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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 6 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VIG VANGUARD SPECIALIZED FUNDS 8,093.0 $1.9M 0.25% NEW $236.62 +3.0%
102 PGR PROGRESSIVE CORP Financial Services 8,751.0 $1.9M 0.25% NEW $218.45 +0.7%
103 SCHH SCHWAB STRATEGIC TR 79,748.0 $1.9M 0.25% NEW $23.68 +1.8%
104 JPM JPMORGAN CHASE & CO Financial Services 5,680.0 $1.9M 0.24% NEW $327.33 +9.0%
105 GLW CORNING INC Technology 7,273.0 $1.9M 0.24% NEW $255.43 -40.2%
106 DELL DELL TECHNOLOGIES INC Technology 4,178.0 $1.8M 0.23% NEW $431.44 +1.5%
107 WMT WALMART INC Consumer Defensive 15,896.0 $1.8M 0.23% NEW $113.26 -8.7%
108 MMM 3M CO Industrials 10,016.0 $1.6M 0.21% NEW $161.90 +10.9%
109 INTC INTEL CORP Technology 11,449.0 $1.6M 0.21% NEW $139.63 -34.6%
110 VZ VERIZON COMMUNICATIONS INC Communication Services 37,488.0 $1.6M 0.21% NEW $42.34 +16.7%
111 MA MASTERCARD INCORPORATED Financial Services 3,027.0 $1.6M 0.20% NEW $513.60 +12.5%
112 AMD ADVANCED MICRO DEVICES INC Technology 2,540.0 $1.5M 0.19% NEW $580.91 -18.7%
113 CRWD CROWDSTRIKE HLDGS INC Technology 7,727.0 $1.5M 0.19% NEW $47.70 +294.7%
114 SNA SNAP ON INC Industrials 3,622.0 $1.5M 0.19% NEW $402.40 -2.1%
115 IWD ISHARES TR 5,785.0 $1.4M 0.18% NEW $242.43 +6.2%
116 CME CME GROUP INC Financial Services 6,299.0 $1.4M 0.18% NEW $220.83 +23.7%
117 NEM NEWMONT CORP Basic Materials 14,704.0 $1.4M 0.18% NEW $93.40 +40.0%
118 EEM ISHARES TR 19,360.0 $1.3M 0.17% NEW $68.41 -1.7%
119 TSLA TESLA INC Consumer Cyclical 2,984.0 $1.3M 0.16% NEW $420.60 -17.1%
120 CAT CATERPILLAR INC Industrials 1,119.0 $1.2M 0.16% NEW $1064.90 -22.5%
Page 6 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%