Independent-Solutions-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SMCI",
  "ARM",
  "MU",
  "ZS",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "SCHH",
  "T",
  "AVGO",
  "APP",
  "CP.TO",
  null,
  "CCI",
  "CMI",
  "NWBI",
  null,
  null,
  "IBKR",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "SYBT",
  "SCCO",
  "LAMR",
  "BKNG",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "EGHT",
  "MPC",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MUFG",
  "BX",
  "IJR",
  "ANET",
  "IRT",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "IEFA",
  "RY",
  null,
  "SHOP",
  "SRE",
  "SNA",
  "RTX",
  "GLD",
  "IBM",
  "TXN",
  "TMO",
  "TSN",
  "NEM",
  null,
  "TTE",
  "MOD",
  "NFG",
  "F",
  "WM",
  "ENIC",
  "PJT",
  "RACE",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  null,
  "VXUS",
  "VB",
  "VTV",
  "V",
  "VIRT",
  "WMT",
  null,
  "GRMN",
  "MTB",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "TTD",
  "PSX",
  "CRM",
  "MTUM",
  "MELI",
  null,
  "FDX",
  "BAC",
  "BRK-B",
  "BDX",
  "CASY",
  "CHE",
  "CVX",
  "CSCO",
  "NET",
  "KO",
  "CMC",
  "STZ",
  "CPRT",
  "COST",
  "GLW",
  "CRWD",
  "DELL",
  "DVN",
  "DDS",
  "DFS",
  "IJJ",
  "NKE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 173
Total Value: 446724395
Accession Number: 0001085146-25-002266
Form Type: 13F-HR
CIK: independent-solutions-wealth-management
Manager Name: Independent-Solutions-Wealth-Management

Data Enrichment

84% identified

145 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

173 positions • $446.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:20.6K

Value:$19.5M

% of Portfolio:4.4% ($19.5M/$446.7M)

464287309

IVW|464287309

Shares:170.2K

Value:$15.8M

% of Portfolio:3.5% ($15.8M/$446.7M)

464287408

IVE|464287408

Shares:77.0K

Value:$14.7M

% of Portfolio:3.3% ($14.7M/$446.7M)

Apple Inc.

AAPL|037833100

Shares:63.0K

Value:$14.0M

% of Portfolio:3.1% ($14.0M/$446.7M)

464287226

Shares:116.3K

Value:$11.5M

% of Portfolio:2.6% ($11.5M/$446.7M)

NVIDIA CORP

NVDA|67066G104

Shares:105.8K

Value:$11.5M

% of Portfolio:2.6% ($11.5M/$446.7M)

53656F425

Shares:373.4K

Value:$10.9M

% of Portfolio:2.4% ($10.9M/$446.7M)

464288612

Shares:92.8K

Value:$9.8M

% of Portfolio:2.2% ($9.8M/$446.7M)

46432F842

IEFA|46432F842

Shares:126.0K

Value:$9.5M

% of Portfolio:2.1% ($9.5M/$446.7M)

MICROSOFT CORP

MSFT|594918104

Shares:22.8K

Value:$8.6M

% of Portfolio:1.9% ($8.6M/$446.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:100.0K

Value:$8.4M

% of Portfolio:1.9% ($8.4M/$446.7M)

Broadcom Inc.

AVGO|11135F101

Shares:50.2K

Value:$8.4M

% of Portfolio:1.9% ($8.4M/$446.7M)

464287507

IJH|464287507

Shares:140.8K

Value:$8.3M

% of Portfolio:1.9% ($8.3M/$446.7M)

464288679

Shares:74.0K

Value:$8.2M

% of Portfolio:1.8% ($8.2M/$446.7M)

808524409

Shares:306.0K

Value:$8.1M

% of Portfolio:1.8% ($8.1M/$446.7M)

808524300

SCHG|808524300

Shares:292.7K

Value:$7.3M

% of Portfolio:1.6% ($7.3M/$446.7M)

464287457

Shares:84.3K

Value:$7.0M

% of Portfolio:1.6% ($7.0M/$446.7M)

808524839

Shares:283.9K

Value:$6.6M

% of Portfolio:1.5% ($6.6M/$446.7M)

464287150

ITOT|464287150

Shares:53.0K

Value:$6.5M

% of Portfolio:1.4% ($6.5M/$446.7M)

