You're signed outSign in or to get full access.
Independent Solutions Wealth Management, LLC
Independent Solutions Wealth Management, LLC is an SEC Registered Investment Advisory firm headquartered in Williamsville, NY. Founded in 2019, the firm provides professional wealth management and investment advisory services with a focus on model-driven portfolio solutions. Serving individuals, business owners, and entrepreneurs, the firm strives to deliver diversified strategies for long-term financial growth and security. As of 2025, the company employs 28 professionals, primarily investment advisers and brokers.
Investment Strategy
Independent Solutions Wealth Management offers a range of model-based investment strategies tailored to client goals and risk tolerances. These models include All Cap Growth, which targets high relative strength and momentum companies, often within technology and high-growth sectors; the DOW Dividend model, focused on high-yielding, recognizable dividend stocks; and a GARP (Growth at a Reasonable Price) model that blends growth and value investing in discounted growth companies. The firm also uses rigorous manager selection, reviewing Morningstar fund categories for best-in-breed options and builds diversified portfolios fit for long-term, patient investors. Strategies emphasize growth potential, dividend income, and risk-adjusted returns while recognizing the inherent risks and importance of client-specific customization.
Latest 13F Filing Activity
Independent Solutions Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 178 equity positions with a total 13F market value of $563M. The fund increased holdings in Applovin Corp., Apple Inc., Nvidia Corporation among other positions. Independent Solutions Wealth Management, LLC reduced exposure to The Trade Desk Inc., Modine MFG Co., Honeywell Intl Inc. among others.
Top Holdings
Equity Positions (178)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVW | ISHARES TR | 3.76% | $21.2M | 175,530 | $55.82 | $120.72 | +$2.3M |
A AAPL | APPLE INC | 3.75% | $21.1M | 82,862 | $118.34 | $254.63 | +$4.6M |
C COST | COSTCO WHSL CORP NEW | 3.47% | $19.5M | 21,105 | $435.17 | $925.63 | -$894.9K |
N NVDA | NVIDIA CORPORATION | 3.44% | $19.4M | 103,821 | $18.14 | $186.58 | +$3.1M |
A AVGO | BROADCOM INC | 2.87% | $16.2M | 49,036 | $50.08 | $329.91 | +$2.7M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more