Institutions / Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC
CIK 1818391 · Institution · as of Dec 31, 2025
Portfolio value
$544.31M
Positions
173
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 173 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $22.23M | 4.1% |
| NVIDIA Corp | $18.97M | 3.5% |
| Listed Fds Tr | $18.63M | 3.4% |
| iShares Tr | $18.47M | 3.4% |
| Broadcom Inc. | $16.16M | 3.0% |
| iShares Tr | $15.94M | 2.9% |
| Palantir Technologies Inc | $14.08M | 2.6% |
| iShares Tr | $12.30M | 2.3% |
| iShares Tr | $11.14M | 2.0% |
| Microsoft Corp | $11.02M | 2.0% |
| iShares Tr | $10.53M | 1.9% |
| Costco Wholesale Corp /New | $9.80M | 1.8% |
| Schwab Strategic Tr | $9.61M | 1.8% |
| iShares Tr | $9.51M | 1.7% |
| Schwab Strategic Tr | $9.27M | 1.7% |
| iShares Tr | $8.99M | 1.7% |
| Alphabet Inc. | $8.85M | 1.6% |
| Amazon.com Inc | $7.38M | 1.4% |
| iShares MSCI UAE ETF | $7.38M | 1.4% |
| AppLovin Corp | $7.30M | 1.3% |
| iShares Tr | $7.06M | 1.3% |
| iShares Gold Tr | $7.01M | 1.3% |
| iShares Tr | $6.69M | 1.2% |
| Cisco Systems, Inc. | $6.69M | 1.2% |
| Schwab Strategic Tr | $6.56M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.