Sponsored

The Analysis of Independent Solutions Wealth Management, LLC's Holdings & P&L

Currently, Independent Solutions Wealth Management, LLC holds 185 types of securities in its portfolio with a total value $679.1M. In the most recent quarter, they have increased their positions in N/A (+2.8M shares, valued at $100.1M), JPST (+95.8K shares, valued at $4.8M), MINT (+45.1K shares, valued at $4.5M); decreased their positions in N/A (-45.8K shares, valued at $4.0M), BAC (-41.7K shares, valued at $2.0M), GS (-1.8K shares, valued at $1.5M); initiated new positions in VALE (+179.1K shares, valued at $2.9M), CRWV (+36.2K shares, valued at $2.8M), N/A (+4.2K shares, valued at $2.4M).

1M P&L

+149.8K+0.03%

3M P&L

+7.9M+1.44%

HY P&L

+25.3M+4.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A244.6M

48.2%

2Software - Infrastructure31.8M

6.3%

3Semiconductors26.0M

5.1%

Top Industries by Stock Count

1N/A56 stocks

33.7%

2Semiconductors7 stocks

4.2%

3Software - Infrastructure7 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LISTED FDS TR LISTED FDS TR3.4M shares542.61%2026-03-312026-04-27

AAPL APPLE INC85.1K shares4.06%2026-03-312026-04-27

NVDA NVIDIA CORPORATION103.7K shares1.96%2026-03-312026-04-27

IVW ISHARES TR153.3K shares2.27%2026-03-312026-04-27

SHV ISHARES TR145.0K shares29.83%2026-03-312026-04-27

IVE ISHARES TR72.6K shares-3.42%2026-03-312026-04-27

BROADCOM INC BROADCOM INC46.2K shares-1.06%2026-03-312026-04-27

AGG ISHARES TR112.4K shares0.75%2026-03-312026-04-27

Sponsored

PLTR PALANTIR TECHNOLOGIES INC75.7K shares-4.44%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION10.7K shares-5.99%2026-03-312026-04-27

IEFA ISHARES TR113.3K shares-3.82%2026-03-312026-04-27

IJH ISHARES TR151.6K shares11.31%2026-03-312026-04-27

GVI ISHARES TR90.3K shares1.91%2026-03-312026-04-27

MSFT MICROSOFT CORP25.4K shares11.67%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR304.7K shares-2.68%2026-03-312026-04-27

IVV ISHARES TR14.0K shares35.56%2026-03-312026-04-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F167.7K shares133.39%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR287.3K shares-2.48%2026-03-312026-04-27

MINT PIMCO ETF TR81.2K shares124.74%2026-03-312026-04-27

CVX CHEVRON CORPORATION38.6K shares60.37%2026-03-312026-04-27

ALPHABET INC ALPHABET INC27.7K shares-1.94%2026-03-312026-04-27

SHY ISHARES TR84.8K shares4.87%2026-03-312026-04-27

ITOT ISHARES TR48.0K shares-3.25%2026-03-312026-04-27

CSCO CISCO SYS INC85.9K shares-1.08%2026-03-312026-04-27

Sponsored

SCHZ SCHWAB STRATEGIC TR280.0K shares-0.18%2026-03-312026-04-27

XOM EXXON MOBIL CORP38.1K shares-0.44%2026-03-312026-04-27

AMZN AMAZON COM INC30.9K shares-3.42%2026-03-312026-04-27

FLOT ISHARES TR126.0K shares76.56%2026-03-312026-04-27

SHYG ISHARES TR149.6K shares67.99%2026-03-312026-04-27

IJR ISHARES TR44.2K shares-3.35%2026-03-312026-04-27

SCHR SCHWAB STRATEGIC TR219.0K shares-0.25%2026-03-312026-04-27

META META PLATFORMS INC9.3K shares0.03%2026-03-312026-04-27

Sponsored

LQD ISHARES TR47.4K shares0.14%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR200.5K shares0.92%2026-03-312026-04-27

SCHF SCHWAB STRATEGIC TR195.5K shares-2.32%2026-03-312026-04-27

V VISA INC15.7K shares6.17%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON19.2K shares39.43%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR144.0K shares-1.21%2026-03-312026-04-27

