Independent Solutions Wealth Management, LLC — 13F holdings

Independent Solutions Wealth Management, LLC reported 194 holdings worth $766M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

  1. LEXI LISTED FDS TR — $140M (18.3%)
  2. AAPL APPLE INC — $24.5M (3.2%)
  3. NVDA NVIDIA CORPORATION — $20.5M (2.7%)
  4. IVW ISHARES TR — $20.1M (2.6%)
  5. AVGO BROADCOM INC — $17.2M (2.2%)
  6. IVE ISHARES TR — $16.4M (2.1%)
  7. SHV ISHARES TR — $12.0M (1.6%)
  8. IJH ISHARES TR — $11.6M (1.5%)
  9. IVV ISHARES TR — $11.3M (1.5%)
  10. AGG ISHARES TR — $11.2M (1.5%)