Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Independent Solutions Wealth Management, LLC (CIK 1818391) reported $679.1M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LEXI ($118.5M, 17.45%), AAPL ($21.6M, 3.18%), NVDA ($18.1M, 2.66%), IVW ($17.3M, 2.55%), SHV ($16.0M, 2.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LEXI | LISTED FDS TR | $118.5M | 17.45% | 3.4M | Added |
| 2 | AAPL | APPLE INC | $21.6M | 3.18% | 85,096 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $18.1M | 2.66% | 103,705 | Added |
| 4 | IVW | ISHARES TR | $17.3M | 2.55% | 153,274 | Added |
| 5 | SHV | ISHARES TR | $16.0M | 2.36% | 145,014 | Added |
| 6 | IVE | ISHARES TR | $15.3M | 2.26% | 72,579 | Trimmed |
| 7 | AVGO | BROADCOM INC | $14.3M | 2.11% | 46,190 | Trimmed |
| 8 | AGG | ISHARES TR | $11.2M | 1.64% | 112,421 | Added |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | $11.1M | 1.63% | 75,690 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $10.6M | 1.57% | 10,682 | Trimmed |
| 11 | IEFA | ISHARES TR | $10.3M | 1.51% | 113,250 | Trimmed |
| 12 | IJH | ISHARES TR | $10.2M | 1.51% | 151,633 | Added |
| 13 | GVI | ISHARES TR | $9.6M | 1.42% | 90,261 | Added |
| 14 | MSFT | MICROSOFT CORP | $9.4M | 1.39% | 25,444 | Added |
| 15 | SCHV | SCHWAB STRATEGIC TR | $9.3M | 1.37% | 304,695 | Trimmed |
| 16 | IVV | ISHARES TR | $9.1M | 1.34% | 13,965 | Added |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $8.5M | 1.25% | 167,656 | Added |
| 18 | SCHG | SCHWAB STRATEGIC TR | $8.4M | 1.23% | 287,283 | Trimmed |
| 19 | MINT | PIMCO ETF TR | $8.2M | 1.20% | 81,216 | Added |
| 20 | CVX | CHEVRON CORPORATION | $8.0M | 1.17% | 38,563 | Added |
| 21 | GOOGL | ALPHABET INC | $8.0M | 1.17% | 27,735 | Trimmed |
| 22 | SHY | ISHARES TR | $7.0M | 1.03% | 84,761 | Added |
| 23 | ITOT | ISHARES TR | $6.8M | 1.01% | 47,989 | Trimmed |
| 24 | CSCO | CISCO SYS INC | $6.7M | 0.98% | 85,949 | Trimmed |
| 25 | SCHZ | SCHWAB STRATEGIC TR | $6.5M | 0.96% | 280,007 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31