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.