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Independent Solutions Wealth Management, LLC

Q1 2026 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    185

  • Value ($000)

    $679,127

  • Date Filed
    04/27/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LEXI

LISTED FDS TR

ALEXIS PRACTICAL
53656F425
$118.51M
17 %

3,362,981

A
AAPL

APPLE INC

COM
037833100
$21.6M
3 %

85,096

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.09M
3 %

103,705

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$17.34M
3 %

153,274

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$16.01M
2 %

145,014

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$15.33M
2 %

72,579

A
AVGO

BROADCOM INC

COM
11135F101
$14.3M
2 %

46,190

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$11.16M
2 %

112,421

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$11.07M
2 %

75,690

C
COST

COSTCO WHOLESALE CORPORATION

COM
22160K105
$10.64M
2 %

10,682

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