Independent Solutions Wealth Management, LLC

CIK 1818391 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$766.3M
#2.910 dari 9.443 berdasarkan nilai 13F · top 30.8%
Posisi
194
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +12.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
37,19%
Bobot 25 kepemilikan teratas
54,36%
Posisi di atas 1%
23
Jumlah posisi efektif
23,9

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 4,64% Perkiraan pembelian $51.401.703 · penjualan $33.563.403

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 75,8% masih dipegang

Posisi baru
20
Meningkat
67
Menurun
82
Tertutup
11
Di halaman ini

Rincian sektor

Technology
18,4%
Retail
3,8%
Financial Services
3,4%
Energy
3,2%
Communication Services
2,7%
Healthcare
2,7%
Industrials
2,3%
Communications
1,7%
Consumer Staples
1,7%
Financials
1,4%
Materials
1,1%
Consumer Discretionary
1,1%
Real Estate
0,7%
Consumer products
0,5%
Utilities
0,5%
Telecommunication
0,2%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
54,5%

Portofolio lengkap 194 posisi

Tipe Rentetan Tren 8 kuartal
LEXI Alexis Practical Tactical ETF $140.215.373 18,30% 3.448.722 $21.708.637 Naik ×6
AAPL Apple Inc. - Common Stock $24.498.022 3,20% 84.663 $2.901.633 Turun ×1
NVDA NVIDIA Corporation - Common Stock $20.496.314 2,67% 102.435 $2.410.180 Turun ×1
IVW $20.097.868 2,62% 146.134 $2.761.051 Turun ×1
AVGO Broadcom Inc. - Common Stock $17.173.718 2,24% 45.463 $2.877.430 Turun ×3
IVE $16.429.352 2,14% 72.357 $1.104.290 Turun ×3
SHV iShares 0-1 Year Treasury Bond ETF $11.988.534 1,56% 108.641 $-4.019.561 Turun ×1
IJH $11.568.379 1,51% 150.024 $1.328.576 Turun ×1
IVV $11.326.653 1,48% 15.125 $2.204.895 Naik ×3
AGG $11.167.148 1,46% 112.822 $7.111 Naik ×2
IEFA $10.740.584 1,40% 111.209 $488.094 Turun ×5
SCHV $10.490.517 1,37% 301.365 $1.197.318 Turun ×3
GOOGL Alphabet Inc. - Class A Common Stock $9.756.588 1,27% 27.301 $1.781.103 Turun ×3
COST Costco Wholesale Corporation - Common Stock $9.698.114 1,27% 10.367 $-945.854 Turun ×3
GVI $9.647.408 1,26% 90.932 $18.335 Naik ×2
SCHG $9.609.460 1,25% 283.967 $1.240.920 Turun ×3
CSCO Cisco Systems, Inc. - Common Stock $8.528.660 1,11% 72.609 $1.859.860 Turun ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $8.513.181 1,11% 72.968 $-2.558.758 Turun ×6
JPST $8.300.560 1,08% 164.140 $-184.510 Turun ×1
LRCX Lam Research Corporation - Common Stock $8.167.837 1,07% 18.849 $6.145.972 Naik ×6
MSFT Microsoft Corporation - Common Stock $8.034.875 1,05% 21.540 $-1.383.773 Turun ×1
MINT $7.884.753 1,03% 78.214 $-283.140 Turun ×1
ITOT $7.729.349 1,01% 47.053 $894.231 Turun ×4
AMZN Amazon.com, Inc. - Common Stock $7.380.530 0,96% 30.966 $949.071 Naik ×1
