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Independent Solutions Wealth Management, LLC

Q2 2026 13F Holdings

  • Location
    williamsville, NY
  • Num holdings

    194

  • Value ($000)

    $766,307

  • Date Filed
    07/29/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
L
LEXI

LISTED FDS TR

ALEX PRA TAC ETF
53656F425
$140.22M
18 %

3,448,722

A
AAPL

APPLE INC

COM
037833100
$24.5M
3 %

84,663

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$20.5M
3 %

102,435

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$20.1M
3 %

146,134

A
AVGO

BROADCOM INC

COM
11135F101
$17.17M
2 %

45,463

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$16.43M
2 %

72,357

S
SHV

ISHARES TR

TRUST ISHARE 0-1
464288679
$11.99M
2 %

108,641

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$11.57M
2 %

150,024

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.33M
2 %

15,125

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$11.17M
2 %

112,822

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