Independent Solutions Wealth Management, LLC
Q2 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
178
- Value ($000)
$512,189
- Date Filed07/23/2025
- Form type13F-HR
- CIK0001818391
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $20.43M | 4 % | 20,638 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $18.88M | 4 % | 171,496 | ||
AAPL APPLE INC | COM | 037833100 | $16.50M | 3 % | 80,420 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $16.30M | 3 % | 103,202 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $15.20M | 3 % | 77,798 | ||
AVGO BROADCOM INC | COM | 11135F101 | $13.45M | 3 % | 48,811 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $13.28M | 3 % | 97,418 | ||
LEXI LISTED FDS TR | ALEXIS PRACTICAL | 53656F425 | $12.90M | 3 % | 399,159 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $11.57M | 2 % | 116,650 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.20M | 2 % | 22,517 |
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