SHY iShares 1-3 Year Treasury Bond ETF $7.102.336 0,93% 86.498 $103.653 Naik ×2
SCHZ $6.645.009 0,87% 287.290 $143.255 Naik ×1
SHYG $6.533.303 0,85% 154.051 $203.981 Naik ×6
CVX Chevron Corporation Common Stock $6.463.816 0,84% 38.995 $-1.514.914 Naik ×2
FLOT $6.449.146 0,84% 126.330 $31.943 Naik ×6
IJR $6.434.029 0,84% 43.382 $944.020 Turun ×4
SCHR $5.691.972 0,74% 230.818 $235.609 Naik ×1
MTUM $5.345.361 0,70% 15.592 $1.578.773 Turun ×1
V Visa Inc. $5.341.837 0,70% 15.570 $601.285 Turun ×1
ARM Arm Holdings plc - American Depositary Shares $5.273.520 0,69% 14.873 $2.998.874 Turun ×1
XOM Exxon Mobil Corporation Common Stock $5.242.355 0,68% 38.344 $-1.216.097 Naik ×1
SCHF $5.234.946 0,68% 188.987 $395.738 Turun ×4
LQD $5.201.449 0,68% 47.689 $37.463 Naik ×4
APP Applovin Corporation - Class A Common Stock $5.162.605 0,67% 10.020 $947.785 Turun ×3
SCHM $5.142.738 0,67% 139.483 $684.402 Turun ×3
META Meta Platforms, Inc. - Class A Common Stock $5.131.163 0,67% 9.109 $-182.354 Turun ×1
JNJ Johnson & Johnson Common Stock $4.947.466 0,65% 19.481 $245.108 Naik ×2
PYLD $4.856.316 0,63% 183.119 Naik ×1
IMTM $4.838.098 0,63% 90.720 $849.701 Naik ×3
LAMR Lamar Advertising Company - Class A Common Stock $4.816.561 0,63% 30.879 $937.048 Naik ×3
SCHO $4.710.425 0,61% 195.129 $-154.534 Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock $4.677.803 0,61% 13.239 $825.808 Turun ×4
ANET Arista Networks, Inc. Common Stock $4.529.001 0,59% 26.660 $1.189.876 Turun ×3
KO Coca-Cola Company (The) Common Stock $4.371.947 0,57% 53.795 $239.542 Turun ×1
MRVL Marvell Technology, Inc. - Common Stock $4.350.981 0,57% 14.606
MO Altria Group, Inc. $4.326.004 0,56% 60.125 $444.660 Naik ×2
HOOD Robinhood Markets, Inc. - Class A Common Stock $4.322.670 0,56% 43.106 $1.245.403 Turun ×4
HDV $4.288.659 0,56% 156.463 $196.371 Naik ×1
ETN Eaton Corporation, PLC Ordinary Shares $4.228.643 0,55% 9.924 $560.567 Turun ×3
SHOP Shopify Inc. - Class A Subordinate Voting Shares $4.003.506 0,52% 35.063 $-179.167 Turun ×5
SCHB $3.998.976 0,52% 138.086 $413.751 Turun ×3
PM Philip Morris International Inc Common Stock $3.925.336 0,51% 21.698 $396.198 Naik ×1
NET Cloudflare, Inc. Class A Common Stock $3.840.104 0,50% 15.656 $554.140 Turun ×3
MRK Merck & Company, Inc. Common Stock (new) $3.714.942 0,48% 28.910 $220.710 Turun ×1
CASY Caseys General Stores, Inc. - Common Stock $3.699.890 0,48% 4.655 $121.613 Turun ×3
SCCO Southern Copper Corporation Common Stock $3.637.309 0,47% 20.873 $10.150 Turun ×2
PG Procter & Gamble Company (The) Common Stock $3.581.212 0,47% 24.422 $502.759 Naik ×2
AMGN Amgen Inc. - Common Stock $3.540.503 0,46% 9.777 $165.855 Naik ×2
CRWV CoreWeave, Inc. - Class A Common Stock $3.530.883 0,46% 35.472 $724.532 Turun ×1
