Independent Solutions Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    williamsville, NY
  • CIK
    0001818391
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

171

$457.31M
COST, IVW, AAPL, IVE
13F-HR
Feb 11, 2025
000108514625000983

164

$442.37M
IVE, COST, IVW, AAPL
13F-HR
Dec 19, 2024
000108514624006074

168

$436.45M
IVE, IVW, COST, AGG
13F-HR
Dec 19, 2024
000108514624006073

171

$421.27M
IVE, IVW, COST, AGG
13F-HR
Dec 19, 2024
000108514624006072

166

$389.85M
IVE, IVW, COST, AGG
13F-HR
Dec 19, 2024
000108514624006071

200

$385.13M
NXPI, IVE, IVW, COST
13F-HR
Dec 19, 2024
000108514624006070

219

$397.38M
NXPI, IVE, COST, IVW
13F-HR
Dec 19, 2024
000108514624006069

210

$339.25M
IVE, COST, AGG, IVW
13F-HR
Dec 19, 2024
000108514624006068

213

$328.26M
IVE, AGG, COST, IVW
13F-HR
Dec 19, 2024
000108514624006067

208

$304.98M
IVE, COST, AGG, IVW
13F-HR
Dec 19, 2024
000108514624006066

216

$320.86M
IVE, COST, AGG, IVW
13F-HR
Dec 19, 2024
000108514624006065

213

$424.88M
NXPI, IVE, IVW, COST
13F-HR
Dec 19, 2024
000108514624006064

226

$424.13M
IVE, IVW, AGG, COST
13F-HR
Dec 19, 2024
000108514624006062

212

$403.65M
IVE, IVW, AGG, COST
13F-HR
Dec 19, 2024
000108514624006061

202

$411.99M
IVE, IVW, AGG, GVI
13F-HR
Dec 19, 2024
000108514624006060

188

$364.07M
IVE, IVW, AGG, GVI
13F-HR
Dec 19, 2024
000108514624006059

178

$320.28M
IVE, IVW, AGG, ITOT
13F-HR
Dec 19, 2024
000108514624006058

159

$262.12M
IVE, IVW, AGG, ITOT
13F-HR
Dec 19, 2024
000108514624006057

151

$233.84M
IVE, IVW, AGG, ITOT
13F-HR
Dec 19, 2024
000108514624006056

127

$180.97M
IVE, IVW, AGG, ITOT
13F-HR
Dec 19, 2024
000108514624006055

155

$225.89M
IVE, IVW, ITOT, AGG
13F-HR
Dec 13, 2024
000108514624006049
Independent Solutions Wealth Management, Llc 13F Filings