Notify me when Independent Solutions Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 178 | $562,968,881 | +$25,465,203 | -$15,500,477 | +$9,964,726 | IVW, AAPL, COST, NVDA, AVGO | 13F-HR | 23 Oct 2025, 12:16 |
| Q2 2025 | 178 | $512,188,611 | +$33,524,301 | -$16,131,074 | +$17,393,227 | COST, IVW, AAPL, NVDA, IVE | 13F-HR | 23 Jul 2025, 13:05 |
| Q1 2025 | 173 | $446,724,395 | +$21,799,214 | -$16,297,416 | +$5,501,798 | COST, IVW, IVE, AAPL, AGG | 13F-HR | 23 Apr 2025, 13:59 |
| Q4 2024 | 171 | $457,314,789 | +$80,183,664 | -$41,088,246 | +$39,095,418 | COST, IVW, AAPL, IVE, NVDA | 13F-HR | 11 Feb 2025, 11:05 |
| Q3 2024 | 164 | $442,370,785 | +$21,014,094 | -$28,031,780 | -$7,017,686 | IVE, COST, IVW, AAPL, AGG | 13F-HR | 19 Dec 2024, 14:12 |
| Q2 2024 | 168 | $436,450,562 | +$25,799,369 | -$11,692,525 | +$14,106,844 | IVE, IVW, COST, AGG, AAPL | 13F-HR | 19 Dec 2024, 14:11 |
| Q1 2024 | 171 | $421,267,618 | +$27,484,709 | -$18,660,427 | +$8,824,282 | IVE, IVW, COST, AGG, GVI | 13F-HR | 19 Dec 2024, 14:09 |
| Q4 2023 | 166 | $389,850,903 | +$27,612,731 | -$36,487,464 | -$8,874,733 | IVE, IVW, COST, AGG, AAPL | 13F-HR | 19 Dec 2024, 13:30 |
| Q3 2023 | 199 | $363,254,813 | +$35,789,650 | -$29,046,117 | +$6,743,533 | IVE, IVW, COST, AGG, GVI | 13F-HR | 19 Dec 2024, 13:29 |
| Q2 2023 | 218 | $370,507,451 | +$26,075,370 | -$12,622,289 | +$13,453,081 | IVE, COST, IVW, AGG, AAPL | 13F-HR | 19 Dec 2024, 13:27 |
| Q1 2023 | 210 | $339,244,658 | +$12,289,899 | -$18,027,838 | -$5,737,939 | IVE, COST, AGG, IVW, GVI | 13F-HR | 19 Dec 2024, 13:26 |
| Q4 2022 | 213 | $328,262,615 | +$29,339,822 | -$24,994,886 | +$4,344,936 | IVE, AGG, COST, IVW, GVI | 13F-HR | 19 Dec 2024, 13:19 |
| Q3 2022 | 208 | $304,982,848 | +$18,369,067 | -$14,526,468 | +$3,842,599 | IVE, COST, AGG, IVW, GVI | 13F-HR | 19 Dec 2024, 13:17 |
| Q2 2022 | 216 | $320,858,832 | +$30,965,684 | -$41,401,917 | -$10,436,233 | IVE, COST, AGG, IVW, GVI | 13F-HR | 19 Dec 2024, 13:15 |
| Q1 2022 | 212 | $391,587,119 | +$16,489,483 | -$14,763,532 | +$1,725,951 | IVE, IVW, COST, AGG, AAPL | 13F-HR | 19 Dec 2024, 13:13 |
| Q4 2021 | 225 | $423,731,297 | +$17,785,270 | -$24,376,461 | -$6,591,191 | IVE, IVW, AGG, COST, AAPL | 13F-HR | 19 Dec 2024, 11:21 |
| Q3 2021 | 211 | $403,324,265 | +$23,998,486 | -$22,083,307 | +$1,915,179 | IVE, IVW, AGG, COST, GVI | 13F-HR | 19 Dec 2024, 11:20 |
| Q2 2021 | 201 | $411,655,756 | +$40,629,336 | -$12,857,116 | +$27,772,220 | IVE, IVW, AGG, GVI, ITOT | 13F-HR | 19 Dec 2024, 11:18 |
| Q1 2021 | 188 | $364,074,609 | +$41,704,867 | -$8,380,975 | +$33,323,892 | IVE, IVW, AGG, GVI, ITOT | 13F-HR | 19 Dec 2024, 11:16 |
| Q4 2020 | 178 | $320,279,658 | +$47,297,050 | -$9,619,463 | +$37,677,587 | IVE, IVW, AGG, ITOT, GVI | 13F-HR | 19 Dec 2024, 09:23 |
| Q3 2020 | 159 | $262,122,260 | +$30,285,708 | -$13,666,295 | +$16,619,413 | IVE, IVW, AGG, ITOT, GVI | 13F-HR | 19 Dec 2024, 09:21 |
| Q2 2020 | 151 | $233,839,885 | +$24,826,419 | -$6,574,669 | +$18,251,750 | IVE, IVW, AGG, ITOT, GVI | 13F-HR | 19 Dec 2024, 09:20 |
| Q1 2020 | 127 | $180,970,757 | +$9,012,522 | -$17,853,755 | -$8,841,233 | IVE, IVW, AGG, ITOT, GVI | 13F-HR | 19 Dec 2024, 09:15 |
| Q4 2019 | 155 | $225,888,239 | $0 | $0 | $0 | IVE, IVW, ITOT, AGG, IJH | 13F-HR | 13 Dec 2024, 12:06 |