Independent Solutions Wealth Management, LLC Diversified Active

Location: Williamsville, NY

CIK: 0001818391 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 23, 2025

Total Value: $563M (100.0% shares, 0.0% debt)

Holdings (178)

IVW ISHARES TR 3.8%
Value $21.19M Shares 175,530 Est. Cost $88.58 Unrealized
AAPL APPLE INC 3.7%
Value $21.1M Shares 82,862 Est. Cost $128.46 Unrealized +75.6%
COST COSTCO WHSL CORP NEW 3.5%
Value $19.54M Shares 21,105 Est. Cost $407.01 Unrealized +135.1%
NVDA NVIDIA CORPORATION 3.4%
Value $19.37M Shares 103,821 Est. Cost $93.08 Unrealized +87.2%
AVGO BROADCOM INC 2.9%
Value $16.18M Shares 49,036 Est. Cost $146.46 Unrealized +108.7%
IVE ISHARES TR 2.9%
Value $16.11M Shares 77,988 Est. Cost $129.31 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 2.9%
Value $16.06M Shares 88,052 Est. Cost $12.49 Unrealized +1197.9%
LEXI LISTED FDS TR 2.8%
Value $15.76M Shares 453,729 Est. Cost $30.73 Unrealized
MSFT MICROSOFT CORP 2.1%
Value $11.93M Shares 23,027 Est. Cost $218.45 Unrealized +132.9%
AGG ISHARES TR 2.1%
Value $11.74M Shares 117,154 Est. Cost $110.97 Unrealized
IEFA ISHARES TR 1.9%
Value $10.87M Shares 124,506 Est. Cost $64.04 Unrealized
SHV ISHARES TR 1.8%
Value $10.34M Shares 93,581 Est. Cost $110.29 Unrealized
GVI ISHARES TR 1.8%
Value $9.985M Shares 92,938 Est. Cost $112.31 Unrealized
SCHG SCHWAB STRATEGIC TR 1.7%
Value $9.618M Shares 301,395 Est. Cost $42.61 Unrealized
IJH ISHARES TR 1.6%
Value $9.229M Shares 141,422 Est. Cost $89.76 Unrealized
SCHV SCHWAB STRATEGIC TR 1.6%
Value $9.227M Shares 316,977 Est. Cost $38.90 Unrealized
APP APPLOVIN CORP 1.6%
Value $8.934M Shares 12,433 Est. Cost $267.17 Unrealized +72.6%
ITOT ISHARES TR 1.4%
Value $7.626M Shares 52,357 Est. Cost $72.38 Unrealized
HOOD ROBINHOOD MKTS INC 1.3%
Value $7.388M Shares 51,598 Est. Cost $59.18 Unrealized +84.3%
AMZN AMAZON COM INC 1.3%
Value $7.285M Shares 33,176 Est. Cost $143.00 Unrealized +58.3%
GOOGL ALPHABET INC 1.3%
Value $7.138M Shares 29,363 Est. Cost $149.53 Unrealized +39.9%
SHY ISHARES TR 1.2%
Value $7.032M Shares 84,770 Est. Cost $85.02 Unrealized
META META PLATFORMS INC 1.2%
Value $6.876M Shares 9,363 Est. Cost $325.88 Unrealized +128.1%
SCHZ SCHWAB STRATEGIC TR 1.2%
Value $6.556M Shares 279,316 Est. Cost $37.37 Unrealized
IAU ISHARES GOLD TR 1.1%
Value $5.967M Shares 82,004 Est. Cost $56.20 Unrealized
CSCO CISCO SYS INC 1.1%
Value $5.942M Shares 86,842 Est. Cost $43.89 Unrealized +53.5%
IVV ISHARES TR 1.1%
Value $5.928M Shares 8,856 Est. Cost $584.91 Unrealized
SHOP SHOPIFY INC 1.0%
Value $5.731M Shares 38,567 Est. Cost $41.03 Unrealized +230.4%
IJR ISHARES TR 1.0%
