Instrumental Wealth, LLC 13F Holdings · Q2 2026
Instrumental Wealth, LLC reported 89 securities worth $197.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IJH (13.64%), IVW (13.56%), IEFA (12.21%). Among its top 25 positions this quarter: 1 new, 21 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $27.0M | 13.64% | 349,506 | Added |
| 2 | IVW | ISHARES TR | $26.8M | 13.56% | 194,694 | Added |
| 3 | IEFA | ISHARES TR | $24.1M | 12.21% | 249,690 | Added |
| 4 | IVE | ISHARES TR | $17.1M | 8.64% | 75,196 | Added |
| 5 | IVV | ISHARES TR | $14.3M | 7.23% | 19,073 | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $11.5M | 5.82% | 54,025 | Added |
| 7 | IBDY | ISHARES TR | $10.8M | 5.46% | 418,536 | Added |
| 8 | IWN | ISHARES TR | $6.7M | 3.41% | 30,417 | Added |
| 9 | IWO | ISHARES TR | $5.2M | 2.63% | 13,188 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $3.7M | 1.86% | 18,336 | Added |
| 11 | AAPL | APPLE INC | $3.5M | 1.80% | 12,259 | Trimmed |
| 12 | IBDV | ISHARES TR | $2.4M | 1.20% | 108,765 | Added |
| 13 | IBCA | ISHARES TR | $2.4M | 1.19% | 91,787 | Added |
| 14 | MSFT | MICROSOFT CORP | $2.1M | 1.05% | 5,541 | Added |
| 15 | AMZN | AMAZON COM INC | $1.9M | 0.96% | 7,935 | Added |
| 16 | GOOG | ALPHABET INC | $1.6M | 0.81% | 4,543 | Added |
| 17 | RIVN | RIVIAN AUTOMOTIVE INC | $1.6M | 0.80% | 90,657 | New |
| 18 | HRTG | HERITAGE INSURANCE HLDGS INC | $1.6M | 0.79% | 60,060 | Hold |
| 19 | GOOGL | ALPHABET INC | $1.5M | 0.78% | 4,306 | Added |
| 20 | HACK | AMPLIFY ETF TR | $1.3M | 0.63% | 11,948 | Added |
| 21 | IWB | ISHARES TR | $1.2M | 0.61% | 2,960 | Trimmed |
| 22 | AVGO | BROADCOM INC | $1.0M | 0.53% | 2,763 | Added |
| 23 | ICLN | ISHARES TR | $1.0M | 0.53% | 51,208 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $998,483 | 0.51% | 1,719 | Added |
| 25 | CMF | ISHARES TR | $938,140 | 0.47% | 16,276 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR