13F Insight
DOSSIER · 13F-HR · Q3 2026

INSTRUMENTAL WEALTH, LLC

$206M in tracked AUM across 89 positions as of Q3 2026.

IW
CIK 0001976010 · last filed Sep 30, 2026
Total AUM
$206M
as of Q3 2026
Holdings
89
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

INSTRUMENTAL WEALTH, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVW
ISHARES TR
$29M203K14.0%02
IJH
ISHARES TR
$26M367K12.8%03
IEFA
ISHARES TR
$25M261K12.3%04
IVE
ISHARES TR
$18M79K8.8%05
IVV
ISHARES TR
$15M20K7.4%06
RSP
INVESCO EXCHANGE TRADED FD T
$12M56K5.7%07
IBDY
ISHARES TR
$11M441K5.2%08
IWN
ISHARES TR
$7M32K3.2%09
IWO
ISHARES TR
$5M14K2.4%10
NVDA
NVIDIA CORPORATION
$4M19K2.1%

Filing history

2026Q3Sep 30
$206M▲ 4.3%
89 positionsView →2026Q2Jun 30
$198M▲ 21.4%
89 positionsView →2026Q1Mar 31
$163M▼ 2.5%
73 positionsView →2025Q4Dec 31
$167M▲ 251.6%
72 positionsView →2025Q3Sep 30
$47M▼ 62.3%
37 positionsLocked2025Q2Jun 30
$126M▲ 13.9%
59 positionsLocked2025Q1Mar 31
$110M▲ 4.4%
56 positionsLocked2024Q4Dec 31
$106M▲ 3.0%
51 positionsLocked2024Q3Sep 30
$103M▲ 6.0%
46 positionsLocked2024Q2Jun 30
$97M▼ 57.9%
45 positionsLocked2024Q1Mar 31
$230M▲ 148.1%
43 positionsLocked2023Q4Dec 31
$93M▲ 8.1%
41 positionsLocked
Showing 12 of 15