Independent Solutions Wealth Management, LLC

RIA/Wealth

Independent Solutions Wealth Management, LLC is a RIA/Wealth based in Williamsville, NY led by Michael Steven Lomas, reporting $1.2B in AUM as of Q3 2025 with 40% ETF concentration.

Managing PartnerMichael Steven Lomas

Portfolio Value: $563.0M
Positions: 178
Top Holding: IVW at 3.76%
Last Reported: Q3 2025

Address305 Spindrift Drive, Williamsville, NY, 14221, United States

Top Holdings

Largest long holdings in Independent Solutions Wealth Management, LLC's portfolio (30% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares S&P 500 Growth ETF IVW	ETF ETF	$21.2M	3.76%	+$487.0K Bought	— 175.5K shares	Q4 2019 Held for 5y 11m
2 Apple AAPL	Consumer Electronics Technology	$21.1M	3.75%	+$621.8K Bought	0.00% 82.9K shares	Q4 2019 Held for 5y 11m
3 Costco Wholesale COST	Discount Stores Consumer Defensive	$19.5M	3.47%	+$432.3K Bought	0.00% 21.1K shares	Q4 2019 Held for 5y 11m
4 Nvidia NVDA	Semiconductors Technology	$19.4M	3.44%	+$115.5K Bought	0.00% 103.8K shares	Q4 2019 Held for 5y 11m
5 Broadcom Inc. AVGO	Semiconductors Technology	$16.2M	2.87%	+$74.2K Bought	0.00% 49.0K shares	Q4 2019 Held for 5y 11m
6 iShares S&P 500 Value IVE	ETF ETF	$16.1M	2.86%	+$39.2K Bought	— 78.0K shares	Q4 2019 Held for 5y 11m
7 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$16.1M	2.85%	-$1.7M Sold	0.00% 88.1K shares	Q4 2020 Held for 4y 11m
8 Alexis Practical Tactical LEXI	ETF ETF	$15.8M	2.80%	+$1.9M Bought	— 453.7K shares	Q1 2024 Held for 1y 8m
9 Microsoft MSFT	Software - Infrastructure Technology	$11.9M	2.12%	+$264.2K Bought	0.00% 23.0K shares	Q4 2019 Held for 5y 11m
10 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$11.7M	2.09%	+$50.5K Bought	— 117.2K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Independent Solutions Wealth Management, LLC's latest filing

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Market Value

$563.0M

Prior: $512.2M

Q/Q Change

+9.91%

+$50.8M

Net Flows % of MV

+0.965%

Turnover Ratio

3.64%

New Purchases

5 stocks

$3.0M

Added To

99 stocks

+$17.9M

Sold Out Of

17 stocks

$8.7M

Reduced Holdings

49 stocks

-$6.8M

Increased Positions

Position	Shares Δ	Change
1 iShares MSCI Intl Momentum Factor IMTM	New	0 → 41.0K +$2.0M
2 iShares U.S. Technology IYW	New	0 → 1.9K +$377.6K
3 Vanguard Mid-Cap Growth VOT	New	0 → 1.2K +$344.3K
4 Marsh & McLennan Companies MMC	New	0 → 1.1K +$222.7K
5 AGNC Investment Corp. AGNC	New	0 → 10.0K +$97.9K

Decreased Positions

Position	Shares Δ	Change
1 Modine Manufacturing MOD	Sold	16.2K → 0 −$1.6M
2 EFAV iShares MSCI EAFE Min Vol Factor EFAV	Sold	14.2K → 0 −$1.2M
3 Vanguard Growth VUG	Sold	1.9K → 0 −$825.9K
4 Vanguard Small-Cap ETF VB	Sold	2.4K → 0 −$571.8K
5 Vanguard Value VTV	Sold	3.1K → 0 −$548.6K

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Analytics

Portfolio insights and performance metrics for Independent Solutions Wealth Management, LLC

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Sector Allocation

ETF

39.60%

Technology

26.60%

Consumer Defensive

6.30%

Financial Services

5.90%

Consumer Cyclical

4.50%

Communication Services

4.40%

Energy

3.30%

Industrials

2.70%

Healthcare

2.60%

Basic Materials

1.00%

Real Estate

0.80%

Utilities

0.40%

Market Cap Distribution

Mega Cap (> $200B)

37.50%

Large Cap ($10B - $200B)

19.70%

Mid Cap ($2B - $10B)

1.25%

Small Cap ($300M - $2B)

0.03%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.07%

N/A (ETF or Unknown)

41.45%

Portfolio Concentration

Top 10 Holdings %

30.01%

Top 20 Holdings %

46.09%

Top 50 Holdings %

71.85%

Top 100 Holdings %

93.46%