§ 13F · FUND PROFILE
INSTRUMENTAL WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.8T (13F)Positions · 59Turnover · — · Q4Filed · Feb 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 334K | $24.1T | 14.4% | +6% |
| 2 | IEFA | ISHARES TR | 230K | $22.6T | 13.6% | +106% |
| 3 | IVW | ISHARES TR | 185K | $22.3T | 13.4% | +25% |
| 4 | IVE | ISHARES TR | 70K | $15.6T | 9.4% | +6% |
| 5 | IVV | ISHARES TR | 18K | $12.5T | 7.5% | +23% |
| 6 | IBDY | ISHARES TR | 414K | $10.9T | 6.6% | +7% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 51K | $10.3T | 6.2% | +24% |
| 8 | IWN | ISHARES TR | 28K | $5.6T | 3.4% | — |
| 9 | IWO | ISHARES TR | 13K | $4.3T | 2.6% | +10% |
| 10 | AAPL | APPLE INC | 10K | $2.7T | 1.6% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSTRUMENTAL SIGNAL
AC read
INSTRUMENTAL WEALTH, LLC is a Other fund managing $125768.7 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed