Independent Solutions Wealth Management, LLC

13F filer · CIK 0001818391

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$766MU.S. long equity reported on 13F

Positions14115 new · 7 closed

Net flow last quarter+$6.96MBuys minus sells

Top 10 positions weight16.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026141 positions
AAPLApple Inc.	$24.5M	3.20%	0.00%	-0.5%	Q4 2019
NVDANvidia Corp	$20.5M	2.67%	0.00%	-1.2%	Q4 2019
AVGOBroadcom Inc.	$17.2M	2.24%	0.00%	-1.6%	Q4 2019
GOOGLAlphabet Inc.	$9.76M	1.27%	0.00%	-1.6%	Q4 2019
COSTCostco Wholesale Corp	$9.7M	1.27%	0.00%	-3.0%	Q4 2019
CSCOCisco Systems, Inc.	$8.53M	1.11%	0.00%	-15.5%	Q4 2019
PLTRPalantir Technologies Inc.	$8.51M	1.11%	0.00%	-3.6%	Q4 2020
LRCXLam Research Corp	$8.17M	1.07%	0.00%	+99.2%	Q3 2020
MSFTMicrosoft Corp	$8.03M	1.05%	0.00%	-15.3%	Q4 2019
AMZNAmazon Com Inc	$7.38M	0.96%	0.00%	+0.3%	Q4 2019
CVXChevron Corp	$6.46M	0.84%	0.00%	+1.1%	Q4 2019
VVisa Inc.	$5.34M	0.70%	0.00%	-0.7%	Q4 2019
ARMArm Holdings PLC	$5.27M	0.69%	0.00%	-1.1%	Q1 2024
XOMExxonMobil Holdings Corp	$5.24M	0.68%	0.00%	+0.7%	Q4 2019
APPAppLovin Corp	$5.16M	0.67%	0.00%	-5.4%	Q4 2024
METAMeta Platforms, Inc.	$5.13M	0.67%	Not reported	-1.9%	Q4 2019
JNJJohnson & Johnson	$4.95M	0.65%	0.00%	+1.3%	Q4 2019
LAMRLamar Advertising Co	$4.82M	0.63%	Not reported	+0.8%	Q2 2020
GOOGAlphabet Inc.	$4.68M	0.61%	Not reported	-1.4%	Q4 2019
ANETArista Networks, Inc.	$4.53M	0.59%	0.00%	-2.0%	Q2 2022
KOCoca Cola Co	$4.37M	0.57%	0.00%	-1.0%	Q4 2020
MRVLMarvell Technology, Inc.	$4.35M	0.57%	0.00%	Not reported	Q2 2021
MOAltria Group, Inc.	$4.33M	0.56%	0.00%	+2.2%	Q4 2019
