Independent Solutions Wealth Management, LLC holds a diversified book of 194 stocks worth $766.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Pimco Multisector Bond Actv and trimmed Apple Inc. Their largest long position is Alexis Practical Tactical Et at 18% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Independent Solutions Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Independent Solutions Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
46% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Listed FDS TR ALEX PRA TAC ETF | $140.2M | 3.45M | 18.3% | ▲+2.5% Added · +86K sh | |
| 2 | Apple Inc COM | $24.5M | 84.7K | 3.2% | ▼−0.5% Reduced · −433 sh | |
| 3 | Nvidia Corporation COM | $20.5M | 102.4K | 2.7% | ▼−1.2% Reduced · −1K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $20.1M | 146.1K | 2.6% | ▼−4.7% Reduced · −7K sh | |
| 5 | Broadcom Inc COM | $17.2M | 45.5K | 2.2% | ▼−1.6% Reduced · −727 sh | |
| 6 | Ishares TR S&P 500 VAL ETF | $16.4M | 72.4K | 2.1% | ▼−0.3% Reduced · −222 sh | |
| 7 | Ishares TR TRUST ISHARE 0-1 | $12.0M | 108.6K | 1.6% | ▼−25% Reduced · −36K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $11.6M | 150.0K | 1.5% | ▼−1.1% Reduced · −2K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $11.3M | 15.1K | 1.5% | ▲+8.3% Added · +1K sh | |
| 10 | Ishares TR CORE US AGGBD ET | $11.2M | 112.8K | 1.5% | ▲+0.3% Added · +401 sh | |
| 11 | Ishares TR CORE MSCI EAFE | $10.7M | 111.2K | 1.4% | ▼−1.8% Reduced · −2K sh | |
| 12 | Schwab Strategic TR US LCAP VA ETF | $10.5M | 301.4K | 1.4% | ▼−1.1% Reduced · −3K sh | |
| 13 | Alphabet Inc CAP STK CL A | $9.8M | 27.3K | 1.3% | ▼−1.6% Reduced · −434 sh | |
| 14 | Costco Wholesale Corporation COM | $9.7M | 10.4K | 1.3% | ▼−2.9% Reduced · −315 sh | |
| 15 | Ishares TR INTRM GOV CR ETF | $9.6M | 90.9K | 1.3% | ▲+0.7% Added · +671 sh | |
| 16 | Schwab Strategic TR US LCAP GR ETF | $9.6M | 284.0K | 1.3% | ▼−1.1% Reduced · −3K sh | |
| 17 | Cisco Sys Inc COM | $8.5M | 72.6K | 1.1% | ▼−16% Reduced · −13K sh | |
| 18 | Palantir Technologies Inc CL A | $8.5M | 73.0K | 1.1% | ▼−3.6% Reduced · −3K sh | |
| 19 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $8.3M | 164.1K | 1.1% | ▼−2.1% Reduced · −4K sh | |
| 20 | Lam Research Corp COM NEW | $8.2M | 18.8K | 1.1% | ▲+99% Added · +9K sh | |
| 21 | Microsoft Corp COM | $8.0M | 21.5K | 1.0% | ▼−15% Reduced · −4K sh | |
| 22 | Pimco ETF TR ENHAN SHRT MA AC | $7.9M | 78.2K | 1.0% | ▼−3.7% Reduced · −3K sh | |
| 23 | Ishares TR CORE S&P TTL STK | $7.7M | 47.1K | 1.0% | ▼−1.9% Reduced · −936 sh | |
| 24 | Amazon Com Inc COM | $7.4M | 31.0K | 1.0% | ▲+0.3% Added · +86 sh | |
| 25 | Ishares TR 1 3 YR TREAS BD | $7.1M | 86.5K | 0.9% | ▲+2.0% Added · +2K sh | |
| 26 | Schwab Strategic TR US AGGREGATE B | $6.6M | 287.3K | 0.9% | ▲+2.6% Added · +7K sh | |
| 27 | Ishares TR 0-5YR HI YL CP | $6.5M | 154.1K | 0.9% | ▲+3.0% Added · +4K sh | |
| 28 | Chevron Corporation COM | $6.5M | 39.0K | 0.8% | ▲+1.1% Added · +432 sh | |
| 29 | Ishares TR FLTG RATE NT ETF | $6.4M | 126.3K | 0.8% | ▲+0.3% Added · +379 sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $6.4M | 43.4K | 0.8% | ▼−1.8% Reduced · −782 sh | |
| 31 | Schwab Strategic TR INT-TRM U.S TRES | $5.7M | 230.8K | 0.7% | ▲+5.4% Added · +12K sh | |
| 32 | Ishares TR MSCI USA MMENTM | $5.3M | 15.6K | 0.7% | ▼−0.7% Reduced · −103 sh | |
| 33 | Visa Inc COM CL A | $5.3M | 15.6K | 0.7% | ▼−0.7% Reduced · −115 sh | |
| 34 | Arm Holdings PLC SPONSORED ADS | $5.3M | 14.9K | 0.7% | ▼−1.1% Reduced · −163 sh | |
| 35 | Exxon Mobil Corp COM | $5.2M | 38.3K | 0.7% | ▲+0.7% Added · +277 sh | |
| 36 | Schwab Strategic TR INTL EQTY ETF | $5.2M | 189.0K | 0.7% | ▼−3.3% Reduced · −7K sh | |
| 37 | Ishares TR IBOXX INV CP ETF | $5.2M | 47.7K | 0.7% | ▲+0.7% Added · +309 sh | |
| 38 | Applovin Corp COM CL A | $5.2M | 10.0K | 0.7% | ▼−5.4% Reduced · −570 sh | |
| 39 | Schwab Strategic TR US MID-CAP ETF | $5.1M | 139.5K | 0.7% | ▼−3.1% Reduced · −5K sh | |
| 40 | Meta Platforms Inc CL A | $5.1M | 9.1K | 0.7% | ▼−1.9% Reduced · −178 sh | |
| 41 | Johnson & Johnson COM | $4.9M | 19.5K | 0.6% | ▲+1.3% Added · +244 sh | |
| 42 | Pimco ETF TR MULTISECTOR BD | $4.9M | 183.1K | 0.6% | ▲New New position | |
| 43 | Ishares TR MSCI INTL MOMENT | $4.8M | 90.7K | 0.6% | ▲+9.2% Added · +8K sh | |
| 44 | Lamar Advertising Co CL A | $4.8M | 30.9K | 0.6% | ▲+0.8% Added · +250 sh | |
| 45 | Schwab Strategic TR SHT TM US TRES | $4.7M | 195.1K | 0.6% | ▼−2.6% Reduced · −5K sh | |
| 46 | Alphabet Inc CAP STK CL C | $4.7M | 13.2K | 0.6% | ▼−1.4% Reduced · −189 sh | |
| 47 | Arista Networks Inc COM SHS | $4.5M | 26.7K | 0.6% | ▼−2.0% Reduced · −536 sh | |
| 48 | Coca Cola Co COM | $4.4M | 53.8K | 0.6% | ▼−1.0% Reduced · −543 sh | |
| 49 | Marvell Technology Inc COM | $4.4M | 14.6K | 0.6% | ▲New New position | |
| 50 | Altria Group Inc COM | $4.3M | 60.1K | 0.6% | ▲+2.2% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 194 | $766.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 185 | $679.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 173 | $544.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 178 | $563.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 178 | $512.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 173 | $446.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 171 | $457.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 19, 2024 | 164 | $442.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.