Independent Solutions Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1818391
Institutional-grade research for retail investors
13F Reported Value
ⓘ$679.1M
Holdings
185
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Independent Solutions Wealth Management, LLC disclosed 185 positions worth $679.1M in its Form 13F-HR for Q1 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 21 new positions and exited 14 — including a new stake in $VALE and a full exit from $URI. The portfolio is most concentrated in Other (53.8% of disclosed assets). All figures are sourced directly from Independent Solutions Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1818391.
AI Fund Analysis
ConcentratingLISTED FDS TR
17.4% weight
Held 6 quarters
$AAPL3.2% weight
Held 6 quarters
$NVDA2.7% weight
Held 6 quarters
ISHARES TR
2.5% weight
Held 6 quarters
ISHARES TR
2.4% weight
Held 6 quarters
LISTED FDS TR
5 quarters accumulating
ISHARES TR
5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
PIMCO ETF TR
5 quarters accumulating
ISHARES TR
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
LISTED FDS TR
—Quality
$118.5M3,362,981 sh- 76.1#112
Quality
$21.6M85,096 sh - 90.2#1
Quality
$18.1M103,705 sh ISHARES TR
—Quality
$17.3M153,274 shISHARES TR
—Quality
$16.0M145,014 shISHARES TR
—Quality
$15.3M72,579 sh- 86.4
Quality
$14.3M46,190 sh ISHARES TR
—Quality
$11.2M112,421 sh- 85.8
Quality
$11.1M75,690 sh - 67.0
Quality
$10.6M10,682 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| LISTED FDS TR | — | $118.5M | 3,362,981 |
| Apple Inc.$AAPL | 76.1#112 | $21.6M | 85,096 |
| NVIDIA CORP$NVDA | 90.2#1 | $18.1M | 103,705 |
| ISHARES TR | — | $17.3M | 153,274 |
| ISHARES TR | — | $16.0M | 145,014 |
| ISHARES TR | — | $15.3M | 72,579 |
 Broadcom Inc.$AVGO | 86.4 | $14.3M | 46,190 |
| ISHARES TR | — | $11.2M | 112,421 |
 Palantir Technologies Inc.$PLTR | 85.8 | $11.1M | 75,690 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $10.6M | 10,682 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Independent Solutions Wealth Management, LLC's 185 positions.
Showing top 10 of 185 holdings.
Sector Allocation
Other
$365.2M
Technology
$135.0M
Financials
$36.8M
Consumer Discretionary
$32.6M
Energy
$28.5M
Industrials
$22.0M
Healthcare
$20.5M
Consumer Staples
$15.1M
Full Holdings — Independent Solutions Wealth Management, LLC (Q1 2026)
All 185 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | LISTED FDS TR | $118.5M | 17.4% | +543% | — |
| 2 | $AAPL | Apple Inc. | $21.6M | 3.2% | +4% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $18.1M | 2.7% | +2% | 90.2 |
| 4 | — | ISHARES TR | $17.3M | 2.5% | +2% | — |
| 5 | — | ISHARES TR | $16.0M | 2.4% | +30% | — |
| 6 | — | ISHARES TR | $15.3M | 2.3% | -3% | — |
| 7 | $AVGO | Broadcom Inc. | $14.3M | 2.1% | -1% | 86.4 |
| 8 | — | ISHARES TR | $11.2M | 1.6% | +1% | — |
| 9 | $PLTR | Palantir Technologies Inc. | $11.1M | 1.6% | -4% | 85.8 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $10.6M | 1.6% | -6% | 67 |
| 11 | — | ISHARES TR | $10.3M | 1.5% | -4% | — |
| 12 | — | ISHARES TR | $10.2M | 1.5% | +11% | — |
| 13 | — | ISHARES TR | $9.6M | 1.4% | +2% | — |
| 14 |  $MSFT | MICROSOFT CORP | $9.4M | 1.4% | +12% | 83.7 |
| 15 | — | SCHWAB STRATEGIC TR | $9.3M | 1.4% | -3% | — |
| 16 | — | ISHARES TR | $9.1M | 1.3% | +36% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $8.5M | 1.3% | +133% | — |
| 18 | — | SCHWAB STRATEGIC TR | $8.4M | 1.2% | -2% | — |
| 19 | — | PIMCO ETF TR | $8.2M | 1.2% | +125% | — |
| 20 |  $CVX | CHEVRON CORP | $8.0M | 1.2% | +60% | 54.7 |
| 21 |  $GOOG | Alphabet Inc. | $8.0M | 1.2% | -2% | 80.2 |
| 22 | — | ISHARES TR | $7.0M | 1.0% | +5% | — |
| 23 | — | ISHARES TR | $6.8M | 1.0% | -3% | — |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $6.7M | 1.0% | -1% | 72.3 |
| 25 | — | SCHWAB STRATEGIC TR | $6.5M | 1.0% | -0% | — |
| 26 |  $XOM | EXXON MOBIL CORP | $6.5M | 0.9% | -0% | 61.8 |
| 27 |  $AMZN | AMAZON COM INC | $6.4M | 0.9% | -3% | 74.6 |
| 28 | — | ISHARES TR | $6.4M | 0.9% | +77% | — |
| 29 | — | ISHARES TR | $6.3M | 0.9% | +68% | — |
| 30 | — | ISHARES TR | $5.5M | 0.8% | -3% | — |
| 31 | — | SCHWAB STRATEGIC TR | $5.5M | 0.8% | -0% | — |
| 32 |  $META | Meta Platforms, Inc. | $5.3M | 0.8% | +0% | 80.9 |
| 33 | — | ISHARES TR | $5.2M | 0.8% | +0% | — |
| 34 | — | SCHWAB STRATEGIC TR | $4.9M | 0.7% | +1% | — |
| 35 | — | SCHWAB STRATEGIC TR | $4.8M | 0.7% | -2% | — |
| 36 |  $V | VISA INC. | $4.7M | 0.7% | +6% | 83.5 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $4.7M | 0.7% | +39% | 72.8 |
| 38 | — | SCHWAB STRATEGIC TR | $4.5M | 0.7% | -1% | — |
| 39 |  $APP | AppLovin Corp | $4.2M | 0.6% | -2% | 86.8 |
| 40 |  $SHOP | SHOPIFY INC. | $4.2M | 0.6% | -2% | — |
| 41 |  $KO | COCA COLA CO | $4.1M | 0.6% | +3% | 74 |
| 42 | — | ISHARES TR | $4.1M | 0.6% | -1% | — |
| 43 | — | ISHARES TR | $4.0M | 0.6% | +71% | — |
| 44 |  $NFLX | NETFLIX INC | $3.9M | 0.6% | +3% | 86.7 |
| 45 |  $MO | ALTRIA GROUP, INC. | $3.9M | 0.6% | +1% | 72.1 |
| 46 |  $LAMR | LAMAR ADVERTISING CO/NEW | $3.9M | 0.6% | +0% | 67.8 |
| 47 |  $GOOGL | Alphabet Inc. | $3.9M | 0.6% | -2% | 80.2 |
