Independent Solutions Wealth Management, LLC ETF holdings
Williamsville, NY
Reported $417.0M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$417.0M
ETFs held
61
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
54.4%
of $766.3M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| LEXI | Alexis Practical Tactical ETF | $140.2M | 3,448,722 | +85,741 shares |
| IVW | iShares S&P 500 Growth ETF | $20.1M | 146,134 | −7,140 shares |
| IVE | iShares S&P 500 Value ETF | $16.4M | 72,357 | −222 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $12.0M | 108,641 | −36,373 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $11.6M | 150,024 | −1,609 shares |
| IVV | iShares Core S&P 500 ETF | $11.3M | 15,125 | +1,160 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $11.2M | 112,822 | +401 shares |
| IEFA | iShares Core MSCI EAFE ETF | $10.7M | 111,209 | −2,041 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $10.5M | 301,365 | −3,330 shares |
| GVI | iShares Intermediate Government/Credit Bond ETF | $9.6M | 90,932 | +671 shares |
51 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001818391. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Independent Solutions Wealth Management, LLC own?
Independent Solutions Wealth Management, LLC reported 61 ETF positions worth $417.0M in its Form 13F for June 30, 2026. The largest was LEXI, at $140.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.