Independent Solutions Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 194 positions held by the firm, managed by COO Michael F. Zimmer.
The portfolio includes a mix of large-cap technology companies, consumer staples, and energy firms. Major holdings include Apple Inc., with 8,500,000 shares, and NVIDIA Corporation, with 23,485,566 shares. Other notable positions include Microsoft Corporation (11,125,977 shares), Amazon.com Inc. (7,711,539 shares), and Berkshire Hathaway Inc. (584,095 shares).
In addition to individual stocks, the filing reveals significant exposure to exchange-traded funds (ETFs). The portfolio holds shares in the iShares Core S&P 500 ETF (11,763,191 shares) and the iShares Core S&P 500 Growth ETF (17,337,662 shares). Other ETFs include the Schwab Strategic Trust US Large Cap Growth ETF (9,635,294 shares) and the Vanguard Index Funds Morningstar Mid Cap Growth ETF (368,338 shares).
Other disclosed positions include shares in Visa Inc., Walmart Inc., Costco Wholesale Corporation, and Eli Lilly & Co. The filing indicates that all positions are held as sole voting and dispositive power.
