Institutional Fund
Independent Solutions Wealth Management, LLC
Williamsville, NYCIK 18183915 filings on record
Portfolio Value
$679.13M
Q1 2026
Holdings
185
Reported positions
New Buys
27
Opened this quarter
QoQ Change
+24.8%
from $544.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Listed Fds Tr17.4%
- Apple Inc3.2%
- Nvidia Corporation2.7%
- Ishares Tr2.6%
- Ishares Tr2.4%
- Ishares Tr2.3%
- Other69.5%
Portfolio Holdings
185 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Listed Fds Tr | 3.36M | $118.51M | 17.4% | +2.84M | Added |
| 2 | Apple Inc | 85.1K | $21.60M | 3.2% | +3.3K | Added |
| 3 | Nvidia Corporation | 103.7K | $18.09M | 2.7% | +2.0K | Added |
| 4 | Ishares Tr | 153.3K | $17.34M | 2.6% | +3.4K | Added |
| 5 | Ishares Tr | 145.0K | $16.01M | 2.4% | +33.3K | Added |
| 6 | Ishares Tr | 72.6K | $15.33M | 2.3% | −2.6K | Reduced |
| 7 | Broadcom Inc | 46.2K | $14.30M | 2.1% | −495 | Reduced |
| 8 | Ishares Tr | 112.4K | $11.16M | 1.6% | +841 | Added |
| 9 | Palantir Technologies Inc | 75.7K | $11.07M | 1.6% | −3.5K | Reduced |
| 10 | Costco Whsl Corp New | 10.7K | $10.64M | 1.6% | −681 | Reduced |
175 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio