Independent Solutions Wealth Management, LLC

Position in ORCL — Oracle Corp

CIK 1818391 Williamsville, NY

Position in ORCL

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$473,063

+$79,250 QoQ

Shares Held

3,228

+20.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,421

of 3,472 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $31,011,724 across 8 Software - Infrastructure names. ORCL ranks #7 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	72,968	$8,513,176
2	MSFT	Microsoft Corp	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 This page	3,228	$473,063
8	FTNT	Fortinet, Inc.	1,540	$236,574

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,063	3,228	+20.6%	Shares	Sole	2026-07-29
2026-03-31	$393,813	2,677	+26.0%	Shares	Sole	2026-04-27
2025-12-31	$414,183	2,125	-14.0%	Shares	Sole	2026-02-05
2025-09-30	$694,662	2,470	+49.3%	Shares	Sole	2025-10-23
2025-06-30	$361,614	1,654	+18.7%	Shares	Sole	2025-07-23
2024-12-31	$232,129	1,393	+9.3%	Shares	Sole	2025-02-11
2024-09-30	$217,089	1,274	-62.9%	Shares	Sole	2024-12-19
2023-09-30	$363,941	3,436	+21.9%	Shares	Sole	2024-12-19
2023-06-30	$335,595	2,818	+0.5%	Shares	Sole	2024-12-19
2023-03-31	$260,640	2,805	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.