Independent Solutions Wealth Management, LLC

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CIK 1818391

13F portfolio (2026-Q1)

$679M

Positions

185

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

185

Top 5

28.2%

Top 10

37.4%

Effective N

25.3

HHI

0.040

This quarter

27 new · 0 exit →

By sector

Unclassified54.7%

Information Technology17.6%

Consumer Discretionary4.9%

Financials4.7%

Energy3.9%

Communication Services3.4%

Industrials2.9%

Health Care2.5%

Other5.5%

By market cap

Unknown55.9%

Mega (>$200B)29.2%

Large ($10–200B)13.5%

Mid ($2–10B)1.5%

Micro (<$300M)0.0%

By region

Other54.7%

North America45.1%

Europe0.2%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	54.71%	62
Semiconductors & Semiconductor Equipment	5.77%	8
Software	5.37%	9
Technology Hardware & Equipment	5.15%	6
Specialty Retail	4.16%	8
Oil, Gas & Consumable Fuels	3.88%	8
Software & IT Services	3.40%	6
Pharmaceuticals & Biotechnology	2.50%	7
Capital Markets	2.12%	9
Machinery	1.44%	6
Metals & Mining	1.44%	6
Banks	1.33%	10
Tobacco	1.09%	2
Commercial Services & Supplies	0.99%	3
Chemicals	0.93%	4
Aerospace & Defense	0.83%	4
Beverages	0.69%	2
Utilities	0.68%	5
Equity Real Estate Investment Trusts (REITs)	0.64%	3
Media & Entertainment	0.58%	1
Road & Rail	0.53%	4
Hotels, Restaurants & Leisure	0.50%	1
Communications Equipment	0.35%	2
Diversified Telecommunication Services	0.32%	2
Insurance	0.28%	2
Automobiles & Components	0.19%	2
Electrical Equipment & Components	0.05%	1
Airlines	0.05%	1
Health Care Equipment & Supplies	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	LEXI	LISTED FDS TR	Unclassified	17.45%
2	AAPL	Apple Inc.	Information Technology	3.18%
3	NVDA	NVIDIA CORP	Information Technology	2.66%
4	IVW	ISHARES TR	Unclassified	2.55%
5	SHV	ISHARES TR	Unclassified	2.36%
6	IVE	ISHARES TR	Unclassified	2.26%
7	AVGO	Broadcom Inc.	Information Technology	2.11%
8	AGG	ISHARES TR	Unclassified	1.64%
9	PLTR	Palantir Technologies Inc.	Information Technology	1.63%
10	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	1.57%

124/185 names classified · sector 45.3% of weight · industry 45.3% · mkt cap 44.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 26 quarters

Information TechnologyAAPL, MSFT, NVDA, AVGO, PLTR · other

Consumer DiscretionaryCOST, AMZN, CPRT, PENN, TSLA · other

FinancialsV, MA, BX, BAC, HOOD · other

IndustrialsETSY, ETN, RTX, URI, MELI · other

Communication ServicesMETA, GOOGL, NFLX, ROKU, DIS · other

Health CareJNJ, AMGN, MRK, PFE, ABBV · other

EnergyXOM, CVX, ENB, PSX, DVN · other

Consumer StaplesKO, PM, MO, STZ, BYND · other

MaterialsPG, APD, SCCO, NEM, VALE · other

Real EstateLAMR, CCI, AMT, IRT, INVH · other

UtilitiesSRE, NFG, SO, EXC, PEG · other

UnclassifiedIVE, IVW, AGG, ITOT, LEXI · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 45.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 42% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (108 classified)Independent Solutions Wealth Management, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsEnergyCommunication ServicesIndustrialsHealth CareConsumer StaplesMaterialsReal EstateUtilities

Style box summary for Independent Solutions Wealth Management, LLC: centroid Large Core. Heaviest cells: Large Growth 18.9%, Large Core 10.1%, Large Value 8.6%.

