Independent Solutions Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 23, 2025
Value $
$512M
Signature - Title
Michael F. Zimmer - COO
Location
Williamsville, NY
Summary
This page shows a list of all the recent 13F filings made by Independent Solutions Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independent Solutions Wealth Management, LLC reported 178 stock holdings with total value $512M as of Q2 2025. Top holdings included COST, IVW, AAPL, NVDA, and IVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 178 $512M +$33.5M -$16.1M +$17.4M COST, IVW, AAPL, NVDA, IVE 13F-HR 7/23/2025, 01:05 PM
Q1 2025 173 $447M +$21.8M -$16.3M +$5.5M COST, IVW, IVE, AAPL, AGG 13F-HR 4/23/2025, 01:59 PM
Q4 2024 171 $457M +$80.2M -$41.1M +$39.1M COST, IVW, AAPL, IVE, NVDA 13F-HR 2/11/2025, 11:05 AM
Q3 2024 164 $442M +$21M -$28M -$7.02M IVE, COST, IVW, AAPL, AGG 13F-HR 12/19/2024, 02:12 PM
Q2 2024 168 $436M +$25.8M -$11.7M +$14.1M IVE, IVW, COST, AGG, AAPL 13F-HR 12/19/2024, 02:11 PM
Q1 2024 171 $421M +$27.5M -$18.7M +$8.82M IVE, IVW, COST, AGG, GVI 13F-HR 12/19/2024, 02:09 PM
Q4 2023 166 $390M +$27.6M -$36.5M -$8.87M IVE, IVW, COST, AGG, AAPL 13F-HR 12/19/2024, 01:30 PM
Q3 2023 199 $363M +$35.8M -$29M +$6.74M IVE, IVW, COST, AGG, GVI 13F-HR 12/19/2024, 01:29 PM
Q2 2023 218 $371M +$26.1M -$12.6M +$13.5M IVE, COST, IVW, AGG, AAPL 13F-HR 12/19/2024, 01:27 PM
Q1 2023 210 $339M +$12.3M -$18M -$5.74M IVE, COST, AGG, IVW, GVI 13F-HR 12/19/2024, 01:26 PM
Q4 2022 213 $328M +$29.3M -$25M +$4.34M IVE, AGG, COST, IVW, GVI 13F-HR 12/19/2024, 01:19 PM
Q3 2022 208 $305M +$18.4M -$14.5M +$3.84M IVE, COST, AGG, IVW, GVI 13F-HR 12/19/2024, 01:17 PM
Q2 2022 216 $321M +$31M -$41.4M -$10.4M IVE, COST, AGG, IVW, GVI 13F-HR 12/19/2024, 01:15 PM
Q1 2022 212 $392M +$16.5M -$14.8M +$1.73M IVE, IVW, COST, AGG, AAPL 13F-HR 12/19/2024, 01:13 PM
Q4 2021 225 $424M +$17.8M -$24.4M -$6.59M IVE, IVW, AGG, COST, AAPL 13F-HR 12/19/2024, 11:21 AM
Q3 2021 211 $403M +$24M -$22.1M +$1.92M IVE, IVW, AGG, COST, GVI 13F-HR 12/19/2024, 11:20 AM
Q2 2021 201 $412M +$40.6M -$12.9M +$27.8M IVE, IVW, AGG, GVI, ITOT 13F-HR 12/19/2024, 11:18 AM
Q1 2021 188 $364M +$41.7M -$8.38M +$33.3M IVE, IVW, AGG, GVI, ITOT 13F-HR 12/19/2024, 11:16 AM
Q4 2020 178 $320M +$47.3M -$9.62M +$37.7M IVE, IVW, AGG, ITOT, GVI 13F-HR 12/19/2024, 09:23 AM
Q3 2020 159 $262M +$30.3M -$13.7M +$16.6M IVE, IVW, AGG, ITOT, GVI 13F-HR 12/19/2024, 09:21 AM
Q2 2020 151 $234M +$24.8M -$6.57M +$18.3M IVE, IVW, AGG, ITOT, GVI 13F-HR 12/19/2024, 09:20 AM
Q1 2020 127 $181M +$9.01M -$17.9M -$8.84M IVE, IVW, AGG, ITOT, GVI 13F-HR 12/19/2024, 09:15 AM
Q4 2019 155 $226M $0 $0 IVE, IVW, ITOT, AGG, IJH 13F-HR 12/13/2024, 12:06 PM