APP APPLOVIN CORP10.6K shares-2.27%2026-03-312026-04-27

SHOP SHOPIFY INC35.3K shares-2.35%2026-03-312026-04-27

Sponsored

KO COCA COLA CO54.3K shares3.47%2026-03-312026-04-27

HDV ISHARES TR30.2K shares-0.80%2026-03-312026-04-27

IMTM ISHARES TR83.1K shares70.66%2026-03-312026-04-27

NFLX NETFLIX INC.40.7K shares3.15%2026-03-312026-04-27

MO ALTRIA GROUP INC58.8K shares0.80%2026-03-312026-04-27

LAMR LAMAR ADVERTISING CO30.6K shares0.23%2026-03-312026-04-27

ALPHABET INC ALPHABET INC13.4K shares-1.66%2026-03-312026-04-27

MTUM ISHARES TR15.7K shares68.02%2026-03-312026-04-27

Sponsored

EATON CORP PLC EATON CORP PLC10.3K shares-2.84%2026-03-312026-04-27

SCCO SOUTHERN COPPER CORP21.1K shares-9.03%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR142.8K shares-1.49%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR40.6K shares-52.98%2026-03-312026-04-27

CASY CASEYS GEN STORES INC4.9K shares-4.06%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC21.3K shares-6.34%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC29.0K shares48.81%2026-03-312026-04-27

MCD MCDONALDS CORP10.9K shares5.98%2026-03-312026-04-27

Sponsored

AMGN AMGEN INC9.6K shares1.37%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC27.2K shares-4.16%2026-03-312026-04-27

NET CLOUDFLARE INC15.9K shares-1.95%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR105.0K shares1.07%2026-03-312026-04-27

VLO VALERO ENERGY CORP12.8K shares-3.29%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC8.0K shares0.18%2026-03-312026-04-27

PG PROCTER & GAMBLE CO21.3K shares105.19%2026-03-312026-04-27

HOOD ROBINHOOD MKTS INC44.4K shares-2.42%2026-03-312026-04-27

Sponsored

FREL FIDELITY COVINGTON TRUST114.3K shares1.26%2026-03-312026-04-27

IXUS ISHARES TR34.7K shares25.19%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO10.1K shares85.64%2026-03-312026-04-27

IEUR ISHARES TR41.3K shares22.39%2026-03-312026-04-27

VALE VALE S A179.1K sharesnew addition2026-03-312026-04-27

ABBV ABBVIE INC12.9K shares1.24%2026-03-312026-04-27

CRWV COREWEAVE INC36.2K sharesnew addition2026-03-312026-04-27

PSX PHILLIPS 6615.4K shares0.20%2026-03-312026-04-27

Sponsored

MPC MARATHON PETE CORP10.6K shares8.76%2026-03-312026-04-27

IBKR INTERACTIVE BROKERS GROUP IN37.3K shares-2.99%2026-03-312026-04-27

PAG PENSKE AUTOMOTIVE GRP INC16.6K shares-0.53%2026-03-312026-04-27

HD HOME DEPOT INC7.5K shares-15.35%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR4.2K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION12.6K shares-0.83%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR82.8K shares-4.84%2026-03-312026-04-27

SRE SEMPRA24.7K shares-2.09%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS9.8K shares-0.77%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC20.5K shares0.85%2026-03-312026-04-27

ARM ARM HOLDINGS PLC15.0K shares13.35%2026-03-312026-04-27

PJT PJT PARTNERS INC16.2K shares-0.71%2026-03-312026-04-27

HON HONEYWELL INTL INC9.8K shares0.08%2026-03-312026-04-27

ENB ENBRIDGE INC38.2K shares2.24%2026-03-312026-04-27

QCOM QUALCOMM INC16.0K shares4.45%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC20.9K sharesnew addition2026-03-312026-04-27

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP9.5K shares18.02%2026-03-312026-04-27

WMT WALMART INC16.0K shares-5.38%2026-03-312026-04-27

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC25.6K sharesnew addition2026-03-312026-04-27

RMBS RAMBUS INC DEL22.6K sharesnew addition2026-03-312026-04-27

INTU INTUIT4.5K shares-2.43%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.0K sharesnew addition2026-03-312026-04-27

IOO ISHARES TR15.7K sharesnew addition2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC37.3K shares2.27%2026-03-312026-04-27