IXUS iShares Core MSCI Total International Stock ETF $3.512.478 0,46% 36.803 $502.518 Naik ×2
DGRO $3.482.929 0,45% 45.955 Naik ×1
FREL $3.379.214 0,44% 115.332 $303.269 Naik ×2
SCHD $3.315.812 0,43% 104.567 $95.218 Turun ×1
VLO Valero Energy Corporation Common Stock $3.314.518 0,43% 12.727 $146.802 Turun ×2
ABBV AbbVie Inc. Common Stock $3.264.777 0,43% 12.974 $456.111 Naik ×2
IAU $3.203.059 0,42% 42.419 $-377.383 Naik ×1
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $3.113.487 0,41% 35.771 $611.940 Turun ×3
QQQ Invesco QQQ Trust, Series 1 $3.091.205 0,40% 4.198 $656.818 Turun ×1
HPE Hewlett Packard Enterprise Company Common Stock $3.048.353 0,40% 67.576 Naik ×1
MCD McDonald's Corporation Common Stock $3.008.452 0,39% 11.130 $-379.923 Naik ×6
QCOM QUALCOMM Incorporated - Common Stock $2.994.892 0,39% 16.207 $928.617 Naik ×4
SCHA $2.986.065 0,39% 82.648 $577.793 Turun ×2
IWF $2.972.506 0,39% 23.939 $1.181.626 Naik ×1
RMBS Rambus, Inc. - Common Stock $2.942.979 0,38% 22.171 $1.000.938 Turun ×1
PAG Penske Automotive Group, Inc. Common Stock $2.929.540 0,38% 16.371 $440.648 Turun ×2
IOO $2.899.335 0,38% 21.225 $1.004.340 Naik ×1
IBM International Business Machines Corporation Common Stock $2.839.994 0,37% 10.099 $456.284 Naik ×1
MPC Marathon Petroleum Corporation Common Stock $2.764.815 0,36% 10.814 $171.623 Naik ×5
CRUS Cirrus Logic, Inc. - Common Stock $2.705.920 0,35% 18.218 Naik ×1
HD Home Depot, Inc. (The) Common Stock $2.671.757 0,35% 7.576 $201.272 Naik ×1
PSX Phillips 66 Common Stock $2.630.040 0,34% 15.558 $-171.059 Naik ×3
GS Goldman Sachs Group, Inc. (The) Common Stock $2.545.417 0,33% 2.517 $1.693.674 Naik ×1
BX Blackstone Inc. Common Stock $2.484.488 0,32% 21.114 $122.438 Naik ×5
PJT PJT Partners Inc. Class A Common Stock $2.410.444 0,31% 15.970 $151.251 Turun ×3
RTX RTX Corporation Common Stock $2.391.901 0,31% 12.607 $-39.896
SRE DBA Sempra Common Stock $2.355.280 0,31% 25.405 $-42.080 Naik ×1
MU Micron Technology, Inc. - Common Stock $2.353.597 0,31% 2.039 $1.635.011 Turun ×6
SOLS Solstice Advanced Materials Inc. - Common Stock $2.292.394 0,30% 25.874 $345.724 Naik ×1
SMH SMH $2.217.780 0,29% 3.381 $1.253.403 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $2.153.817 0,28% 2.979 $1.183.133 Naik ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $2.138.174 0,28% 8.684 $416.021 Naik ×2
RSP $2.123.870 0,28% 9.982 $208.125
ENB Enbridge Inc Common Stock $2.106.167 0,27% 38.852 $37.315 Naik ×4
UNH UnitedHealth Group Incorporated Common Stock (DE) $2.065.798 0,27% 4.970 $749.041 Naik ×2
CMI Cummins Inc. Common Stock $2.009.113 0,26% 2.817 $458.539 Turun ×6
RY Royal Bank Of Canada Common Stock $1.932.272 0,25% 9.336 $413.805 Turun ×6

