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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 8 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MTB M & T BK CORP Financial Services 2,135.0 $508K 0.07% NEW $238.05 +0.1%
142 F FORD MTR CO Consumer Cyclical 35,307.0 $491K 0.06% NEW $13.90 +0.6%
143 PANW PALO ALTO NETWORKS INC Technology 1,426.0 $486K 0.06% NEW $341.02 +2.5%
144 UNP UNION PAC CORP Industrials 1,787.0 $486K 0.06% NEW $271.92 +11.8%
145 COF CAPITAL ONE FINL CORP Financial Services 2,399.0 $481K 0.06% NEW $200.66 +5.9%
146 ABT ABBOTT LABORATORIES Healthcare 5,252.0 $477K 0.06% NEW $90.74 +25.8%
147 ORCL ORACLE CORP Technology 3,228.0 $473K 0.06% NEW $146.55 -3.1%
148 OKE ONEOK INC NEW Energy 5,349.0 $465K 0.06% NEW $86.94 +8.8%
149 IJJ ISHARES TR 3,062.0 $452K 0.06% NEW $147.73 +0.2%
150 ILF ISHARES TR 13,346.0 $450K 0.06% NEW $33.75 -0.1%
151 VALE VALE S A Basic Materials 29,511.0 $444K 0.06% NEW $15.04 -5.4%
152 KLAC KLA CORP Technology 1,333.0 $402K 0.05% NEW $301.71 -38.4%
153 GE GE AEROSPACE Industrials 1,062.0 $397K 0.05% NEW $373.73 -7.8%
154 VOT VANGUARD INDEX FDS 1,281.0 $392K 0.05% NEW $306.30 -1.1%
155 GLD SPDR GOLD TR Financial Services 1,058.0 $390K 0.05% NEW $368.38 +12.7%
156 SPACE EXPLORATION TECHN CORP 2,263.0 $387K 0.05% NEW $170.86
157 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,293.0 $376K 0.05% NEW $290.59 -6.9%
158 AXP AMERICAN EXPRESS CO Financial Services 1,075.0 $364K 0.05% NEW $338.25 -2.1%
159 TJX TJX COS INC NEW Consumer Cyclical 2,381.0 $361K 0.05% NEW $151.50 -7.1%
160 FAS DIREXION SHARES ETF TRUST 2,342.0 $345K 0.04% NEW $147.18 +17.5%
Page 8 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%