AMAZON COM INC

AMZN|023135106

Shares:31.8K

Value:$6.0M

% of Portfolio:1.4% ($6.0M/$446.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	20.6K	QoQ -0.44% (-92) YoY -7.81% (-1.7K)	All Managers (Combined)	$19.5M	4.4% ($19.5M/$446.7M)	QoQ +2.76% (-$523.2K) YoY +19.00% (-$3.1M)
(IVWcusip464287309)	170.2K	QoQ +2.73% (-4.5K) YoY -14.53% (-28.9K)	All Managers (Combined)	$15.8M	3.5% ($15.8M/$446.7M)	QoQ -6.06% (-$1.0M) YoY -6.03% (-$1.0M)
(IVEcusip464287408)	77.0K	QoQ -1.10% (-864) YoY -31.28% (-35.1K)	All Managers (Combined)	$14.7M	3.3% ($14.7M/$446.7M)	QoQ -1.26% (-$188.0K) YoY -29.89% (-$6.3M)
Apple Inc.(AAPLcusip037833100)	63.0K	QoQ -2.10% (-1.4K) YoY -9.82% (-6.9K)	All Managers (Combined)	$14.0M	3.1% ($14.0M/$446.7M)	QoQ -13.16% (-$2.1M) YoY +16.81% (-$2.0M)
(cusip464287226)✕	116.3K	QoQ +1.45% (+1.7K) YoY -22.30% (-33.4K)	All Managers (Combined)	$11.5M	2.6% ($11.5M/$446.7M)	QoQ +3.56% (+$396.2K) YoY -21.53% (-$3.2M)
NVIDIA CORP(NVDAcusip67066G104)	105.8K	QoQ +0.52% (-555) YoY +863.21% (+94.8K)	All Managers (Combined)	$11.5M	2.6% ($11.5M/$446.7M)	QoQ -18.86% (-$2.7M) YoY +15.53% (+$1.5M)
(cusip53656F425)✕	373.4K	QoQ +10.56% (+35.7K) YoY +4353.78% (+365.1K)	All Managers (Combined)	$10.9M	2.4% ($10.9M/$446.7M)	QoQ +7.46% (+$759.9K) YoY +4469.88% (+$10.7M)
(cusip464288612)✕	92.8K	QoQ +1.16% (+1.1K) YoY -22.84% (-27.5K)	All Managers (Combined)	$9.8M	2.2% ($9.8M/$446.7M)	QoQ +2.90% (+$277.3K) YoY -21.33% (-$2.7M)
(IEFAcusip46432F842)	126.0K	QoQ +1.83% (+2.3K) YoY -11.70% (-16.7K)	All Managers (Combined)	$9.5M	2.1% ($9.5M/$446.7M)	QoQ +9.61% (+$836.2K) YoY -9.99% (-$1.1M)
MICROSOFT CORP(MSFTcusip594918104)	22.8K	QoQ -0.72% (-167) YoY -4.61% (-1.1K)	All Managers (Combined)	$8.6M	1.9% ($8.6M/$446.7M)	QoQ -11.58% (-$1.1M) YoY -14.89% (-$1.5M)
Palantir Technologies Inc.(PLTRcusip69608A108)	100.0K	QoQ -9.82% (-10.9K) YoY -15.20% (-17.9K)	All Managers (Combined)	$8.4M	1.9% ($8.4M/$446.7M)	QoQ +0.62% (-$52.8K) YoY +211.02% (-$5.7M)
Broadcom Inc.(AVGOcusip11135F101)	50.2K	QoQ -1.74% (-894) YoY +834.98% (+44.9K)	All Managers (Combined)	$8.4M	1.9% ($8.4M/$446.7M)	QoQ -29.04% (-$3.4M) YoY +18.11% (+$1.3M)
(IJHcusip464287507)	140.8K	QoQ +0.90% (-1.3K) YoY -19.20% (-33.5K)	All Managers (Combined)	$8.3M	1.9% ($8.3M/$446.7M)	QoQ -4.78% (-$416.1K) YoY -21.79% (-$2.3M)
(cusip464288679)✕	74.0K	QoQ +6.73% (+4.7K) YoY +1289.65% (+68.7K)	All Managers (Combined)	$8.2M	1.8% ($8.2M/$446.7M)	QoQ +7.06% (+$539.8K) YoY +1288.64% (+$7.6M)
(cusip808524409)✕	306.0K	QoQ +3.67% (+10.9K) YoY +160.68% (-188.6K)	All Managers (Combined)	$8.1M	1.8% ($8.1M/$446.7M)	QoQ +5.70% (+$439.1K) YoY -8.80% (-$785.2K)
(SCHGcusip808524300)	292.7K	QoQ +2.76% (-7.9K) YoY +279.49% (+215.6K)	All Managers (Combined)	$7.3M	1.6% ($7.3M/$446.7M)	QoQ -7.67% (-$608.9K) YoY +2.48% (+$177.9K)
(cusip464287457)✕	84.3K	QoQ +1.11% (+930) YoY -24.16% (-26.9K)	All Managers (Combined)	$7.0M	1.6% ($7.0M/$446.7M)	QoQ +2.03% (+$139.4K) YoY -23.28% (-$2.1M)
(cusip808524839)✕	283.9K	QoQ +4.19% (+11.4K) YoY +101.69% (+143.2K)	All Managers (Combined)	$6.6M	1.5% ($6.6M/$446.7M)	QoQ +6.30% (+$390.3K) YoY +1.54% (+$100.4K)
(ITOTcusip464287150)	53.0K	QoQ -0.13% (-74) YoY -32.77% (-25.8K)	All Managers (Combined)	$6.5M	1.4% ($6.5M/$446.7M)	QoQ -5.27% (-$359.7K) YoY -28.86% (-$2.6M)
AMAZON COM INC(AMZNcusip023135106)	31.8K	QoQ -1.44% (-467) YoY -5.72% (-1.9K)	All Managers (Combined)	$6.0M	1.4% ($6.0M/$446.7M)	QoQ -14.53% (-$1.0M) YoY -0.56% (-$34.1K)