Independent Solutions Wealth Management, LLC

CIK

1818391

Location

Williamsville, NY

Portfolio Value

Small $311,707,919

Diversification

Diversified

Filing Date

Global Rank

#3,368 / 8,622 ▲ 79 · as of Mar 2026

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed Apr 27, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.8%

SPY

+67.9%

Annualised alpha

+1.4%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

128 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.9%

−0.2 pts

Top 5

24.3%

−2.3 pts

Top 10

36.6%

−2.9 pts

HHI

216

Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.0%	$118,310,081	30
Financial Services	9.9%	$30,755,064	23
Energy	9.1%	$28,510,957	11
Consumer Defensive	8.9%	$27,776,976	7
Communication Services	7.6%	$23,610,296	6
Consumer Cyclical	6.8%	$21,272,175	10
Healthcare	6.0%	$18,842,908	10
Industrials	5.6%	$17,576,556	15
Basic Materials	3.4%	$10,563,174	6
Unclassified	2.5%	$7,647,437	5
Real Estate	1.4%	$4,357,355	3
Utilities	0.8%	$2,484,940	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+14,517	38,563	$7,978,684
PG	PROCTER & GAMBLE Co	+10,926	21,313	$3,078,449
MRK	Merck & Co., Inc.	+9,528	29,048	$3,494,183
JNJ	Johnson & Johnson	+5,440	19,237	$4,702,292
JPM	Jpmorgan Chase & Co	+4,670	10,123	$2,977,781
NKE	NIKE, Inc.	+4,361	17,928	$946,956
AAPL	Apple Inc.	+3,317	85,096	$21,596,513
MSFT	Microsoft Corp	+2,658	25,444	$9,418,605
NVDA	Nvidia Corp	+1,996	103,705	$18,086,152
KO	Coca Cola Co	+1,824	54,338	$4,132,404
ARM	Arm Holdings PLC /Uk	+1,771	15,036	$2,274,646
LRCX	Lam Research Corp	+1,445	9,463	$2,021,864
NFLX	Netflix Inc	+1,246	40,748	$3,917,920
TJX	Tjx Companies Inc /De/	+1,013	2,381	$380,245
V	Visa Inc.	+911	15,685	$4,740,634
SPY	Spdr S&P 500 ETF Trust	+881	1,290	$838,938
MPC	Marathon Petroleum Corp	+855	10,620	$2,593,191
ENB	Enbridge Inc	+838	38,213	$2,068,851
VZ	Verizon Communications Inc	+830	37,345	$1,874,719
QCOM	Qualcomm Inc/De	+684	16,045	$2,066,275
CAT	Caterpillar Inc	+661	1,219	$863,612
PNC	Pnc Financial Services Group, Inc.	+659	8,276	$1,722,152
MCD	Mcdonalds Corp	+615	10,902	$3,388,232
CME	Cme Group Inc.	+566	5,958	$1,759,695
ABT	Abbott Laboratories	+565	4,856	$498,565
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−45,770	40,613	$3,580,442
BAC	Bank Of America Corp /De/	−41,685	20,415	$995,231
PLTR	Palantir Technologies Inc.	−3,520	75,690	$11,071,933
CCI	Crown Castle Inc.	−3,218	2,545	$206,933
T	At&T Inc.	−2,177	10,831	$313,990
SCCO	Southern Copper Corp/	−2,093	21,081	$3,627,196
GS	Goldman Sachs Group Inc	−1,765	1,007	$851,911
F	Ford Motor Co	−1,477	37,289	$430,315
PM	Philip Morris International Inc.	−1,445	21,345	$3,529,182
HD	Home Depot, Inc.	−1,362	7,512	$2,470,621
NEM	NEWMONT Corp /DE/	−1,184	14,463	$1,565,619
ANET	Arista Networks, Inc.	−1,179	27,196	$3,339,124
IBKR	Interactive Brokers Group, Inc.	−1,148	37,298	$2,501,576
HOOD	Robinhood Markets, Inc.	−1,103	44,405	$3,077,266
AMZN	Amazon Com Inc	−1,092	30,880	$6,431,377
