Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC reported 194 positions worth $766.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: LEXI (18.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LEXI | SH | $140.2M | 18.30% | 3,448,722 | — | — | |
| ▸ 2 | AAPL | SH | $24.5M | 3.20% | 84,663 | — | — | |
| ▸ 3 | NVDA | SH | $20.5M | 2.67% | 102,435 | — | — | |
| ▸ 4 | IVW | SH | $20.1M | 2.62% | 146,134 | — | — | |
| ▸ 5 | AVGO | SH | $17.2M | 2.24% | 45,463 | — | — | |
| ▸ 6 | IVE | SH | $16.4M | 2.14% | 72,357 | — | — | |
| ▸ 7 | SHV | SH | $12.0M | 1.56% | 108,641 | — | — | |
| ▸ 8 | IJH | SH | $11.6M | 1.51% | 150,024 | — | — | |
| ▸ 9 | IVV | SH | $11.3M | 1.48% | 15,125 | — | — | |
| ▸ 10 | AGG | SH | $11.2M | 1.46% | 112,822 | — | — |
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Frequently Asked Questions
What stocks does Independent Solutions Wealth Management, LLC hold as of Q2 2026?
Independent Solutions Wealth Management, LLC reported 194 positions worth $766.3M in its Q2 2026 13F filing. Largest positions: LEXI (18.3%), AAPL (3.2%), NVDA (2.7%), IVW (2.6%) and AVGO (2.2%).
What did Independent Solutions Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Independent Solutions Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.