Independent Solutions Wealth Management, LLC
186 holdingsFiling period: 2026-03-31Current AUM: $761.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | LEXI | LISTED FDS TR | 3.36M | $118.5M | $134.8M | 17.70% | +2.84M | 2026-03-31 |
| 2 | AAPL | APPLE INC | 85.1K | $21.6M | $26.3M | 3.45% | +3.3K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 103.7K | $18.1M | $20.8M | 2.73% | +2.0K | 2026-03-31 |
| 4 | IVW | ISHARES TR | 153.3K | $17.3M | $20.7M | 2.72% | +3.4K | 2026-03-31 |
| 5 | SHV | ISHARES TR | 145.0K | $16.0M | $16.0M | 2.10% | +33.3K | 2026-03-31 |
| 6 | IVE | ISHARES TR | 72.6K | $15.3M | $16.8M | 2.21% | -2,572 | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 46.2K | $14.3M | $18.0M | 2.36% | -495 | 2026-03-31 |
| 8 | AGG | ISHARES TR | 112.4K | $11.2M | $10.9M | 1.44% | +841 | 2026-03-31 |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | 75.7K | $11.1M | $9.3M | 1.22% | -3,520 | 2026-03-31 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 10.7K | $10.6M | $10.2M | 1.33% | -681 | 2026-03-31 |
| 11 | IEFA | ISHARES TR | 113.3K | $10.3M | $11.1M | 1.46% | -4,494 | 2026-03-31 |
| 12 | IJH | ISHARES TR | 151.6K | $10.2M | $11.4M | 1.50% | +15.4K | 2026-03-31 |
| 13 | GVI | ISHARES TR | 90.3K | $9.6M | $9.5M | 1.25% | +1.7K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 25.4K | $9.4M | $11.8M | 1.55% | +2.7K | 2026-03-31 |
| 15 | SCHV | SCHWAB STRATEGIC TR | 304.7K | $9.3M | $10.4M | 1.36% | -8,401 | 2026-03-31 |
| 16 | IVV | ISHARES TR | 14.0K | $9.1M | $10.5M | 1.38% | +3.7K | 2026-03-31 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | 167.7K | $8.5M | $8.5M | 1.11% | +95.8K | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 287.3K | $8.4M | $9.8M | 1.29% | -7,316 | 2026-03-31 |
| 19 | MINT | PIMCO ETF TR | 81.2K | $8.2M | $8.2M | 1.07% | +45.1K | 2026-03-31 |
| 20 | CVX | CHEVRON CORPORATION | 38.6K | $8.0M | $7.6M | 1.00% | +14.5K | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 27.7K | $8.0M | $9.9M | 1.30% | -548 | 2026-03-31 |
| 22 | SHY | ISHARES TR | 84.8K | $7.0M | $6.9M | 0.91% | +3.9K | 2026-03-31 |
| 23 | ITOT | ISHARES TR | 48.0K | $6.8M | $7.9M | 1.03% | -1,614 | 2026-03-31 |
| 24 | CSCO | CISCO SYS INC | 85.9K | $6.7M | $10.0M | 1.31% | -934 | 2026-03-31 |
| 25 | SCHZ | SCHWAB STRATEGIC TR | 280.0K | $6.5M | $6.4M | 0.84% | -503 | 2026-03-31 |
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