| 48 | — | ISHARES TR | $3.8M | 0.6% | +68% | — |
| 49 |  $ETN | Eaton Corp plc | $3.7M | 0.5% | -3% | — |
| 50 |  $SCCO | SOUTHERN COPPER CORP/ | $3.6M | 0.5% | -9% | 86.6 |
| 51 | — | SCHWAB STRATEGIC TR | $3.6M | 0.5% | -1% | — |
| 52 |  $IAU | ISHARES GOLD TRUST | $3.6M | 0.5% | -53% | — |
| 53 |  $CASY | CASEYS GENERAL STORES INC | $3.6M | 0.5% | -4% | 59.9 |
| 54 |  $PM | Philip Morris International Inc. | $3.5M | 0.5% | -6% | 80.5 |
| 55 |  $MRK | Merck & Co., Inc. | $3.5M | 0.5% | +49% | 70.9 |
| 56 |  $MCD | MCDONALDS CORP | $3.4M | 0.5% | +6% | 73.9 |
| 57 |  $AMGN | AMGEN INC | $3.4M | 0.5% | +1% | 79.5 |
| 58 |  $ANET | Arista Networks, Inc. | $3.3M | 0.5% | -4% | 86 |
| 59 |  $NET | Cloudflare, Inc. | $3.3M | 0.5% | -2% | 52.6 |
| 60 | — | SCHWAB STRATEGIC TR | $3.2M | 0.5% | +1% | — |
| 61 |  $VLO | VALERO ENERGY CORP/TX | $3.2M | 0.5% | -3% | 51.4 |
| 62 |  $CRWD | CrowdStrike Holdings, Inc. | $3.1M | 0.5% | +0% | 55 |
| 63 |  $PG | PROCTER & GAMBLE Co | $3.1M | 0.5% | +105% | 72.9 |
| 64 |  $HOOD | Robinhood Markets, Inc. | $3.1M | 0.5% | -2% | 75.8 |
| 65 | — | FIDELITY COVINGTON TRUST | $3.1M | 0.5% | +1% | — |
| 66 | — | ISHARES TR | $3.0M | 0.4% | +25% | — |
| 67 |  $JPM | JPMORGAN CHASE & CO | $3.0M | 0.4% | +86% | 35.6 |
| 68 | — | ISHARES TR | $2.9M | 0.4% | +22% | — |
| 69 |  $VALE | Vale S.A. | $2.9M | 0.4% | NEW | — |
| 70 |  $ABBV | AbbVie Inc. | $2.8M | 0.4% | +1% | 59.3 |
| 71 |  $CRWV | CoreWeave, Inc. | $2.8M | 0.4% | NEW | 46.5 |
| 72 |  $PSX | Phillips 66 | $2.8M | 0.4% | +0% | 47.6 |
| 73 |  $MPC | Marathon Petroleum Corp | $2.6M | 0.4% | +9% | 50.7 |
| 74 |  $IBKR | Interactive Brokers Group, Inc. | $2.5M | 0.4% | -3% | 75.5 |
| 75 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $2.5M | 0.4% | -1% | 58.4 |
| 76 |  $HD | HOME DEPOT, INC. | $2.5M | 0.4% | -15% | 69.2 |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.4M | 0.4% | NEW | — |
| 78 |  $RTX | RTX Corp | $2.4M | 0.4% | -1% | 70 |
| 79 | — | SCHWAB STRATEGIC TR | $2.4M | 0.3% | -5% | — |
| 80 |  $SRE | SEMPRA | $2.4M | 0.3% | -2% | 47.6 |
| 81 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.3% | -1% | 66.7 |
| 82 |  $BX | Blackstone Inc. | $2.4M | 0.3% | +1% | 68 |
| 83 |  $ARM | ARM HOLDINGS PLC /UK | $2.3M | 0.3% | +13% | — |
| 84 |  $PJT | PJT Partners Inc. | $2.3M | 0.3% | -1% | 73.7 |
| 85 |  $HON | HONEYWELL INTERNATIONAL INC | $2.2M | 0.3% | +0% | 65.7 |
| 86 |  $ENB | ENBRIDGE INC | $2.1M | 0.3% | +2% | — |
| 87 |  $QCOM | QUALCOMM INC/DE | $2.1M | 0.3% | +4% | 81.9 |
