Independent Solutions Wealth Management, LLC 13F Holdings · Q2 2026
Independent Solutions Wealth Management, LLC reported 194 securities worth $766.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LEXI (18.30%), AAPL (3.20%), NVDA (2.67%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LEXI | LISTED FDS TR | $140.2M | 18.30% | 3.4M | Added |
| 2 | AAPL | APPLE INC | $24.5M | 3.20% | 84,663 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $20.5M | 2.67% | 102,435 | Trimmed |
| 4 | IVW | ISHARES TR | $20.1M | 2.62% | 146,134 | Trimmed |
| 5 | AVGO | BROADCOM INC | $17.2M | 2.24% | 45,463 | Trimmed |
| 6 | IVE | ISHARES TR | $16.4M | 2.14% | 72,357 | Trimmed |
| 7 | SHV | ISHARES TR | $12.0M | 1.56% | 108,641 | Trimmed |
| 8 | IJH | ISHARES TR | $11.6M | 1.51% | 150,024 | Trimmed |
| 9 | IVV | ISHARES TR | $11.3M | 1.48% | 15,125 | Added |
| 10 | AGG | ISHARES TR | $11.2M | 1.46% | 112,822 | Added |
| 11 | IEFA | ISHARES TR | $10.7M | 1.40% | 111,209 | Trimmed |
| 12 | SCHV | SCHWAB STRATEGIC TR | $10.5M | 1.37% | 301,365 | Trimmed |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $9.7M | 1.27% | 10,367 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $9.8M | 1.27% | 27,301 | Trimmed |
| 15 | GVI | ISHARES TR | $9.6M | 1.26% | 90,932 | Added |
| 16 | SCHG | SCHWAB STRATEGIC TR | $9.6M | 1.25% | 283,967 | Trimmed |
| 17 | CSCO | CISCO SYS INC | $8.5M | 1.11% | 72,609 | Trimmed |
| 18 | PLTR | PALANTIR TECHNOLOGIES INC | $8.5M | 1.11% | 72,968 | Trimmed |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $8.3M | 1.08% | 164,140 | Trimmed |
| 20 | LRCX | LAM RESEARCH CORP | $8.2M | 1.07% | 18,849 | Added |
| 21 | MSFT | MICROSOFT CORP | $8.0M | 1.05% | 21,540 | Trimmed |
| 22 | MINT | PIMCO ETF TR | $7.9M | 1.03% | 78,214 | Trimmed |
| 23 | ITOT | ISHARES TR | $7.7M | 1.01% | 47,053 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $7.4M | 0.96% | 30,966 | Added |
| 25 | SHY | ISHARES TR | $7.1M | 0.93% | 86,498 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR