§ 13F · FUND PROFILE
INSTRUMENTAL WEALTH, LLC.
AUM · $198M (13F)Positions · 89Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 350K | $27M | 13.6% | +3% |
| 2 | IVW | ISHARES TR | 195K | $27M | 13.6% | +3% |
| 3 | IEFA | ISHARES TR | 250K | $24M | 12.2% | +6% |
| 4 | IVE | ISHARES TR | 75K | $17M | 8.6% | +5% |
| 5 | IVV | ISHARES TR | 19K | $14M | 7.2% | +4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 54K | $11M | 5.8% | +5% |
| 7 | IBDY | ISHARES TR | 419K | $11M | 5.5% | ±0% |
| 8 | IWN | ISHARES TR | 30K | $7M | 3.4% | +6% |
| 9 | IWO | ISHARES TR | 13K | $5M | 2.6% | +3% |
| 10 | NVDA | NVIDIA CORPORATION | 18K | $4M | 1.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSTRUMENTAL SIGNAL
AC read
INSTRUMENTAL WEALTH, LLC is a Other fund managing $198 million in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →