Independent Solutions Wealth Management, LLC
Position in ARM — Arm Holdings PLC /Uk
CIK 1818391
Williamsville, NY
Position in ARM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,273,519
+$2,998,873 QoQ
Shares Held
14,873
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#261
of 955 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $61,671,109 across 11 Semiconductors names. ARM ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
102,435 | $20,496,219 | |
| 2 | AVGO |
Broadcom Inc.
|
45,463 | $17,173,648 | |
| 3 | ARM |
Arm Holdings PLC /Uk
This page
|
14,873 | $5,273,519 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
14,606 | $4,350,981 | |
| 5 | QCOM |
Qualcomm Inc/De
|
16,207 | $2,994,891 | |
| 6 | RMBS |
Rambus Inc
|
22,171 | $2,942,978 | |
| 7 | CRUS |
Cirrus Logic, Inc.
|
18,218 | $2,705,919 | |
| 8 | MU |
Micron Technology Inc
|
2,039 | $2,353,597 |
All Filings in ARM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,273,519 | 14,873 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,274,646 | 15,036 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,449,997 | 13,265 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,511,164 | 17,748 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,760,740 | 17,069 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,769,617 | 16,571 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,009,904 | 16,293 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,098,242 | 14,672 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $2,937,306 | 17,952 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $2,004,964 | 16,041 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||