| 88 |  $UPS | UNITED PARCEL SERVICE INC | $2.1M | 0.3% | NEW | 58.2 |
| 89 |  $LRCX | LAM RESEARCH CORP | $2.0M | 0.3% | +18% | 82.4 |
| 90 |  $WMT | Walmart Inc. | $2.0M | 0.3% | -5% | 63.2 |
| 91 |  $SOLS | Solstice Advanced Materials Inc. | $1.9M | 0.3% | NEW | — |
| 92 |  $RMBS | RAMBUS INC | $1.9M | 0.3% | NEW | 75.2 |
| 93 |  $INTU | INTUIT INC. | $1.9M | 0.3% | -2% | 82 |
| 94 |  $IVZ | Invesco Ltd. | $1.9M | 0.3% | NEW | — |
| 95 | — | ISHARES TR | $1.9M | 0.3% | +220% | — |
| 96 |  $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.3% | +2% | 71.6 |
| 97 | — | ISHARES TR | $1.8M | 0.3% | -1% | — |
| 98 |  $CME | CME GROUP INC. | $1.8M | 0.3% | +10% | 74.5 |
| 99 | — | VANGUARD SPECIALIZED FUNDS | $1.7M | 0.3% | NEW | — |
| 100 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.7M | 0.3% | +9% | 70.9 |
| 101 | — | SCHWAB STRATEGIC TR | $1.7M | 0.3% | -4% | — |
| 102 |  $ZS | Zscaler, Inc. | $1.7M | 0.3% | +5% | 57.9 |
| 103 |  $MA | Mastercard Inc | $1.6M | 0.2% | -2% | 81.7 |
| 104 |  $NEM | NEWMONT Corp /DE/ | $1.6M | 0.2% | -8% | 88.3 |
| 105 |  $CMI | CUMMINS INC | $1.6M | 0.2% | -2% | 58.9 |
| 106 |  $RY | ROYAL BANK OF CANADA | $1.5M | 0.2% | -0% | — |
| 107 |  $NFG | NATIONAL FUEL GAS CO | $1.4M | 0.2% | +0% | 80.4 |
| 108 |  $UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.2% | +8% | 66.8 |
| 109 |  $SNA | Snap-on Inc | $1.3M | 0.2% | +0% | 69.3 |
| 110 |  $GILD | GILEAD SCIENCES, INC. | $1.3M | 0.2% | -1% | 77.8 |
| 111 | — | ISHARES TR | $1.2M | 0.2% | +329% | — |
| 112 | — | ISHARES TR | $1.0M | 0.1% | +113% | — |
| 113 |  $GLW | CORNING INC /NY | $995,708 | 0.1% | +0% | 72.7 |
| 114 |  $BAC | BANK OF AMERICA CORP /DE/ | $995,231 | 0.1% | -67% | 68.4 |
| 115 |  $AMAT | APPLIED MATERIALS INC /DE | $970,684 | 0.1% | NEW | 74.8 |
| 116 | — | VANECK ETF TRUST | $964,377 | 0.1% | NEW | — |
| 117 |  $TTE | TotalEnergies SE | $952,379 | 0.1% | +0% | — |
| 118 |  $NKE | NIKE, Inc. | $946,957 | 0.1% | +32% | 53.4 |
| 119 |  $TSLA | Tesla, Inc. | $886,996 | 0.1% | +7% | 50.1 |
| 120 |  $VIRT | Virtu Financial, Inc. | $885,317 | 0.1% | -1% | 62.6 |
| 121 |  $CAT | CATERPILLAR INC | $863,613 | 0.1% | +118% | 67.8 |
| 122 |  $LLY | ELI LILLY & Co | $861,824 | 0.1% | +11% | 89.3 |
| 123 |  $GS | GOLDMAN SACHS GROUP INC | $851,743 | 0.1% | -64% | — |
| 124 |  $SPY | SPDR S&P 500 ETF TRUST | $838,939 | 0.1% | +215% | — |
| 125 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $795,489 | 0.1% | -0% | — |
| 126 | — | DBX ETF TR | $738,925 | 0.1% | NEW | — |
| 127 |  $MU | MICRON TECHNOLOGY INC | $718,586 | 0.1% | -12% | 88.4 |
