Independent Solutions Wealth Management, LLC
Annual return '25
+36.9%
SPY '25
+17.7%
Alpha
+19.1ptsvs SPY
Invested
$679.1M
Holdings
184
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LEXI
LISTED FDS TR
Q1 2026: Exited (was 523.3k shares)
17.4%
02
$AAPL
APPLE INC
Q1 2026: Sold 98.5% (81.8k → 1.2k shares)
3.2%
03
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 101.7k shares)
2.7%
04
$IVW
ISHARES TR
Q1 2026: Exited (was 149.9k shares)
2.6%
05
$SHV
ISHARES TR
Q1 2026: Exited (was 111.7k shares)
2.4%
06
$IVE
ISHARES TR
Q1 2026: Exited (was 75.2k shares)
2.3%
07
$AVGO
BROADCOM INC
Q1 2026: Exited (was 46.7k shares)
2.1%
08
$AGG
ISHARES TR
Q1 2026: Exited (was 111.6k shares)
1.6%
09
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Exited (was 79.2k shares)
1.6%
10
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: Exited (was 11.4k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.