Classified: 42.0% of book weight (108/185 names) · unclassified 58.0%: LEXI, IVW, SHV, IVE, AGG, IEFA, IJH, GVI, SCHV, IVV +67 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 185 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	LEXILISTED FDS TR	3,362,981	$119M	17.4%	ADD 543%
2	AAPLAPPLE INC	85,096	$22M	3.2%	ADD 4%
3	NVDANVIDIA CORPORATION	103,705	$18M	2.7%	HOLD
4	IVWISHARES TR	153,274	$17M	2.6%	ADD 2%
5	SHVISHARES TR	145,014	$16M	2.4%	ADD 30%
6	IVEISHARES TR	72,579	$15M	2.3%	TRIM −3%
7	AVGOBROADCOM INC	46,190	$14M	2.1%	HOLD
8	AGGISHARES TR	112,421	$11M	1.6%	HOLD
9	PLTRPALANTIR TECHNOLOGIES INC	75,690	$11M	1.6%	TRIM −4%
10	COSTCOSTCO WHSL CORP NEW	10,682	$11M	1.6%	TRIM −6%
11	IEFAISHARES TR	113,250	$10M	1.5%	TRIM −4%
12	IJHISHARES TR	151,633	$10M	1.5%	ADD 11%
13	GVIISHARES TR	90,261	$10M	1.4%	HOLD
14	MSFTMICROSOFT CORP	25,444	$9M	1.4%	ADD 12%
15	SCHVSCHWAB STRATEGIC TR	304,695	$9M	1.4%	TRIM −3%
16	IVVISHARES TR	13,965	$9M	1.3%	ADD 36%
17	JPSTJ P MORGAN EXCHANGE TRADED F	167,656	$8M	1.2%	ADD 133%
18	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	287,283	$8M	1.2%	TRIM −2%
19	MINTPIMCO ETF TR	81,216	$8M	1.2%	ADD 125%
20	CVXCHEVRON CORP NEW	38,563	$8M	1.2%	ADD 60%
21	GOOGLALPHABET INC	27,735	$8M	1.2%	HOLD
22	SHYISHARES TR	84,761	$7M	1.0%	ADD 5%
23	ITOTISHARES TR	47,989	$7M	1.0%	TRIM −3%
24	CSCOCISCO SYS INC	85,949	$7M	1.0%	HOLD
25	SCHZSCHWAB STRATEGIC TR	280,007	$7M	1.0%	HOLD
26	XOMEXXON MOBIL CORP	38,067	$6M	1.0%	HOLD
27	AMZNAMAZON COM INC	30,880	$6M	0.9%	TRIM −3%
28	FLOTISHARES TR	125,951	$6M	0.9%	ADD 77%
29	SHYGISHARES TR	149,594	$6M	0.9%	ADD 68%
30	IJRISHARES TR	44,164	$5M	0.8%	TRIM −3%
31	SCHRSCHWAB STRATEGIC TR	219,043	$5M	0.8%	HOLD
32	METAMETA PLATFORMS INC	9,287	$5M	0.8%	HOLD
33	LQDISHARES TR	47,380	$5M	0.8%	HOLD
34	SCHOSCHWAB SHORT-TERM US TREASURY ETF	200,452	$5M	0.7%	HOLD
35	SCHFSCHWAB STRATEGIC TR	195,524	$5M	0.7%	TRIM −2%
36	VVISA INC	15,685	$5M	0.7%	ADD 6%
37	JNJJOHNSON & JOHNSON	19,237	$5M	0.7%	ADD 39%
38	SCHMSCHWAB STRATEGIC TR	144,003	$4M	0.7%	HOLD
39	APPAPPLOVIN CORP	10,590	$4M	0.6%	TRIM −2%
40	SHOPSHOPIFY INC	35,261	$4M	0.6%	TRIM −2%
41	KOCOCA COLA CO	54,338	$4M	0.6%	ADD 3%
42	HDVISHARES TR	30,152	$4M	0.6%	HOLD
43	IMTMISHARES TR	83,057	$4M	0.6%	ADD 71%
44	NFLXNETFLIX INC	40,748	$4M	0.6%	ADD 3%
45	MOALTRIA GROUP INC	58,817	$4M	0.6%	HOLD
46	LAMRLAMAR ADVERTISING CO	30,629	$4M	0.6%	HOLD
47	GOOGALPHABET INC	13,428	$4M	0.6%	HOLD
48	MTUMISHARES TR	15,695	$4M	0.6%	ADD 68%
49	ETNEATON CORP PLC	10,255	$4M	0.5%	TRIM −3%
50	SCCOSOUTHERN COPPER CORP	21,081	$4M	0.5%	TRIM −9%
51	SCHBSCHWAB STRATEGIC TR	142,838	$4M	0.5%	HOLD
52	IAUISHARES GOLD TR	40,613	$4M	0.5%	TRIM −53%
53	CASYCASEYS GEN STORES INC	4,916	$4M	0.5%	TRIM −4%
54	PMPHILIP MORRIS INTL INC	21,345	$4M	0.5%	TRIM −6%
55	MRKMERCK & CO INC	29,048	$3M	0.5%	ADD 49%
56	MCDMCDONALDS CORP	10,902	$3M	0.5%	ADD 6%
57	AMGNAMGEN INC	9,591	$3M	0.5%	HOLD
58	ANETARISTA NETWORKS INC	27,196	$3M	0.5%	TRIM −4%
59	NETCLOUDFLARE INC	15,925	$3M	0.5%	HOLD
60	SCHDSCHWAB STRATEGIC TR	104,974	$3M	0.5%	HOLD
61	VLOVALERO ENERGY CORP	12,821	$3M	0.5%	TRIM −3%
