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Portfolio (Quarterly) Guide ↗

Independent Solutions Wealth Management, LLC

· CIK 0001818391
13F Portfolio $766M AUM 194 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 194 New
Page 2 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 21,540.0 $8.0M 1.05% NEW $373.02 +29.0%
22 MINT PIMCO ETF TR 78,214.0 $7.9M 1.03% NEW $100.81 -0.1%
23 ITOT ISHARES TR 47,053.0 $7.7M 1.01% NEW $164.27 +1.8%
24 AMZN AMAZON COM INC Consumer Cyclical 30,966.0 $7.4M 0.96% NEW $238.34 +9.1%
25 SHY ISHARES TR 86,498.0 $7.1M 0.93% NEW $82.11 -0.1%
26 SCHZ SCHWAB STRATEGIC TR 287,290.0 $6.6M 0.87% NEW $23.13 -1.5%
27 SHYG ISHARES TR 154,051.0 $6.5M 0.85% NEW $42.41 -0.5%
28 CVX CHEVRON CORPORATION Energy 38,995.0 $6.5M 0.84% NEW $165.76 +24.2%
29 FLOT ISHARES TR 126,330.0 $6.4M 0.84% NEW $51.05 -0.1%
30 IJR ISHARES TR 43,382.0 $6.4M 0.84% NEW $148.31 -1.3%
31 SCHR SCHWAB STRATEGIC TR 230,818.0 $5.7M 0.74% NEW $24.66 -1.0%
32 MTUM ISHARES TR 15,592.0 $5.3M 0.70% NEW $342.83 -11.1%
33 V VISA INC Financial Services 15,570.0 $5.3M 0.70% NEW $343.09 +6.7%
34 ARM ARM HOLDINGS PLC Technology 14,873.0 $5.3M 0.69% NEW $354.57 -29.3%
35 XOM EXXON MOBIL CORP Energy 38,344.0 $5.2M 0.68% NEW $136.72 +21.7%
36 SCHF SCHWAB STRATEGIC TR 188,987.0 $5.2M 0.68% NEW $27.70 +1.9%
37 LQD ISHARES TR 47,689.0 $5.2M 0.68% NEW $109.07 -2.8%
38 APP APPLOVIN CORP Technology 10,020.0 $5.2M 0.67% NEW $515.23 -40.1%
39 SCHM SCHWAB STRATEGIC TR 139,483.0 $5.1M 0.67% NEW $36.87 -2.6%
40 META META PLATFORMS INC Communication Services 9,109.0 $5.1M 0.67% NEW $563.31 -3.1%
Page 2 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.5%
Financial Services 12.7%
Consumer Defensive 8.0%
Energy 7.0%
Consumer Cyclical 6.6%
Communication Services 6.4%
Healthcare 5.8%
Industrials 4.3%
Basic Materials 2.5%
Real Estate 1.5%