Independent Solutions Wealth Management, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1818391
Williamsville, NY
Position in PLTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,513,176
-$2,558,757 QoQ
Shares Held
72,968
-3.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.38%
of 13F equity value
Holder Rank
#556
of 2,821 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR 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. PLTR ranks #1 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
This page
|
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
|
3,228 | $473,063 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,540 | $236,574 |
All Filings in PLTR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,513,176 | 72,968 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $11,071,933 | 75,690 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,079,577 | 79,210 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $16,062,445 | 88,052 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $13,280,021 | 97,418 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $8,439,662 | 99,996 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $8,386,913 | 110,894 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,256,200 | 114,414 | Shares | Sole | 2024-12-19 | |
| 2024-06-30 | $3,021,463 | 119,284 | Shares | Sole | 2024-12-19 | |
| 2024-03-31 | $2,713,523 | 117,928 | Shares | Sole | 2024-12-19 | |
| 2023-12-31 | $2,223,360 | 129,491 | Shares | Sole | 2024-12-19 | |
| 2023-09-30 | $2,041,056 | 127,566 | Shares | Sole | 2024-12-19 | |
| 2023-06-30 | $1,907,895 | 124,455 | Shares | Sole | 2024-12-19 | |
| 2023-03-31 | $107,838 | 12,762 | Shares | Sole | 2024-12-19 | |
| 2022-12-31 | $75,512 | 11,762 | Shares | Sole | 2024-12-19 | |
| 2022-09-30 | $116,356 | 14,312 | Shares | Sole | 2024-12-19 | |
| 2022-06-30 | $130,716 | 14,412 | Shares | Sole | 2024-12-19 | |
| 2022-03-31 | $755,946 | 55,058 | Shares | Sole | 2024-12-19 | |
| 2021-12-31 | $996,906 | 54,745 | Shares | Sole | 2024-12-19 | |
| 2021-09-30 | $1,262,388 | 52,512 | Shares | Sole | 2024-12-19 | |
| 2021-06-30 | $1,359,806 | 51,586 | Shares | Sole | 2024-12-19 | |
| 2021-03-31 | $1,070,664 | 45,971 | Shares | Sole | 2024-12-19 | |
| 2020-12-31 | $842,383 | 35,770 | Shares | Sole | 2024-12-19 | |
| No filing history on record for this holder in this stock. | ||||||