Long-term investor
Independent Solutions Wealth Management, LLC @independentsolutionsweal
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001818391).
Record
- Tracked since 2025-06-30 (446 days), 128 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 53656F425 · 18.3% · long · since 2025-06-30
- AAPL · 3.2% · long · since 2025-06-30
- NVDA · 2.7% · long · since 2025-06-30
- 464287309 · 2.6% · long · since 2025-06-30
- AVGO · 2.2% · long · since 2025-06-30
- 464287408 · 2.1% · long · since 2025-06-30
- 464288679 · 1.6% · long · since 2025-06-30
- 464287507 · 1.5% · long · since 2025-06-30
- 464287200 · 1.5% · long · since 2025-06-30
- 464287226 · 1.5% · long · since 2025-06-30
- 46432F842 · 1.4% · long · since 2025-06-30
- 808524409 · 1.4% · long · since 2025-06-30