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Independent Solutions Wealth Management - Q2 2026 13F Filings

IN

Independent Solutions Wealth Management, LLC

CIK: 0001818391
Address: New York Williamsville 305 Spindrift Drive
$766.31 M
Portfolio Value
194
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. PYLD Pimco Multisector Bond Active Exchange-Traded Fund
+$4.86 M
2. MRVL Marvell Technology
+$4.35 M
3. LRCX Lam Research Corporation
+$4.07 M
4. LEXI Alexis Practical Tactical Etf
+$3.49 M
5. DGRO Ishares Core Dividend Growth Etf
+$3.48 M

Top Sells

Q2 2026
1. SHV Ishares Short Treasury Bond Etf
−$4.01 M
2. IEUR Ishares Core Msci Europe Etf
−$2.9 M
3. VALE Vale
−$2.25 M
4. UPS United Parcel Service
−$2.06 M
5. INTU Intuit
−$1.93 M

Asset Allocation

Stocks/ETFs
+12.88%
$765.49 M 99.89%
Options
$0 0.00%
Debt
$0 0.00%
Other
-14.53%
$813,992 0.11%

Sector Allocation (Stocks)

Independent Solutions Wealth Management Q2 2026 Filing Summary

Independent Solutions Wealth Management, LLC filed its 13F report for Q2 2026 on July 29, 2026. The portfolio totaled 766.31 M reflecting a +12.84% change from the prior quarter, spanning 194 assets. The top 10 holdings comprised 37.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 19 new positions and 10 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Independent Solutions Wealth Management’s Q2 2026 Filing

Independent Solutions Wealth Management submitted their Form 13F-HR for the Q2 2026 period on 07/29/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Independent Solutions Wealth Management reported a managed portfolio value of 766.31 M, consisting of 194 individual positions.

This page displays the raw filing documents. To see which stocks Independent Solutions Wealth Management bought or sold during Q2 2026, please visit Independent Solutions Wealth Management's Portfolio Analysis page.