Independent Solutions Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    178

  • Value ($000)

    $562,969

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001818391
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$21.19M
4 %

175,530

A
AAPL

APPLE INC

COM
037833100
$21.10M
4 %

82,862

C
COST

COSTCO WHSL CORP NEW

COM
22160K105
$19.54M
4 %

21,105

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$19.37M
3 %

103,821

A
AVGO

BROADCOM INC

COM
11135F101
$16.18M
3 %

49,036

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$16.11M
3 %

77,988

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$16.06M
3 %

88,052

L
LEXI

LISTED FDS TR

ALEXIS PRACTICAL
53656F425
$15.76M
3 %

453,729

M
MSFT

MICROSOFT CORP

COM
594918104
$11.93M
2 %

23,027

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$11.74M
2 %

117,154

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