Independent Solutions Wealth Management, LLC

Independent Solutions Wealth Management, LLC reported 194 holdings worth US$766M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Independent Solutions Wealth Management, LLC reported 194 holdings worth US$766M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Broadcom Inc. Filed Jul 29, 2026 (Form 13F).

Holdings
194
Value as reported
US$766M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc84,663US$24.5M3.2%
Nvidia Corporation102KUS$20.5M2.7%
Broadcom Inc.45,463US$17.2M2.2%
Alphabet Inc (google) Class C40,390US$14.4M1.9%
Costco Wholesale Corporation10,367US$9.7M1.3%
Cisco Systems, Inc.72,609US$8.53M1.1%
Palantir Technologies Inc.72,968US$8.51M1.1%
Lam Research Corporation18,849US$8.17M1.1%
Microsoft Corp.21,540US$8.03M1.0%
Amazon.com, Inc.30,966US$7.38M0.96%
Chevron Corporation38,995US$6.46M0.84%
Visa Inc.15,570US$5.34M0.70%
Exxon Mobil Corporation38,344US$5.24M0.68%
Applovin Corporation10,020US$5.16M0.67%
Meta Platforms, Inc.9,109US$5.13M0.67%
Johnson & Johnson19,481US$4.95M0.65%
Lamar Advertising Company30,879US$4.82M0.63%
Arista Networks, Inc.26,660US$4.53M0.59%
Coca-cola Company (the)53,795US$4.37M0.57%
Marvell Technology, Inc.14,606US$4.35M0.57%
Altria Group, Inc.60,125US$4.33M0.56%
Robinhood Markets, Inc.43,106US$4.32M0.56%
Shopify Inc.35,063US$4M0.52%
Philip Morris International Inc21,698US$3.93M0.51%
Cloudflare, Inc.15,656US$3.84M0.50%
Merck & Company, Inc.28,910US$3.71M0.48%
Caseys General Stores, Inc.4,655US$3.7M0.48%
Southern Copper Corporation20,873US$3.64M0.47%
Procter & Gamble Company (the)24,422US$3.58M0.47%
Amgen Inc.9,777US$3.54M0.46%
Coreweave, Inc.35,472US$3.53M0.46%
Valero Energy Corporation12,727US$3.31M0.43%
Abbvie Inc.12,974US$3.26M0.43%
Interactive Brokers Group, Inc.35,771US$3.11M0.41%
Hewlett Packard Enterprise Company67,576US$3.05M0.40%
Mcdonald's Corporation11,130US$3.01M0.39%
Qualcomm Incorporated16,207US$2.99M0.39%
Rambus, Inc.22,171US$2.94M0.38%
Penske Automotive Group, Inc.16,371US$2.93M0.38%
International Business Machines Corporation10,099US$2.84M0.37%
Marathon Petroleum Corporation10,814US$2.76M0.36%
Cirrus Logic, Inc.18,218US$2.71M0.35%
Home Depot, Inc. (the)7,576US$2.67M0.35%
Phillips 6615,558US$2.63M0.34%
Goldman Sachs Group, Inc. (the)2,517US$2.55M0.33%
Blackstone Inc.21,114US$2.48M0.32%
Pjt Partners Inc.15,970US$2.41M0.31%
Rtx Corporation12,607US$2.39M0.31%
Dba Sempra25,405US$2.36M0.31%
Micron Technology, Inc.2,039US$2.35M0.31%
Solstice Advanced Materials Inc.25,874US$2.29M0.30%
Applied Materials, Inc.2,979US$2.15M0.28%
Pnc Financial Services Group, Inc. (the)8,684US$2.14M0.28%
Enbridge Inc.38,852US$2.11M0.27%
Unitedhealth Group Incorporated4,970US$2.07M0.27%
Cummins Inc.2,817US$2.01M0.26%
Royal Bank Of Canada9,336US$1.93M0.25%
Progressive Corporation (the)8,751US$1.91M0.25%
Jp Morgan Chase & Co.5,680US$1.86M0.24%
Corning Incorporated7,273US$1.86M0.24%
Dell Technologies Inc.4,178US$1.8M0.24%
Walmart Inc.15,896US$1.8M0.23%
3m Company10,016US$1.62M0.21%
Intel Corporation11,449US$1.6M0.21%
Verizon Communications Inc.37,488US$1.59M0.21%
Mastercard Incorporated3,027US$1.55M0.20%
Advanced Micro Devices Inc2,540US$1.48M0.19%
Crowdstrike Holdings, Inc.7,727US$1.47M0.19%
Snap-on Incorporated3,622US$1.46M0.19%
Cme Group Inc.6,299US$1.39M0.18%
Newmont Corporation14,704US$1.37M0.18%
Tesla, Inc.2,984US$1.26M0.16%
Caterpillar, Inc.1,119US$1.19M0.16%
Virtu Financial, Inc.19,880US$1.18M0.15%
Nike, Inc.28,748US$1.18M0.15%
Gilead Sciences, Inc.9,066US$1.15M0.15%
National Fuel Gas Company14,773US$1.14M0.15%
Netflix, Inc.15,590US$1.11M0.15%
Eli Lilly And Company912US$1.09M0.14%
Bank Of America Corporation16,887US$962K0.13%
Canadian Pacific Kansas City Limited10,079US$873K0.11%
Allstate Corporation (the)3,362US$800K0.10%
Berkshire Hathaway Inc.1,182US$591K0.08%
Asml Holding Nv277US$551K0.07%
Commercial Metals Company8,400US$527K0.07%
M&t Bank Corporation2,135US$508K0.07%
Ford Mtr Co Del35,307US$491K0.06%
Palo Alto Networks, Inc.1,426US$486K0.06%
Union Pacific Corporation1,787US$486K0.06%
Capital One Financial Corporation2,399US$481K0.06%
Abbott Laboratories5,252US$477K0.06%
Oracle Corporation3,228US$473K0.06%
Oneok, Inc.5,349US$465K0.06%
Vale S.a.29,511US$444K0.06%
Kla Corporation1,333US$402K0.05%
Ge Aerospace1,062US$397K0.05%
Space Exploration Technologies Corp2,263US$387K0.05%
L3harris Technologies, Inc.1,293US$376K0.05%
American Express Company1,075US$364K0.05%
Tjx Companies, Inc. (the)2,381US$361K0.05%

Every holding of Independent Solutions Wealth Management, LLC

Source

View original at SEC

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