Independent Solutions Wealth Management, LLC
All 13F Filings
- Location
- Williamsville, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 544,312
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 412.5 K | 75.8% | 0 | 20.14 K | -20.14 K |
| ETFs | 128.1 K | 23.5% | 903 | 0 | 903 |
| Debt | 3.628 K | 0.7% | 575 | 0 | 575 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
544,312
Holdings
173
QoQ value change ($000)
-18,657
(-3.3%)
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.