Independent Solutions Wealth Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
BANK OF AMERICA CORP /DE	—	$3.42M	62,100	0.6%
ALTRIA GROUP, INC.	—	$3.36M	58,353	0.6%
Eaton Corp plc	—	$3.36M	10,555	0.6%
SOUTHERN COPPER CORPSCCO	Common Stock	$3.32M	23,174	0.6%
Cloudflare, Inc.	—	$3.20M	16,242	0.6%
MCDONALD'S CORP	—	$3.14M	10,287	0.6%
Blackstone Inc	—	$3.14M	20,368	0.6%
AMGEN INC	—	$3.10M	9,461	0.6%
HOME DEPOT, INC.	—	$3.05M	8,874	0.6%
FIDELITY COVINGTON TRUST	—	$3.04M	112,887	0.6%
INTUIT INC.	—	$3.03M	4,576	0.6%
INTERNATIONAL BUSINESS MACHINES CORP	—	$2.94M	9,910	0.5%
AbbVie Inc.	—	$2.91M	12,756	0.5%
JOHNSON & JOHNSON	—	$2.86M	13,797	0.5%
SCHWAB STRATEGIC TR	—	$2.85M	103,863	0.5%
CASEYS GENERAL STORES INC	—	$2.83M	5,124	0.5%
PJT Partners Inc.	—	$2.72M	16,284	0.5%
PENSKE AUTOMOTIVE GROUP, INC.PAG	Common Stock	$2.65M	16,734	0.5%
QUALCOMM INC/DE	—	$2.63M	15,361	0.5%
Zscaler, Inc.	—	$2.56M	11,388	0.5%
SCHWAB STRATEGIC TR	—	$2.48M	87,025	0.5%
Interactive Brokers Group Inc	—	$2.47M	38,446	0.5%
THE GOLDMAN SACHS GROUP, INC.	—	$2.44M	2,772	0.4%
ISHARES TR	—	$2.39M	33,710	0.4%
iShares MSCI UAE ETF	—	$2.35M	27,751	0.4%
iShares MSCI UAE ETF	—	$2.34M	9,341	0.4%
ISHARES TR	—	$2.33M	48,669	0.4%
RTX Corp	—	$2.33M	12,713	0.4%
United Rentals Inc	—	$2.31M	2,859	0.4%
Sempra	—	$2.22M	25,198	0.4%
Valero Energy Corp	—	$2.16M	13,257	0.4%
Merck & Co., Inc.	—	$2.05M	19,520	0.4%
Palo Alto Networks Inc	—	$2.04M	11,083	0.4%
ISHARES TR	—	$2.01M	4,237	0.4%
Phillips 66	—	$1.98M	15,344	0.4%
Mastercard Inc	—	$1.92M	3,363	0.4%
HONEYWELL INTERNATIONAL INC	—	$1.91M	9,787	0.4%
Walmart Inc.	—	$1.88M	16,885	0.3%
ENBRIDGE INC	—	$1.79M	37,375	0.3%
MercadoLibre, Inc.	—	$1.78M	886	0.3%
JPMORGAN CHASE & CO	—	$1.76M	5,453	0.3%
SCHWAB STRATEGIC TR	—	$1.74M	83,068	0.3%
ROYAL BK CDA	—	$1.61M	9,421	0.3%
The PNC Financial Services Group, Inc.	—	$1.59M	7,617	0.3%
Marathon Petroleum Corp	—	$1.59M	9,765	0.3%
Newmont Corp	—	$1.56M	15,647	0.3%
CUMMINS INC	—	$1.50M	2,945	0.3%
PROCTER & GAMBLE Co	—	$1.49M	10,387	0.3%
UNITEDHEALTH GROUP INC	—	$1.49M	4,506	0.3%
VERIZON COMMUNICATIONS INC	—	$1.49M	36,515	0.3%