Independent Solutions Wealth Management, LLC
All 13F Filings
- Location
- Williamsville, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 787,821
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 194 | 787,821 | 13F-HR | Independent Solutions Wealth Management, LLC |
| Q2 2026 | 7/29/2026 | 194 | 766,307 | 13F-HR | Independent Solutions Wealth Management, LLC |
| Q1 2026 | 4/27/2026 | 185 | 679,127 | 13F-HR | Independent Solutions Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 173 | 544,312 | 13F-HR | Independent Solutions Wealth Management, LLC |
| Q3 2025 | 10/23/2025 | 178 | 562,969 | 13F-HR | Independent Solutions Wealth Management, LLC |
| Q2 2025 | 7/23/2025 | 178 | 512,189 | 13F-HR | Independent Solutions Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 366.2 K | 46.5% | 16.94 K | 0 | 16.94 K |
| ETFs | 414.2 K | 52.6% | 3.569 K | 0 | 3.569 K |
| Debt | 7.454 K | 0.9% | 1.005 K | 0 | 1.005 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
787,821
Holdings
194
QoQ value change ($000)
21,514
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.