13F Filings History of Independent Solutions Wealth Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$544,311,772
Signature - Title
Michael F. Zimmer - COO
Location
Williamsville, NY
Summary
This page shows a list of all the recent 13F filings made by Independent Solutions Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Independent Solutions Wealth Management, LLC reported 173 stock holdings with total value $544,311,772 as of Q4 2025. Top holdings included AAPL, NVDA, LEXI, IVW, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 173 $544,311,772 +$24,399,961 -$40,844,243 -$16,444,282 AAPL, NVDA, LEXI, IVW, AVGO 13F-HR 05 Feb 2026, 16:52
Q3 2025 178 $562,968,881 +$25,465,204 -$15,500,475 +$9,964,729 IVW, AAPL, COST, NVDA, AVGO 13F-HR 23 Oct 2025, 12:16
Q2 2025 178 $512,188,611 +$33,524,300 -$16,131,073 +$17,393,227 COST, IVW, AAPL, NVDA, IVE 13F-HR 23 Jul 2025, 13:05
Q1 2025 173 $446,724,395 +$21,799,215 -$16,297,419 +$5,501,796 COST, IVW, IVE, AAPL, AGG 13F-HR 23 Apr 2025, 13:59
Q4 2024 171 $457,314,789 +$80,183,655 -$41,088,241 +$39,095,414 COST, IVW, AAPL, IVE, NVDA 13F-HR 11 Feb 2025, 11:05
Q3 2024 164 $442,370,785 +$21,014,093 -$28,031,776 -$7,017,683 IVE, COST, IVW, AAPL, AGG 13F-HR 19 Dec 2024, 14:12
Q2 2024 168 $436,450,562 +$25,799,366 -$11,692,527 +$14,106,839 IVE, IVW, COST, AGG, AAPL 13F-HR 19 Dec 2024, 14:11
Q1 2024 171 $421,267,618 +$27,484,715 -$18,660,425 +$8,824,290 IVE, IVW, COST, AGG, GVI 13F-HR 19 Dec 2024, 14:09
Q4 2023 166 $389,850,903 +$27,612,732 -$36,487,463 -$8,874,731 IVE, IVW, COST, AGG, AAPL 13F-HR 19 Dec 2024, 13:30
Q3 2023 199 $363,254,813 +$35,789,647 -$29,046,121 +$6,743,526 IVE, IVW, COST, AGG, GVI 13F-HR 19 Dec 2024, 13:29
Q2 2023 218 $370,507,451 +$26,075,370 -$12,622,290 +$13,453,080 IVE, COST, IVW, AGG, AAPL 13F-HR 19 Dec 2024, 13:27
Q1 2023 210 $339,244,658 +$12,289,898 -$18,027,841 -$5,737,943 IVE, COST, AGG, IVW, GVI 13F-HR 19 Dec 2024, 13:26
Q4 2022 213 $328,262,615 +$29,339,822 -$24,994,886 +$4,344,936 IVE, AGG, COST, IVW, GVI 13F-HR 19 Dec 2024, 13:19
Q3 2022 208 $304,982,848 +$18,369,067 -$14,526,470 +$3,842,597 IVE, COST, AGG, IVW, GVI 13F-HR 19 Dec 2024, 13:17
Q2 2022 216 $320,858,832 +$30,965,684 -$41,401,917 -$10,436,233 IVE, COST, AGG, IVW, GVI 13F-HR 19 Dec 2024, 13:15
Q1 2022 212 $391,587,119 +$16,489,483 -$14,763,533 +$1,725,950 IVE, IVW, COST, AGG, AAPL 13F-HR 19 Dec 2024, 13:13
Q4 2021 225 $423,731,297 +$17,785,270 -$24,376,461 -$6,591,191 IVE, IVW, AGG, COST, AAPL 13F-HR 19 Dec 2024, 11:21
Q3 2021 211 $403,324,265 +$23,998,486 -$22,083,312 +$1,915,174 IVE, IVW, AGG, COST, GVI 13F-HR 19 Dec 2024, 11:20
Q2 2021 201 $411,655,756 +$40,629,339 -$12,857,116 +$27,772,223 IVE, IVW, AGG, GVI, ITOT 13F-HR 19 Dec 2024, 11:18
Q1 2021 188 $364,074,609 +$41,704,861 -$8,380,975 +$33,323,886 IVE, IVW, AGG, GVI, ITOT 13F-HR 19 Dec 2024, 11:16
Q4 2020 178 $320,279,658 +$47,297,044 -$9,619,463 +$37,677,581 IVE, IVW, AGG, ITOT, GVI 13F-HR 19 Dec 2024, 09:23
Q3 2020 159 $262,122,260 +$30,285,707 -$13,666,296 +$16,619,411 IVE, IVW, AGG, ITOT, GVI 13F-HR 19 Dec 2024, 09:21
Q2 2020 151 $233,839,885 +$24,826,420 -$6,574,670 +$18,251,750 IVE, IVW, AGG, ITOT, GVI 13F-HR 19 Dec 2024, 09:20
Q1 2020 127 $180,970,757 +$9,012,522 -$17,853,754 -$8,841,232 IVE, IVW, AGG, ITOT, GVI 13F-HR 19 Dec 2024, 09:15
Q4 2019 155 $225,888,239 $0 $0 $0 IVE, IVW, ITOT, AGG, IJH 13F-HR 13 Dec 2024, 12:06