Value $5.631M Shares 47,390 Est. Cost $87.18 Unrealized
SCHR SCHWAB STRATEGIC TR 1.0%
Value $5.564M Shares 221,416 Est. Cost $39.56 Unrealized
V VISA INC 0.9%
Value $5.105M Shares 14,954 Est. Cost $202.92 Unrealized +70.1%
NFLX NETFLIX INC 0.9%
Value $4.873M Shares 4,064 Est. Cost $64.12 Unrealized +90.4%
SCHO SCHWAB STRATEGIC TR 0.9%
Value $4.821M Shares 197,566 Est. Cost $37.38 Unrealized
SCHF SCHWAB STRATEGIC TR 0.9%
Value $4.805M Shares 206,415 Est. Cost $26.21 Unrealized
ANET ARISTA NETWORKS INC 0.8%
Value $4.567M Shares 31,341 Est. Cost $102.84 Unrealized +25.2%
XOM EXXON MOBIL CORP 0.8%
Value $4.362M Shares 38,690 Est. Cost $53.69 Unrealized +104.3%
SCHM SCHWAB STRATEGIC TR 0.8%
Value $4.339M Shares 146,374 Est. Cost $39.62 Unrealized
ETN EATON CORP PLC 0.7%
Value $4.14M Shares 11,061 Est. Cost $130.01 Unrealized +179.4%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value $4.125M Shares 8,412 Est. Cost $291.70 Unrealized +55.9%
CVX CHEVRON CORP NEW 0.7%
Value $4.063M Shares 26,162 Est. Cost $110.82 Unrealized +37.4%
LQD ISHARES TR 0.7%
Value $3.95M Shares 35,432 Est. Cost $122.75 Unrealized
MO ALTRIA GROUP INC 0.7%
Value $3.932M Shares 59,515 Est. Cost $36.77 Unrealized +67.0%
SCHB SCHWAB STRATEGIC TR 0.7%
Value $3.817M Shares 148,447 Est. Cost $36.71 Unrealized
HD HOME DEPOT INC 0.7%
Value $3.781M Shares 9,332 Est. Cost $285.52 Unrealized +36.3%
HDV ISHARES TR 0.7%
Value $3.755M Shares 30,665 Est. Cost $99.30 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.7%
Value $3.74M Shares 30,548 Est. Cost $91.04 Unrealized
PM PHILIP MORRIS INTL INC 0.6%
Value $3.656M Shares 22,539 Est. Cost $78.89 Unrealized +109.4%
ZS ZSCALER INC 0.6%
Value $3.649M Shares 12,178 Est. Cost $101.14 Unrealized +181.9%
NET CLOUDFLARE INC 0.6%
Value $3.642M Shares 16,972 Est. Cost $139.84 Unrealized +46.0%
KO COCA COLA CO 0.6%
Value $3.566M Shares 53,765 Est. Cost $51.35 Unrealized +32.3%
BX BLACKSTONE INC 0.6%
Value $3.471M Shares 20,314 Est. Cost $86.84 Unrealized +95.1%
BAC BANK AMERICA CORP 0.6%
Value $3.388M Shares 65,679 Est. Cost $30.25 Unrealized +59.8%
GOOG ALPHABET INC 0.6%
Value $3.337M Shares 13,703 Est. Cost $128.16 Unrealized +63.8%
SHYG ISHARES TR 0.6%
Value $3.256M Shares 75,192 Est. Cost $42.82 Unrealized
FREL FIDELITY COVINGTON TRUST 0.6%
Value $3.224M Shares 115,915 Est. Cost $25.70 Unrealized
JPM JPMORGAN CHASE & CO. 0.6%
Value $3.194M Shares 10,125 Est. Cost $156.74 Unrealized +88.8%
INTU INTUIT 0.6%
Value $3.186M Shares 4,665 Est. Cost $356.16 Unrealized +102.0%
MCD MCDONALDS CORP 0.5%
Value $3.089M Shares 10,166 Est. Cost $256.34 Unrealized +17.6%
