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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 $679,126,772
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Listed Fds Tr
 3,362,981 $118,506,736 17.45%
2.
Apple Inc.
 AAPL 85,096 $21,596,389 3.18%
3.
Nvidia Corp
 NVDA 103,705 $18,086,134 2.66%
4.
Ishares Trust
 IEF 153,274 $17,336,817 2.55%
5.
Ishares Tr
 145,014 $16,008,095 2.36%
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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