Institutions / Instrumental Wealth, LLC
Instrumental Wealth, LLC
CIK 1976010 · Institution · as of Dec 31, 2025
Portfolio value
$166.76M
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $24.07M | 14.4% |
| iShares Tr | $22.60M | 13.6% |
| iShares Tr | $22.29M | 13.4% |
| iShares Tr | $15.60M | 9.4% |
| iShares Tr | $12.54M | 7.5% |
| iShares Tr | $10.93M | 6.6% |
| Invesco Exchange Traded Fd T | $10.34M | 6.2% |
| iShares Tr | $5.61M | 3.4% |
| iShares Tr | $4.27M | 2.6% |
| Apple Inc. | $2.67M | 1.6% |
| NVIDIA Corp | $2.53M | 1.5% |
| iShares Tr | $2.39M | 1.4% |
| iShares Tr | $2.38M | 1.4% |
| Heritage Insurance Holdings, Inc. | $1.68M | 1.0% |
| Amazon.com Inc | $1.51M | 0.9% |
| Microsoft Corp | $1.34M | 0.8% |
| Alphabet Inc. | $1.25M | 0.7% |
| iShares Tr | $1.21M | 0.7% |
| Alphabet Inc. | $965.1K | 0.6% |
| Meta Platforms Inc | $910.7K | 0.5% |
| iShares Tr | $905.0K | 0.5% |
| Amplify ETF Tr | $875.6K | 0.5% |
| iShares Tr | $792.7K | 0.5% |
| Broadcom Inc. | $747.5K | 0.4% |
| Exxon Mobil Corp | $740.9K | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.