Sponsored

IWF ISHARES TR4.2K shares-0.87%2026-03-312026-04-27

CME CME GROUP INC6.0K shares10.50%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS8.1K sharesnew addition2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC8.3K shares8.65%2026-03-312026-04-27

SCHH SCHWAB STRATEGIC TR80.0K shares-3.67%2026-03-312026-04-27

ZS ZSCALER INC11.9K shares4.79%2026-03-312026-04-27

MA MASTERCARD INCORPORATED3.3K shares-1.99%2026-03-312026-04-27

NEM NEWMONT CORP14.5K shares-7.57%2026-03-312026-04-27

Sponsored

CMI CUMMINS INC2.9K shares-2.14%2026-03-312026-04-27

RY ROYAL BK CDA9.4K shares-0.37%2026-03-312026-04-27

NFG NATIONAL FUEL GAS CO14.8K shares0.01%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC4.9K shares7.99%2026-03-312026-04-27

SNA SNAP ON INC3.6K shares0.00%2026-03-312026-04-27

GILD GILEAD SCIENCES INC9.1K shares-0.61%2026-03-312026-04-27

IGSB ISHARES TR22.4K shares329.29%2026-03-312026-04-27

EEM ISHARES TR17.9K shares112.61%2026-03-312026-04-27

Sponsored

GLW CORNING INC7.3K shares0.00%2026-03-312026-04-27

BAC BANK AMERICA CORP20.4K shares-67.13%2026-03-312026-04-27

AMAT APPLIED MATLS INC2.8K sharesnew addition2026-03-312026-04-27

SMH VANECK ETF TRUST2.5K sharesnew addition2026-03-312026-04-27

TOTALENERGIES SE TOTALENERGIES SE10.5K shares0.00%2026-03-312026-04-27

NKE NIKE INC17.9K shares32.14%2026-03-312026-04-27

TSLA TESLA INC2.4K shares6.95%2026-03-312026-04-27

VIRT VIRTU FINL INC20.1K shares-0.98%2026-03-312026-04-27

Sponsored

CAT CATERPILLAR INC1.2K shares118.46%2026-03-312026-04-27

LLY ELI LILLY & CO937 shares10.89%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC1.0K shares-63.67%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.3K shares215.40%2026-03-312026-04-27

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY10.1K shares-0.19%2026-03-312026-04-27

DBEF DBX ETF TR15.0K sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC2.1K shares-11.82%2026-03-312026-04-27

DELL DELL TECHNOLOGIES INC4.2K shares-0.14%2026-03-312026-04-27

Sponsored

MGK VANGUARD WORLD FD1.7K sharesnew addition2026-03-312026-04-27

IYW ISHARES TR3.5K shares42.78%2026-03-312026-04-27

AAXJ ISHARES TR6.3K shares27.76%2026-03-312026-04-27

ALL ALLSTATE CORP2.8K sharesnew addition2026-03-312026-04-27

GLD SPDR GOLD TR1.3K shares34.72%2026-03-312026-04-27

PEP PEPSICO INC3.4K shares7.45%2026-03-312026-04-27

GRMN GARMIN LTD2.2K shares24.76%2026-03-312026-04-27

IWD ISHARES TR2.3K sharesnew addition2026-03-312026-04-27

Sponsored

ABT ABBOTT LABORATORIES4.9K shares13.17%2026-03-312026-04-27

CMC COMMERCIAL METALS CO7.9K shares6.31%2026-03-312026-04-27

INTC INTEL CORP11.0K shares0.00%2026-03-312026-04-27

OKE ONEOK INC NEW5.3K sharesnew addition2026-03-312026-04-27

COF CAPITAL ONE FINL CORP2.5K shares-1.02%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC1.3K shares0.00%2026-03-312026-04-27

MTB M & T BK CORP2.1K shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP1.8K shares0.00%2026-03-312026-04-27

Sponsored

F FORD MTR CO37.3K shares-3.81%2026-03-312026-04-27

MIAX MIAMI INTL HLDGS INC11.1K sharesnew addition2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.1K shares21.57%2026-03-312026-04-27

ILF ISHARES TR11.6K shares-0.59%2026-03-312026-04-27

IJJ ISHARES TR3.1K sharesnew addition2026-03-312026-04-27

ORCL ORACLE CORP2.7K shares25.98%2026-03-312026-04-27

TJX TJX COS INC NEW2.4K shares74.05%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL769 shares0.00%2026-03-312026-04-27

