787.8M.