Independent Solutions Wealth Management, LLC
Position in MSFT — Microsoft Corp
CIK 1818391
Williamsville, NY
Position in MSFT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,034,850
-$1,383,755 QoQ
Shares Held
21,540
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#2,675
of 6,194 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Independent Solutions Wealth Management, LLC holds $31,011,724 across 8 Software - Infrastructure names. MSFT ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
72,968 | $8,513,176 | |
| 2 | MSFT |
Microsoft Corp
This page
|
21,540 | $8,034,850 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
30,908 | $5,896,782 | |
| 4 | NET |
Cloudflare, Inc.
|
15,656 | $3,840,103 | |
| 5 | CRWV |
CoreWeave, Inc.
|
35,472 | $3,530,882 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,426 | $486,294 | |
| 7 | ORCL |
Oracle Corp
|
3,228 | $473,063 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,540 | $236,574 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,034,850 | 21,540 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $9,418,605 | 25,444 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,019,765 | 22,786 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,926,834 | 23,027 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,200,180 | 22,517 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,572,781 | 22,837 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,696,186 | 23,004 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,123,237 | 23,526 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $10,762,556 | 24,080 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $10,073,298 | 23,943 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $9,198,314 | 24,461 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $6,074,082 | 19,237 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $6,273,427 | 18,422 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $5,372,758 | 18,636 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $4,738,843 | 19,760 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $6,176,740 | 26,521 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $6,873,027 | 26,761 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $8,932,973 | 28,974 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $9,838,705 | 29,254 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $8,037,821 | 28,511 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $7,776,726 | 28,707 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $6,448,309 | 27,350 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $6,132,341 | 27,571 | Shares | Sole | 2024-12-19 | |
| 2020-09-30 | $5,159,605 | 24,531 | Shares | Sole | 2024-12-19 | |
| 2020-06-30 | $4,179,281 | 20,536 | Shares | Sole | 2024-12-19 | |
| 2020-03-31 | $2,765,129 | 17,533 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||