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CIK: 0001818391
Total reported value
$787.8M
$787.8M
194 檔
28.2%
In Q2 2026, Independent Solutions Wealth Management, LLC's U.S. equity holdings reached a combined market value of $787.8M, distributed across 194 disclosed stock positions.
Independent Solutions Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 20 new positions while fully exiting 11 holdings and trimming 79 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LEXI | Alexis Practical Tactical Et | ETF-Other | 18.30% | -0.24% | +2.55% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.39% | -0.51% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.31% | -1.22% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.62% | -0.42% | -4.66% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | -0.23% | -1.57% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.14% | -0.07% | -0.31% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.56% | -0.84% | -25.08% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.51% | +0.32% | -1.06% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.01% | +8.31% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.46% | -0.09% | +0.36% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.40% | -0.06% | -1.80% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.37% | -0.15% | -1.09% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | -0.07% | -1.56% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.27% | -0.12% | -2.95% | |
| 15 | GVI | Ishares Intermediate Governm | ETF-Other | 1.26% | -0.06% | +0.74% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.25% | -0.03% | -1.15% | |
| 17 | CSCO | Cisco Systems Inc | Stock-Tech | 1.11% | -0.13% | -15.52% | |
| 18 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.11% | +0.61% | -3.60% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.08% | +0.04% | -2.10% | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.07% | -0.26% | +99.19% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | +0.36% | -15.34% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.03% | +0.10% | -3.70% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.01% | -0.04% | -1.95% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.02% | +0.28% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.93% | -0.03% | +2.05% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.87% | -0.10% | +2.60% | |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.85% | -0.07% | +2.98% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.84% | +0.21% | +1.12% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.84% | +0.11% | +0.30% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | -0.11% | -1.77% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.74% | -0.07% | +5.38% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.70% | -0.09% | -0.66% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.01% | -0.73% | |
| 34 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.69% | -0.13% | -1.08% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.68% | EXIT | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.68% | -0.04% | -3.34% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.68% | -0.07% | +0.65% | |
| 38 | APP | Applovin Corp-class A | Stock-Tech | 0.67% | -0.67% | EXIT | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.67% | -0.09% | -3.14% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | +0.18% | -1.92% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.02% | +1.27% | |
| 42 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.63% | +0.15% | — | |
| 43 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.63% | -0.24% | +9.23% | |
| 44 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.63% | -0.08% | +0.82% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.61% | -0.06% | -2.66% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | -0.04% | -1.41% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.59% | +0.10% | -1.97% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.03% | -1.00% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.57% | -0.07% | — | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.56% | -0.06% | +2.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LEXI | Alexis Practical Tactical Et | +0.9% | +2.55% | Add |
| 2 | LRCX | Lam Research CORP | +0.8% | +99.19% | Add |
| 3 | PYLD | Pimco Multisector Bond Actv | +0.6% | NEW | New buy |
| 4 | MRVL | Marvell Technology Inc | +0.6% | NEW | New buy |
| 5 | DGRO | Ishares Core Dividend Growth | +0.5% | NEW | New buy |
| 6 | HPE | Hewlett Packard Enterprise | +0.4% | NEW | New buy |
| 7 | ARM | Arm Holdings Plc-adr | +0.4% | -1.08% | Trim |
| 8 | CRUS | Cirrus Logic Inc | +0.4% | NEW | New buy |
| 9 | PGR | Progressive CORP | +0.3% | NEW | New buy |
| 10 | MMM | 3m Co | +0.2% | NEW | New buy |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | +149.95% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | -4.14% | Trim |
| 13 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -0.66% | Trim |
| 14 | SMH | Vaneck Semiconductor ETF | +0.2% | +34.43% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.31% | Add |
| 16 | AMAT | Applied Materials Inc | +0.1% | +4.89% | Add |
| 17 | INTC | Intel CORP | +0.1% | +4.35% | Add |
| 18 | DELL | Dell Technologies -c | +0.1% | -1.14% | Trim |
| 19 | ✓ | +0.1% | NEW | New buy | |
| 20 | AVGO | Broadcom Inc | +0.1% | -1.57% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.1% | -15.52% | Trim |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +469.98% | Add |
| 23 | AMD | Advanced Micro Devices | +0.1% | +21.82% | Add |
| 24 | ✓ | +0.1% | NEW | New buy | |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | -2.93% | Trim |
| 26 | IWD | Ishares Russell 1000 Value E | +0.1% | +146.59% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.56% | Trim |
| 28 | ANET | Arista Networks Inc | +0.1% | -1.97% | Trim |
| 29 | IOO | Ishares Global 100 ETF | +0.1% | +35.49% | Add |
| 30 | RMBS | Rambus Inc | +0.1% | -1.79% | Trim |
| 31 | QCOM | Qualcomm Inc | +0.1% | +1.01% | Add |
| 32 | GLW | Corning Inc | +0.1% | -0.68% | Trim |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +2.14% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -4.66% | Trim |
| 35 | LAMR | Lamar Advertising Co-a | +0.1% | +0.82% | Add |
| 36 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 37 | APP | Applovin Corp-class A | +0.1% | -5.38% | Trim |
| 38 | CRWV | Coreweave Inc-cl A | +0.1% | -2.08% | Trim |
| 39 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 40 | ✓ | +0.1% | NEW | New buy | |
| 41 | IMTM | Ishares Msci Intl Momentum F | 0% | +9.23% | Add |
| 42 | GOOG | Alphabet Inc-cl C | 0% | -1.41% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.47% | Trim |
| 44 | IBKR | Interactive Brokers Gro-cl A | 0% | -4.09% | Trim |
| 45 | SCHA | Schwab US Small-cap ETF | 0% | -0.20% | Trim |
| 46 | TXN | Texas Instruments Inc | 0% | NEW | New buy |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | -1.77% | Trim |
| 48 | CMI | Cummins Inc | 0% | -2.26% | Trim |
| 49 | PNC | Pnc Financial Services Group | 0% | +4.93% | Add |
| 50 | RY | Royal Bank Of Canada | 0% | -0.53% | Trim |
According to official SEC Form 13F filings, Independent Solutions Wealth Management, LLC reported a total U.S. public equity portfolio value of $787.8M across 194 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LEXI, AAPL, NVDA) accounted for 28.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
PYLD
市值: $4.9M
Top Position Liquidated / Trimmed
IEUR
前期市值: $2.9M
During Q2 2026, Independent Solutions Wealth Management, LLC's top holdings by market value included LEXI (18.3%)、AAPL (3.2%)、NVDA (2.7%). The largest single position, LEXI, represented 18.3% of total portfolio value.
In Q2 2026, Independent Solutions Wealth Management, LLC made 176 total portfolio adjustments, initiating 20 new buys, adding to 66 positions, trimming 79 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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