Independent Solutions Wealth Management, LLC
•CIK: 1818391•Filing: Q4 2025
**Independent Solutions Wealth Management, LLC** manages $544M across a diversified portfolio of 173 positions. The fund exhibits significant concentration in technology and growth sectors, with top holdings including AAPL at $22.2M and NVDA at $19.0M. Further notable allocations include LEXI ($18.6M), IVW ($18.5M), and AVGO ($16.2M). This structure suggests a tactical, large-cap growth mandate emphasizing market leaders.
Total AUM
$544.3M
QoQ Performance
-3.3%
Positions
136
Top 10 Concentration
29.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.1%
NVDA3.5%
LEXI3.4%
IVW3.4%
AVGO3.0%
IVE2.9%
PLTR2.6%
SHV2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other63.2%
Technology19.6%
Consumer5.0%
Financial3.2%
Healthcare2.8%
Energy1.5%
Consumer Staples1.4%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
+11 more exited positions
Changes from Q3 2025
NEW11 new positions
↑48 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024