StockDriftsStockDriftsTop 50 Independent Solutions Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LEXI | LISTED FDS TR | 18.3% | 3.45M | $140.2M | +2.55%(+85.74K) | $34.83(+18.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.2% | 84.7K | $24.5M | -0.51%(-433) | $120.95(+153.55%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.67% | 102.4K | $20.5M | -1.22%(-1.27K) | $24.55(+798.10%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.62% | 146.1K | $20.1M | -4.66%(-7.14K) | $54.54(+159.94%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.24% | 45.5K | $17.2M | -1.57%(-727) | $54.04(+677.89%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.14% | 72.4K | $16.4M | -0.31%(-222) | $115.94(+104.17%) | 2026-06-30 | |
| SHV | ISHARES TR | 1.56% | 108.6K | $12.0M | -25.08%(-36.37K) | $110.37(-0.18%) | 2026-06-30 | |
| IJH | ISHARES TR | 1.51% | 150.0K | $11.6M | -1.06%(-1.61K) | $39.61(+96.71%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.48% | 15.1K | $11.3M | +8.31%(+1.16K) | $616.31(+26.13%) | 2026-06-30 | |
| AGG | ISHARES TR | 1.46% | 112.8K | $11.2M | +0.36%(+401) | $111.52(-12.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.72% | +54.95% | +7.96% | +46.68% |
| Top 20 Holdings Unweighted | +14.34% | +49.47% | +6.37% | +36.20% |
Independent Solutions Wealth Management, LLC reports $766.31M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are LEXI (18.3%), AAPL (3.2%) and NVDA (2.7%). The top 20 holdings account for 49.37% of reported assets. Its disclosed equity book has returned +54.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Solutions Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1818391). View Independent Solutions Wealth Management, LLC’s 13F filings on SEC