Instrumental Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PACER FDS TR | $273.6K | 0.2% |
| FIDELITY COVINGTON TRUST | $263.3K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $258.5K | 0.2% |
| FIDELITY COVINGTON TRUST | $243.4K | 0.1% |
| ADVANCED MICRO DEVICES INC | $242.2K | 0.1% |
| Netflix Inc | $241.7K | 0.1% |
| Palantir Technologies Inc | $238.7K | 0.1% |
| WELLS FARGO & COMPANY/MN | $236.5K | 0.1% |
| HOME DEPOT, INC. | $236.2K | 0.1% |
| PACER FDS TR | $234.0K | 0.1% |
| NUSCALE POWER Corp | $231.4K | 0.1% |
| GRAYSCALE ETHEREUM MINI TR E | $231.0K | 0.1% |
| VANGUARD WORLD FD | $227.7K | 0.1% |
| SELLAS LIFE SCIENCES GROUP INC | $221.0K | 0.1% |
| ISHARES INC | $217.6K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $215.1K | 0.1% |
| CATERPILLAR INC | $207.8K | 0.1% |
| JOHNSON & JOHNSON | $205.5K | 0.1% |
| MCDONALD'S CORP | $205.1K | 0.1% |
| ISHARES TR | $200.5K | 0.1% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $170.8K | 0.1% |
| WHEELS UP EXPERIENCE INC | $154.6K | 0.1% |