Independent Solutions Wealth Management, LLC

CIK 0001818391 • 6 13F filings • Apr 23, 2025 – Jul 29, 2026

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Filer information

Filed by: Independent Solutions Wealth Management, LLC, COO
Address: 305 Spindrift Drive, Williamsville, NY, 14221
Phone: 716-568-8560
AUM: $544.3M

AUM over time

$766.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $544.3M172 positionsView on SEC.gov

			% of Portfolio
8X8 INC NEW	COM	$39K	0.0%Prev: 0.0%	19,551 SH	Decreased+1,000 SH
ABBOTT LABS	COM	$538K	0.1%Prev: 0.1%	4,291 SH	Increased+759 SH
ABBVIE INC	COM	$2.9M	0.5%Prev: 0.5%	12,756 SH	Decreased-479 SH
ADOBE INC	COM	$687K	0.1%Prev: 0.2%	1,962 SH	Decreased-525 SH
ADVANCED MICRO DEVICES INC	COM	$367K	0.1%Prev: 0.0%	1,715 SH	Increased
AGNC INVT CORP	COM	$107K	0.0%Prev: 0.0%	10,000 SH	Increased
AIR PRODS & CHEMS INC	COM	$487K	0.1%Prev: 0.2%	1,970 SH	Decreased-1,445 SH
ALPHABET INC	CAP STK CL A	$8.9M	1.6%Prev: 1.3%	28,283 SH	Increased-1,080 SH
ALPHABET INC	CAP STK CL C	$4.3M	0.8%Prev: 0.6%	13,654 SH	Increased-49 SH
ALTRIA GROUP INC	COM	$3.4M	0.6%Prev: 0.7%	58,353 SH	Decreased-1,162 SH
AMAZON COM INC	COM	$7.4M	1.4%Prev: 1.3%	31,972 SH	Increased-1,204 SH
AMERICAN EXPRESS CO	COM	$398K	0.1%Prev: 0.1%	1,075 SH	Decreased-226 SH
AMGEN INC	COM	$3.1M	0.6%Prev: 0.5%	9,461 SH	Increased-25 SH
APPLE INC	COM	$22.2M	4.1%Prev: 3.7%	81,779 SH	Increased-1,083 SH
APPLOVIN CORP	COM CL A	$7.3M	1.3%Prev: 1.6%	10,836 SH	Decreased-1,597 SH
ARISTA NETWORKS INC	COM SHS	$3.7M	0.7%Prev: 0.8%	28,375 SH	Decreased-2,966 SH
ARM HOLDINGS PLC	SPONSORED ADS	$1.4M	0.3%Prev: 0.4%	13,265 SH	Decreased-4,483 SH
ASML HOLDING N V	N Y REGISTRY SHS	$296K	0.1%Prev: 0.0%	277 SH	Increased
AT&T INC	COM	$323K	0.1%Prev: 0.1%	13,008 SH	Decreased
BANK AMERICA CORP	COM	$3.4M	0.6%Prev: 0.6%	62,100 SH	Increased-3,579 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$387K	0.1%Prev: 0.1%	769 SH	Decreased-3 SH
BLACKSTONE INC	COM	$3.1M	0.6%Prev: 0.6%	20,368 SH	Decreased+54 SH
BOOKING HOLDINGS INC	COM	$295K	0.1%Prev: 0.1%	55 SH	Decreased-2 SH
BROADCOM INC	COM	$16.2M	3.0%Prev: 2.9%	46,685 SH	Decreased-2,351 SH
CANADIAN PACIFIC KANSAS CITY	COM	$746K	0.1%Prev: 0.1%	10,132 SH	Decreased+70 SH
CAPITAL ONE FINL CORP	COM	$619K	0.1%Prev: 0.1%	2,555 SH	Increased-50 SH
CARVANA CO	CL A	$363K	0.1%Prev: 0.1%	860 SH	Increased
CASEYS GEN STORES INC	COM	$2.8M	0.5%Prev: 0.5%	5,124 SH	Decreased-332 SH
CATERPILLAR INC	COM	$320K	0.1%Prev: 0.0%	558 SH	Increased-2 SH
CHEMED CORP NEW	COM	$229K	0.0%Prev: 0.0%	536 SH	Decreased
CHEVRON CORP NEW	COM	$3.7M	0.7%Prev: 0.7%	24,046 SH	Decreased-2,116 SH
CISCO SYS INC	COM	$6.7M	1.2%Prev: 1.1%	86,883 SH	Increased+41 SH
CLOUDFLARE INC	CL A COM	$3.2M	0.6%Prev: 0.6%	16,242 SH	Decreased-730 SH