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
LEXI $140.215.373 18,30% naik ×6
IVV $11.326.653 1,48% naik ×3
LRCX $8.167.837 1,07% naik ×6
SHYG $6.533.303 0,85% naik ×6
FLOT $6.449.146 0,84% naik ×6
LQD $5.201.449 0,68% naik ×4
IMTM $4.838.098 0,63% naik ×3
LAMR $4.816.561 0,63% naik ×3
MCD $3.008.452 0,39% naik ×6
QCOM $2.994.892 0,39% naik ×4
MPC $2.764.815 0,36% naik ×5
PSX $2.630.040 0,34% naik ×3
BX $2.484.488 0,32% naik ×5
ENB $2.106.167 0,27% naik ×4
CME $1.391.008 0,18% naik ×4

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
PYLD $4.856.316 183.119 0,63%
MRVL $4.350.981 14.606 0,57%
DGRO $3.482.929 45.955 0,45%
HPE $3.048.353 67.576 0,40%
CRUS $2.705.920 18.218 0,35%
PGR $1.911.656 8.751 0,25%
MMM $1.621.635 10.016 0,21%
Penerbit tidak dikenal (CUSIP: 438516205) $1.038.947 4.638 0,14%
Penerbit tidak dikenal (CUSIP: 43849R105) $1.025.369 4.638 0,13%
PANW $486.295 1.426 0,06%
KLAC $402.179 1.333 0,05%
Penerbit tidak dikenal (CUSIP: 84615Q103) $386.656 2.263 0,05%
TXN $305.151 1.024 0,04%
GEV $247.895 211 0,03%
TROW $246.139 2.165 0,03%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
LEXI Beli lebih banyak +86K +$21.7M
LRCX Beli lebih banyak +9K +$6.1M
SHV Dipangkas -36K -$4.0M
ARM Dipangkas -163 +$3.0M
AAPL Dipangkas -433 +$2.9M
AVGO Dipangkas -727 +$2.9M
NFLX Dipangkas -25K -$2.8M
IVW Dipangkas -7K +$2.8M
PLTR Dipangkas -3K -$2.6M
NVDA Dipangkas -1K +$2.4M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
IEUR 30 Juni 2026 41.258 $2.899.200 Tidak lagi dilacak
NOW 31 Maret 2025 2.492 $2.642.006 -18,6%
URI 31 Maret 2026 2.859 $2.314.043 51,9%
TXN 31 Des. 2025 12.227 $2.246.422 52,8%
BSCP 31 Des. 2025 107.966 $2.233.813 Tidak lagi dilacak
HON 30 Juni 2026 9.795 $2.213.964 -1,9%
UPS 30 Juni 2026 20.921 $2.058.198 -3,9%
PANW 31 Maret 2026 11.083 $2.041.489 114,6%
RACE 31 Des. 2025 4.049 $1.964.765 17,0%
INTU 30 Juni 2026 4.465 $1.930.432 38,2%
MELI 31 Maret 2026 886 $1.784.634 12,0%
ZS 30 Juni 2026 11.933 $1.674.034 22,5%
MOD 30 Sep. 2025 16.157 $1.591.465 42,9%
TTD 31 Des. 2025 27.450 $1.345.327 -65,2%
MANH 31 Maret 2025 4.886 $1.320.393 19,9%
IJJ 30 Juni 2025 10.994 $1.316.312 Tidak lagi dilacak
IOO 30 Juni 2025 13.618 $1.311.277 Tidak lagi dilacak
EFAV 30 Sep. 2025 14.187 $1.192.559 Tidak lagi dilacak
MMM 30 Juni 2025 7.833 $1.150.304 18,1%
UNH 30 Juni 2025 1.944 $1.018.051 24,2%
VUG 30 Sep. 2025 1.884 $825.946 Tidak lagi dilacak