CASY CASEYS GEN STORES INC 0.5%
Value $3.084M Shares 5,456 Est. Cost $405.33 Unrealized +28.8%
ABBV ABBVIE INC 0.5%
Value $3.064M Shares 13,235 Est. Cost $130.24 Unrealized +55.1%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value $3.055M Shares 60,213 Est. Cost $50.52 Unrealized
FLOT ISHARES TR 0.5%
Value $3.053M Shares 59,761 Est. Cost $50.96 Unrealized
MINT PIMCO ETF TR 0.5%
Value $3.049M Shares 30,278 Est. Cost $100.48 Unrealized
PJT PJT PARTNERS INC 0.5%
Value $3.025M Shares 17,018 Est. Cost $152.01 Unrealized +18.1%
URI UNITED RENTALS INC 0.5%
Value $2.873M Shares 3,009 Est. Cost $668.43 Unrealized +32.9%
IBKR INTERACTIVE BROKERS GROUP IN 0.5%
Value $2.856M Shares 41,512 Est. Cost $42.81 Unrealized +46.7%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value $2.823M Shares 10,006 Est. Cost $127.92 Unrealized +102.9%
SCCO SOUTHERN COPPER CORP 0.5%
Value $2.805M Shares 23,111 Est. Cost $67.69 Unrealized +44.4%
SCHD SCHWAB STRATEGIC TR 0.5%
Value $2.799M Shares 102,509 Est. Cost $41.30 Unrealized
AMGN AMGEN INC 0.5%
Value $2.677M Shares 9,486 Est. Cost $210.98 Unrealized +35.8%
JNJ JOHNSON & JOHNSON 0.5%
Value $2.573M Shares 13,875 Est. Cost $141.12 Unrealized +20.1%
QCOM QUALCOMM INC 0.4%
Value $2.525M Shares 15,175 Est. Cost $133.13 Unrealized +18.1%
ARM ARM HOLDINGS PLC 0.4%
Value $2.511M Shares 17,748 Est. Cost $129.62 Unrealized
GS GOLDMAN SACHS GROUP INC 0.4%
Value $2.466M Shares 3,097 Est. Cost $466.65 Unrealized +57.5%
PANW PALO ALTO NETWORKS INC 0.4%
Value $2.4M Shares 11,788 Est. Cost $140.79 Unrealized +36.0%
SCHA SCHWAB STRATEGIC TR 0.4%
Value $2.382M Shares 85,382 Est. Cost $39.78 Unrealized
SRE SEMPRA 0.4%
Value $2.375M Shares 26,399 Est. Cost $66.56 Unrealized +19.9%
VLO VALERO ENERGY CORP 0.4%
Value $2.255M Shares 13,244 Est. Cost $113.38 Unrealized +30.4%
TXN TEXAS INSTRS INC 0.4%
Value $2.246M Shares 12,227 Est. Cost $135.31 Unrealized +42.9%
INVESCO EXCH TRD SLF IDX FD 0.4%
Value $2.234M Shares 107,966 Est. Cost $21.07 Unrealized
RTX RTX CORPORATION 0.4%
Value $2.154M Shares 12,875 Est. Cost $74.64 Unrealized +106.7%
MELI MERCADOLIBRE INC 0.4%
Value $2.124M Shares 909 Est. Cost $1977.14 Unrealized +21.4%
PSX PHILLIPS 66 0.4%
Value $2.062M Shares 15,160 Est. Cost $98.61 Unrealized +28.2%
MTUM ISHARES TR 0.4%
Value $2.04M Shares 7,954 Est. Cost $214.27 Unrealized
MA MASTERCARD INCORPORATED 0.4%
Value $2.033M Shares 3,575 Est. Cost $331.47 Unrealized +73.0%
IWF ISHARES TR 0.4%
Value $1.978M Shares 4,223 Est. Cost $318.37 Unrealized
RACE FERRARI N V 0.3%
Value $1.965M Shares 4,049 Est. Cost $330.53 Unrealized +45.0%
IMTM ISHARES TR 0.3%
Value $1.965M Shares 41,030 Est. Cost $47.88 Unrealized