CME GROUP INC	COM	$1.5M	0.3%Prev: 0.2%	5,392 SH	Increased+211 SH
COCA COLA CO	COM	$3.7M	0.7%Prev: 0.6%	52,514 SH	Increased-1,251 SH
COMMERCIAL METALS CO	COM	$516K	0.1%Prev: 0.1%	7,450 SH	Increased+60 SH
CORNING INC	COM	$641K	0.1%Prev: 0.1%	7,323 SH	Increased
COSTCO WHSL CORP NEW	COM	$9.8M	1.8%Prev: 3.5%	11,363 SH	Decreased-9,742 SH
CROWDSTRIKE HLDGS INC	CL A	$3.7M	0.7%Prev: 0.7%	7,980 SH	Decreased-432 SH
CROWN CASTLE INC	COM	$512K	0.1%Prev: 0.1%	5,763 SH	Decreased-333 SH
CUMMINS INC	COM	$1.5M	0.3%Prev: 0.2%	2,945 SH	Increased-20 SH
DELL TECHNOLOGIES INC	CL C	$533K	0.1%Prev: 0.1%	4,232 SH	Decreased-78 SH
DEVON ENERGY CORP NEW	COM	$264K	0.0%Prev: 0.1%	7,198 SH	Decreased-1,102 SH
DILLARDS INC	CL A	$485K	0.1%Prev: 0.1%	800 SH	Decreased
DIREXION SHS ETF TR	DLY FIN BULL NEW	$394K	0.1%Prev: 0.1%	2,342 SH	Decreased
DISNEY WALT CO	COM	$205K	0.0%Prev: 0.0%	1,804 SH	Decreased-100 SH
EATON CORP PLC	SHS	$3.4M	0.6%Prev: 0.7%	10,555 SH	Decreased-506 SH
ELI LILLY & CO	COM	$908K	0.2%Prev: 0.1%	845 SH	Increased+2 SH
ENBRIDGE INC	COM	$1.8M	0.3%Prev: 0.3%	37,375 SH	Decreased+934 SH
ENEL CHILE S.A.	SPONSORED ADR	$89K	0.0%Prev: 0.0%	22,224 SH	Increased
EXXON MOBIL CORP	COM	$4.6M	0.8%Prev: 0.8%	38,237 SH	Increased-453 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$3.0M	0.6%Prev: 0.6%	112,887 SH	Decreased-3,028 SH
FORD MTR CO	COM	$509K	0.1%Prev: 0.1%	38,766 SH	Increased-1,585 SH
GARMIN LTD	SHS	$364K	0.1%Prev: 0.1%	1,793 SH	Decreased+256 SH
GILEAD SCIENCES INC	COM	$1.1M	0.2%Prev: 0.2%	9,132 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$2.4M	0.4%Prev: 0.4%	2,772 SH	Decreased-325 SH
HOME DEPOT INC	COM	$3.1M	0.6%Prev: 0.7%	8,874 SH	Decreased-458 SH
HONEYWELL INTL INC	COM	$1.9M	0.4%Prev: 0.1%	9,787 SH	Increased+6,552 SH
INDEPENDENCE RLTY TR INC	COM	$318K	0.1%Prev: 0.1%	18,197 SH	Increased
INTEL CORP	COM	$405K	0.1%Prev: 0.1%	10,972 SH	Increased
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.5M	0.5%Prev: 0.5%	38,446 SH	Decreased-3,066 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.9M	0.5%Prev: 0.5%	9,910 SH	Increased-96 SH
INTUIT	COM	$3.0M	0.6%Prev: 0.6%	4,576 SH	Decreased-89 SH
INTUITIVE SURGICAL INC	COM NEW	$210K	0.0%	371 SH	New
ISHARES GOLD TR	ISHARES NEW	$7.0M	1.3%Prev: 1.1%	86,383 SH	Increased+4,379 SH
ISHARES TR	0-5YR HI YL CP	$3.8M	0.7%Prev: 0.6%	89,050 SH	Increased+13,858 SH
ISHARES TR	1 3 YR TREAS BD	$6.7M	1.2%Prev: 1.2%	80,827 SH	Decreased-3,943 SH
ISHARES TR	CORE HIGH DV ETF	$3.7M	0.7%Prev: 0.7%	30,395 SH	Decreased-270 SH
ISHARES TR	CORE MSCI EAFE	$10.5M	1.9%Prev: 1.9%	117,744 SH	Decreased-6,762 SH
ISHARES TR	CORE MSCI EURO	$2.4M	0.4%Prev: 0.3%	33,710 SH	Increased+5,402 SH
ISHARES TR	CORE MSCI TOTAL	$2.3M	0.4%	27,751 SH	New
