Independent Solutions Wealth Management, LLC has filed its latest 13F-HR report, revealing a total portfolio value of approximately $787.8 million as of September 30, 2026. This update is significant as it provides insights into the company's investment strategies and the securities it holds.

Independent Solutions Wealth Management, based in Williamsville, NY, is a financial services firm focused on wealth management. The firm operates under the SEC file number 028-24522 and has been active in filing reports, including its most recent submission on October 28, 2026.

The filing states, "The report type is 13F HOLDINGS REPORT, with a total of 194 entries in the information table." This indicates a diverse range of investments, showcasing the firm's strategy to manage a broad portfolio.

The report may affect various stakeholders, including clients looking for transparency in investment strategies, as well as competitors within the wealth management sector. The detailed holdings could influence how other firms approach their investment decisions.

The filing does not indicate what happens next, leaving the future actions of Independent Solutions Wealth Management open-ended.

Portfolio Composition

The 13F-HR report details a total of 194 entries in the information table, reflecting a significant breadth of investment across various sectors. Notably, the portfolio includes major holdings in technology, healthcare, and consumer goods, indicating a diversified investment strategy.

Significant Holdings

Among the prominent positions, Independent Solutions Wealth Management holds substantial stakes in companies such as Apple Inc., with 85,000 shares valued at approximately $28.3 million, and Amazon.com Inc., with 30,951 shares worth around $7.7 million. Additionally, the firm has invested in Alphabet Inc., holding shares in both Class A and Class C, valued at $9.4 million and $4.5 million respectively.

Other significant investments include Chevron Corporation, with a holding valued at approximately $8.3 million, and Berkshire Hathaway Inc. with a stake worth about $584,095. These holdings reflect a strategy that balances growth potential with established industry leaders.

Investment Discretion

The filing indicates that all reported securities are under sole investment discretion, which suggests that Independent Solutions Wealth Management has full control over the investment decisions for these assets. This level of discretion allows the firm to actively manage its portfolio in response to market conditions.

Conclusion

Overall, the 13F-HR report from Independent Solutions Wealth Management provides a comprehensive view of its investment landscape as of September 30, 2026. The diverse range of holdings and the strategic focus on high-value companies underscore the firm's commitment to maximizing client investment outcomes.