IEUR ISHARES TR 0.3%
Value $1.928M Shares 28,308 Est. Cost $66.51 Unrealized
MPC MARATHON PETE CORP 0.3%
Value $1.876M Shares 9,731 Est. Cost $152.67 Unrealized +14.3%
ENB ENBRIDGE INC 0.3%
Value $1.839M Shares 36,441 Est. Cost $24.43 Unrealized +88.8%
WMT WALMART INC 0.3%
Value $1.783M Shares 17,302 Est. Cost $51.91 Unrealized +91.2%
SCHH SCHWAB STRATEGIC TR 0.3%
Value $1.762M Shares 81,689 Est. Cost $19.72 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $1.686M Shares 38,366 Est. Cost $39.44 Unrealized +7.7%
PG PROCTER AND GAMBLE CO 0.3%
Value $1.659M Shares 10,798 Est. Cost $126.16 Unrealized +22.8%
UNH UNITEDHEALTH GROUP INC 0.3%
Value $1.615M Shares 4,678 Est. Cost $298.94 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC 0.3%
Value $1.567M Shares 7,801 Est. Cost $181.81 Unrealized +7.7%
MRK MERCK & CO INC 0.3%
Value $1.534M Shares 18,276 Est. Cost $78.09 Unrealized +3.7%
CME CME GROUP INC 0.2%
Value $1.4M Shares 5,181 Est. Cost $268.56 Unrealized +0.5%
RY ROYAL BK CDA 0.2%
Value $1.393M Shares 9,458 Est. Cost $81.78 Unrealized +68.6%
NFG NATIONAL FUEL GAS CO 0.2%
Value $1.371M Shares 14,841 Est. Cost $44.53 Unrealized +95.8%
TTD THE TRADE DESK INC 0.2%
Value $1.345M Shares 27,450 Est. Cost $67.89 Unrealized -6.5%
NEM NEWMONT CORP 0.2%
Value $1.264M Shares 14,988 Est. Cost $49.81 Unrealized +39.3%
SNA SNAP ON INC 0.2%
Value $1.262M Shares 3,643 Est. Cost $190.38 Unrealized +70.1%
CMI CUMMINS INC 0.2%
Value $1.252M Shares 2,965 Est. Cost $177.95 Unrealized +113.9%
NKE NIKE INC 0.2%
Value $1.223M Shares 17,537 Est. Cost $69.34 Unrealized +6.4%
LRCX LAM RESEARCH CORP 0.2%
Value $1.03M Shares 7,696 Est. Cost $80.45 Unrealized +31.2%
GILD GILEAD SCIENCES INC 0.2%
Value $1.014M Shares 9,132 Est. Cost $57.31 Unrealized +95.9%
TSLA TESLA INC 0.2%
Value $1.002M Shares 2,254 Est. Cost $221.84 Unrealized +56.3%
APD AIR PRODS & CHEMS INC 0.2%
Value $931K Shares 3,415 Est. Cost $235.17 Unrealized +21.4%
ADBE ADOBE INC 0.2%
Value $877K Shares 2,487 Est. Cost $402.13 Unrealized -10.8%
CP CANADIAN PACIFIC KANSAS CITY 0.1%
Value $750K Shares 10,062 Est. Cost $77.51 Unrealized -1.6%
VIRT VIRTU FINL INC 0.1%
Value $722K Shares 20,330 Est. Cost $24.17 Unrealized +70.0%
ORCL ORACLE CORP 0.1%
Value $695K Shares 2,470 Est. Cost $191.65 Unrealized +32.6%
HON HONEYWELL INTL INC 0.1%
Value $681K Shares 3,235 Est. Cost $188.45 Unrealized +9.9%
LLY ELI LILLY & CO 0.1%
Value $643K Shares 843 Est. Cost $577.15 Unrealized +28.6%
TOTALENERGIES SE 0.1%
Value $625K Shares 10,468 Est. Cost $55.05 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value $611K Shares 4,310 Est. Cost $125.01 Unrealized +3.3%