ISHARES TR	CORE S&P MCP ETF	$9.0M	1.7%Prev: 1.6%	136,222 SH	Decreased-5,200 SH
ISHARES TR	CORE S&P SCP ETF	$5.5M	1.0%Prev: 1.0%	45,694 SH	Decreased-1,696 SH
ISHARES TR	CORE S&P TTL STK	$7.4M	1.4%Prev: 1.4%	49,603 SH	Decreased-2,754 SH
ISHARES TR	CORE S&P500 ETF	$7.1M	1.3%Prev: 1.1%	10,302 SH	Increased+1,446 SH
ISHARES TR	CORE US AGGBD ET	$11.1M	2.0%Prev: 2.1%	111,580 SH	Decreased-5,574 SH
ISHARES TR	FLTG RATE NT ETF	$3.6M	0.7%Prev: 0.5%	71,336 SH	Increased+11,575 SH
ISHARES TR	IBOXX INV CP ETF	$5.2M	1.0%Prev: 0.7%	47,315 SH	Increased+11,883 SH
ISHARES TR	INTRM GOV CR ETF	$9.5M	1.7%Prev: 1.8%	88,573 SH	Decreased-4,365 SH
ISHARES TR	ISHS 1-5YR INVS	$276K	0.1%Prev: 0.0%	5,223 SH	Decreased-39 SH
ISHARES TR	LATN AMER 40 ETF	$356K	0.1%	11,676 SH	New
ISHARES TR	MSCI AC ASIA ETF	$456K	0.1%	4,892 SH	New
ISHARES TR	MSCI EMG MKT ETF	$460K	0.1%	8,405 SH	New
ISHARES TR	MSCI INTL MOMENT	$2.3M	0.4%Prev: 0.3%	48,669 SH	Increased+7,639 SH
ISHARES TR	MSCI USA MMENTM	$2.3M	0.4%Prev: 0.4%	9,341 SH	Increased+1,387 SH
ISHARES TR	RUS 1000 GRW ETF	$2.0M	0.4%Prev: 0.4%	4,237 SH	Increased+14 SH
ISHARES TR	RUSSELL 2000 ETF	$230K	0.0%Prev: 0.0%	933 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$18.5M	3.4%Prev: 3.8%	149,877 SH	Decreased-25,653 SH
ISHARES TR	S&P 500 VAL ETF	$15.9M	2.9%Prev: 2.9%	75,151 SH	Decreased-2,837 SH
ISHARES TR	TRUST ISHARE 0-1	$12.3M	2.3%	111,699 SH	New
ISHARES TR	U.S. TECH ETF	$491K	0.1%Prev: 0.1%	2,459 SH	Increased+531 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.6M	0.7%Prev: 0.5%	71,834 SH	Increased+11,621 SH
JOHNSON & JOHNSON	COM	$2.9M	0.5%Prev: 0.5%	13,797 SH	Increased-78 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.3%Prev: 0.6%	5,453 SH	Decreased-4,672 SH
L3HARRIS TECHNOLOGIES INC	COM	$388K	0.1%Prev: 0.1%	1,323 SH	Decreased-14 SH
LAM RESEARCH CORP	COM NEW	$1.4M	0.3%Prev: 0.2%	8,018 SH	Increased+322 SH
LAMAR ADVERTISING CO NEW	CL A	$3.9M	0.7%Prev: 0.7%	30,558 SH	Increased+10 SH
LISTED FDS TR	ALEXIS PRACTICAL	$18.6M	3.4%Prev: 2.8%	523,334 SH	Increased+69,605 SH
M & T BK CORP	COM	$430K	0.1%Prev: 0.1%	2,135 SH	Increased
MARATHON PETE CORP	COM	$1.6M	0.3%Prev: 0.3%	9,765 SH	Decreased+34 SH
MARTIN MARIETTA MATLS INC	COM	$218K	0.0%Prev: 0.0%	350 SH	Decreased
MASTERCARD INCORPORATED	CL A	$1.9M	0.4%Prev: 0.4%	3,363 SH	Decreased-212 SH
MCDONALDS CORP	COM	$3.1M	0.6%Prev: 0.5%	10,287 SH	Increased+121 SH
MERCADOLIBRE INC	COM	$1.8M	0.3%Prev: 0.4%	886 SH	Decreased-23 SH
MERCK & CO INC	COM	$2.1M	0.4%Prev: 0.3%	19,520 SH	Increased+1,244 SH
META PLATFORMS INC	CL A	$6.1M	1.1%Prev: 1.2%	9,284 SH	Decreased-79 SH
MICRON TECHNOLOGY INC	COM	$688K	0.1%Prev: 0.1%	2,412 SH	Increased-34 SH
