Independent Solutions Wealth Management, LLC

CIK

1818391

Location

Williamsville, NY

Portfolio Value

Small $311,707,917

Diversification

Diversified

Filing Date

Global Rank

#3,049 / 8,232 ▲ 177

Top Industry

Semiconductors 13.3%

3Y Alpha vs SPY

-0.8%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.7%

SPY

+76.3%

Annualised alpha

-0.8%

Max drawdown

−21.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

128 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%	$17,576,554	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	$306,670
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 positions · $311,707,917 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	Exxon Mobil 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	+10.0%	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%