What does INSTRUMENTAL WEALTH, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

INSTRUMENTAL WEALTH, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$23M338K14.0%

ISHARES TR

$21M236K13.1%

ISHARES TR

$21M188K13.1%

ISHARES TR

$15M72K9.3%

ISHARES TR

$12M18K7.4%

ISHARES TR

$11M417K6.6%

INVESCO EXCHANGE TRADED FD T

$10M51K6.1%

ISHARES TR

$5M29K3.4%

ISHARES TR

$4M13K2.5%

APPLE INC

$3M12K1.9%

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