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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 38.0% | $118,310,081 |
| Financial Services | 9.9% | $30,755,064 |
| Energy | 9.1% | $28,510,957 |
| Consumer Defensive | 8.9% | $27,776,976 |
| Communication Services | 7.6% | $23,610,296 |
| Consumer Cyclical | 6.8% | $21,272,175 |
| Healthcare | 6.0% | $18,842,908 |
| Industrials | 5.6% | $17,576,554 |
| Basic Materials | 3.4% | $10,563,174 |
| Unclassified | 2.5% | $7,647,437 |
| Real Estate | 1.4% | $4,357,355 |
| Utilities | 0.8% | $2,484,940 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EGHT |
8X8 Inc /De/
Technology
|
Held | 19,551 | $32,454 | 0.01% | |
| ENIC |
Enel Chile S.A.
Utilities
|
Held | 22,224 | $87,562 | 0.03% | |
| NWBI |
Northwest Bancshares, Inc.
Financial Services
|
Added | 12,749 | $161,784 | 0.05% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Reduced | 2,545 | $206,933 | 0.07% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Held | 12,692 | $215,383 | 0.07% | |
| NUE |
Nucor Corp
Basic Materials
|
Added | 1,314 | $222,197 | 0.07% | |
| SYBT |
Stock Yards Bancorp, Inc.
Financial Services
|
Held | 3,418 | $226,579 | 0.07% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 510 | $235,104 | 0.08% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
NEW | 538 | $249,196 | 0.08% | |
| TRP |
Tc Energy Corp
Energy
|
Held | 4,000 | $250,400 | 0.08% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 1,524 | $250,804 | 0.08% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,088 | $264,471 | 0.08% | |
| CVNA |
Carvana Co.
Consumer Cyclical
|
Held | 860 | $270,366 | 0.09% | |
| IRT |
Independence Realty Trust, Inc.
Real Estate
|
Held | 18,197 | $270,953 | 0.09% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
NEW | 400 | $281,104 | 0.09% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 582 | $286,070 | 0.09% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 1,030 | $295,610 | 0.09% | |
| FDX |
Fedex Corp
Industrials
|
NEW | 861 | $306,670 | 0.10% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 10,831 | $313,990 | 0.10% | |
| AXP |
American Express Co
Financial Services
|
Held | 1,075 | $325,166 | 0.10% | |
| GE |
General Electric Co
Industrials
|
NEW | 1,199 | $340,240 | 0.11% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 1,210 | $351,492 | 0.11% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 1,547 | $355,485 | 0.11% | |
| DVN |
Devon Energy Corp/De
Energy
|
Held | 7,198 | $362,203 | 0.12% | |
| ASML |
Asml Holding NV
Technology
|
Held | 277 | $365,869 | 0.12% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 769 | $368,504 | 0.12% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 2,381 | $380,245 | 0.12% | |
| ORCL |
Oracle Corp
Technology
|
Added | 2,677 | $393,813 | 0.13% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,085 | $424,151 | 0.14% | |
| MIAX |
Miami International Holdings, Inc.
Financial Services
|
NEW | 11,056 | $430,299 | 0.14% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 37,289 | $430,315 | 0.14% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 1,806 | $438,171 | 0.14% | |
| MTB |
M&T Bank Corp
Financial Services
|
Held | 2,135 | $441,347 | 0.14% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 1,323 | $456,633 | 0.15% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 2,529 | $461,365 | 0.15% | |
| OKE |
Oneok Inc /New/
Energy
|
NEW | 5,344 | $483,044 | 0.15% | |
| INTC |
Intel Corp
Technology
|
Held | 10,972 | $484,194 | 0.16% | |
| CMC |
COMMERCIAL METALS Co
Industrials
|
Added | 7,920 | $486,525 | 0.16% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 4,856 | $498,565 | 0.16% | |
| GRMN |
Garmin Ltd
Technology
|
Added | 2,237 | $519,006 | 0.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,388 | $526,122 | 0.17% | |
| GLD |
Spdr Gold Trust
|
Added | 1,265 | $544,316 | 0.17% | |
| ALL |
Allstate Corp
Financial Services
|
NEW | 2,777 | $575,783 | 0.18% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 4,226 | $693,613 | 0.22% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 2,127 | $718,585 | 0.23% | |
| CP |
Canadian Pacific Kansas City Ltd/Cn
Industrials
|
Reduced | 10,113 | $795,488 | 0.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,290 | $838,938 | 0.27% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,007 | $851,911 | 0.27% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 937 | $861,824 | 0.28% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,219 | $863,612 | 0.28% |