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Manager record

Independent Solutions Wealth Management, LLC

Williamsville, NY · CIK 1818391 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$787.82MReported 13F valueQ3 2026 · as filed
194Holdings listed
+2.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $512.2M$512.2MQ2 2025178 holdingsQ3 2025: $563.0M$563.0MQ3 2025178 holdingsQ4 2025: $544.3M$544.3MQ4 2025173 holdingsQ1 2026: $679.1M$679.1MQ1 2026185 holdingsQ2 2026: $766.3M$766.3MQ2 2026194 holdingsQ3 2026: $787.8M$787.8MQ3 2026194 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 28 2026 13F-HR · period Q3 2026

$787.82M · 194 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$766.31M · 194 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$679.13M · 185 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$544.31M · 173 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$562.97M · 178 holdings listed · View original SEC filing ↗
Jul 23 2025 13F-HR · period Q2 2025

$512.19M · 178 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 28, 2026 · Change methodology