Independent Solutions Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1818391 · latest 13F-HR filed 2026-04-27

Independent Solutions Wealth Management, LLC manages $679.1M in 13F-reported U.S. long-equity assets across 185 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are LEXI (17.45%), AAPL (3.18%), NVDA (2.66%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 27 new positions, exited 15, added to 70, and trimmed 48.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$679.1M

Long-equity book

Holdings

185

Distinct positions

Period

2026-03-31

Filed 2026-04-27

Q/Q Activity

+27 / −15 / ↑70 / ↓48

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LISTED FDS TR$99.9M +536.2%
  • J P MORGAN EXCHANGE TRADED F$4.9M +133.5%
  • PIMCO ETF TR$4.5M +125.3%
  • CHEVRON CORPORATION$4.3M +117.7%
  • ISHARES TR$3.7M +30.1%
Show all 70

Top Trims

  • ISHARES GOLD TR-$3.4M -48.9%
  • APPLOVIN CORP-$3.1M -42.3%
  • PALANTIR TECHNOLOGIES INC-$3.0M -21.4%
  • BANK AMERICA CORP-$2.4M -70.9%
  • ROBINHOOD MKTS INC-$2.1M -40.2%
Show all 48

New Positions

  • VALE S A$2.9M
  • COREWEAVE INC$2.8M
  • INVESCO QQQ TR$2.4M
  • UNITED PARCEL SVCS INC$2.1M
  • SOLSTICE ADVANCED MATLS INC$1.9M
Show all 27

Exited Positions

  • UNITED RENTALS INC$2.3M
  • PALO ALTO NETWORKS INC$2.0M
  • MERCADOLIBRE INC$1.8M
  • SALESFORCE INC$522.9K
  • DILLARDS INC$485.1K
Show all 15
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 LISTED FDS TR LEXI 53656F425 $118.5M 17.45% 3,362,981 SH
2 APPLE INC AAPL 037833100 $21.6M 3.18% 85,096 SH
3 NVIDIA CORPORATION NVDA 67066G104 $18.1M 2.66% 103,705 SH
4 ISHARES TR IVW 464287309 $17.3M 2.55% 153,274 SH
5 ISHARES TR SHV 464288679 $16.0M 2.36% 145,014 SH
6 ISHARES TR IVE 464287408 $15.3M 2.26% 72,579 SH
7 BROADCOM INC AVGO 11135F101 $14.3M 2.11% 46,190 SH
8 ISHARES TR AGG 464287226 $11.2M 1.64% 112,421 SH
9 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $11.1M 1.63% 75,690 SH
10 COSTCO WHOLESALE CORPORATION COST 22160K105 $10.6M 1.57% 10,682 SH
11 ISHARES TR IEFA 46432F842 $10.3M 1.51% 113,250 SH
12 ISHARES TR IJH 464287507 $10.2M 1.51% 151,633 SH
13 ISHARES TR GVI 464288612 $9.6M 1.42% 90,261 SH
14 MICROSOFT CORP MSFT 594918104 $9.4M 1.39% 25,444 SH
15 SCHWAB STRATEGIC TR SCHV 808524409 $9.3M 1.37% 304,695 SH
16 ISHARES TR IVV 464287200 $9.1M 1.34% 13,965 SH
17 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $8.5M 1.25% 167,656 SH
18 SCHWAB STRATEGIC TR SCHG 808524300 $8.4M 1.23% 287,283 SH
19 PIMCO ETF TR MINT 72201R833 $8.2M 1.20% 81,216 SH
20 CHEVRON CORPORATION CVX 166764100 $8.0M 1.17% 38,563 SH
21 ALPHABET INC GOOGL 02079K305 $8.0M 1.17% 27,735 SH
22 ISHARES TR SHY 464287457 $7.0M 1.03% 84,761 SH
23 ISHARES TR ITOT 464287150 $6.8M 1.01% 47,989 SH
24 CISCO SYS INC CSCO 17275R102 $6.7M 0.98% 85,949 SH
25 SCHWAB STRATEGIC TR SCHZ 808524839 $6.5M 0.96% 280,007 SH
26 EXXON MOBIL CORP XOM 30231G102 $6.5M 0.95% 38,067 SH
27 AMAZON COM INC AMZN 023135106 $6.4M 0.95% 30,880 SH
28 ISHARES TR FLOT 46429B655 $6.4M 0.94% 125,951 SH
29 ISHARES TR SHYG 46434V407 $6.3M 0.93% 149,594 SH
30 ISHARES TR IJR 464287804 $5.5M 0.81% 44,164 SH
31 SCHWAB STRATEGIC TR SCHR 808524854 $5.5M 0.80% 219,043 SH
32 META PLATFORMS INC META 30303M102 $5.3M 0.78% 9,287 SH
33 ISHARES TR LQD 464287242 $5.2M 0.76% 47,380 SH
34 SCHWAB STRATEGIC TR SCHO 808524862 $4.9M 0.72% 200,452 SH
35 SCHWAB STRATEGIC TR SCHF 808524805 $4.8M 0.71% 195,524 SH
36 VISA INC V 92826C839 $4.7M 0.70% 15,685 SH
37 JOHNSON & JOHNSON JNJ 478160104 $4.7M 0.69% 19,237 SH
38 SCHWAB STRATEGIC TR SCHM 808524508 $4.5M 0.66% 144,003 SH
39 APPLOVIN CORP APP 03831W108 $4.2M 0.62% 10,590 SH
40 SHOPIFY INC SHOP 82509L107 $4.2M 0.62% 35,261 SH
41 COCA COLA CO KO 191216100 $4.1M 0.61% 54,338 SH
42 ISHARES TR HDV 46429B663 $4.1M 0.60% 30,152 SH
43 ISHARES TR IMTM 46434V449 $4.0M 0.59% 83,057 SH
44 NETFLIX INC. NFLX 64110L106 $3.9M 0.58% 40,748 SH
45 ALTRIA GROUP INC MO 02209S103 $3.9M 0.57% 58,817 SH
46 LAMAR ADVERTISING CO LAMR 512816109 $3.9M 0.57% 30,629 SH
47 ALPHABET INC GOOG 02079K107 $3.9M 0.57% 13,428 SH
48 ISHARES TR MTUM 46432F396 $3.8M 0.55% 15,695 SH
49 EATON CORP PLC ETN G29183103 $3.7M 0.54% 10,255 SH
50 SOUTHERN COPPER CORP SCCO 84265V105 $3.6M 0.53% 21,081 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-27 $679.1M 185 0001818391-26-000002
2025-12-31 2026-02-05 $544.3M 173 0001818391-26-000001