Instrumental Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AMPLIFY ETF TR | $875.6K | 0.5% |
| ISHARES TR | $905.0K | 0.5% |
| Meta Platforms Inc | $910.7K | 0.5% |
| Alphabet Inc. | $965.1K | 0.6% |
| ISHARES TR | $1.21M | 0.7% |
| Alphabet Inc. | $1.25M | 0.7% |
| MICROSOFT CORP | $1.34M | 0.8% |
| Amazon.com Inc | $1.51M | 0.9% |
| Heritage Insurance Holdings, Inc. | $1.68M | 1.0% |
| ISHARES TR | $2.38M | 1.4% |
| ISHARES TR | $2.39M | 1.4% |
| NVIDIA Corp | $2.53M | 1.5% |
| Apple Inc. | $2.67M | 1.6% |
| ISHARES TR | $4.27M | 2.6% |
| ISHARES TR | $5.61M | 3.4% |
| INVESCO EXCHANGE TRADED FD T | $10.34M | 6.2% |
| ISHARES TR | $10.93M | 6.6% |
| ISHARES TR | $12.54M | 7.5% |
| ISHARES TR | $15.60M | 9.4% |
| ISHARES TR | $22.29M | 13.4% |
| ISHARES TR | $22.60M | 13.6% |
| ISHARES TR | $24.07M | 14.4% |