Sponsored

ASML ASML HLDG NV277 shares0.00%2026-03-312026-04-27

DVN DEVON ENERGY CORP NEW7.2K shares0.00%2026-03-312026-04-27

WM WASTE MGMT INC DEL1.5K shares-10.58%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I1.2K shares-38.58%2026-03-312026-04-27

SOXX ISHARES TR1.0K sharesnew addition2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE1.2K sharesnew addition2026-03-312026-04-27

VOT VANGUARD INDEX FDS1.3K shares9.30%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO1.1K shares0.00%2026-03-312026-04-27

Sponsored

T AT&T INC10.8K shares-16.74%2026-03-312026-04-27

FDX FEDEX CORP861 sharesnew addition2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP1.0K shares0.00%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC582 shares-14.66%2026-03-312026-04-27

LITE LUMENTUM HLDGS INC400 sharesnew addition2026-03-312026-04-27

FAS DIREXION SHARES ETF TRUST2.3K shares0.00%2026-03-312026-04-27

IRT INDEPENDENCE RLTY TR INC18.2K shares0.00%2026-03-312026-04-27

CVNA CARVANA CO860 shares0.00%2026-03-312026-04-27

Sponsored

ADBE ADOBE INC1.1K shares-44.55%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR1.6K sharesnew addition2026-03-312026-04-27

MS MORGAN STANLEY1.5K sharesnew addition2026-03-312026-04-27

TRP TC ENERGY CORP4.0K shares0.00%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND538 sharesnew addition2026-03-312026-04-27

XHB SPDR SERIES TRUST2.5K sharesnew addition2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC510 shares37.47%2026-03-312026-04-27

IWM ISHARES TR926 shares-0.75%2026-03-312026-04-27

Sponsored

SYBT STOCK YDS BANCORP INC3.4K shares0.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS379 sharesnew addition2026-03-312026-04-27

NUE NUCOR CORP1.3K shares0.69%2026-03-312026-04-27

MUFG MITSUBISHI UFJ FINANCIAL GRO12.7K shares0.00%2026-03-312026-04-27

XAR SPDR SERIES TRUST846 shares-2.87%2026-03-312026-04-27

CROWN CASTLE INC CROWN CASTLE INC2.5K shares-55.84%2026-03-312026-04-27

NWBI NORTHWEST BANCSHARES INC12.7K shares1.53%2026-03-312026-04-27

ENIC ENEL CHILE SA22.2K shares0.00%2026-03-312026-04-27

Sponsored

EGHT 8X8 INC NEW19.6K shares0.00%2026-03-312026-04-27

LISTED FDS TR

542.61%

Shares3.4M

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

4.06%

Shares85.1K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

1.96%

Shares103.7K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

2.27%

Shares153.3K

Event2026-03-31

Filed2026-04-27

SHV

ISHARES TR

29.83%

Shares145.0K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

-3.42%

Shares72.6K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-1.06%

Shares46.2K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

0.75%

Shares112.4K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

-4.44%

Shares75.7K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-5.99%

Shares10.7K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-3.82%

Shares113.3K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

11.31%

Shares151.6K

Event2026-03-31

Filed2026-04-27

GVI

ISHARES TR

1.91%

Shares90.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

11.67%

Shares25.4K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-2.68%

Shares304.7K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

35.56%

Shares14.0K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

133.39%

Shares167.7K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

-2.48%

Shares287.3K

Event2026-03-31

Filed2026-04-27

MINT

PIMCO ETF TR

124.74%

Shares81.2K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

60.37%

Shares38.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.94%

Shares27.7K

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

4.87%

Shares84.8K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-3.25%

Shares48.0K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

-1.08%

Shares85.9K

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

-0.18%

Shares280.0K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-0.44%

Shares38.1K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-3.42%

Shares30.9K

Event2026-03-31

Filed2026-04-27

FLOT

ISHARES TR

76.56%

Shares126.0K

Event2026-03-31

Filed2026-04-27

SHYG

ISHARES TR

67.99%

Shares149.6K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-3.35%

Shares44.2K

Event2026-03-31

Filed2026-04-27

SCHR

SCHWAB STRATEGIC TR

-0.25%

Shares219.0K

Event2026-03-31

Filed2026-04-27