MICROSOFT CORP	COM	$11.0M	2.0%Prev: 2.1%	22,786 SH	Decreased-241 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$201K	0.0%Prev: 0.0%	12,692 SH	Increased+581 SH
NATIONAL FUEL GAS CO	COM	$1.2M	0.2%Prev: 0.2%	14,845 SH	Decreased+4 SH
NETFLIX INC	COM	$3.7M	0.7%Prev: 0.9%	39,502 SH	Decreased+35,438 SH
NEWMONT CORP	COM	$1.6M	0.3%Prev: 0.2%	15,647 SH	Increased+659 SH
NIKE INC	CL B	$864K	0.2%Prev: 0.2%	13,567 SH	Decreased-3,970 SH
NORFOLK SOUTHN CORP	COM	$297K	0.1%Prev: 0.1%	1,030 SH	Decreased-29 SH
NORTHWEST BANCSHARES INC MD	COM	$151K	0.0%Prev: 0.0%	12,557 SH	Decreased+215 SH
NUCOR CORP	COM	$213K	0.0%	1,305 SH	New
NVIDIA CORPORATION	COM	$19.0M	3.5%Prev: 3.4%	101,709 SH	Decreased-2,112 SH
ORACLE CORP	COM	$414K	0.1%Prev: 0.1%	2,125 SH	Decreased-345 SH
PALANTIR TECHNOLOGIES INC	CL A	$14.1M	2.6%Prev: 2.9%	79,210 SH	Decreased-8,842 SH
PALO ALTO NETWORKS INC	COM	$2.0M	0.4%Prev: 0.4%	11,083 SH	Decreased-705 SH
PENSKE AUTOMOTIVE GRP INC	COM	$2.6M	0.5%	16,734 SH	New
PEPSICO INC	COM	$453K	0.1%Prev: 0.1%	3,153 SH	Decreased-646 SH
PHILIP MORRIS INTL INC	COM	$3.7M	0.7%Prev: 0.6%	22,790 SH	Decreased+251 SH
PHILLIPS 66	COM	$2.0M	0.4%Prev: 0.4%	15,344 SH	Decreased+184 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$3.6M	0.7%Prev: 0.5%	36,138 SH	Increased+5,860 SH
PJT PARTNERS INC	COM CL A	$2.7M	0.5%Prev: 0.5%	16,284 SH	Decreased-734 SH
PNC FINL SVCS GROUP INC	COM	$1.6M	0.3%Prev: 0.3%	7,617 SH	Increased-184 SH
PRICE T ROWE GROUP INC	COM	$221K	0.0%Prev: 0.0%	2,162 SH	Increased+140 SH
PROCTER AND GAMBLE CO	COM	$1.5M	0.3%Prev: 0.3%	10,387 SH	Decreased-411 SH
QUALCOMM INC	COM	$2.6M	0.5%Prev: 0.4%	15,361 SH	Increased+186 SH
ROBINHOOD MKTS INC	COM CL A	$5.1M	0.9%Prev: 1.3%	45,508 SH	Decreased-6,090 SH
ROYAL BK CDA	COM	$1.6M	0.3%Prev: 0.2%	9,421 SH	Increased-37 SH
RTX CORPORATION	COM	$2.3M	0.4%Prev: 0.4%	12,713 SH	Increased-162 SH
SALESFORCE INC	COM	$523K	0.1%Prev: 0.1%	1,974 SH	Increased-91 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$5.5M	1.0%Prev: 1.0%	219,597 SH	Decreased-1,819 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.8M	0.9%Prev: 0.9%	200,165 SH	Increased-6,250 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$4.8M	0.9%Prev: 0.9%	198,627 SH	Increased+1,061 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$6.6M	1.2%Prev: 1.2%	280,510 SH	Decreased+1,194 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.8M	0.7%Prev: 0.7%	145,003 SH	Decreased-3,444 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.8M	0.5%Prev: 0.5%	103,863 SH	Increased+1,354 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.6M	1.8%Prev: 1.7%	294,599 SH	Decreased-6,796 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$9.3M	1.7%Prev: 1.6%	313,096 SH	Increased-3,881 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.4M	0.8%Prev: 0.8%	145,766 SH	Increased-608 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.7M	0.3%Prev: 0.3%	83,068 SH	Decreased+1,379 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.5M	0.5%Prev: 0.4%	87,025 SH	Increased+1,643 SH
