Independent Solutions Wealth Management, LLC
Registered adviserCIK
1818391
Location
Williamsville, NY
Portfolio Value
Small
$761,746,800
Diversification
Diversified
Filing Date
Global Rank
#2,961
/ 8,815
▲ 1
Top Industry
Semiconductors
17.6%
Period ended 4 months ago
Filed Jul 29, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$1,537,251,382
Main clients
Individuals and high net worth
(98% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $1,537,251,382 | Individuals and high net worth (98%) |
| Apr 2025 to Mar 2026 | $1,226,210,629 | Individuals and high net worth (99%) |
| Apr 2024 to Mar 2025 | $953,830,582 | Individuals and high net worth (98%) |
| May 2023 to Mar 2024 | $838,414,200 | Individuals and high net worth (99%) |
| Apr 2023 | $838,414,200 | Individuals and high net worth (99%) |
| Mar 2022 to Mar 2023 | $860,000,000 | Individuals and high net worth (97%) |
3 earlier changes not shown.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 60.8% of the book (60%+)
Turnover
Low turnover
15.3% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 17.8 quarters (12+), a floor since 48.8% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 65.5%; sector active share 41.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
194 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.2%
−1.3 pts
Top 5
52.4%
−1.0 pts
Top 10
60.8%
−1.3 pts
HHI
863
Diversified−37
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.0% | $411,697,392 |
| Technology | 20.5% | $156,178,973 |
| Financial Services | 4.9% | $37,421,597 |
| Consumer Defensive | 3.7% | $28,008,398 |
| Communication Services | 3.6% | $27,670,379 |
| Energy | 3.3% | $25,504,118 |
| Consumer Cyclical | 3.1% | $23,259,915 |
| Healthcare | 2.7% | $20,458,340 |
| Industrials | 2.5% | $19,335,593 |
| Real Estate | 0.7% | $5,120,213 |
| Basic Materials | 0.6% | $4,636,577 |
| Utilities | 0.3% | $2,455,305 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +126,311 | 156,463 | $4,288,650 | ||
| — | +85,741 | 3,448,722 | $140,214,690 | ||
| IWF | iShares Russell 1000 Growth ETF | +19,739 | 23,939 | $2,972,505 | |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | +11,775 | 230,818 | $5,691,971 | |
| NKE | NIKE, Inc. | +10,820 | 28,748 | $1,180,105 | |
| LRCX | Lam Research Corp | +9,386 | 18,849 | $8,167,837 | |
| IMTM | iShares MSCI Intl Momentum Factor ETF | +7,663 | 90,720 | $4,838,097 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | +7,283 | 287,290 | $6,645,017 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +6,936 | 8,670 | $762,179 | |
| IOO | iShares Global 100 ETF | +5,560 | 21,225 | $2,899,335 | |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | +4,457 | 154,051 | $6,533,302 | |
| CVNA | Carvana Co. | +3,440 | 4,300 | $283,026 | |
| IWD | iShares Russell 1000 Value ETF | +3,439 | 5,785 | $1,402,457 | |
| PG | PROCTER & GAMBLE Co | +3,109 | 24,422 | $3,581,242 | |
| IXUS | iShares Core MSCI Total International Stock ETF | +2,062 | 36,803 | $3,512,478 | |
| IAU | Ishares Gold Trust | +1,806 | 42,419 | $3,203,058 | |
| ILF | iShares Latin America 40 ETF | +1,739 | 13,346 | $450,427 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +1,737 | 86,498 | $7,102,350 | |
| GS | Goldman Sachs Group Inc | +1,510 | 2,517 | $2,545,618 | |
| EEM | iShares MSCI Emerging Markets ETF | +1,490 | 19,360 | $1,324,417 | |
| MO | Altria Group, Inc. | +1,308 | 60,125 | $4,325,993 | |
| IVV | iShares Core S&P 500 ETF | +1,160 | 15,125 | $11,326,961 | |
| FREL | Fidelity MSCI Real Estate Index ETF | +1,027 | 115,332 | $3,379,227 | |
| SMH | VanEck Semiconductor ETF | +866 | 3,381 | $2,217,564 | |
| T | At&T Inc. | +865 | 11,696 | $242,107 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VALE | Vale S.A. | −149,623 | 29,511 | $443,845 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | −36,373 | 108,641 | $11,988,534 | |
