Independent Solutions Wealth Management, LLC
CIK 1818391
13F filing for Q2 2026・No. 3,034
- Holdings
- US$766.31M
- Quarter change
- +US$87.18M
- Entries
- 194
- Net bought (estimate)
- +US$12.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 11
- Cut 83
- Added 64
- Corporate actions 2
- Unchanged 27
Largest holdings
194 stocks worth US$766.31M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LISTED FDS TRALEX PRA TAC ETF | Added | 3,448,722 | US$140.22M | 18.30% |
| AAPLAppleCOM | Cut | 84,663 | US$24.5M | 3.20% |
| NVDANvidiaCOM | Cut | 102,435 | US$20.5M | 2.67% |
| ISHARES TRS&P 500 GRWT ETF | Cut | 146,134 | US$20.1M | 2.62% |
| AVGOBroadcomCOM | Cut | 45,463 | US$17.17M | 2.24% |
| ISHARES TRS&P 500 VAL ETF | Cut | 72,357 | US$16.43M | 2.14% |
| ISHARES TRTRUST ISHARE 0-1 | Cut | 108,641 | US$11.99M | 1.56% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 150,024 | US$11.57M | 1.51% |
| IVVISHARES TRCORE S&P500 ETF | Added | 15,125 | US$11.33M | 1.48% |
| ISHARES TRCORE US AGGBD ET | Added | 112,822 | US$11.17M | 1.46% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.