DOW 31 Maret 2025 18.608 $746.726 -5,9%
IYW 30 Juni 2026 3.511 $636.966 Tidak lagi dilacak
AAXJ 30 Juni 2026 6.250 $601.813
VB 30 Sep. 2025 2.413 $571.833 Tidak lagi dilacak
VTV 30 Sep. 2025 3.104 $548.601 Tidak lagi dilacak
VTI 30 Sep. 2025 1.750 $531.921 Tidak lagi dilacak
CRM 31 Maret 2026 1.974 $522.932 10,1%
MRVL 30 Sep. 2025 6.305 $488.007 193,0%
DDS 31 Maret 2026 800 $485.072 5,8%
VEA 30 Sep. 2025 8.124 $463.149 Tidak lagi dilacak
COIN 31 Des. 2025 1.339 $451.899 -17,2%
MIAX 30 Juni 2026 11.056 $430.300 15,3%
PFE 31 Des. 2025 15.081 $384.264 12,7%
STZ 31 Des. 2025 2.787 $375.325 -2,6%
DFS 30 Juni 2025 2.171 $370.506 Tidak lagi dilacak
HEZU 30 Sep. 2025 8.505 $348.960 Tidak lagi dilacak
IXP 31 Des. 2025 2.791 $344.940 Tidak lagi dilacak
SOXX 30 Juni 2026 1.040 $341.806 -18,6%
SMCI 31 Des. 2025 7.110 $340.853 27,2%
SOXX 31 Des. 2025 1.257 $340.798 73,1%
BACPRL 30 Juni 2025 270 $333.334 Tidak lagi dilacak
VXUS 30 Sep. 2025 4.811 $332.392
VCSH 30 Sep. 2025 3.882 $308.619
BKNG 31 Maret 2026 55 $294.543 22,9%
SPY 30 Sep. 2025 453 $279.886 Tidak lagi dilacak
IYC 30 Sep. 2025 2.786 $277.597 Tidak lagi dilacak
ICSH 31 Maret 2025 5.459 $275.286 Tidak lagi dilacak
ITB 31 Maret 2025 2.628 $271.709 Tidak lagi dilacak
THO 31 Maret 2025 2.835 $271.338 5,2%
IYF 30 Sep. 2025 2.226 $269.324 Tidak lagi dilacak
IYJ 30 Sep. 2025 1.838 $261.566 Tidak lagi dilacak
CRMT 31 Maret 2025 5.000 $256.250 -93,7%
MLM 31 Maret 2025 486 $251.019 10,9%
BDX 31 Des. 2025 1.320 $247.064 23,7%
IDU 30 Juni 2025 2.389 $242.292 Tidak lagi dilacak
ISRG 30 Juni 2026 510 $235.105 -6,1%
SOXX 31 Maret 2025 1.089 $234.669 177,1%
DMRC 31 Maret 2025 6.208 $232.490 -49,6%
ORCL 31 Maret 2025 1.393 $232.130 4,8%
FDX 30 Juni 2025 944 $230.128 44,9%
CHE 31 Maret 2026 536 $229.333 40,9%
AMD 31 Maret 2025 1.875 $226.481 358,2%
SPYG 31 Maret 2026 2.113 $225.457 Tidak lagi dilacak
MRSH 31 Des. 2025 1.105 $222.660 3,0%
TROW 31 Maret 2026 2.162 $221.346 26,2%
MDLZ 30 Sep. 2025 3.275 $220.866 2,6%
TSN 31 Maret 2026 3.751 $219.884 -9,9%
MLM 31 Maret 2026 350 $217.931 -9,9%
CPRT 30 Sep. 2025 4.323 $212.130 -23,7%
THO 31 Des. 2025 2.037 $211.217 -22,3%
TM 31 Maret 2025 1.085 $211.152 12,0%
SPOT 31 Des. 2025 298 $208.004 -9,2%
NOW 31 Maret 2026 1.351 $206.960 24,0%
CCI 30 Juni 2026 2.545 $206.934 0,4%
DIS 31 Maret 2026 1.804 $205.205 11,2%
BA 31 Des. 2025 945 $203.959 -1,2%
TM 31 Maret 2026 935 $200.146 -4,0%
AGNC 31 Maret 2026 10.000 $107.204 8,9%