HOODRobinhood Markets, Inc.	$4.32M	0.56%	0.02%	-2.9%	Q2 2025
ETNEaton Corp plc	$4.23M	0.55%	0.00%	-3.2%	Q4 2019
SHOPShopify Inc.	$4M	0.52%	0.01%	-0.6%	Q4 2019
PMPhilip Morris International Inc.	$3.93M	0.51%	0.00%	+1.7%	Q4 2019
NETCloudflare, Inc.	$3.84M	0.50%	Not reported	-1.7%	Q2 2021
MRKMerck & Co., Inc.	$3.71M	0.48%	0.00%	-0.5%	Q4 2019
CASYCaseys General Stores Inc	$3.7M	0.48%	0.01%	-5.3%	Q4 2024
SCCOSouthern Copper Corp/	$3.64M	0.47%	0.00%	-2.0%	Q4 2021
PGPROCTER & GAMBLE Co	$3.58M	0.47%	0.00%	+14.6%	Q4 2019
AMGNAmgen Inc	$3.54M	0.46%	0.00%	+1.9%	Q4 2019
CRWVCoreWeave, Inc.	$3.53M	0.46%	Not reported	-2.1%	Q1 2026
VLOValero Energy Corp	$3.31M	0.43%	0.00%	-0.7%	Q4 2019
ABBVAbbVie Inc.	$3.26M	0.43%	0.00%	+0.5%	Q1 2021
IAUIshares Gold Trust	$3.2M	0.42%	0.01%	+4.5%	Q3 2024
IBKRInteractive Brokers Group, Inc.	$3.11M	0.41%	0.01%	-4.1%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.09M	0.40%	Not reported	-0.5%	Q2 2021
HPEHewlett Packard Enterprise Co	$3.05M	0.40%	0.01%	Not reported	Q2 2022
MCDMcdonalds Corp	$3.01M	0.39%	0.00%	+2.1%	Q4 2019
QCOMQualcomm Inc	$2.99M	0.39%	0.00%	+1.0%	Q3 2020
RMBSRambus Inc	$2.94M	0.38%	0.02%	-1.8%	Q1 2026
PAGPenske Automotive Group, Inc.	$2.93M	0.38%	0.02%	-1.7%	Q4 2025
IBMInternational Business Machines Corp	$2.84M	0.37%	0.00%	+2.7%	Q4 2019
MPCMarathon Petroleum Corp	$2.76M	0.36%	0.00%	+1.8%	Q2 2021
CRUSCirrus Logic, Inc.	$2.71M	0.35%	0.04%	New	Q2 2026
HDHome Depot, Inc.	$2.67M	0.35%	0.00%	+0.9%	Q4 2019
PSXPhillips 66	$2.63M	0.34%	0.00%	+1.2%	Q4 2019
GSGoldman Sachs Group Inc	$2.55M	0.33%	0.00%	+150.0%	Q4 2019