62	CRWDCROWDSTRIKE HLDGS INC	7,994	$3M	0.5%	HOLD
63	PGPROCTER AND GAMBLE CO	21,313	$3M	0.5%	ADD 105%
64	HOODROBINHOOD MKTS INC	44,405	$3M	0.5%	TRIM −2%
65	FRELFIDELITY COVINGTON TRUST	114,305	$3M	0.5%	HOLD
66	IXUSISHARES TR	34,741	$3M	0.4%	ADD 25%
67	JPMJPMORGAN CHASE & CO	10,123	$3M	0.4%	ADD 86%
68	IEURISHARES TR	41,258	$3M	0.4%	ADD 22%
69	VALEVALE S A	179,134	$3M	0.4%	NEW
70	ABBVABBVIE INC	12,914	$3M	0.4%	HOLD
71	CRWVCOREWEAVE INC	36,225	$3M	0.4%	NEW
72	PSXPHILLIPS 66	15,375	$3M	0.4%	HOLD
73	MPCMARATHON PETE CORP	10,620	$3M	0.4%	ADD 9%
74	IBKRINTERACTIVE BROKERS GROUP IN	37,298	$3M	0.4%	TRIM −3%
75	PAGPENSKE AUTOMOTIVE GRP INC	16,646	$2M	0.4%	HOLD
76	HDHOME DEPOT INC	7,512	$2M	0.4%	TRIM −15%
77	QQQINVESCO QQQ TR	4,218	$2M	0.4%	NEW
78	RTXRTX CORPORATION	12,607	$2M	0.4%	HOLD
79	SCHASCHWAB STRATEGIC TR	82,815	$2M	0.4%	TRIM −5%
80	SRESEMPRA	24,672	$2M	0.4%	TRIM −2%
81	IBMINTERNATIONAL BUSINESS MACHS	9,834	$2M	0.4%	HOLD
82	BXBLACKSTONE INC	20,541	$2M	0.3%	HOLD
83	ARMARM HOLDINGS PLC	15,036	$2M	0.3%	ADD 13%
84	PJTPJT PARTNERS INC	16,169	$2M	0.3%	HOLD
85	HONHONEYWELL INTL INC	9,795	$2M	0.3%	HOLD
86	ENBENBRIDGE INC	38,213	$2M	0.3%	ADD 2%
87	QCOMQUALCOMM INC	16,045	$2M	0.3%	ADD 4%
88	UPSUNITED PARCEL SERVICE INC	20,921	$2M	0.3%	NEW
89	LRCXLAM RESEARCH CORP	9,463	$2M	0.3%	ADD 18%
90	WMTWALMART INC	15,977	$2M	0.3%	TRIM −5%
91	SOLSSOLSTICE ADVANCED MATLS INC	25,560	$2M	0.3%	NEW
92	RMBSRAMBUS INC DEL	22,574	$2M	0.3%	NEW
93	INTUINTUIT	4,465	$2M	0.3%	TRIM −2%
94	RSPINVESCO EXCHANGE TRADED FD T	9,982	$2M	0.3%	NEW
95	IOOIShares S&P Global 100 Index ETF	15,665	$2M	0.3%	NEW
96	VZVERIZON COMMUNICATIONS INC	37,345	$2M	0.3%	ADD 2%
97	IWFISHARES TR	4,200	$2M	0.3%	HOLD
98	CMECME GROUP INC	5,958	$2M	0.3%	ADD 10%
99	VIGVANGUARD SPECIALIZED FUNDS	8,093	$2M	0.3%	NEW
100	PNCPNC FINL SVCS GROUP INC	8,276	$2M	0.3%	ADD 9%
101	SCHHSCHWAB STRATEGIC TR	80,018	$2M	0.3%	TRIM −4%
102	ZSZSCALER INC	11,933	$2M	0.2%	ADD 5%
103	MAMASTERCARD INCORPORATED	3,296	$2M	0.2%	HOLD
104	NEMNEWMONT CORP	14,463	$2M	0.2%	TRIM −8%
105	CMICUMMINS INC	2,882	$2M	0.2%	TRIM −2%
106	RYROYAL BK CDA	9,386	$2M	0.2%	HOLD
107	NFGNATIONAL FUEL GAS CO	14,846	$1M	0.2%	HOLD
108	UNHUNITEDHEALTH GROUP INC	4,866	$1M	0.2%	ADD 8%
109	SNASNAP ON INC	3,622	$1M	0.2%	HOLD
110	GILDGILEAD SCIENCES INC	9,076	$1M	0.2%	HOLD
111	IGSBISHARES TR	22,422	$1M	0.2%	ADD 329%
112	EEMISHARES TR	17,870	$1M	0.1%	ADD 113%
113	GLWCORNING INC	7,323	$995,708	0.1%	HOLD
114	BACBANK AMERICA CORP	20,415	$995,231	0.1%	TRIM −67%
115	AMATAPPLIED MATLS INC	2,840	$970,684	0.1%	NEW
116	SMHVANECK ETF TRUST	2,515	$964,377	0.1%	NEW
117	TTETotalEnergies SE	10,468	$952,379	0.1%	HOLD
118	NKENIKE INC	17,928	$946,957	0.1%	ADD 32%
119	TSLATESLA INC	2,386	$886,996	0.1%	ADD 7%
120	VIRTVIRTU FINL INC	20,130	$885,317	0.1%	HOLD
121	CATCATERPILLAR INC	1,219	$863,613	0.1%	ADD 118%
122	LLYELI LILLY & CO	937	$861,824	0.1%	ADD 11%
123	GSGOLDMAN SACHS GROUP INC	1,007	$851,743	0.1%	TRIM −64%
124	SPYSTATE STR SPDR S&P 500 ETF T	1,290	$838,939	0.1%	ADD 215%
125	CPCANADIAN PACIFIC KANSAS CITY	10,113	$795,489	0.1%	HOLD