| NFLX | Netflix Inc | −25,158 | 15,590 | $1,113,126 | |
| CSCO | Cisco Systems, Inc. | −13,340 | 72,609 | $8,528,653 | |
| IVW | iShares S&P 500 Growth ETF | −7,140 | 146,134 | $20,097,809 | |
| SCHF | Schwab International Equity ETF | −6,537 | 188,987 | $5,234,939 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | −5,323 | 195,129 | $4,710,414 | |
| HON | Honeywell International Inc | −5,157 | 4,638 | $1,038,448 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | −5,068 | 17,354 | $909,523 | |
| SCHB | Schwab U.S. Broad Market ETF | −4,752 | 138,086 | $3,998,970 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −4,520 | 139,483 | $5,142,738 | |
| JPM | Jpmorgan Chase & Co | −4,443 | 5,680 | $1,859,234 | |
| MSFT | Microsoft Corp | −3,904 | 21,540 | $8,034,850 | |
| BAC | Bank Of America Corp | −3,528 | 16,887 | $962,221 | |
| JPST | JPMorgan Ultra-Short Income ETF | −3,516 | 164,140 | $8,300,559 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | −3,330 | 301,365 | $10,490,515 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | −3,316 | 283,967 | $9,609,443 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | −3,002 | 78,214 | $7,884,753 | |
| PLTR | Palantir Technologies Inc. | −2,722 | 72,968 | $8,513,176 | |
| IEFA | iShares Core MSCI EAFE ETF | −2,041 | 111,209 | $10,740,565 | |
| F | Ford Motor Co | −1,982 | 35,307 | $490,767 | |
| IJH | iShares Core S&P Mid-Cap ETF | −1,609 | 150,024 | $11,568,350 | |
| IBKR | Interactive Brokers Group, Inc. | −1,527 | 35,771 | $3,113,507 | |
| HOOD | Robinhood Markets, Inc. | −1,299 | 43,106 | $4,322,669 | |
| NVDA | Nvidia Corp | −1,270 | 102,435 | $20,496,219 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PYLD | 183,119 | $4,856,315 | ||
| MRVL | Marvell Technology, Inc. | 14,606 | $4,350,981 | |
| DGRO | iShares Core Dividend Growth ETF | 45,955 | $3,482,929 | |
| HPE | Hewlett Packard Enterprise Co | 67,576 | $3,048,353 | |
| CRUS | Cirrus Logic, Inc. | 18,218 | $2,705,919 | |
| PGR | Progressive Corp | 8,751 | $1,911,655 | |
| MMM | 3M Co | 10,016 | $1,621,690 | |
| HONA | Honeywell Aerospace Inc. | 4,638 | $1,025,369 | |
| PANW | Palo Alto Networks Inc | 1,426 | $486,294 | |
| KLAC | Kla Corp | 1,333 | $402,179 | |
| SPCX | Space Exploration Technologies Corp | 2,263 | $386,656 | |
| TXN | Texas Instruments Inc | 1,024 | $305,223 | |
| GEV | GE Vernova Inc. | 211 | $247,895 | |
| TROW | Price T Rowe Group Inc | 2,165 | $246,138 | |
| MSIF | Msc Income Fund, Inc. | 20,939 | $242,264 | |
| FTNT | Fortinet, Inc. | 1,540 | $236,574 | |
| IWS | iShares Russell Mid-Cap Value ETF | 1,358 | $223,526 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 1,084 | $214,198 | |
| PWR | Quanta Services, Inc. | 278 | $200,171 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IEUR | iShares Core MSCI Europe ETF | 41,258 | $2,899,199 | |
| UPS | United Parcel Service Inc | 20,921 | $2,058,207 | |
| INTU | Intuit Inc. | 4,465 | $1,930,576 | |
| ZS | Zscaler, Inc. | 11,933 | $1,674,080 | |
| IYW | iShares, Inc. | 3,511 | $636,965 | |
| AAXJ | iShares Trust | 6,250 | $601,812 | |
| MIAX | Miami International Holdings, Inc. | 11,056 | $430,299 | |
| ISRG | Intuitive Surgical Inc | 510 | $235,104 | |
| CCI | Crown Castle Inc. | 2,545 | $206,933 | |
| SOXX | iShares Semiconductor ETF | 1,040 | $0 | |
| No positions match the current search. | ||||
194 tracked positions ·
$761,746,800 total
· filing declares
194 positions · $766,307,346
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 194 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
|
|
Added | 3,448,722 | $140,214,690 | 18.41% | ||
| AAPL |
Apple Inc.
