Independent Solutions Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    williamsville, NY
  • CIK
    0001818391
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

173

$446.73 M
COST, IVW, IVE, AAPL
13F-HR
Apr 23, 2025
000108514625002266

171

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

164

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

168

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

171

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

166

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

200

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

219

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

210

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

213

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

208

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

216

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

213

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

226

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

212

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

202

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

188

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

178

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

159

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

151

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

127

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

155

$225.89 M
IVE, IVW, ITOT, AGG
13F-HR
Dec 13, 2024
000108514624006049