126	DBEFDBX ETF TR	14,958	$738,925	0.1%	NEW
127	MUMICRON TECHNOLOGY INC	2,127	$718,586	0.1%	TRIM −12%
128	DELLDELL TECHNOLOGIES INC	4,226	$693,579	0.1%	HOLD
129	MGKVanguard Mega Cap Growth ETF	1,734	$637,141	0.1%	NEW
130	IYWISHARES TR	3,511	$636,966	0.1%	ADD 43%
131	AAXJISHARES TR	6,250	$601,813	0.1%	ADD 28%
132	ALLALLSTATE CORP	2,777	$575,783	0.1%	NEW
133	GLDSPDR GOLD TR	1,265	$544,317	0.1%	ADD 35%
134	PEPPEPSICO INC	3,388	$526,123	0.1%	ADD 7%
135	GRMNGARMIN LTD	2,237	$518,987	0.1%	ADD 25%
136	IWDISHARES TR	2,346	$501,270	0.1%	NEW
137	ABTABBOTT LABS	4,856	$498,566	0.1%	ADD 13%
138	CMCCOMMERCIAL METALS CO	7,920	$486,526	0.1%	ADD 6%
139	INTCINTEL CORP	10,972	$484,194	0.1%	HOLD
140	OKEONEOK INC NEW	5,344	$483,046	0.1%	NEW
141	COFCAPITAL ONE FINL CORP	2,529	$461,451	0.1%	HOLD
142	LHXL3HARRIS TECHNOLOGIES INC	1,323	$456,633	0.1%	HOLD
143	MTBM & T BK CORP	2,135	$441,416	0.1%	HOLD
144	UNPUNION PAC CORP	1,806	$438,050	0.1%	HOLD
145	FFORD MTR CO	37,289	$430,312	0.1%	TRIM −4%
146	MIAXMIAMI INTL HLDGS INC	11,056	$430,300	0.1%	NEW
147	AMDADVANCED MICRO DEVICES INC	2,085	$424,152	0.1%	ADD 22%
148	ILFISHARES TR	11,607	$412,281	0.1%	HOLD
149	IJJISHARES TR	3,062	$405,715	0.1%	NEW
150	ORCLORACLE CORP	2,677	$393,813	0.1%	ADD 26%
151	TJXTJX COS INC NEW	2,381	$380,246	0.1%	ADD 74%
152	BRK.BBERKSHIRE HATHAWAY INC DEL	769	$368,505	0.1%	HOLD
153	ASMLASML HOLDING N V	277	$365,870	0.1%	HOLD
154	DVNDEVON ENERGY CORP NEW	7,198	$362,203	0.1%	HOLD
155	WMWASTE MGMT INC DEL	1,547	$355,590	0.1%	TRIM −11%
156	APDAIR PRODS & CHEMS INC	1,210	$351,493	0.1%	TRIM −39%
157	SOXXISHARES TR	1,040	$341,806	0.1%	NEW
158	GEGE AEROSPACE	1,199	$340,240	0.1%	NEW
159	VOTVANGUARD INDEX FDS	1,281	$329,665	0.0%	ADD 9%
160	AXPAMERICAN EXPRESS CO	1,075	$325,166	0.0%	HOLD
161	TAT&T INC	10,831	$313,991	0.0%	TRIM −17%
162	FDXFEDEX CORP	861	$306,671	0.0%	NEW
163	NSCNORFOLK SOUTHN CORP	1,030	$295,610	0.0%	HOLD
164	TMOTHERMO FISHER SCIENTIFIC INC	582	$286,080	0.0%	TRIM −15%
165	LITELUMENTUM HLDGS INC	400	$281,104	0.0%	NEW
166	FASDIREXION SHS ETF TR	2,342	$277,527	0.0%	HOLD
167	IRTINDEPENDENCE RLTY TR INC	18,197	$270,953	0.0%	HOLD
168	CVNACARVANA CO	860	$270,367	0.0%	HOLD
169	ADBEADOBE INC	1,088	$264,471	0.0%	TRIM −45%
170	XLISELECT SECTOR SPDR TR	1,555	$251,490	0.0%	NEW
171	MSMORGAN STANLEY	1,524	$250,805	0.0%	NEW
172	TRPTC ENERGY CORP	4,000	$250,400	0.0%	HOLD
173	DIASPDR DOW JONES INDL AVERAGE	538	$249,196	0.0%	NEW
174	XHBSPDR SERIES TRUST	2,489	$245,714	0.0%	NEW
175	ISRGINTUITIVE SURGICAL INC	510	$235,105	0.0%	ADD 37%
176	IWMISHARES TR	926	$229,648	0.0%	HOLD
177	SYBTSTOCK YDS BANCORP INC	3,418	$226,557	0.0%	HOLD
178	VOOVANGUARD INDEX FDS	379	$226,325	0.0%	NEW
179	NUENUCOR CORP	1,314	$222,197	0.0%	HOLD
180	MUFGMITSUBISHI UFJ FINANCIAL GRO	12,692	$215,383	0.0%	HOLD
181	XARSPDR SERIES TRUST	846	$214,867	0.0%	TRIM −3%
182	CCICROWN CASTLE INC	2,545	$206,934	0.0%	TRIM −56%
183	NWBINORTHWEST BANCSHARES INC MD	12,749	$161,779	0.0%	HOLD
184	ENICENEL CHILE S.A.	22,224	$87,563	0.0%	HOLD
185	EGHT8X8 INC NEW	19,551	$32,455	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

