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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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