The Analysis of INSTRUMENTAL WEALTH, LLC's Holdings


Currently, INSTRUMENTAL WEALTH, LLC holds 71 types of securities in its portfolio with a total value $142.6M. In the most recent quarter, they have increased their positions in IBCA (+80.8K shares, valued at $2.1M), IJH (+17.3K shares, valued at $1.1M), RSP (+4.3K shares, valued at $806.7K); decreased their positions in COWZ (-20.7K shares, valued at $1.2M), CALF (-4.5K shares, valued at $192.8K), HACK (-1.7K shares, valued at $150.3K); initiated new positions in IBCA (+80.8K shares, valued at $2.1M), UNH (+1.2K shares, valued at $405.7K), IBIT (+4.9K shares, valued at $298.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IJH ISHARES TR316.3K shares5.78%2025-09-302025-10-31history
IVW ISHARES TR147.3K shares0.13%2025-09-302025-10-31history
IVE ISHARES TR66.3K shares5.64%2025-09-302025-10-31history
IBDY ISHARES TR385.7K shares5.05%2025-09-302025-10-31history
IVV ISHARES TR14.7K shares2.80%2025-09-302025-10-31history
IEFA ISHARES TR111.3K shares4.85%2025-09-302025-10-31history
RSP INVESCO EXCHANGE TRADED FD T40.7K shares11.83%2025-09-302025-10-31history
COWZ PACER FDS TR122.1K shares-14.48%2025-09-302025-10-31history
Sponsored
CALF PACER FDS TR104.3K shares-4.10%2025-09-302025-10-31history
IWO ISHARES TR11.4K shares16.02%2025-09-302025-10-31history
NVDA NVIDIA CORPORATION13.4K shares14.50%2025-09-302025-10-31history
AAPL APPLE INC9.2K shares12.80%2025-09-302025-10-31history
IBDV ISHARES TR96.9K shares4.98%2025-09-302025-10-31history
IBCA ISHARES TR80.8K sharesnew addition2025-09-302025-10-31history
MSFT MICROSOFT CORP3.5K shares14.83%2025-09-302025-10-31history
AMZN AMAZON COM INC6.8K shares10.24%2025-09-302025-10-31history
Sponsored
HRTG HERITAGE INSURANCE HLDGS INC60.1K shares116.11%2025-09-302025-10-31history
IWB ISHARES TR3.3K shares-5.52%2025-09-302025-10-31history
GOOG ALPHABET INC3.8K shares5.56%2025-09-302025-10-31history
META META PLATFORMS INC1.4K shares13.72%2025-09-302025-10-31history
HACK AMPLIFY ETF TR9.7K shares-15.31%2025-09-302025-10-31history
GOOGL ALPHABET INC2.9K shares15.38%2025-09-302025-10-31history
AVGO BROADCOM INC2.1K shares15.21%2025-09-302025-10-31history
CMF ISHARES TR13.1K shares1.41%2025-09-302025-10-31history
Sponsored
MSTY TIDAL TRUST II71.0K shares-0.12%2025-09-302025-10-31history
TSLA TESLA INC1.6K shares14.04%2025-09-302025-10-31history
FTEC FIDELITY COVINGTON TRUST2.9K shares1.81%2025-09-302025-10-31history
ICLN ISHARES TR39.9K shares0.69%2025-09-302025-10-31history
SYK STRYKER CORPORATION1.7K shares0.36%2025-09-302025-10-31history
XOM EXXON MOBIL CORP4.9K shares1.08%2025-09-302025-10-31history
MUB ISHARES TR5.1K shares0.43%2025-09-302025-10-31history
FBTC FIDELITY WISE ORIGIN BITCOIN5.8K shares31.74%2025-09-302025-10-31history
Sponsored
JPM JPMORGAN CHASE & CO.1.5K shares7.47%2025-09-302025-10-31history
IWY ISHARES TR1.6K shares1.27%2025-09-302025-10-31history
SPY SPDR S&P 500 ETF TR646 shares0.16%2025-09-302025-10-31history
PFF ISHARES TR13.6K shares49.22%2025-09-302025-10-31history
BRK.B BERKSHIRE HATHAWAY INC DEL851 shares7.99%2025-09-302025-10-31history
UNH UNITEDHEALTH GROUP INC1.2K sharesnew addition2025-09-302025-10-31history
SPHY SPDR SERIES TRUST16.5K shares2.04%2025-09-302025-10-31history
CVX CHEVRON CORP NEW2.6K shares16.36%2025-09-302025-10-31history
Sponsored
BXMX NUVEEN S&P 500 BUY-WRITE INC27.2K shares7.65%2025-09-302025-10-31history
SNV SYNOVUS FINL CORP8.6K shares0.71%2025-09-302025-10-31history
KO COCA COLA CO5.1K shares-0.10%2025-09-302025-10-31history
V VISA INC932 shares14.08%2025-09-302025-10-31history
SMH VANECK ETF TRUST872 shares12.08%2025-09-302025-10-31history
NFLX NETFLIX INC288 shares14.29%2025-09-302025-10-31history
IBIT ISHARES BITCOIN TRUST ETF4.9K sharesnew addition2025-09-302025-10-31history
FETH FIDELITY ETHEREUM FD8.1K sharesnew addition2025-09-302025-10-31history
Sponsored
MRK MERCK & CO INC3.4K shares5.68%2025-09-302025-10-31history
ORCL ORACLE CORP1.1K shares15.17%2025-09-302025-10-31history
CWB SPDR SERIES TRUST3.1K sharesnew addition2025-09-302025-10-31history
LLY ELI LILLY & CO337 shares-2.60%2025-09-302025-10-31history
PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-31history
AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-09-302025-10-31history
WMT WALMART INC2.6K shares6.68%2025-09-302025-10-31history
VWO VANGUARD INTL EQUITY INDEX F4.7K shares0.02%2025-09-302025-10-31history
Sponsored
MA MASTERCARD INCORPORATED458 shares7.26%2025-09-302025-10-31history
HD HOME DEPOT INC664 shares9.21%2025-09-302025-10-31history
ICOW PACER FDS TR6.4K shares-36.95%2025-09-302025-10-31history
SLDE SLIDE INS HLDGS INC14.7K shares0.00%2025-09-302025-10-31history
FNCL FIDELITY COVINGTON TRUST3.1K sharesnew addition2025-09-302025-10-31history
WFC WELLS FARGO CO NEW2.6K sharesnew addition2025-09-302025-10-31history
PAVE GLOBAL X FDS4.7K sharesnew addition2025-09-302025-10-31history
ANET ARISTA NETWORKS INC1.4K sharesnew addition2025-09-302025-10-31history
Sponsored
COIN COINBASE GLOBAL INC647 shares11.36%2025-09-302025-10-31history
IEMG ISHARES INC3.0K sharesnew addition2025-09-302025-10-31history
IWN ISHARES TR1.2K sharesnew addition2025-09-302025-10-31history
VOX VANGUARD WORLD FD1.1K sharesnew addition2025-09-302025-10-31history
PTY PIMCO CORPORATE & INCOME OPP13.3K shares10.18%2025-09-302025-10-31history
UP WHEELS UP EXPERIENCE INC114.9K shares-4.42%2025-09-302025-10-31history
SLS SELLAS LIFE SCIENCES GROUP I44.9K sharesnew addition2025-09-302025-10-31history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available