| 128 |  $DELL | Dell Technologies Inc. | $693,579 | 0.1% | -0% | 76 |
| 129 | — | VANGUARD WORLD FD | $637,141 | 0.1% | NEW | — |
| 130 | — | ISHARES TR | $636,966 | 0.1% | +43% | — |
| 131 | — | ISHARES TR | $601,813 | 0.1% | +28% | — |
| 132 |  $ALL | ALLSTATE CORP | $575,783 | 0.1% | NEW | 76.6 |
| 133 |  $GLD | SPDR GOLD TRUST | $544,317 | 0.1% | +35% | — |
| 134 |  $PEP | PEPSICO INC | $526,123 | 0.1% | +7% | 62.7 |
| 135 |  $GRMN | GARMIN LTD | $518,987 | 0.1% | +25% | — |
| 136 | — | ISHARES TR | $501,270 | 0.1% | -52% | — |
| 137 |  $ABT | ABBOTT LABORATORIES | $498,566 | 0.1% | +13% | 67 |
| 138 |  $CMC | COMMERCIAL METALS Co | $486,526 | 0.1% | +6% | 66 |
| 139 |  $INTC | INTEL CORP | $484,194 | 0.1% | +0% | 41.5 |
| 140 |  $OKE | ONEOK INC /NEW/ | $483,046 | 0.1% | NEW | 72 |
| 141 |  $COF | CAPITAL ONE FINANCIAL CORP | $461,451 | 0.1% | -1% | 71 |
| 142 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $456,633 | 0.1% | +0% | 66.5 |
| 143 |  $MTB | M&T BANK CORP | $441,416 | 0.1% | +0% | 64.1 |
| 144 |  $UNP | UNION PACIFIC CORP | $438,050 | 0.1% | +0% | 74 |
| 145 |  $F | FORD MOTOR CO | $430,312 | 0.1% | -4% | 58.5 |
| 146 |  $MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | $430,300 | 0.1% | NEW | — |
| 147 |  $AMD | ADVANCED MICRO DEVICES INC | $424,152 | 0.1% | +22% | 78.8 |
| 148 | — | ISHARES TR | $412,281 | 0.1% | -1% | — |
| 149 | — | ISHARES TR | $405,715 | 0.1% | -37% | — |
| 150 |  $ORCL | ORACLE CORP | $393,813 | 0.1% | +26% | 67.2 |
| 151 |  $TJX | TJX COMPANIES INC /DE/ | $380,246 | 0.1% | +74% | 70.7 |
| 152 |  $BRK.B | BERKSHIRE HATHAWAY INC | $368,505 | 0.1% | +0% | 64.5 |
| 153 |  $ASML | ASML HOLDING NV | $365,870 | 0.1% | +0% | — |
| 154 |  $DVN | DEVON ENERGY CORP/DE | $362,203 | 0.1% | +0% | 70.2 |
| 155 |  $WM | WASTE MANAGEMENT INC | $355,590 | 0.1% | -11% | 70.7 |
| 156 |  $APD | Air Products & Chemicals, Inc. | $351,493 | 0.1% | -39% | 41.2 |
| 157 | — | ISHARES TR | $341,806 | 0.1% | -79% | — |
| 158 |  $GE | GENERAL ELECTRIC CO | $340,240 | 0.1% | NEW | 74.8 |
| 159 | — | VANGUARD INDEX FDS | $329,665 | 0.1% | +9% | — |
| 160 |  $AXP | AMERICAN EXPRESS CO | $325,166 | 0.1% | +0% | 73.2 |
| 161 |  $T | AT&T INC. | $313,991 | 0.1% | -17% | 71.9 |
| 162 |  $FDX | FEDEX CORP | $306,671 | 0.1% | NEW | 60.3 |
| 163 |  $NSC | NORFOLK SOUTHERN CORP | $295,610 | 0.0% | +0% | 70.8 |
| 164 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $286,080 | 0.0% | -15% | 63.7 |
| 165 |  $LITE | Lumentum Holdings Inc. | $281,104 | 0.0% | NEW | 63.4 |
