Independent Solutions Wealth Management
Independent Solutions Wealth Management reported 194 stocks worth $788M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are LEXI (18.1%), AAPL (3.6%) and NVDA (3.0%). Compared with Q2 2026, the fund opened new positions in BINC, XOM and CAKE, added to LEXI, AAPL and NVDA, trimmed IVW, IVE and AVGO and sold out of XOM, APP and RMBS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LEXI Listed Fds TR | $142M | 18.1% | 3.5M | +84K (+2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $28.3M | 3.6% | 85K | +337 (+0%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $23.5M | 3.0% | 103K | +400 (+0%) | 8 of 8 | |
| 4 |  IVW Ishares TR | $17.3M | 2.2% | 122K | −24K (−17%) | 8 of 8 | |
| 5 |  IVE Ishares TR | $16.3M | 2.1% | 72K | −781 (−1%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $15.8M | 2.0% | 45K | −344 (−1%) | 8 of 8 | |
| 7 |  IJH Ishares TR | $14.4M | 1.8% | 201K | +51K (+34%) | 8 of 8 | |
| 8 |  PLTR Palantir Technologies Inc | $13.5M | 1.7% | 72K | −601 (−1%) | 8 of 8 | |
| 9 |  IVV Ishares TR | $11.8M | 1.5% | 15K | +235 (+2%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $11.1M | 1.4% | 22K | +152 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $5.2M | 38K |
 APP Applovin Corp | $5.2M | 10K |
 RMBS Rambus Inc Del | $2.9M | 22K |
 CRUS Cirrus Logic Inc | $2.7M | 18K |
 OKE Oneok Inc New | $465K | 5,349 |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Solutions Wealth Management 13F FAQ
What does Independent Solutions Wealth Management own?
Independent Solutions Wealth Management reported 194 stocks worth $788M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are LEXI (18.1%), AAPL (3.6%) and NVDA (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Solutions Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 79 added to, 74 trimmed and 9 sold out. New positions include BINC, XOM and CAKE. It sold all of XOM, APP and RMBS.
When will Independent Solutions Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Solutions Wealth Management's portfolio worth?
The Q3 2026 filing reports $788M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.