Independent Solutions Wealth Management, LLC: 13F holdings
CIK 18183912026Q2
| Positions | 194 |
|---|---|
| Reported value | $766.3m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LISTED FDS TR | 3,448,722 | $140.2m | 18.3% |
| AAPL APPLE INC | 84,663 | $24.5m | 3.2% |
| NVDA NVIDIA CORPORATION | 102,435 | $20.5m | 2.7% |
| IWF ISHARES TR | 146,134 | $20.1m | 2.6% |
| AVGO BROADCOM INC | 45,463 | $17.2m | 2.2% |
| IVE ISHARES TR | 72,357 | $16.4m | 2.1% |
| SHV ISHARES TR | 108,641 | $12.0m | 1.6% |
| IJH ISHARES TR | 150,024 | $11.6m | 1.5% |
| IVV ISHARES TR | 15,125 | $11.3m | 1.5% |
| AGG ISHARES TR | 112,822 | $11.2m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1818391")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.