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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 4 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 24,422.0 $3.6M 0.47% NEW $146.64 -2.5%
62 AMGN AMGEN INC Healthcare 9,777.0 $3.5M 0.46% NEW $362.13 +19.8%
63 CRWV COREWEAVE INC Technology 35,472.0 $3.5M 0.46% NEW $99.54 -9.8%
64 IXUS ISHARES TR 36,803.0 $3.5M 0.46% NEW $95.44 +1.9%
65 DGRO ISHARES TR 45,955.0 $3.5M 0.46% NEW $75.79 +4.6%
66 FREL FIDELITY COVINGTON TRUST 115,332.0 $3.4M 0.44% NEW $29.30 +2.2%
67 SCHD SCHWAB STRATEGIC TR 104,567.0 $3.3M 0.43% NEW $31.71 +9.8%
68 VLO VALERO ENERGY CORP Energy 12,727.0 $3.3M 0.43% NEW $260.43 +31.1%
69 ABBV ABBVIE INC Healthcare 12,974.0 $3.3M 0.43% NEW $251.64 +4.0%
70 IAU ISHARES GOLD TR Financial Services 42,419.0 $3.2M 0.42% NEW $75.51 +12.7%
71 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 35,771.0 $3.1M 0.41% NEW $87.04 +3.2%
72 QQQ INVESCO QQQ TR Financial Services 4,198.0 $3.1M 0.40% NEW $736.35 -3.5%
73 HPE HEWLETT PACKARD ENTERPRISE C Technology 67,576.0 $3.0M 0.40% NEW $45.11 +17.2%
74 MCD MCDONALDS CORP Consumer Cyclical 11,130.0 $3.0M 0.39% NEW $270.30 -0.4%
75 QCOM QUALCOMM INC Technology 16,207.0 $3.0M 0.39% NEW $184.79 -13.0%
76 SCHA SCHWAB STRATEGIC TR 82,648.0 $3.0M 0.39% NEW $36.13 -4.1%
77 IWF ISHARES TR 23,939.0 $3.0M 0.39% NEW $124.17 -1.9%
78 RMBS RAMBUS INC DEL Technology 22,171.0 $2.9M 0.38% NEW $132.74 -30.6%
79 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 16,371.0 $2.9M 0.38% NEW $178.95 +21.0%
80 IOO ISHARES TR 21,225.0 $2.9M 0.38% NEW $136.60 +4.9%
Page 4 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%