Independent Solutions Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1818391
Williamsville, NY
Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$486,294
-$1,555,194 QoQ
Shares Held
1,426
-87.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,081
of 2,893 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW 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. PANW ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
1,426 | $486,294 | |
| 7 | ORCL |
Oracle Corp
|
3,228 | $473,063 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,540 | $236,574 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $486,294 | 1,426 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $2,041,488 | 11,083 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,400,272 | 11,788 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,349,676 | 11,482 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,922,430 | 11,266 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,058,695 | 11,314 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,891,521 | 5,534 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $1,888,285 | 5,570 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $1,545,951 | 5,441 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $1,730,060 | 5,867 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $1,443,681 | 6,158 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $1,565,509 | 6,127 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $1,111,353 | 5,564 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $742,492 | 5,321 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $255,021 | 1,557 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $296,363 | 600 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||