Q1 2026Reported Apr 27, 2026131 positions
AAPLApple Inc.	$21.6M	3.18%	0.00%	+4.1%	Q4 2019
NVDANvidia Corp	$18.1M	2.66%	0.00%	+2.0%	Q4 2019
AVGOBroadcom Inc.	$14.3M	2.11%	0.00%	-1.1%	Q4 2019
PLTRPalantir Technologies Inc.	$11.1M	1.63%	0.00%	-4.4%	Q4 2020
COSTCostco Wholesale Corp	$10.6M	1.57%	0.00%	-6.0%	Q4 2019
MSFTMicrosoft Corp	$9.42M	1.39%	0.00%	+11.7%	Q4 2019
CVXChevron Corp	$7.98M	1.17%	0.00%	+60.4%	Q4 2019
GOOGLAlphabet Inc.	$7.98M	1.17%	0.00%	-1.9%	Q4 2019
CSCOCisco Systems, Inc.	$6.67M	0.98%	0.00%	-1.1%	Q4 2019
XOMExxonMobil Holdings Corp	$6.46M	0.95%	0.00%	-0.4%	Q4 2019
AMZNAmazon Com Inc	$6.43M	0.95%	0.00%	-3.4%	Q4 2019
METAMeta Platforms, Inc.	$5.31M	0.78%	Not reported	0.0%	Q4 2019
VVisa Inc.	$4.74M	0.70%	0.00%	+6.2%	Q4 2019
JNJJohnson & Johnson	$4.7M	0.69%	0.00%	+39.4%	Q4 2019
APPAppLovin Corp	$4.21M	0.62%	0.00%	-2.3%	Q4 2024
SHOPShopify Inc.	$4.18M	0.62%	0.01%	-2.4%	Q4 2019
KOCoca Cola Co	$4.13M	0.61%	0.00%	+3.5%	Q4 2020
NFLXNetflix Inc	$3.92M	0.58%	0.00%	+3.2%	Q4 2019
MOAltria Group, Inc.	$3.88M	0.57%	0.00%	+0.8%	Q4 2019
LAMRLamar Advertising Co	$3.88M	0.57%	Not reported	+0.2%	Q2 2020
GOOGAlphabet Inc.	$3.85M	0.57%	Not reported	-1.7%	Q4 2019
ETNEaton Corp plc	$3.67M	0.54%	0.00%	-2.8%	Q4 2019
SCCOSouthern Copper Corp/	$3.63M	0.53%	0.00%	-9.8%	Q4 2021
IAUIshares Gold Trust	$3.58M	0.53%	0.00%	-53.0%	Q3 2024
CASYCaseys General Stores Inc	$3.58M	0.53%	0.01%	-4.1%	Q4 2024
PMPhilip Morris International Inc.	$3.53M	0.52%	0.00%	-6.3%	Q4 2019
MRKMerck & Co., Inc.	$3.49M	0.51%	0.00%	+48.8%	Q4 2019
MCDMcdonalds Corp	$3.39M	0.50%	0.00%	+6.0%	Q4 2019
AMGNAmgen Inc	$3.37M	0.50%	0.00%	+1.4%	Q4 2019
ANETArista Networks, Inc.	$3.34M	0.49%	0.00%	-4.2%	Q2 2022
NETCloudflare, Inc.	$3.29M	0.48%	Not reported	-2.0%	Q2 2021
VLOValero Energy Corp	$3.17M	0.47%	0.00%	-3.3%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$3.12M	0.46%	0.00%	+0.2%	Q3 2020
PGPROCTER & GAMBLE Co	$3.08M	0.45%	0.00%	+105.2%	Q4 2019
HOODRobinhood Markets, Inc.	$3.08M	0.45%	0.02%	-2.4%	Q2 2025
JPMJPMorgan Chase & Co	$2.98M	0.44%	0.00%	+85.6%	Q4 2019
VALEVale S.A.	$2.85M	0.42%	0.01%	Not reported	Q2 2021
ABBVAbbVie Inc.	$2.81M	0.41%	0.00%	+1.2%	Q1 2021
CRWVCoreWeave, Inc.	$2.81M	0.41%	Not reported	New	Q1 2026
PSXPhillips 66	$2.8M	0.41%	0.00%	+0.2%	Q4 2019
MPCMarathon Petroleum Corp	$2.59M	0.38%	0.00%	+8.8%	Q2 2021
IBKRInteractive Brokers Group, Inc.	$2.5M	0.37%	0.01%	-3.0%	Q4 2022
PAGPenske Automotive Group, Inc.	$2.49M	0.37%	0.03%	-0.5%	Q4 2025
HDHome Depot, Inc.	$2.47M	0.36%	0.00%	-15.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$2.43M	0.36%	Not reported	Not reported	Q2 2021
RTXRTX Corp	$2.43M	0.36%	0.00%	-0.8%	Q2 2020
SRESempra	$2.4M	0.35%	0.00%	-2.1%	Q4 2019
IBMInternational Business Machines Corp	$2.38M	0.35%	0.00%	-0.8%	Q4 2019
BXBlackstone Inc.	$2.36M	0.35%	0.00%	+0.9%	Q4 2019
ARMArm Holdings PLC	$2.27M	0.33%	0.00%	+13.4%	Q1 2024

