13F Insight
DOSSIER · 13F-HR · Q2 2026

Independent Solutions Wealth Management, LLC

$766M in tracked AUM across 194 positions as of Q2 2026.

IS
CIK 0001818391 · last filed Jun 30, 2026
Total AUM
$766M
as of Q2 2026
Holdings
194
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Independent Solutions Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LEXI
LISTED FDS TR
$140M3.4M18.3%02
AAPL
APPLE INC
$24M85K3.2%03
NVDA
NVIDIA CORPORATION
$20M102K2.7%04
IVW
ISHARES TR
$20M146K2.6%05
AVGO
BROADCOM INC
$17M45K2.2%06
IVE
ISHARES TR
$16M72K2.1%07
SHV
ISHARES TR
$12M109K1.6%08
IJH
ISHARES TR
$12M150K1.5%09
IVV
ISHARES TR
$11M15K1.5%10
AGG
ISHARES TR
$11M113K1.5%

Filing history

2026Q2Jun 30
$766M▲ 12.8%
194 positionsView →2026Q1Mar 31
$679M▲ 24.8%
185 positionsView →2025Q4Dec 31
$544M▼ 3.3%
173 positionsView →2025Q3Sep 30
$563M▲ 9.9%
178 positionsView →2025Q2Jun 30
$512M▲ 14.7%
178 positionsLocked2025Q1Mar 31
$447M▼ 2.3%
173 positionsLocked2024Q4Dec 31
$457M▲ 3.4%
171 positionsLocked2024Q3Sep 30
$442M▲ 1.4%
164 positionsLocked2024Q2Jun 30
$436M▲ 3.6%
168 positionsLocked2024Q1Mar 31
$421M▲ 8.1%
171 positionsLocked2023Q4Dec 31
$390M▲ 1.2%
166 positionsLocked2023Q3Sep 30
$385M▼ 3.1%
200 positionsLocked
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