INSTRUMENTAL WEALTH, LLC
INSTRUMENTAL WEALTH, LLC reported 89 positions worth $197.5M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: IJH (13.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IJH | SH | $27.0M | 13.64% | 349,506 | — | — | |
| ▸ 2 | IVW | SH | $26.8M | 13.56% | 194,694 | — | — | |
| ▸ 3 | IEFA | SH | $24.1M | 12.21% | 249,690 | — | — | |
| ▸ 4 | IVE | SH | $17.1M | 8.64% | 75,196 | — | — | |
| ▸ 5 | IVV | SH | $14.3M | 7.23% | 19,073 | — | — | |
| ▸ 6 | RSP | SH | $11.5M | 5.82% | 54,025 | — | — | |
| ▸ 7 | IBDY | SH | $10.8M | 5.46% | 418,536 | — | — | |
| ▸ 8 | IWN | SH | $6.7M | 3.41% | 30,417 | — | — | |
| ▸ 9 | IWO | SH | $5.2M | 2.63% | 13,188 | — | — | |
| ▸ 10 | NVDA | SH | $3.7M | 1.86% | 18,336 | — | — |
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Frequently Asked Questions
What stocks does INSTRUMENTAL WEALTH, LLC hold as of Q2 2026?
INSTRUMENTAL WEALTH, LLC reported 89 positions worth $197.5M in its Q2 2026 13F filing. Largest positions: IJH (13.6%), IVW (13.6%), IEFA (12.2%), IVE (8.6%) and IVV (7.2%).
What did INSTRUMENTAL WEALTH, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did INSTRUMENTAL WEALTH, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.