Independent Solutions Wealth Management, LLC
Q4 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
173
- Value ($000)
$544,312
- Date Filed02/05/2026
- Form type13F-HR
- CIK0001818391
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
APPLE INC | COM | 037833100 | $22.23M | 4 % | 81,779 | ||
NVIDIA CORPORATION | COM | 67066G104 | $18.97M | 4 % | 101,709 | ||
LISTED FDS TR | ALEXIS PRACTICAL | 53656F425 | $18.63M | 3 % | 523,334 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $18.47M | 3 % | 149,877 | ||
BROADCOM INC | COM | 11135F101 | $16.16M | 3 % | 46,685 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | $15.94M | 3 % | 75,151 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $14.08M | 3 % | 79,210 | ||
ISHARES TR | TRUST ISHARE 0-1 | 464288679 | $12.3M | 2 % | 111,699 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $11.14M | 2 % | 111,580 | ||
MICROSOFT CORP | COM | 594918104 | $11.02M | 2 % | 22,786 |
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