LEXILISTED FDS TR

338K

373K

399K

454K

523K

3.4M

$119M

AAPLAPPLE INC

64K

63K

80K

83K

82K

85K

$22M

NVDANVIDIA CORPORATION

105K

106K

103K

104K

102K

104K

$18M

IVWISHARES TR

166K

170K

171K

176K

150K

153K

$17M

SHVISHARES TR

69K

74K

81K

94K

112K

145K

$16M

IVEISHARES TR

78K

77K

78K

75K

73K

$15M

AVGOBROADCOM INC

51K

50K

49K

47K

46K

$14M

AGGISHARES TR

115K

116K

117K

112K

$11M

PLTRPALANTIR TECHNOLOGIES INC

111K

100K

97K

88K

79K

76K

$11M

COSTCOSTCO WHSL CORP NEW

21K

11K

$11M

IEFAISHARES TR

124K

126K

125K

118K

113K

$10M

IJHISHARES TR

140K

141K

142K

141K

136K

152K

$10M

GVIISHARES TR

92K

93K

89K

90K

$10M

MSFTMICROSOFT CORP

23K

25K

$9M

SCHVSCHWAB STRATEGIC TR

295K

306K

312K

317K

313K

305K

$9M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Independent Solutions Wealth Management, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 185 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Independent Solutions Wealth Management, LLC