Independent Solutions Wealth Management, LLC Portfolio Holdings

Independent Solutions Wealth Management, LLC

  • $512 Billion
  • Q2 2025

Independent Solutions Wealth Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $512 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $20.4B, Ishares S&P 500 Growth ETF with a value of $18.9B, Apple Inc. with a value of $16.5B, Nvidia Corp with a value of $16.3B, and Ishares S&P 500 Value ETF with a value of $15.2B.

Examining the 13F form we can see an increase of $65.5B in the current position value, from $447B to 512B.

Independent Solutions Wealth Management, LLC is based out at Williamsville, NY

Below you can find more details about Independent Solutions Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $512 Billion
ETFs: $215 Billion
Technology: $125 Billion
Consumer Defensive: $36.1 Billion
Financial Services: $29.7 Billion
Consumer Cyclical: $24.9 Billion
Communication Services: $21.5 Billion
Energy: $16.7 Billion
Industrials: $13.3 Billion
Other: $23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$413B
$20.4 Billion 3.99% of portfolio
20,638
Q2 2025 Added 0.26%
$0
$18.9 Billion 3.69% of portfolio
171,496
Q2 2025 Added 0.76%
$3.44T
$16.5 Billion 3.22% of portfolio
80,420
Q2 2025 Added 27.66%
$433B
$16.3 Billion 3.18% of portfolio
103,202
Q2 2025 Reduced 2.46%
$0
$15.2 Billion 2.97% of portfolio
77,798
Q2 2025 Added 0.99%
$117B
$13.5 Billion 2.63% of portfolio
48,811
Q2 2025 Reduced 2.86%
$304B
$13.3 Billion 2.59% of portfolio
97,418
Q2 2025 Reduced 2.58%
$0
$12.9 Billion 2.52% of portfolio
399,159
Q2 2025 Added 6.88%
$0
$11.6 Billion 2.26% of portfolio
116,650
Q2 2025 Added 0.26%
$3.81T
$11.2 Billion 2.19% of portfolio
22,517
Q2 2025 Reduced 1.4%
$0
$10.5 Billion 2.04% of portfolio
125,410
Q2 2025 Reduced 0.45%
$0
$9.91 Billion 1.93% of portfolio
92,777
Q2 2025 Added 0.01%
$0
$8.93 Billion 1.74% of portfolio
80,895
Q2 2025 Added 9.3%
$0
$8.86 Billion 1.73% of portfolio
141,859
Q2 2025 Added 0.76%
$0
$8.71 Billion 1.7% of portfolio
298,095
Q2 2025 Added 1.83%
$0
$8.63 Billion 1.69% of portfolio
312,063
Q2 2025 Added 1.97%
$2.37T
$7.04 Billion 1.37% of portfolio
32,083
Q2 2025 Added 0.96%
$0
$7 Billion 1.37% of portfolio
84,467
Q2 2025 Added 0.21%
$1.58T
$6.69 Billion 1.31% of portfolio
9,070
Q2 2025 Added 1.28%
$0
$6.54 Billion 1.28% of portfolio
281,458
Q2 2025 Reduced 0.87%
$280B
$5.83 Billion 1.14% of portfolio
84,049
Q2 2025 Added 2.51%
$0
$5.6 Billion 1.09% of portfolio
223,893
Q2 2025 Reduced 1.55%
$0
$5.56 Billion 1.08% of portfolio
8,950
Q2 2025 Reduced 14.54%
$525B
$5.33 Billion 1.04% of portfolio
3,978
Q2 2025 Reduced 1.68%
$0
$5.22 Billion 1.02% of portfolio
47,785
Q2 2025 Added 1.42%
$579B
$5.09 Billion 0.99% of portfolio
14,344
Q2 2025 Added 0.16%
$85.2B
$5.05 Billion 0.99% of portfolio
53,924
Q2 2025 New
$37.7B
$4.98 Billion 0.97% of portfolio
69,160
Q2 2025 Added 4.06%
$0
$4.9 Billion 0.96% of portfolio
200,953
Q2 2025 Added 7.71%
$1.14T
$4.59 Billion 0.9% of portfolio
26,061
Q2 2025 Added 94.5%
$0
$4.57 Billion 0.89% of portfolio
206,584
Q2 2025 Added 3.21%
$145B
$4.51 Billion 0.88% of portfolio
39,099
Q2 2025 Reduced 2.06%
$53.9B
$4.28 Billion 0.84% of portfolio
68,691
Q2 2025 Added 36.98%
$99.3B
$4.3 Billion 0.84% of portfolio
8,449
Q2 2025 Added 1.06%
$462B
$4.07 Billion 0.79% of portfolio
37,758
Q2 2025 Reduced 1.52%
$0
$4.03 Billion 0.79% of portfolio
143,803
Q2 2025 Added 5.45%
$105B
$4.06 Billion 0.79% of portfolio
11,585
Q2 2025 Reduced 3.19%
$250B
$3.98 Billion 0.78% of portfolio
21,833
Q2 2025 Added 1.89%
$153B
$3.87 Billion 0.76% of portfolio
10,848
Q2 2025 Added 1.07%
$40.7B
$3.79 Billion 0.74% of portfolio
12,057
Q2 2025 Added 1.23%
$299B
$3.72 Billion 0.73% of portfolio
52,543
Q2 2025 Added 0.38%
$10.9B
$3.75 Billion 0.73% of portfolio
30,870
Q2 2025 Added 0.33%
$0
$3.68 Billion 0.72% of portfolio
33,581
Q2 2025 Reduced 0.48%
$305B
$3.64 Billion 0.71% of portfolio
25,437
Q2 2025 Added 3.52%
$220B
$3.61 Billion 0.7% of portfolio
4,582
Q2 2025 Reduced 0.24%
$0
$3.52 Billion 0.69% of portfolio
147,594
Q2 2025 Added 3.99%
$0
$3.49 Billion 0.68% of portfolio
29,795
Q2 2025 Added 3.49%
$107B
$3.28 Billion 0.64% of portfolio
55,973
Q2 2025 Reduced 0.78%
$382B
$3.2 Billion 0.62% of portfolio
8,716
Q2 2025 Added 1.02%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $512 Billion
  • Prior Value $447 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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