Independent Solutions Wealth Management, LLC - Portfolio overview

Independent Solutions Wealth Management, LLC has 213 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. LEXI - LISTED FDS TR, 16.92%
2. AAPL - APPLE INC, 3.08%
3. NVDA - NVIDIA CORPORATION, 2.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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