account_balance
Investment manager · 13F filer · SEC CIK 1818391
Independent Solutions Wealth Management, LLC
Reported value$788Mas of Sep 30, 2026
Positions194 7 new, 7 sold out
Top 10 weight37.4%LEXI alone is 18%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LEXIListed FDS Tr
18.1%Added +2%
AAPLApple Inc.
3.6%
NVDANVIDIA Corp
3.0%
IVWiShares Tr
2.2%−17%
IVEiShares Tr
2.1%
AVGOBroadcom Inc.
2.0%
IJHiShares Tr
1.8%Added +34%
PLTRPalantir Technologies Inc.
1.7%
IVViShares Tr
1.5%
MSFTMicrosoft Corp
1.4%
AGGiShares Tr
1.4%
IEFAiShares Tr
1.3%
LEXIListed FDS Tr
18.1%Added +2%
AAPLApple Inc.
3.6%
NVDANVIDIA Corp
3.0%
IVWiShares Tr
2.2%
IVE2.1%
AVGO2.0%IJH1.8%
PLTR1.7%IVV1.5%
MSFTAGG1.4%
IEFA1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LEXI Listed FDS Tr 18.1% Added +2%
AAPL Apple Inc. 3.6% HeldNVDA NVIDIA Corp 3.0% HeldIVW iShares Tr 2.2% Trimmed −17%
IVE iShares Tr 2.1% Held
AVGO Broadcom Inc. 2.0% HeldIJH iShares Tr 1.8% Added +34%
PLTR Palantir Technologies Inc. 1.7% HeldIVV iShares Tr 1.5% Held
MSFT Microsoft Corp 1.4% HeldAGG iShares Tr 1.4% Held
IEFA iShares Tr 1.3% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.