Independent Solutions Wealth Management, LLC
196 holdingsFiling period: 2026-06-30Current AUM: $783.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LEXI | Listed Fds TR | 3.45M | $140.2M | $138.1M | 17.62% | +85.7K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 84.7K | $24.5M | $29.1M | 3.71% | -433 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 102.4K | $20.5M | $22.1M | 2.82% | -1,270 | 2026-06-30 |
| 4 | IVW | iShares TR | 146.1K | $20.1M | $20.2M | 2.57% | -7,140 | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 45.5K | $17.2M | $15.0M | 1.91% | -727 | 2026-06-30 |
| 6 | IVE | iShares TR | 72.4K | $16.4M | $17.3M | 2.20% | -222 | 2026-06-30 |
| 7 | SHV | iShares TR | 108.6K | $12.0M | $12.0M | 1.53% | -36,373 | 2026-06-30 |
| 8 | IJH | iShares TR | 150.0K | $11.6M | $10.9M | 1.40% | -1,609 | 2026-06-30 |
| 9 | IVV | iShares TR | 15.1K | $11.3M | $11.6M | 1.48% | +1.2K | 2026-06-30 |
| 10 | AGG | iShares TR | 112.8K | $11.2M | $10.8M | 1.38% | +401 | 2026-06-30 |
| 11 | IEFA | iShares TR | 111.2K | $10.7M | $10.7M | 1.36% | -2,041 | 2026-06-30 |
| 12 | SCHV | Schwab Strategic TR | 301.4K | $10.5M | $10.4M | 1.33% | -3,330 | 2026-06-30 |
| 13 | GOOGL | Alphabet Inc | 27.3K | $9.8M | $8.6M | 1.10% | -434 | 2026-06-30 |
| 14 | COST | Costco Wholesale Corporation | 10.4K | $9.7M | $10.4M | 1.33% | -315 | 2026-06-30 |
| 15 | GVI | iShares TR | 90.9K | $9.6M | $9.5M | 1.21% | +671 | 2026-06-30 |
| 16 | SCHG | Schwab Strategic TR | 284.0K | $9.6M | $10.0M | 1.27% | -3,316 | 2026-06-30 |
| 17 | CSCO | Cisco Sys Inc | 72.6K | $8.5M | $8.0M | 1.02% | -13,340 | 2026-06-30 |
| 18 | PLTR | Palantir Technologies Inc | 73.0K | $8.5M | $14.5M | 1.85% | -2,722 | 2026-06-30 |
| 19 | JPST | J P Morgan Exchange Traded F | 164.1K | $8.3M | $8.3M | 1.05% | -3,516 | 2026-06-30 |
| 20 | LRCX | Lam Research Corp | 18.8K | $8.2M | $4.5M | 0.57% | +9.4K | 2026-06-30 |
| 21 | MSFT | Microsoft Corp | 21.5K | $8.0M | $11.5M | 1.46% | -3,904 | 2026-06-30 |
| 22 | MINT | PIMCO ETF TR | 78.2K | $7.9M | $7.9M | 1.00% | -3,002 | 2026-06-30 |
| 23 | ITOT | iShares TR | 47.1K | $7.7M | $7.8M | 1.00% | -936 | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 31.0K | $7.4M | $7.7M | 0.98% | +86 | 2026-06-30 |
| 25 | SHY | iShares TR | 86.5K | $7.1M | $7.0M | 0.90% | +1.7K | 2026-06-30 |
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