CSCO	Cisco Systems, Inc.	−934	85,949	$6,668,782
WMT	Walmart Inc.	−908	15,977	$1,985,621
ADBE	Adobe Inc.	−874	1,088	$264,471
SHOP	Shopify Inc.	−850	35,261	$4,182,659
APD	Air Products & Chemicals, Inc.	−760	1,210	$351,492
COST	Costco Wholesale Corp /New	−681	10,682	$10,643,865
GOOGL	Alphabet Inc.	−548	27,735	$7,975,476
SRE	Sempra	−526	24,672	$2,397,378
AVGO	Broadcom Inc.	−495	46,190	$14,296,266
VLO	Valero Energy Corp/Tx	−436	12,821	$3,167,812
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
VALE	Vale S.A.	179,134	$2,850,021
CRWV	CoreWeave, Inc.	36,225	$2,806,350
QQQ	Invesco Qqq Trust, Series 1	4,218	$2,434,545
UPS	United Parcel Service Inc	20,921	$2,058,207
SOLS	Solstice Advanced Materials Inc.	25,560	$1,946,649
RMBS	Rambus Inc	22,574	$1,942,041
AMAT	Applied Materials Inc /De	2,840	$970,683
ALL	Allstate Corp	2,777	$575,783
OKE	Oneok Inc /New/	5,344	$483,044
MIAX	Miami International Holdings, Inc.	11,056	$430,299
GE	General Electric Co	1,199	$340,240
FDX	Fedex Corp	861	$306,671
LITE	Lumentum Holdings Inc.	400	$281,104
MS	Morgan Stanley	1,524	$250,804
DIA	Spdr Dow Jones Industrial Average ETF Trust	538	$249,196
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
URI	United Rentals, Inc.	2,859	$2,313,845
PANW	Palo Alto Networks Inc	11,083	$2,041,488
MELI	Mercadolibre Inc	886	$1,784,634
CRM	Salesforce, Inc.	1,974	$522,932
DDS	Dillard's, Inc.	800	$485,072
BKNG	Booking Holdings Inc.	55	$294,543
CHE	Chemed Corp	536	$229,332
TROW	Price T Rowe Group Inc	2,162	$221,345
TSN	Tyson Foods, Inc.	3,751	$219,883
MLM	Martin Marietta Materials Inc	350	$217,931
NOW	ServiceNow, Inc.	1,351	$206,959
DIS	Walt Disney Co	1,804	$205,241
TM	Toyota Motor Corp/	935	$200,146
AGNC	AGNC Investment Corp.	10,000	$107,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 tracked positions · $311,707,919 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	85,096	+3,317	$21,596,513	−2.9%	6.93%
NVDA	Nvidia Corp Technology	Added	103,705	+1,996	$18,086,152	−4.7%	5.80%
AVGO	Broadcom Inc. Technology	Reduced	46,190	-495	$14,296,266	−11.5%	4.59%
PLTR	Palantir Technologies Inc. Technology	Reduced	75,690	-3,520	$11,071,933	−21.4%	3.55%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,682	-681	$10,643,865	+8.6%	3.41%
MSFT	Microsoft Corp Technology	Added	25,444	+2,658	$9,418,605	−14.5%	3.02%
CVX	Chevron Corp Energy	Added	38,563	+14,517	$7,978,684	+117.7%	2.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	27,735	-548	$7,975,476	−9.9%	2.56%
CSCO	Cisco Systems, Inc. Technology	Reduced	85,949	-934	$6,668,782	−0.4%	2.14%
XOM	ExxonMobil Holdings Corp Energy	Reduced	38,067	-170	$6,458,447	+40.4%	2.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	30,880	-1,092	$6,431,377	−12.9%	2.06%
META	Meta Platforms, Inc. Communication Services	Added	9,287	+3	$5,313,371	−13.3%	1.70%
V	Visa Inc. Financial Services	Added	15,685	+911	$4,740,634	−8.5%	1.52%
JNJ	Johnson & Johnson Healthcare	Added	19,237	+5,440	$4,702,292	+64.7%	1.51%
