Sponsored

The Analysis of INSTRUMENTAL WEALTH, LLC's Holdings & P&L

Currently, INSTRUMENTAL WEALTH, LLC holds 73 types of securities in its portfolio with a total value $162.7M. In the most recent quarter, they have increased their positions in NVDA (+3.8K shares, valued at $662.7K), MSFT (+1.8K shares, valued at $652.9K), AAPL (+2.5K shares, valued at $636.0K); decreased their positions in N/A (-108 shares, valued at $33.4K), JPM (-93 shares, valued at $27.4K), PLTR (-133 shares, valued at $19.5K); initiated new positions in N/A (+4.4K shares, valued at $374.8K), SPXX (+22.5K shares, valued at $362.1K), MA (+503 shares, valued at $251.2K).

1M P&L

+5.7M+3.60%

3M P&L

+9.1M+5.81%

HY P&L

+13.8M+9.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A128.2M

86.5%

2Semiconductors3.4M

2.3%

3Consumer Electronics3.1M

2.1%

Top Industries by Stock Count

1N/A35 stocks

54.7%

2Semiconductors2 stocks

3.1%

3Oil & Gas Integrated2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IJH ISHARES TR337.8K shares1.14%2026-03-312026-04-21

IEFA ISHARES TR236.1K shares2.84%2026-03-312026-04-21

IVW ISHARES TR188.2K shares1.87%2026-03-312026-04-21

IVE ISHARES TR71.5K shares1.79%2026-03-312026-04-21

IVV ISHARES TR18.3K shares1.15%2026-03-312026-04-21

IBDY ISHARES TR416.8K shares0.67%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T51.4K shares1.80%2026-03-312026-04-21

IWN ISHARES TR28.8K shares3.14%2026-03-312026-04-21

Sponsored

IWO ISHARES TR12.7K shares1.63%2026-03-312026-04-21

AAPL APPLE INC12.3K shares25.65%2026-03-312026-04-21

NVDA NVIDIA CORPORATION17.5K shares27.77%2026-03-312026-04-21

IBDV ISHARES TR108.2K shares0.63%2026-03-312026-04-21

IBCA ISHARES TR91.4K shares0.74%2026-03-312026-04-21

MSFT MICROSOFT CORP5.1K shares52.89%2026-03-312026-04-21

HRTG HERITAGE INSURANCE HLDGS INC60.1K shares0.00%2026-03-312026-04-21

AMZN AMAZON COM INC7.3K shares-0.11%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC4.2K shares2.91%2026-03-312026-04-21

ALPHABET INC ALPHABET INC4.0K shares28.41%2026-03-312026-04-21

IWB ISHARES TR3.2K shares0.19%2026-03-312026-04-21

ICLN ISHARES TR49.7K shares2.55%2026-03-312026-04-21

HACK AMPLIFY ETF TR11.7K shares-1.93%2026-03-312026-04-21

XOM EXXON MOBIL CORP5.0K shares0.68%2026-03-312026-04-21

META META PLATFORMS INC1.4K shares4.62%2026-03-312026-04-21

CMF ISHARES TR13.6K shares0.24%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC2.2K shares-4.65%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST3.2K shares1.71%2026-03-312026-04-21

TSLA TESLA INC1.7K shares2.90%2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN10.2K shares2.91%2026-03-312026-04-21

SYK STRYKER CORPORATION1.7K shares3.24%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T796 shares0.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares13.28%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.5K shares3.08%2026-03-312026-04-21

Sponsored

KO COCA COLA CO6.6K shares24.98%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.5K shares-5.75%2026-03-312026-04-21

PFF ISHARES TR14.0K shares0.91%2026-03-312026-04-21

IWY ISHARES TR1.7K shares0.18%2026-03-312026-04-21

SPHY SPDR SERIES TRUST17.7K shares1.43%2026-03-312026-04-21

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC4.4K sharesnew addition2026-03-312026-04-21

WMT WALMART INC3.0K shares5.80%2026-03-312026-04-21

SMH VANECK ETF TRUST960 shares1.27%2026-03-312026-04-21

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW22.5K sharesnew addition2026-03-312026-04-21

