13FBOX
Independent Solutions Wealth Management, LLC · 13F Holdings
Options Calculator Rankings

Independent Solutions Wealth Management, LLC

No.3264 Data as of 2026Q2
Latest AUM (Q2 2026)
$770.7M
QoQ Change Q1 2026
+$91.6M+13.5%
Holdings
194
New Buys
19
Adds
67
Reduces
83
Exits
10
Unchanged
25
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AALEXIS PRACTICAL TACTICAL ETFLEXI
18.19%17.45%$140.2M3.4M$118.5M3.4M+85,741+2.55%Add
APPLE INCAAPL
3.18%3.18%$24.5M84,663$21.6M85,096-433-0.51%Reduce
NVIDIA CORPORATIONNVDA
2.66%2.66%$20.5M102,435$18.1M103,705-1,270-1.22%Reduce
IISHARES TRIVW
2.61%2.55%$20.1M146,134$17.3M153,274-7,140-4.66%Reduce
BROADCOM INCAVGO
2.23%2.11%$17.2M45,463$14.3M46,190-727-1.57%Reduce
IISHARES S&PIVE
2.13%2.26%$16.4M72,357$15.3M72,579-222-0.31%Reduce
IISHARES TRSHV
1.56%2.36%$12.0M108,641$16.0M145,014-36,373-25.08%Reduce
IISHARES COREIJH
1.5%1.51%$11.6M150,024$10.2M151,633-1,609-1.06%Reduce
IISHARES TRIVV
1.47%1.34%$11.3M15,125$9.1M13,965+1,160+8.31%Add
IISHARES TRAGG
1.45%1.64%$11.2M112,822$11.2M112,421+401+0.36%Add
IISHARES TRIEFA
1.39%1.51%$10.7M111,209$10.3M113,250-2,041-1.80%Reduce
SSCHWAB U.S. LARGE-CAP VALUE ETFSCHV
1.36%1.37%$10.5M301,365$9.3M304,695-3,330-1.09%Reduce
ALPHABET INCGOOGL
1.27%1.17%$9.8M27,301$8.0M27,735-434-1.56%Reduce
COSTCO WHOLESALE CORPORATIONCOST
1.26%1.57%$9.7M10,367$10.6M10,682-315-2.95%Reduce
IISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI
1.25%1.42%$9.6M90,932$9.6M90,261+671+0.74%Add
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
1.25%1.23%$9.6M283,967$8.4M287,283-3,316-1.15%Reduce
CISCO SYS INCCSCO
1.11%0.98%$8.5M72,609$6.7M85,949-13,340-15.52%Reduce
PALANTIR TECHNOLOGIES INCPLTR
1.1%1.63%$8.5M72,968$11.1M75,690-2,722-3.60%Reduce
JJPMORGAN ULTRA-SHORT INCOME ETFJPST
1.08%1.25%$8.3M164,140$8.5M167,656-3,516-2.10%Reduce
LAM RESEARCH CORPLRCX
1.06%0.3%$8.2M18,849$2.0M9,463+9,386+99.19%Add
MICROSOFT CORPMSFT
1.04%1.39%$8.0M21,540$9.4M25,444-3,904-15.34%Reduce
PPIMCO ETF TRMINT
1.02%1.2%$7.9M78,214$8.2M81,216-3,002-3.70%Reduce
IISHARES TRITOT
1%1.01%$7.7M47,053$6.8M47,989-936-1.95%Reduce
AMAZON COM INCAMZN
0.96%0.95%$7.4M30,966$6.4M30,880+86+0.28%Add
IISHARES 1-3 YEAR TREASURY BOND ETFSHY
0.92%1.03%$7.1M86,498$7.0M84,761+1,737+2.05%Add
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.86%0.96%$6.6M287,290$6.5M280,007+7,283+2.60%Add
IISHARES TRSHYG
0.85%0.93%$6.5M154,051$6.3M149,594+4,457+2.98%Add
CHEVRON CORPORATIONCVX
0.84%1.17%$6.5M38,995$8.0M38,563+432+1.12%Add
IISHARES FLOATING RATE BOND ETFFLOT
0.84%0.94%$6.4M126,330$6.4M125,951+379+0.30%Add
IISHARES COREIJR
0.83%0.81%$6.4M43,382$5.5M44,164-782-1.77%Reduce
CROWDSTRIKE HLDGS INCCRWD
0.76%0.46%$5.9M7,727$3.1M7,994-267-3.34%Reduce
SSCHWAB STRATEGIC TRSCHR
0.74%0.8%$5.7M230,818$5.5M219,043+11,775+5.38%Add
IISHARES TRMTUM
0.69%0.55%$5.3M15,592$3.8M15,695-103-0.66%Reduce
VISA INCV
0.69%0.7%$5.3M15,570$4.7M15,685-115-0.73%Reduce
ARM HOLDINGS PLCARM
0.68%0.33%$5.3M14,873$2.3M15,036-163-1.08%Reduce
EXXON MOBIL CORPXOM
0.68%0.95%$5.2M38,344$6.5M38,067+277+0.73%Add
SSCHWAB STRATEGIC TRSCHF
0.68%0.71%$5.2M188,987$4.8M195,524-6,537-3.34%Reduce
IISHARES TRLQD
0.67%0.76%$5.2M47,689$5.2M47,380+309+0.65%Add
AAPPLOVIN CORPAPP
0.67%0.62%$5.2M10,020$4.2M10,590-570-5.38%Reduce
SSCHWAB STRATEGIC TRSCHM
0.67%0.66%$5.1M139,483$4.5M144,003-4,520-3.14%Reduce
META PLATFORMS INCMETA
0.67%0.78%$5.1M9,109$5.3M9,287-178-1.92%Reduce
JOHNSON & JOHNSONJNJ
0.64%0.69%$4.9M19,481$4.7M19,237+244+1.27%Add
PPIMCO ETF TRPYLD
0.63%$4.9M183,119$00+183,119New Buy
IISHARES TRIMTM
0.63%0.59%$4.8M90,720$4.0M83,057+7,663+9.23%Add
LAMAR ADVERTISING COLAMR
0.62%0.57%$4.8M30,879$3.9M30,629+250+0.82%Add
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
0.61%0.72%$4.7M195,129$4.9M200,452-5,323-2.66%Reduce
AAlphabet Inc Class CGOOG
0.61%0.57%$4.7M13,239$3.9M13,428-189-1.41%Reduce
ARISTA NETWORKS INCANET
0.59%0.49%$4.5M26,660$3.3M27,196-536-1.97%Reduce
COCA COLA COKO
0.57%0.61%$4.4M53,795$4.1M54,338-543-1.00%Reduce
MARVELL TECHNOLOGY INCMRVL
0.56%$4.4M14,606$00+14,606New Buy

🧭 Institutional Sector Flow Heatmap

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