GLW CORNING INC 0.1%
Value $601K Shares 7,323 Est. Cost $30.63 Unrealized +112.1%
CCI CROWN CASTLE INC 0.1%
Value $588K Shares 6,096 Est. Cost $119.29 Unrealized -16.9%
COF CAPITAL ONE FINL CORP 0.1%
Value $554K Shares 2,605 Est. Cost $189.87 Unrealized +14.7%
PEP PEPSICO INC 0.1%
Value $534K Shares 3,799 Est. Cost $143.96 Unrealized -2.5%
DDS DILLARDS INC 0.1%
Value $492K Shares 800 Est. Cost $63.03 Unrealized +685.4%
CRM SALESFORCE INC 0.1%
Value $489K Shares 2,065 Est. Cost $219.63 Unrealized +14.5%
F FORD MTR CO 0.1%
Value $483K Shares 40,351 Est. Cost $7.05 Unrealized +60.7%
ABT ABBOTT LABS 0.1%
Value $473K Shares 3,532 Est. Cost $127.38 Unrealized +2.5%
COIN COINBASE GLOBAL INC 0.1%
Value $452K Shares 1,339 Est. Cost $339.07 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value $433K Shares 1,831 Est. Cost $181.95 Unrealized +22.6%
AXP AMERICAN EXPRESS CO 0.1%
Value $432K Shares 1,301 Est. Cost $150.45 Unrealized +110.4%
WM WASTE MGMT INC DEL 0.1%
Value $428K Shares 1,939 Est. Cost $108.21 Unrealized +106.7%
CMC COMMERCIAL METALS CO 0.1%
Value $423K Shares 7,390 Est. Cost $37.94 Unrealized +44.9%
MTB M & T BK CORP 0.1%
Value $422K Shares 2,135 Est. Cost $122.13 Unrealized +58.6%
FAS DIREXION SHS ETF TR 0.1%
Value $417K Shares 2,342 Est. Cost $112.20 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value $409K Shares 2,446 Est. Cost $109.94 Unrealized +16.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $408K Shares 1,337 Est. Cost $222.25 Unrealized +22.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $388K Shares 772 Est. Cost $403.03 Unrealized +20.2%
PFE PFIZER INC 0.1%
Value $384K Shares 15,081 Est. Cost $29.04 Unrealized -16.9%
GRMN GARMIN LTD 0.1%
Value $378K Shares 1,537 Est. Cost $211.68 Unrealized +8.2%
IYW ISHARES TR 0.1%
Value $378K Shares 1,928 Est. Cost $195.86 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value $375K Shares 2,787 Est. Cost $177.09 Unrealized -11.1%
INTC INTEL CORP 0.1%
Value $368K Shares 10,972 Est. Cost $36.87 Unrealized -34.3%
T AT&T INC 0.1%
Value $367K Shares 13,008 Est. Cost $25.01 Unrealized +12.2%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $356K Shares 733 Est. Cost $351.35 Unrealized +32.3%
IXP ISHARES TR 0.1%
Value $345K Shares 2,791 Est. Cost $100.20 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value $344K Shares 1,172 Est. Cost $293.79 Unrealized
SMCI SUPER MICRO COMPUTER INC 0.1%
Value $341K Shares 7,110 Est. Cost $36.51 Unrealized +30.8%
SOXX ISHARES TR 0.1%
Value $341K Shares 1,257 Est. Cost $271.12 Unrealized
GLD SPDR GOLD TR 0.1%
Value $334K Shares 939 Est. Cost $215.01 Unrealized
