Independent Solutions Wealth Management, LLC Portfolio Holdings

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025

Independent Solutions Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $563 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $21.2B, Apple Inc. with a value of $21.1B, Costco Wholesale Corp with a value of $19.5B, Nvidia Corp with a value of $19.4B, and Broadcom Inc. with a value of $16.2B.

Examining the 13F form we can see an increase of $50.8B in the current position value, from $512B to 563B.

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 $563 Billion
ETFs: $230 Billion
Technology: $144 Billion
Consumer Defensive: $35.3 Billion
Financial Services: $33.4 Billion
Consumer Cyclical: $25.4 Billion
Communication Services: $24.7 Billion
Energy: $19 Billion
Healthcare: $14.8 Billion
Other: $27.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.2 Billion 3.76% of portfolio
175,530
Q3 2025 Added 2.35%
$4.3T
$21.1 Billion 3.75% of portfolio
82,862
Q3 2025 Added 3.04%
$404B
$19.5 Billion 3.47% of portfolio
21,105
Q3 2025 Added 2.26%
$465B
$19.4 Billion 3.44% of portfolio
103,821
Q3 2025 Added 0.6%
$139B
$16.2 Billion 2.87% of portfolio
49,036
Q3 2025 Added 0.46%
$0
$16.1 Billion 2.86% of portfolio
77,988
Q3 2025 Added 0.24%
$342B
$16.1 Billion 2.85% of portfolio
88,052
Q3 2025 Reduced 9.61%
$0
$15.8 Billion 2.8% of portfolio
453,729
Q3 2025 Added 13.67%
$3.78T
$11.9 Billion 2.12% of portfolio
23,027
Q3 2025 Added 2.26%
$0
$11.7 Billion 2.09% of portfolio
117,154
Q3 2025 Added 0.43%
$0
$10.9 Billion 1.93% of portfolio
124,506
Q3 2025 Reduced 0.72%
$0
$10.3 Billion 1.84% of portfolio
93,581
Q3 2025 Added 15.68%
$0
$9.99 Billion 1.77% of portfolio
92,938
Q3 2025 Added 0.17%
$0
$9.62 Billion 1.71% of portfolio
301,395
Q3 2025 Added 1.11%
$0
$9.23 Billion 1.64% of portfolio
316,977
Q3 2025 Added 1.57%
$0
$9.23 Billion 1.64% of portfolio
141,422
Q3 2025 Reduced 0.31%
$0
$7.63 Billion 1.35% of portfolio
52,357
Q3 2025 Reduced 1.32%
$102B
$7.39 Billion 1.31% of portfolio
51,598
Q3 2025 Reduced 4.31%
$2.39T
$7.28 Billion 1.29% of portfolio
33,176
Q3 2025 Added 3.41%
$1.65T
$7.14 Billion 1.27% of portfolio
29,363
Q3 2025 Added 12.67%
$0
$7.03 Billion 1.25% of portfolio
84,770
Q3 2025 Added 0.36%
$1.37T
$6.88 Billion 1.22% of portfolio
9,363
Q3 2025 Added 3.23%
$0
$6.56 Billion 1.16% of portfolio
279,316
Q3 2025 Reduced 0.76%
$319B
$5.94 Billion 1.06% of portfolio
86,842
Q3 2025 Added 3.32%
$65.3B
$5.97 Billion 1.06% of portfolio
82,004
Q3 2025 Added 19.38%
$0
$5.93 Billion 1.05% of portfolio
8,856
Q3 2025 Reduced 1.05%
$174B
$5.73 Billion 1.02% of portfolio
38,567
Q3 2025 Reduced 1.36%
$0
$5.63 Billion 1.0% of portfolio
47,390
Q3 2025 Reduced 0.83%
$0
$5.56 Billion 0.99% of portfolio
221,416
Q3 2025 Reduced 1.11%
$533B
$5.1 Billion 0.91% of portfolio
14,954
Q3 2025 Added 4.25%
$49.1B
$4.87 Billion 0.87% of portfolio
4,064
Q3 2025 Added 2.16%
$0
$4.82 Billion 0.86% of portfolio
197,566
Q3 2025 Reduced 1.69%
$0
$4.81 Billion 0.85% of portfolio
206,415
Q3 2025 Reduced 0.08%
Arista Networks Inc
-
$4.57 Billion 0.81% of portfolio
-
Q3 2025 Added 0.23%
$490B
$4.36 Billion 0.77% of portfolio
38,690
Q3 2025 Added 2.47%
$0
$4.34 Billion 0.77% of portfolio
146,374
Q3 2025 Added 1.79%
$140B
$4.14 Billion 0.74% of portfolio
11,061
Q3 2025 Added 1.96%
$115B
$4.13 Billion 0.73% of portfolio
8,412
Q3 2025 Reduced 0.44%
$303B
$4.06 Billion 0.72% of portfolio
26,162
Q3 2025 Added 2.85%
$0
$3.95 Billion 0.7% of portfolio
35,432
Q3 2025 Added 5.51%
$104B
$3.93 Billion 0.7% of portfolio
59,515
Q3 2025 Added 6.33%
$0
$3.82 Billion 0.68% of portfolio
148,447
Q3 2025 Added 0.58%
$0
$3.75 Billion 0.67% of portfolio
30,665
Q3 2025 Added 2.92%
$367B
$3.78 Billion 0.67% of portfolio
9,332
Q3 2025 Added 7.07%
$11.3B
$3.74 Billion 0.66% of portfolio
30,548
Q3 2025 Reduced 1.04%
$237B
$3.66 Billion 0.65% of portfolio
22,539
Q3 2025 Added 3.23%
$42.8B
$3.65 Billion 0.65% of portfolio
12,178
Q3 2025 Added 1.0%
$59.6B
$3.64 Billion 0.65% of portfolio
16,972
Q3 2025 Added 12.7%
$306B
$3.57 Billion 0.63% of portfolio
53,765
Q3 2025 Added 2.33%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $563 Billion
  • Prior Value $512 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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