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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$342B
$16.1 Billion 2.85% of portfolio
88,052
Q3 2025 Reduced 9.61%
$3.78T
$11.9 Billion 2.12% of portfolio
23,027
Q3 2025 Added 2.26%
$163B
$8.93 Billion 1.59% of portfolio
12,433
Q3 2025 Added 7.32%
$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%
$1.37T
$6.88 Billion 1.22% of portfolio
9,363
Q3 2025 Added 3.23%
$319B
$5.94 Billion 1.06% of portfolio
86,842
Q3 2025 Added 3.32%
$174B
$5.73 Billion 1.02% of portfolio
38,567
Q3 2025 Reduced 1.36%
$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%
$490B
$4.36 Billion 0.77% of portfolio
38,690
Q3 2025 Added 2.47%
$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%
$104B
$3.93 Billion 0.7% of portfolio
59,515
Q3 2025 Added 6.33%
$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%
$98.1B
$3.47 Billion 0.62% of portfolio
20,314
Q3 2025 Added 4.45%
$413B
$3.39 Billion 0.6% of portfolio
65,679
Q3 2025 Added 7.73%
$1.74T
$3.34 Billion 0.59% of portfolio
13,703
Q3 2025 Reduced 0.89%
$881B
$3.19 Billion 0.57% of portfolio
10,125
Q3 2025 Added 11.44%
$182B
$3.19 Billion 0.57% of portfolio
4,665
Q3 2025 Added 1.81%
$224B
$3.09 Billion 0.55% of portfolio
10,166
Q3 2025 Added 6.53%
$20.1B
$3.08 Billion 0.55% of portfolio
5,456
Q3 2025 Added 2.61%
$414B
$3.06 Billion 0.54% of portfolio
13,235
Q3 2025 Added 0.94%
$4.04B
$3.02 Billion 0.54% of portfolio
17,018
Q3 2025 Added 2.53%
$55.9B
$2.87 Billion 0.51% of portfolio
3,009
Q3 2025 Added 2.63%
$6B
$2.86 Billion 0.51% of portfolio
41,512
Q3 2025 Added 2.43%
$101B
$2.8 Billion 0.5% of portfolio
23,111
Q3 2025 Added 0.75%
$266B
$2.82 Billion 0.5% of portfolio
10,006
Q3 2025 Reduced 7.71%
$183B
$2.68 Billion 0.48% of portfolio
9,486
Q3 2025 Added 1.62%
$522B
$2.57 Billion 0.46% of portfolio
13,875
Q3 2025 Added 1.4%
$187B
$2.52 Billion 0.45% of portfolio
15,175
Q3 2025 Added 8.46%
$265B
$2.47 Billion 0.44% of portfolio
3,097
Q3 2025 Added 1.57%
$61.4B
$2.4 Billion 0.43% of portfolio
11,788
Q3 2025 Added 2.67%
$28.9B
$2.38 Billion 0.42% of portfolio
26,399
Q3 2025 Added 0.69%
$70.1B
$2.25 Billion 0.4% of portfolio
13,244
Q3 2025 Reduced 0.05%
$177B
$2.25 Billion 0.4% of portfolio
12,227
Q3 2025 Added 0.66%
$258B
$2.15 Billion 0.38% of portfolio
12,875
Q3 2025 Added 7.39%
$103B
$2.12 Billion 0.38% of portfolio
909
Q3 2025 Added 4.36%
$68.5B
$2.06 Billion 0.37% of portfolio
15,160
Q3 2025 Reduced 4.04%

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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