CVNA CARVANA CO 0.1%
Value $324K Shares 860 Est. Cost $274.18 Unrealized +30.4%
NSC NORFOLK SOUTHN CORP 0.1%
Value $318K Shares 1,059 Est. Cost $211.88 Unrealized +30.3%
BKNG BOOKING HOLDINGS INC 0.1%
Value $308K Shares 57 Est. Cost $3700.57 Unrealized +50.3%
IRT INDEPENDENCE RLTY TR INC 0.1%
Value $298K Shares 18,197 Est. Cost $20.28 Unrealized
DVN DEVON ENERGY CORP NEW 0.1%
Value $291K Shares 8,300 Est. Cost $35.93 Unrealized -6.4%
IGSB ISHARES TR 0.0%
Value $279K Shares 5,262 Est. Cost $54.51 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $277K Shares 1,715 Est. Cost $161.38 Unrealized 0.0%
ASML ASML HOLDING N V 0.0%
Value $268K Shares 277 Est. Cost $968.09 Unrealized
CAT CATERPILLAR INC 0.0%
Value $267K Shares 560 Est. Cost $425.39 Unrealized 0.0%
NOW SERVICENOW INC 0.0%
Value $253K Shares 275 Est. Cost $188.66 Unrealized -1.0%
BDX BECTON DICKINSON & CO 0.0%
Value $247K Shares 1,320 Est. Cost $225.70 Unrealized -18.4%
CHE CHEMED CORP NEW 0.0%
Value $240K Shares 536 Est. Cost $417.37 Unrealized +8.3%
SYBT STOCK YDS BANCORP INC 0.0%
Value $237K Shares 3,390 Est. Cost $57.68 Unrealized +33.8%
TSN TYSON FOODS INC 0.0%
Value $235K Shares 4,325 Est. Cost $55.76 Unrealized -2.4%
IWM ISHARES TR 0.0%
Value $226K Shares 933 Est. Cost $241.96 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value $223K Shares 1,105 Est. Cost $204.01 Unrealized 0.0%
SPYG SPDR SERIES TRUST 0.0%
Value $221K Shares 2,113 Est. Cost $95.32 Unrealized
MLM MARTIN MARIETTA MATLS INC 0.0%
Value $221K Shares 350 Est. Cost $594.66 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value $218K Shares 1,904 Est. Cost $137.13 Unrealized -14.7%
TRP TC ENERGY CORP 0.0%
Value $218K Shares 4,000 Est. Cost $50.20 Unrealized 0.0%
THO THOR INDS INC 0.0%
Value $211K Shares 2,037 Est. Cost $99.75 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value $208K Shares 298 Est. Cost $641.84 Unrealized +8.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value $208K Shares 2,022 Est. Cost $88.64 Unrealized +16.0%
XAR SPDR SERIES TRUST 0.0%
Value $205K Shares 871 Est. Cost $234.96 Unrealized
BA BOEING CO 0.0%
Value $204K Shares 945 Est. Cost $225.47 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.0%
Value $193K Shares 12,111 Est. Cost $6.99 Unrealized
NWBI NORTHWEST BANCSHARES INC MD 0.0%
Value $153K Shares 12,342 Est. Cost $11.80 Unrealized +2.5%
AGNC AGNC INVT CORP 0.0%
Value $97,904 Shares 10,000 Est. Cost $9.79 Unrealized
ENIC ENEL CHILE S.A. 0.0%
Value $86,451 Shares 22,224 Est. Cost $2.35 Unrealized
EGHT 8X8 INC NEW 0.0%
Value $39,328 Shares 18,551 Est. Cost $11.85 Unrealized -83.0%