Q4 2025Reported Feb 5, 2026129 positions
AAPLApple Inc.	$22.2M	4.08%	0.00%	-1.3%	Q4 2019
NVDANvidia Corp	$19M	3.48%	0.00%	-2.0%	Q4 2019
AVGOBroadcom Inc.	$16.2M	2.97%	0.00%	-4.8%	Q4 2019
PLTRPalantir Technologies Inc.	$14.1M	2.59%	0.00%	-10.0%	Q4 2020
MSFTMicrosoft Corp	$11M	2.02%	0.00%	-1.1%	Q4 2019
COSTCostco Wholesale Corp	$9.8M	1.80%	0.00%	-46.2%	Q4 2019
GOOGLAlphabet Inc.	$8.85M	1.63%	0.00%	-3.7%	Q4 2019
AMZNAmazon Com Inc	$7.38M	1.36%	0.00%	-3.6%	Q4 2019
APPAppLovin Corp	$7.3M	1.34%	0.00%	-12.8%	Q4 2024
IAUIshares Gold Trust	$7.01M	1.29%	0.01%	+5.3%	Q3 2024
CSCOCisco Systems, Inc.	$6.69M	1.23%	0.00%	+0.1%	Q4 2019
METAMeta Platforms, Inc.	$6.13M	1.13%	Not reported	-0.8%	Q4 2019
SHOPShopify Inc.	$5.81M	1.07%	0.01%	-6.4%	Q4 2019
VVisa Inc.	$5.18M	0.95%	0.00%	-1.2%	Q4 2019
HOODRobinhood Markets, Inc.	$5.15M	0.95%	0.02%	-11.8%	Q2 2025
XOMExxonMobil Holdings Corp	$4.6M	0.85%	0.00%	-1.2%	Q4 2019
GOOGAlphabet Inc.	$4.28M	0.79%	Not reported	-0.4%	Q4 2019
LAMRLamar Advertising Co	$3.87M	0.71%	Not reported	0.0%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$3.74M	0.69%	0.00%	-5.1%	Q3 2020
ANETArista Networks, Inc.	$3.72M	0.68%	0.00%	-9.5%	Q2 2022
NFLXNetflix Inc	$3.7M	0.68%	0.00%	-2.8%	Q4 2019
KOCoca Cola Co	$3.67M	0.67%	0.00%	-2.3%	Q4 2020
CVXChevron Corp	$3.66M	0.67%	0.00%	-8.1%	Q4 2019
PMPhilip Morris International Inc.	$3.66M	0.67%	0.00%	+1.1%	Q4 2019
BACBank of America Corp	$3.42M	0.63%	0.00%	-5.5%	Q4 2019
MOAltria Group, Inc.	$3.36M	0.62%	0.00%	-2.0%	Q4 2019
ETNEaton Corp plc	$3.36M	0.62%	0.00%	-4.6%	Q4 2019
SCCOSouthern Copper Corp/	$3.32M	0.61%	0.00%	-0.5%	Q4 2021
NETCloudflare, Inc.	$3.2M	0.59%	Not reported	-4.3%	Q2 2021
MCDMcdonalds Corp	$3.14M	0.58%	0.00%	+1.2%	Q4 2019
BXBlackstone Inc.	$3.14M	0.58%	0.00%	+0.3%	Q4 2019
AMGNAmgen Inc	$3.1M	0.57%	0.00%	-0.3%	Q4 2019
HDHome Depot, Inc.	$3.05M	0.56%	0.00%	-4.9%	Q4 2019
INTUIntuit Inc.	$3.03M	0.56%	0.00%	-1.9%	Q4 2019
IBMInternational Business Machines Corp	$2.94M	0.54%	0.00%	-1.0%	Q4 2019
ABBVAbbVie Inc.	$2.91M	0.54%	0.00%	-3.6%	Q1 2021
JNJJohnson & Johnson	$2.86M	0.52%	0.00%	-0.6%	Q4 2019
CASYCaseys General Stores Inc	$2.83M	0.52%	0.01%	-6.1%	Q4 2024
PJTPJT Partners Inc.	$2.72M	0.50%	0.07%	-4.3%	Q4 2024
PAGPenske Automotive Group, Inc.	$2.65M	0.49%	0.03%	New	Q4 2025
QCOMQualcomm Inc	$2.63M	0.48%	0.00%	+1.2%	Q3 2020
ZSZscaler, Inc.	$2.56M	0.47%	0.01%	-6.5%	Q4 2019
IBKRInteractive Brokers Group, Inc.	$2.47M	0.45%	0.02%	-7.4%	Q4 2022
GSGoldman Sachs Group Inc	$2.44M	0.45%	0.00%	-10.5%	Q4 2019
RTXRTX Corp	$2.33M	0.43%	0.00%	-1.3%	Q2 2020
URIUnited Rentals, Inc.	$2.31M	0.43%	0.00%	-5.0%	Q2 2024
SRESempra	$2.22M	0.41%	0.00%	-4.6%	Q4 2019
VLOValero Energy Corp	$2.16M	0.40%	0.00%	+0.1%	Q4 2019
MRKMerck & Co., Inc.	$2.05M	0.38%	0.00%	+6.8%	Q4 2019
PANWPalo Alto Networks Inc	$2.04M	0.38%	0.00%	-6.0%	Q2 2022

