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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$428B
$20.4 Billion 3.99% of portfolio
20,638
Q2 2025 Added 0.26%
$3.76T
$16.5 Billion 3.22% of portfolio
80,420
Q2 2025 Added 27.66%
$443B
$16.3 Billion 3.18% of portfolio
103,202
Q2 2025 Reduced 2.46%
$146B
$13.5 Billion 2.63% of portfolio
48,811
Q2 2025 Reduced 2.86%
$337B
$13.3 Billion 2.59% of portfolio
97,418
Q2 2025 Reduced 2.58%
$3.8T
$11.2 Billion 2.19% of portfolio
22,517
Q2 2025 Reduced 1.4%
$2.32T
$7.04 Billion 1.37% of portfolio
32,083
Q2 2025 Added 0.96%
$1.69T
$6.69 Billion 1.31% of portfolio
9,070
Q2 2025 Added 1.28%
$273B
$5.83 Billion 1.14% of portfolio
84,049
Q2 2025 Added 2.51%
$529B
$5.33 Billion 1.04% of portfolio
3,978
Q2 2025 Reduced 1.68%
$555B
$5.09 Billion 0.99% of portfolio
14,344
Q2 2025 Added 0.16%
$96.1B
$5.05 Billion 0.99% of portfolio
53,924
Q2 2025 New
$20B
$4.98 Billion 0.97% of portfolio
69,160
Q2 2025 Added 4.06%
$1.44T
$4.59 Billion 0.9% of portfolio
26,061
Q2 2025 Added 94.5%
$171B
$4.51 Billion 0.88% of portfolio
39,099
Q2 2025 Reduced 2.06%
$93.7B
$4.3 Billion 0.84% of portfolio
8,449
Q2 2025 Added 1.06%
$170B
$4.06 Billion 0.79% of portfolio
11,585
Q2 2025 Reduced 3.19%
$257B
$3.98 Billion 0.78% of portfolio
21,833
Q2 2025 Added 1.89%
$146B
$3.87 Billion 0.76% of portfolio
10,848
Q2 2025 Added 1.07%
$40.5B
$3.79 Billion 0.74% of portfolio
12,057
Q2 2025 Added 1.23%
$290B
$3.72 Billion 0.73% of portfolio
52,543
Q2 2025 Added 0.38%
$11.1B
$3.75 Billion 0.73% of portfolio
30,870
Q2 2025 Added 0.33%
$308B
$3.64 Billion 0.71% of portfolio
25,437
Q2 2025 Added 3.52%
$182B
$3.61 Billion 0.7% of portfolio
4,582
Q2 2025 Reduced 0.24%
$119B
$3.28 Billion 0.64% of portfolio
55,973
Q2 2025 Reduced 0.78%
$433B
$3.2 Billion 0.62% of portfolio
8,716
Q2 2025 Added 1.02%
$227B
$3.18 Billion 0.62% of portfolio
10,842
Q2 2025 Added 4.51%
$62.6B
$2.95 Billion 0.58% of portfolio
15,059
Q2 2025 Added 293.29%
$129B
$2.91 Billion 0.57% of portfolio
19,449
Q2 2025 Added 23.97%
$406B
$2.88 Billion 0.56% of portfolio
60,967
Q2 2025 Reduced 3.12%
$225B
$2.79 Billion 0.54% of portfolio
9,543
Q2 2025 Added 4.56%
$4.45B
$2.74 Billion 0.53% of portfolio
16,598
Q2 2025 Added 2.68%
$20.6B
$2.71 Billion 0.53% of portfolio
5,317
Q2 2025 Added 2.61%
$900B
$2.63 Billion 0.51% of portfolio
9,086
Q2 2025 Added 8.59%
$148B
$2.61 Billion 0.51% of portfolio
9,335
Q2 2025 Added 3.87%
$177B
$2.52 Billion 0.49% of portfolio
12,147
Q2 2025 Added 1.72%
$386B
$2.43 Billion 0.48% of portfolio
13,112
Q2 2025 Reduced 1.27%
$1.47T
$2.45 Billion 0.48% of portfolio
13,826
Q2 2025 Added 28.78%
$58.7B
$2.35 Billion 0.46% of portfolio
11,482
Q2 2025 Added 1.92%
$82.1B
$2.32 Billion 0.45% of portfolio
22,938
Q2 2025 Added 1.12%
$118B
$2.28 Billion 0.44% of portfolio
871
Q2 2025 Added 2.71%
$5.79B
$2.25 Billion 0.44% of portfolio
40,529
Q2 2025 Added 463.84%
$65B
$2.21 Billion 0.43% of portfolio
2,932
Q2 2025 Added 4.3%
$182B
$2.21 Billion 0.43% of portfolio
13,991
Q2 2025 Reduced 2.27%
$266B
$2.16 Billion 0.42% of portfolio
3,049
Q2 2025 Added 192.05%
$466B
$2.09 Billion 0.41% of portfolio
13,684
Q2 2025 Reduced 1.82%
$26.4B
$1.99 Billion 0.39% of portfolio
26,218
Q2 2025 Added 2.38%
$62.9B
$1.88 Billion 0.37% of portfolio
15,799
Q2 2025 Added 3.11%
$87.3B
$1.9 Billion 0.37% of portfolio
3,871
Q2 2025 Added 3.78%

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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