INSTRUMENTAL WEALTH, LLC
75 holdingsFiling period: 2026-03-31Current AUM: $183.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | 337.8K | $22.8M | $25.4M | 13.87% | +3.8K | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 236.1K | $21.4M | $23.2M | 12.66% | +6.5K | 2026-03-31 |
| 3 | IVW | ISHARES TR | 188.2K | $21.3M | $25.4M | 13.89% | +3.4K | 2026-03-31 |
| 4 | IVE | ISHARES TR | 71.5K | $15.1M | $16.6M | 9.05% | +1.3K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 18.3K | $12.0M | $13.7M | 7.50% | +208 | 2026-03-31 |
| 6 | IBDY | ISHARES TR | 416.8K | $10.8M | $10.6M | 5.76% | +2.8K | 2026-03-31 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 51.4K | $9.9M | $11.1M | 6.03% | +907 | 2026-03-31 |
| 8 | IWN | ISHARES TR | 28.8K | $5.5M | $6.4M | 3.48% | +876 | 2026-03-31 |
| 9 | IWO | ISHARES TR | 12.7K | $4.0M | $4.7M | 2.58% | +204 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 12.3K | $3.1M | $3.8M | 2.07% | +2.5K | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 17.5K | $3.0M | $3.5M | 1.91% | +3.8K | 2026-03-31 |
| 12 | IBDV | ISHARES TR | 108.2K | $2.4M | $2.3M | 1.28% | +682 | 2026-03-31 |
| 13 | IBCA | ISHARES TR | 91.4K | $2.3M | $2.3M | 1.25% | +674 | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 5.1K | $1.9M | $2.4M | 1.29% | +1.8K | 2026-03-31 |
| 15 | HRTG | HERITAGE INSURANCE HLDGS INC | 60.1K | $1.6M | $1.8M | 0.96% | -- | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 7.3K | $1.5M | $2.0M | 1.08% | -8 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 4.2K | $1.2M | $1.5M | 0.81% | +118 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 4.0K | $1.2M | $1.4M | 0.78% | +892 | 2026-03-31 |
| 19 | IWB | ISHARES TR | 3.2K | $1.1M | $1.3M | 0.72% | +6 | 2026-03-31 |
| 20 | ICLN | ISHARES TR | 49.7K | $909K | $872K | 0.48% | +1.2K | 2026-03-31 |
| 21 | HACK | AMPLIFY ETF TR | 11.7K | $874K | $1.2M | 0.68% | -229 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 5.0K | $851K | $780K | 0.43% | +34 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 5.0K | $851K | $780K | 0.43% | +34 | 2026-03-31 |
| 24 | META | META PLATFORMS INC | 1.4K | $829K | $807K | 0.44% | +64 | 2026-03-31 |
| 25 | CMF | ISHARES TR | 13.6K | $774K | $770K | 0.42% | +33 | 2026-03-31 |
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