Instrumental Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| FIDELITY COVINGTON TRUST | $684.7K | 0.4% |
| Tesla Inc | $677.4K | 0.4% |
| STRYKER CORP | $643.0K | 0.4% |
| FIDELITY WISE ORIGIN BITCOIN | $584.8K | 0.4% |
| SPDR S&P 500 ETF TR | $548.7K | 0.3% |
| JPMORGAN CHASE & CO | $495.4K | 0.3% |
| Warren E. Buffett | $477.0K | 0.3% |
| ISHARES TR | $444.4K | 0.3% |
| CHEVRON CORP | $443.1K | 0.3% |
| ISHARES TR | $439.1K | 0.3% |
| COCA COLA CO | $427.4K | 0.3% |
| Pinnacle Financial Partners, Inc. | $416.6K | 0.2% |
| SPDR SERIES TRUST | $413.7K | 0.2% |
| ELI LILLY & Co | $407.7K | 0.2% |
| Nuveen S&P 500 BuyWrite Income Fund | $392.8K | 0.2% |
| VANECK ETF TRUST | $390.6K | 0.2% |
| Walmart Inc. | $349.6K | 0.2% |
| ISHARES TR | $338.3K | 0.2% |
| TIDAL TRUST II | $334.9K | 0.2% |
| LENNAR CORP /NEW | $306.6K | 0.2% |
| UNITEDHEALTH GROUP INC | $298.2K | 0.2% |
| SPDR SERIES TRUST | $290.8K | 0.2% |
| Slide Insurance Holdings, Inc.SLDE | $287.5K | 0.2% |
| GLOBAL X FDS | $283.1K | 0.2% |
| Visa Inc | $279.1K | 0.2% |