Q3 2025Reported Oct 23, 2025135 positions
AAPLApple Inc.	$21.1M	3.75%	0.00%	+3.0%	Q4 2019
COSTCostco Wholesale Corp	$19.5M	3.47%	0.00%	+2.3%	Q4 2019
NVDANvidia Corp	$19.4M	3.44%	0.00%	+0.6%	Q4 2019
AVGOBroadcom Inc.	$16.2M	2.87%	0.00%	+0.5%	Q4 2019
PLTRPalantir Technologies Inc.	$16.1M	2.85%	0.00%	-9.6%	Q4 2020
MSFTMicrosoft Corp	$11.9M	2.12%	0.00%	+2.3%	Q4 2019
APPAppLovin Corp	$8.93M	1.59%	0.00%	+7.3%	Q4 2024
HOODRobinhood Markets, Inc.	$7.39M	1.31%	0.02%	-4.3%	Q2 2025
AMZNAmazon Com Inc	$7.28M	1.29%	0.00%	+3.4%	Q4 2019
GOOGLAlphabet Inc.	$7.14M	1.27%	0.00%	+12.7%	Q4 2019
METAMeta Platforms, Inc.	$6.88M	1.22%	Not reported	+3.2%	Q4 2019
IAUIshares Gold Trust	$5.97M	1.06%	0.01%	+19.4%	Q3 2024
CSCOCisco Systems, Inc.	$5.94M	1.06%	0.00%	+3.3%	Q4 2019
SHOPShopify Inc.	$5.73M	1.02%	0.01%	-1.4%	Q4 2019
VVisa Inc.	$5.1M	0.91%	0.00%	+4.3%	Q4 2019
NFLXNetflix Inc	$4.87M	0.87%	0.00%	+2.2%	Q4 2019
ANETArista Networks, Inc.	$4.57M	0.81%	0.00%	+0.2%	Q2 2022
XOMExxonMobil Holdings Corp	$4.36M	0.77%	0.00%	+2.5%	Q4 2019
ETNEaton Corp plc	$4.14M	0.74%	0.00%	+2.0%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$4.13M	0.73%	0.00%	-0.4%	Q3 2020
CVXChevron Corp	$4.06M	0.72%	0.00%	+2.9%	Q4 2019
MOAltria Group, Inc.	$3.93M	0.70%	0.00%	+6.3%	Q4 2019
HDHome Depot, Inc.	$3.78M	0.67%	0.00%	+7.1%	Q4 2019
LAMRLamar Advertising Co	$3.74M	0.66%	Not reported	-1.0%	Q2 2020
PMPhilip Morris International Inc.	$3.66M	0.65%	0.00%	+3.2%	Q4 2019
ZSZscaler, Inc.	$3.65M	0.65%	0.01%	+1.0%	Q4 2019
NETCloudflare, Inc.	$3.64M	0.65%	Not reported	+12.7%	Q2 2021
KOCoca Cola Co	$3.57M	0.63%	0.00%	+2.3%	Q4 2020
BXBlackstone Inc.	$3.47M	0.62%	0.00%	+4.5%	Q4 2019
BACBank of America Corp	$3.39M	0.60%	0.00%	+7.7%	Q4 2019
GOOGAlphabet Inc.	$3.34M	0.59%	Not reported	-0.9%	Q4 2019
JPMJPMorgan Chase & Co	$3.19M	0.57%	0.00%	+11.4%	Q4 2019
INTUIntuit Inc.	$3.19M	0.57%	0.00%	+1.8%	Q4 2019
MCDMcdonalds Corp	$3.09M	0.55%	0.00%	+6.5%	Q4 2019
CASYCaseys General Stores Inc	$3.08M	0.55%	0.01%	+2.6%	Q4 2024
ABBVAbbVie Inc.	$3.06M	0.54%	0.00%	+0.9%	Q1 2021
PJTPJT Partners Inc.	$3.02M	0.54%	0.07%	+2.5%	Q4 2024
URIUnited Rentals, Inc.	$2.87M	0.51%	0.00%	+2.6%	Q2 2024
IBKRInteractive Brokers Group, Inc.	$2.86M	0.51%	0.02%	+2.4%	Q4 2022
IBMInternational Business Machines Corp	$2.82M	0.50%	0.00%	-7.7%	Q4 2019
SCCOSouthern Copper Corp/	$2.8M	0.50%	0.00%	-0.2%	Q4 2021
AMGNAmgen Inc	$2.68M	0.48%	0.00%	+1.6%	Q4 2019
JNJJohnson & Johnson	$2.57M	0.46%	0.00%	+1.4%	Q4 2019
QCOMQualcomm Inc	$2.52M	0.45%	0.00%	+8.5%	Q3 2020
ARMArm Holdings PLC	$2.51M	0.45%	0.00%	+4.0%	Q1 2024
GSGoldman Sachs Group Inc	$2.47M	0.44%	0.00%	+1.6%	Q4 2019
PANWPalo Alto Networks Inc	$2.4M	0.43%	0.00%	+2.7%	Q2 2022
SRESempra	$2.38M	0.42%	0.00%	+0.7%	Q4 2019
VLOValero Energy Corp	$2.25M	0.40%	0.00%	-0.1%	Q4 2019
TXNTexas Instruments Inc	$2.25M	0.40%	0.00%	+0.7%	Q4 2019

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