APP	AppLovin Corp Communication Services	Reduced	10,590	-246	$4,214,820	−42.3%	1.35%
SHOP	Shopify Inc. Technology	Reduced	35,261	-850	$4,182,659	−28.0%	1.34%
KO	Coca Cola Co Consumer Defensive	Added	54,338	+1,824	$4,132,404	+12.6%	1.33%
NFLX	Netflix Inc Communication Services	Added	40,748	+1,246	$3,917,920	+5.8%	1.26%
MO	Altria Group, Inc. Consumer Defensive	Added	58,817	+464	$3,881,333	+15.4%	1.25%
LAMR	Lamar Advertising Co/New Real Estate	Added	30,629	+71	$3,879,469	+0.3%	1.24%
ETN	Eaton Corp plc Industrials	Reduced	10,255	-300	$3,667,905	+9.1%	1.18%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	21,081	-2,093	$3,627,196	+9.1%	1.16%
IAU	Ishares Gold Trust	Reduced	40,613	-45,770	$3,580,442	−48.9%	1.15%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	4,916	-208	$3,578,159	+26.3%	1.15%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	21,345	-1,445	$3,529,182	−3.5%	1.13%
MRK	Merck & Co., Inc. Healthcare	Added	29,048	+9,528	$3,494,183	+70.1%	1.12%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,902	+615	$3,388,232	+7.8%	1.09%
AMGN	Amgen Inc Healthcare	Added	9,591	+130	$3,374,593	+9.0%	1.08%
ANET	Arista Networks, Inc. Technology	Reduced	27,196	-1,179	$3,339,124	−10.2%	1.07%
NET	Cloudflare, Inc. Technology	Reduced	15,925	-317	$3,285,964	+2.6%	1.05%
VLO	Valero Energy Corp/Tx Energy	Reduced	12,821	-436	$3,167,812	+46.8%	1.02%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	7,994	+14	$3,120,937	−16.6%	1.00%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	21,313	+10,926	$3,078,449	+106.8%	0.99%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	44,405	-1,103	$3,077,266	−40.2%	0.99%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,123	+4,670	$2,977,781	+69.5%	0.96%
VALE	Vale S.A. Basic Materials	NEW	179,134	NEW	$2,850,021	NEW	0.91%
ABBV	AbbVie Inc. Healthcare	Added	12,914	+158	$2,808,665	−3.6%	0.90%
CRWV	CoreWeave, Inc. Technology	NEW	36,225	NEW	$2,806,350	NEW	0.90%
PSX	Phillips 66 Energy	Added	15,375	+31	$2,801,017	+41.5%	0.90%
MPC	Marathon Petroleum Corp Energy	Added	10,620	+855	$2,593,191	+63.3%	0.83%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	37,298	-1,148	$2,501,576	+1.2%	0.80%
PAG	Penske Automotive Group, Inc. Consumer Cyclical	Reduced	16,646	-88	$2,488,909	−6.0%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	7,512	-1,362	$2,470,621	−19.1%	0.79%
QQQ	Invesco Qqq Trust, Series 1	NEW	4,218	NEW	$2,434,545	NEW	0.78%
RTX	RTX Corp Industrials	Reduced	12,607	-106	$2,431,890	+4.3%	0.78%
SRE	Sempra Utilities	Reduced	24,672	-526	$2,397,378	+7.8%	0.77%
IBM	International Business Machines Corp Technology	Reduced	9,834	-76	$2,383,663	−18.8%	0.76%
BX	Blackstone Inc. Financial Services	Added	20,541	+173	$2,362,009	−24.8%	0.76%
ARM	Arm Holdings PLC /Uk Technology	Added	15,036	+1,771	$2,274,646	+56.9%	0.73%
PJT	PJT Partners Inc. Financial Services	Reduced	16,169	-115	$2,259,132	−17.0%	0.72%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.