§ 13F · FUND PROFILE
INSTRUMENTAL WEALTH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $143M (13F)Positions · 71Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 338K | $23M | 14.0% | +1% |
| 2 | IEFA | ISHARES TR | 236K | $21M | 13.1% | +3% |
| 3 | IVW | ISHARES TR | 188K | $21M | 13.1% | +2% |
| 4 | IVE | ISHARES TR | 72K | $15M | 9.3% | +2% |
| 5 | IVV | ISHARES TR | 18K | $12M | 7.4% | +1% |
| 6 | IBDY | ISHARES TR | 417K | $11M | 6.6% | +1% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 51K | $10M | 6.1% | +2% |
| 8 | IWN | ISHARES TR | 29K | $5M | 3.4% | +3% |
| 9 | IWO | ISHARES TR | 13K | $4M | 2.5% | +2% |
| 10 | AAPL | APPLE INC | 12K | $3M | 1.9% | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INSTRUMENTAL SIGNAL
AC read
INSTRUMENTAL WEALTH, LLC is a Other fund managing $143 million in assets. The fund runs a portfolio of 71 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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