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Home > Institutional Investor > Independent Solutions Wealth Management, Llc > Profile

Instuitional Investor - Independent Solutions Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Independent Solutions Wealth Management, Llc
Portfolio Value $544,311,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 81,779 $22,232,404 4.08%
2.
Nvidia Corp
 NVDA 101,709 $18,968,708 3.48%
3.
Listed Fds Tr
 523,334 $18,628,545 3.42%
4.
Ishares Trust
 IEF 149,877 $18,473,824 3.39%
5.
Broadcom Inc.
 AVGO 46,685 $16,157,653 2.97%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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