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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 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VIRT VIRTU FINL INC Financial Services 19,880.0 $1.2M 0.15% NEW $59.57 +2.7%
122 NKE NIKE INC Consumer Cyclical 28,748.0 $1.2M 0.15% NEW $41.05 -2.0%
123 GILD GILEAD SCIENCES INC Healthcare 9,066.0 $1.1M 0.15% NEW $126.34 +13.5%
124 NFG NATIONAL FUEL GAS CO Energy 14,773.0 $1.1M 0.15% NEW $77.21 +8.7%
125 NFLX NETFLIX INC. Communication Services 15,590.0 $1.1M 0.14% NEW $71.40 +12.2%
126 LLY ELI LILLY & CO Healthcare 912.0 $1.1M 0.14% NEW $1199.43 +3.7%
127 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,393.0 $1.0M 0.14% NEW $746.77 +2.1%
128 HONEYWELL INTL INC 4,638.0 $1.0M 0.14% NEW $224.01
129 HONEYWELL AEROSPACE INC 4,638.0 $1.0M 0.13% NEW $221.08
130 BAC BANK OF AMER CORP Financial Services 16,887.0 $962K 0.13% NEW $56.98 +8.6%
131 IGSB ISHARES TR 17,354.0 $910K 0.12% NEW $52.41 -0.5%
132 CANADIAN PACIFIC KANSAS CITY 10,079.0 $873K 0.11% NEW $86.65
133 DBEF DBX ETF TR 14,958.0 $817K 0.11% NEW $54.63 +1.5%
134 TOTALENERGIES SE 10,468.0 $814K 0.11% NEW $77.76
135 ALL ALLSTATE CORP Financial Services 3,362.0 $800K 0.10% NEW $237.94 +7.0%
136 MGK VANGUARD WORLD FD 8,670.0 $762K 0.10% NEW $87.91 +0.8%
137 BERKSHIRE HATHAWAY INC DEL 1,182.0 $591K 0.08% NEW $500.39
138 ASML ASML HLDG NV Technology 277.0 $551K 0.07% NEW $1989.44 -12.0%
139 CMC COMMERCIAL METALS CO Basic Materials 8,400.0 $527K 0.07% NEW $62.75 +4.0%
140 GRMN GARMIN LTD Technology 2,214.0 $526K 0.07% NEW $237.58 +23.4%
Page 7 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%