account_balance

Investment manager · 13F filer · SEC CIK 1976010

Instrumental Wealth, LLC

Reported value$206Mas of Sep 30, 2026

Positions89 3 new, 3 sold out

Top 10 weight74.0%IVW alone is 14%

FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVWiShares Tr

14.0%Added +4%

IJHiShares Tr

12.8%Added +5%

IEFAiShares Tr

12.3%Added +5%

IVEiShares Tr

8.8%Added +5%

IVViShares Tr

7.4%Added +5%

RSPInvesco Exchange Traded Fd T

5.7%Added +4%

IBDYiShares Tr

5.2%Added +5%

IWNiShares Tr

3.2%Added +4%

IWOiShares Tr

2.4%+4%

NVDANVIDIA Corp

2.1%

AAPLApple Inc.

2.0%

MSFT1.4%

IVWiShares Tr

14.0%Added +4%

IJHiShares Tr

12.8%Added +5%

IEFAiShares Tr

12.3%Added +5%

IVEiShares Tr

8.8%Added +5%

IVViShares Tr

7.4%

RSPInvesco Exchange Traded Fd T

5.7%

IBDYiShares Tr

5.2%

IWN3.2%

IWO2.4%

MSFT

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVW iShares Tr 14.0% Added +4%

IJH iShares Tr 12.8% Added +5%

IEFA iShares Tr 12.3% Added +5%

IVE iShares Tr 8.8% Added +5%

IVV iShares Tr 7.4% Added +5%

RSP Invesco Exchange Traded Fd T 5.7% Added +4%

IBDY iShares Tr 5.2% Added +5%

IWN iShares Tr 3.2% Added +4%

IWO iShares Tr 2.4% Added +4%

NVDA NVIDIA Corp 2.1% Added +5%AAPL Apple Inc. 2.0% Held MSFT Microsoft Corp 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 16, 2026 filing

add_circleNew

PLTR $293K
PGR $270K
CRWD $213K

arrow_upwardAdded

JNJ +83%
MRK +76%
IWY +40%
SYK +23%

arrow_downwardTrimmed

XOM −41%
TSLA −8%

remove_circleSold out

NBIS $229K
KLAC $227K
COST $225K

Instrumental Wealth, LLC

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email