Instrumental Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| WHEELS UP EXPERIENCE INC | $154.6K | 0.1% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $170.8K | 0.1% |
| ISHARES TR | $200.5K | 0.1% |
| MCDONALD'S CORP | $205.1K | 0.1% |
| JOHNSON & JOHNSON | $205.5K | 0.1% |
| CATERPILLAR INC | $207.8K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $215.1K | 0.1% |
| ISHARES INC | $217.6K | 0.1% |
| SELLAS LIFE SCIENCES GROUP INC | $221.0K | 0.1% |
| VANGUARD WORLD FD | $227.7K | 0.1% |
| GRAYSCALE ETHEREUM MINI TR E | $231.0K | 0.1% |
| NUSCALE POWER Corp | $231.4K | 0.1% |
| PACER FDS TR | $234.0K | 0.1% |
| HOME DEPOT, INC. | $236.2K | 0.1% |
| WELLS FARGO & COMPANY/MN | $236.5K | 0.1% |
| Palantir Technologies Inc | $238.7K | 0.1% |
| Netflix Inc | $241.7K | 0.1% |
| ADVANCED MICRO DEVICES INC | $242.2K | 0.1% |
| FIDELITY COVINGTON TRUST | $243.4K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $258.5K | 0.2% |
| FIDELITY COVINGTON TRUST | $263.3K | 0.2% |
| PACER FDS TR | $273.6K | 0.2% |
| Visa Inc | $279.1K | 0.2% |
| GLOBAL X FDS | $283.1K | 0.2% |
| Slide Insurance Holdings, Inc.SLDE | $287.5K | 0.2% |
| SPDR SERIES TRUST | $290.8K | 0.2% |
| UNITEDHEALTH GROUP INC | $298.2K | 0.2% |
| LENNAR CORP /NEW | $306.6K | 0.2% |
| TIDAL TRUST II | $334.9K | 0.2% |
| ISHARES TR | $338.3K | 0.2% |
| Walmart Inc. | $349.6K | 0.2% |
| VANECK ETF TRUST | $390.6K | 0.2% |
| Nuveen S&P 500 BuyWrite Income Fund | $392.8K | 0.2% |
| ELI LILLY & Co | $407.7K | 0.2% |
| SPDR SERIES TRUST | $413.7K | 0.2% |
| Pinnacle Financial Partners, Inc. | $416.6K | 0.2% |
| COCA COLA CO | $427.4K | 0.3% |
| ISHARES TR | $439.1K | 0.3% |
| CHEVRON CORP | $443.1K | 0.3% |
| ISHARES TR | $444.4K | 0.3% |
| Warren E. Buffett | $477.0K | 0.3% |
| JPMORGAN CHASE & CO | $495.4K | 0.3% |
| SPDR S&P 500 ETF TR | $548.7K | 0.3% |
| FIDELITY WISE ORIGIN BITCOIN | $584.8K | 0.4% |
| STRYKER CORP | $643.0K | 0.4% |
| Tesla Inc | $677.4K | 0.4% |
| FIDELITY COVINGTON TRUST | $684.7K | 0.4% |
| EXXON MOBIL CORP | $740.9K | 0.4% |
| Broadcom Inc. | $747.5K | 0.4% |
| ISHARES TR | $792.7K | 0.5% |