Technology
|
Reduced | 84,663 | $24,498,085 | 3.22% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 102,435 | $20,496,219 | 2.69% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 146,134 | $20,097,809 | 2.64% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 45,463 | $17,173,648 | 2.25% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 72,357 | $16,429,380 | 2.16% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Reduced | 108,641 | $11,988,534 | 1.57% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 150,024 | $11,568,350 | 1.52% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 15,125 | $11,326,961 | 1.49% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 112,822 | $11,167,121 | 1.47% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Reduced | 111,209 | $10,740,565 | 1.41% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Reduced | 301,365 | $10,490,515 | 1.38% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 27,301 | $9,756,558 | 1.28% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 10,367 | $9,698,017 | 1.27% | |
|
|
Added | 90,932 | $9,647,885 | 1.27% | ||
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Reduced | 283,967 | $9,609,443 | 1.26% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 72,609 | $8,528,653 | 1.12% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 72,968 | $8,513,176 | 1.12% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Reduced | 164,140 | $8,300,559 | 1.09% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 18,849 | $8,167,837 | 1.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 21,540 | $8,034,850 | 1.05% | |
| MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
Reduced | 78,214 | $7,884,753 | 1.04% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Reduced | 47,053 | $7,729,396 | 1.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 30,966 | $7,380,436 | 0.97% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 86,498 | $7,102,350 | 0.93% | |
| SCHZ |
Schwab U.S. Aggregate Bond ETF
|
Added | 287,290 | $6,645,017 | 0.87% | |
| SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
|
Added | 154,051 | $6,533,302 | 0.86% | |
| CVX |
Chevron Corp
Energy
|
Added | 38,995 | $6,463,811 | 0.85% | |
| FLOT |
iShares Floating Rate Bond ETF
|
Added | 126,330 | $6,449,146 | 0.85% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 43,382 | $6,433,984 | 0.84% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 7,727 | $5,896,782 | 0.77% | |
| SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
|
Added | 230,818 | $5,691,971 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 15,570 | $5,341,911 | 0.70% | |
| ARM |
Arm Holdings PLC
Technology
|
Reduced | 14,873 | $5,273,519 | 0.69% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 38,344 | $5,242,391 | 0.69% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 188,987 | $5,234,939 | 0.69% | |
| LQD |
iShares iBoxx $ Investment Grade Corporate Bond ETF
|
Added | 47,689 | $5,201,439 | 0.68% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 10,020 | $5,162,604 | 0.68% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Reduced | 139,483 | $5,142,738 | 0.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 9,109 | $5,131,008 | 0.67% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 19,481 | $4,947,589 | 0.65% | |
| PYLD |
|
NEW | 183,119 | $4,856,315 | 0.64% | |
| IMTM |
iShares MSCI Intl Momentum Factor ETF
|
Added | 90,720 | $4,838,097 | 0.64% | |
| LAMR |
Lamar Advertising Co
Real Estate
|
Added | 30,879 | $4,816,506 | 0.63% | |
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
Reduced | 195,129 | $4,710,414 | 0.62% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 13,239 | $4,677,735 | 0.61% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 26,660 | $4,529,000 | 0.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 53,795 | $4,371,919 | 0.57% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 14,606 | $4,350,981 | 0.57% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Added | 60,125 | $4,325,993 | 0.57% |
Showing the top 50 of 194 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.