Glekko logo

Independent Solutions Wealth Management, LLC - Q12026 Holdings

Independent Solutions Wealth Management, LLC holds 185 stocks with a total portfolio value of $ 679.13M as of Q12026. In Q12026, Independent Solutions Wealth Management, LLC added 27 new positions, increased stakes in 73 stocks, reduced 65 holdings, and fully exited 15 positions. The largest holding is Listed Fds Tr (LEXI), representing 17.45% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options