Independent Solutions Wealth Management, LLC
SEC Form 13F institutional filer · CIK 0001818391
13F-HR · 110 reported holdings · 2026-03-31
Reported long-US-equity value
$0.43B
Top-10 concentration
55.6%
Independent Solutions Wealth Management, LLC — $434M AUM allocation strategy
Independent Solutions Wealth Management, LLC files SEC Form 13F and reports $434M of long US equity value across 110 reported holdings for 2026-03-31.
Its largest sector bet is Financials 22.6%, followed by Information Technology 18.7% and Communication Services 4.0%.
The top 10 holdings account for 56% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Independent Solutions Wealth Management, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$434M
total across 110 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
56% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +26.6K sh · +$4.07M+$CVX +14.5K sh · +$4.31M+$PG +10.9K sh · +$1.59M
Biggest trims (shares)
−$BAC −41.7K sh · −$2.42M−$SCHW −31.5K sh · −$1.15M−$PLTR −3.52K sh · −$3.01M
Exited to nil (held last quarter, gone now)
$URI ($2.31M last qtr)$PANW ($2.04M last qtr)$CRM ($523K last qtr)$BKNG ($295K last qtr)$TROW ($221K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage11.5%—
- Semiconductors7.5%—
- Asset Management & Custody Banks6.4%—
- Technology Hardware, Storage & Peripherals5.0%—
- Financial Exchanges & Data3.6%—
- Integrated Oil & Gas3.3%—
- Interactive Media & Services3.0%—
- Application Software2.6%—
- Other holdings57.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.84M | $49.9M | -31.5K | 11.5% |
| $BLK | BlackRock Inc | 256K | $27.7M | +6.06K | 6.4% |
| $AAPL | Apple Inc | 85.1K | $21.6M | +3.32K | 5.0% |
| $NVDA | NVIDIA Corporation | 104K | $18.1M | +2K | 4.2% |
| $SPGI | S&P Global Inc | 75.6K | $15.7M | +490 | 3.6% |
| $AVGO | Broadcom Inc | 46.2K | $14.3M | -495 | 3.3% |
| $PLTR | Palantir Technologies Inc | 75.7K | $11.1M | -3.52K | 2.5% |
| $COST | Costco Wholesale Corporation | 10.7K | $10.6M | -681 | 2.5% |
| $MSFT | Microsoft Corporation | 25.4K | $9.42M | +2.66K | 2.2% |
…and 101 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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