LLY ELI LILLY & CO378 shares-5.26%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.7K shares39.19%2026-03-312026-04-21

V VISA INC1.1K shares25.54%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.3K shares55.69%2026-03-312026-04-21

IUSG ISHARES TR2.0K shares0.10%2026-03-312026-04-21

TIDAL TRUST II TIDAL TRUST II14.3K shares0.00%2026-03-312026-04-21

ETH GRAYSCALE ETHEREUM STAKING15.1K shares25.52%2026-03-312026-04-21

Sponsored

CWB SPDR SERIES TRUST3.1K shares0.07%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.0K shares-0.77%2026-03-312026-04-21

NFLX NETFLIX INC.2.9K shares0.21%2026-03-312026-04-21

FENY FIDELITY COVINGTON TRUST8.0K shares0.56%2026-03-312026-04-21

PAVE GLOBAL X FDS5.4K shares4.59%2026-03-312026-04-21

FNCL FIDELITY COVINGTON TRUST3.8K shares8.97%2026-03-312026-04-21

SLDE SLIDE INS HLDGS INC14.7K shares0.00%2026-03-312026-04-21

ICOW PACER FDS TR6.1K shares0.05%2026-03-312026-04-21

Sponsored

MA MASTERCARD INCORPORATED503 sharesnew addition2026-03-312026-04-21

LEN LENNAR CORP2.8K shares1.61%2026-03-312026-04-21

IEMG ISHARES INC3.4K shares21.71%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC1.6K shares-7.57%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F4.3K shares-2.50%2026-03-312026-04-21

HD HOME DEPOT INC695 shares10.32%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION228 shares4.59%2026-03-312026-04-21

COWZ PACER FDS TR3.6K shares0.00%2026-03-312026-04-21

Sponsored

EFV ISHARES TR3.0K shares19.71%2026-03-312026-04-21

VOX VANGUARD WORLD FD1.2K shares1.59%2026-03-312026-04-21

WFC WELLS FARGO & CO2.7K shares-1.31%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-21

CAT CATERPILLAR INC286 shares3.62%2026-03-312026-04-21

SLS SELLAS LIFE SCIENCES GROUP I44.9K shares0.00%2026-03-312026-04-21

SMR NUSCALE PWR CORP17.4K shares0.00%2026-03-312026-04-21

PTY PIMCO CORPORATE & INCOME OPP13.3K shares0.25%2026-03-312026-04-21

Sponsored

WHEELS UP EXPERIENCE INC WHEELS UP EXPERIENCE INC234.2K shares0.00%2026-03-312026-04-21

IJH

ISHARES TR

1.14%

Shares337.8K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

2.84%

Shares236.1K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

1.87%

Shares188.2K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

1.79%

Shares71.5K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

1.15%

Shares18.3K

Event2026-03-31

Filed2026-04-21

IBDY

ISHARES TR

0.67%

Shares416.8K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

1.80%

Shares51.4K

Event2026-03-31

Filed2026-04-21

IWN

ISHARES TR

3.14%

Shares28.8K

Event2026-03-31

Filed2026-04-21

IWO

ISHARES TR

1.63%

Shares12.7K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

25.65%

Shares12.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

27.77%

Shares17.5K

Event2026-03-31

Filed2026-04-21

IBDV

ISHARES TR

0.63%

Shares108.2K

Event2026-03-31

Filed2026-04-21

IBCA

ISHARES TR

0.74%

Shares91.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

52.89%

Shares5.1K

Event2026-03-31

Filed2026-04-21

HRTG

HERITAGE INSURANCE HLDGS INC

0.00%

Shares60.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-0.11%

Shares7.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.91%

Shares4.2K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

28.41%

Shares4.0K

Event2026-03-31

Filed2026-04-21

IWB

ISHARES TR

0.19%

Shares3.2K

Event2026-03-31

Filed2026-04-21

ICLN

ISHARES TR

2.55%

Shares49.7K

Event2026-03-31

Filed2026-04-21

HACK

AMPLIFY ETF TR

-1.93%

Shares11.7K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

0.68%

Shares5.0K

Event2026-03-31

Filed2026-04-21