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Independent Solutions Wealth Management - Q1 2026 13F Filings

IN

Independent Solutions Wealth Management, LLC

CIK: 0001818391
Address: New York Williamsville 305 Spindrift Drive
$679.13 M
Portfolio Value
185
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. LEXI Alexis Practical Tactical Etf
+$100.07 M
2. JPST Jpmorgan Ultra-Short Income Etf
+$4.85 M
3. MINT Pimco Enhanced Short Maturity Active Exchange-Traded Fund
+$4.53 M
4. SHV Ishares Short Treasury Bond Etf
+$3.68 M
5. CVX Chevron Corporation
+$3 M

Top Sells

Q1 2026
1. IAU Ishares Gold Trust
−$4.04 M
2. URI United Rentals
−$2.31 M
3. PANW Palo Alto Networks
−$2.04 M
4. BAC Bank Of America Corporation
−$2.03 M
5. MELI Mercadolibre
−$1.78 M

Asset Allocation

Stocks/ETFs
+24.75%
$678.17 M 99.86%
Options
$0 0.00%
Debt
$0 0.00%
Other
+39.07%
$952,379 0.14%

Sector Allocation (Stocks)

Independent Solutions Wealth Management Q1 2026 Filing Summary

Independent Solutions Wealth Management, LLC filed its 13F report for Q1 2026 on April 27, 2026. The portfolio totaled 679.13 M reflecting a +24.77% change from the prior quarter, spanning 185 assets. The top 10 holdings comprised 37.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 15 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Independent Solutions Wealth Management’s Q1 2026 Filing

Independent Solutions Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/27/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Independent Solutions Wealth Management reported a managed portfolio value of 679.13 M, consisting of 185 individual positions.

This page displays the raw filing documents. To see which stocks Independent Solutions Wealth Management bought or sold during Q1 2026, please visit Independent Solutions Wealth Management's Portfolio Analysis page.