SEMPRA	COM	$2.2M	0.4%Prev: 0.4%	25,198 SH	Decreased-1,201 SH
SERVICENOW INC	COM	$207K	0.0%Prev: 0.0%	1,351 SH	Decreased+1,076 SH
SHOPIFY INC	CL A SUB VTG SHS	$5.8M	1.1%Prev: 1.0%	36,111 SH	Increased-2,456 SH
SNAP ON INC	COM	$1.2M	0.2%Prev: 0.2%	3,622 SH	Decreased-21 SH
SOUTHERN COPPER CORP	COM	$3.3M	0.6%Prev: 0.5%	23,174 SH	Increased+63 SH
SPDR GOLD TR	GOLD SHS	$372K	0.1%Prev: 0.1%	939 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$279K	0.1%	409 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$436K	0.1%	2,984 SH	New
STOCK YDS BANCORP INC	COM	$222K	0.0%Prev: 0.0%	3,418 SH	Decreased+28 SH
TC ENERGY CORP	COM	$220K	0.0%Prev: 0.0%	4,000 SH	Increased
TESLA INC	COM	$1.0M	0.2%Prev: 0.2%	2,231 SH	Increased-23 SH
THERMO FISHER SCIENTIFIC INC	COM	$395K	0.1%Prev: 0.1%	682 SH	Increased-51 SH
TJX COS INC NEW	COM	$210K	0.0%	1,368 SH	New
TOTALENERGIES SE	ACT	$685K	0.1%	10,468 SH	New
TOYOTA MOTOR CORP	ADS	$200K	0.0%	935 SH	New
TYSON FOODS INC	CL A	$220K	0.0%Prev: 0.0%	3,751 SH	Decreased-574 SH
UNION PAC CORP	COM	$418K	0.1%Prev: 0.1%	1,806 SH	Decreased-25 SH
UNITED RENTALS INC	COM	$2.3M	0.4%Prev: 0.5%	2,859 SH	Decreased-150 SH
UNITEDHEALTH GROUP INC	COM	$1.5M	0.3%Prev: 0.3%	4,506 SH	Decreased-172 SH
VALERO ENERGY CORP	COM	$2.2M	0.4%Prev: 0.4%	13,257 SH	Decreased+13 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$327K	0.1%Prev: 0.1%	1,172 SH	Decreased
VERIZON COMMUNICATIONS INC	COM	$1.5M	0.3%Prev: 0.3%	36,515 SH	Decreased-1,851 SH
VIRTU FINL INC	CL A	$677K	0.1%Prev: 0.1%	20,330 SH	Decreased
VISA INC	COM CL A	$5.2M	1.0%Prev: 0.9%	14,774 SH	Increased-180 SH
WALMART INC	COM	$1.9M	0.3%Prev: 0.3%	16,885 SH	Increased-417 SH
WASTE MGMT INC DEL	COM	$380K	0.1%Prev: 0.1%	1,730 SH	Decreased-209 SH
ZSCALER INC	COM	$2.6M	0.5%Prev: 0.6%	11,388 SH	Decreased-790 SH

Sold (vs prior filing)

BECTON DICKINSON & CO — $247K
BOEING CO — $204K
COINBASE GLOBAL INC — $452K
CONSTELLATION BRANDS INC — $375K
FERRARI N V — $2.0M
INVESCO EXCH TRD SLF IDX FD — $2.2M
ISHARES TR — $345K
ISHARES TR — $341K
ISHARES TR — $10.3M
MARSH & MCLENNAN COS INC — $223K
PFIZER INC — $384K
SPDR SERIES TRUST — $205K
SPDR SERIES TRUST — $221K
SPOTIFY TECHNOLOGY S A — $208K
SUPER MICRO COMPUTER INC — $341K
TEXAS INSTRS INC — $2.2M
THE TRADE DESK INC — $1.3M
THOR INDS INC — $211K
TOTALENERGIES SE — $625K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001818391-26-000001	$544.3M	View
Oct 23, 2025	Q3 2025	13F-HR	0001818391-25-000002	$563.0M	View
Jul 29, 2026	Q2 2026