Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INSTRUMENTAL WEALTH, LLC (CIK 1976010) reported $162.7M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJH ($22.8M, 14.02%), IEFA ($21.4M, 13.14%), IVW ($21.3M, 13.08%), IVE ($15.1M, 9.29%), IVV ($12.0M, 7.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $22.8M | 14.02% | 337,754 | Added |
| 2 | IEFA | ISHARES TR | $21.4M | 13.14% | 236,113 | Added |
| 3 | IVW | ISHARES TR | $21.3M | 13.08% | 188,161 | Added |
| 4 | IVE | ISHARES TR | $15.1M | 9.29% | 71,538 | Added |
| 5 | IVV | ISHARES TR | $12.0M | 7.36% | 18,319 | Added |
| 6 | IBDY | ISHARES TR | $10.8M | 6.62% | 416,784 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $9.9M | 6.07% | 51,435 | Added |
| 8 | IWN | ISHARES TR | $5.5M | 3.36% | 28,800 | Added |
| 9 | IWO | ISHARES TR | $4.0M | 2.46% | 12,745 | Added |
| 10 | AAPL | APPLE INC | $3.1M | 1.92% | 12,276 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $3.0M | 1.87% | 17,482 | Added |
| 12 | IBDV | ISHARES TR | $2.4M | 1.46% | 108,200 | Added |
| 13 | IBCA | ISHARES TR | $2.3M | 1.44% | 91,397 | Added |
| 14 | MSFT | MICROSOFT CORP | $1.9M | 1.16% | 5,099 | Added |
| 15 | HRTG | HERITAGE INSURANCE HLDGS INC | $1.6M | 0.97% | 60,060 | Hold |
| 16 | AMZN | AMAZON COM INC | $1.5M | 0.93% | 7,277 | Trimmed |
| 17 | GOOG | ALPHABET INC | $1.2M | 0.74% | 4,176 | Added |
| 18 | GOOGL | ALPHABET INC | $1.2M | 0.71% | 4,032 | Added |
| 19 | IWB | ISHARES TR | $1.1M | 0.70% | 3,211 | Added |
| 20 | ICLN | ISHARES TR | $909,117 | 0.56% | 49,706 | Added |
| 21 | HACK | AMPLIFY ETF TR | $874,956 | 0.54% | 11,652 | Trimmed |
| 22 | XOM | EXXON MOBIL CORP | $851,992 | 0.52% | 5,022 | Added |
| 23 | META | META PLATFORMS INC | $829,555 | 0.51% | 1,450 | Added |
| 24 | CMF | ISHARES TR | $774,107 | 0.48% | 13,614 | Added |
| 25 | AVGO | BROADCOM INC | $685,595 | 0.42% | 2,215 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31