| 166 | — | DIREXION SHARES ETF TRUST | $277,527 | 0.0% | +0% | — |
| 167 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $270,953 | 0.0% | +0% | 44.6 |
| 168 |  $CVNA | CARVANA CO. | $270,367 | 0.0% | +0% | 69.2 |
| 169 |  $ADBE | ADOBE INC. | $264,471 | 0.0% | -45% | 80.4 |
| 170 | — | SELECT SECTOR SPDR TR | $251,490 | 0.0% | NEW | — |
| 171 |  $MS | MORGAN STANLEY | $250,805 | 0.0% | NEW | — |
| 172 |  $TRP | TC ENERGY CORP | $250,400 | 0.0% | +0% | — |
| 173 | — | STATE STR SPDR DOW JONES IND | $249,196 | 0.0% | NEW | — |
| 174 | — | SPDR SERIES TRUST | $245,714 | 0.0% | +18% | — |
| 175 |  $ISRG | INTUITIVE SURGICAL INC | $235,105 | 0.0% | +37% | 81.4 |
| 176 | — | ISHARES TR | $229,648 | 0.0% | -1% | — |
| 177 |  $SYBT | Stock Yards Bancorp, Inc. | $226,557 | 0.0% | +0% | — |
| 178 | — | VANGUARD INDEX FDS | $226,325 | 0.0% | -68% | — |
| 179 |  $NUE | NUCOR CORP | $222,197 | 0.0% | +1% | 58.9 |
| 180 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $215,383 | 0.0% | +0% | — |
| 181 | — | SPDR SERIES TRUST | $214,867 | 0.0% | -3% | — |
| 182 |  $CCI | CROWN CASTLE INC. | $206,934 | 0.0% | -56% | 52.9 |
| 183 |  $NWBI | Northwest Bancshares, Inc. | $161,779 | 0.0% | +2% | — |
| 184 |  $ENIC | Enel Chile S.A. | $87,563 | 0.0% | +0% | — |
| 185 |  $EGHT | 8X8 INC /DE/ | $32,455 | 0.0% | +0% | 45.1 |
New Positions (21)
$VALE Vale S.A.$2.9M$CRWV CoreWeave, Inc.$2.8M$QQQ INVESCO QQQ TRUST, SERIES 1$2.4M$UPS UNITED PARCEL SERVICE INC$2.1M$SOLS Solstice Advanced Materials Inc.$1.9M$RMBS RAMBUS INC$1.9M$IVZ Invesco Ltd.$1.9M VANGUARD SPECIALIZED FUNDS$1.7M
$AMAT APPLIED MATERIALS INC /DE$970,684 VANECK ETF TRUST$964,377
DBX ETF TR$738,925
VANGUARD WORLD FD$637,141
$ALL ALLSTATE CORP$575,783$OKE ONEOK INC /NEW/$483,046$MIAX MIAMI INTERNATIONAL HOLDINGS, INC.$430,300Exited Positions (14)
$URI UNITED RENTALS, INC.
$PANW Palo Alto Networks Inc
$MELI MERCADOLIBRE INC
$CRM Salesforce, Inc.
$DDS DILLARD'S, INC.
$BKNG Booking Holdings Inc.
$CHE CHEMED CORP
$TROW PRICE T ROWE GROUP INC
$TSN TYSON FOODS, INC.
$MLM MARTIN MARIETTA MATERIALS INC
$NOW ServiceNow, Inc.
$DIS Walt Disney Co
$TM TOYOTA MOTOR CORP/
$AGNC AGNC Investment Corp.Browse Top Institutional Investors
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AI-Powered Hedge Fund Analysis: Independent Solutions Wealth Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Independent Solutions Wealth Management, LLC (SEC CIK: 1818391), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Independent Solutions Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.