Independent Solutions Wealth Management, LLC holds a diversified book of 194 reported positions worth $766.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Pimco Multisector Bond Actv and trimmed Apple Inc. Their largest long position is Alexis Practical Tactical Et at 18% of the reported non-option book. Cloning the disclosed picks since 2024 would be +30% (+16.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Independent Solutions Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Independent Solutions Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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
+5 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Independent Solutions Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Swiss Re Ltd | 31 / 80 | $1.0B |
| Planning Project LLC | 9 / 80 | $466.8M |
| Vestwell Advisors, LLC | 10 / 80 | $370.0M |
| PPS&V Asset Management Consultants, Inc. | 16 / 80 | $155.8M |
| Emerald Advisors, LLC | 34 / 80 | $662.4M |
| Carbahal Olsen Financial Services Group, LLC | 17 / 80 | $118.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Independent Solutions Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Independent Solutions Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 194 | $766.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 185 | $679.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 173 | $544.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 178 | $563.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 178 | $512.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 173 | $446.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 171 | $457.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Dec 19, 2024 | 80d | 164 | $442.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.