13F Insight
DOSSIER · 13F-HR · Q2 2026

INSTRUMENTAL WEALTH, LLC

$198M in tracked AUM across 89 positions as of Q2 2026.

IW
CIK 0001976010 · last filed Jun 30, 2026
Total AUM
$198M
as of Q2 2026
Holdings
89
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

INSTRUMENTAL WEALTH, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJH
ISHARES TR
$27M350K13.6%02
IVW
ISHARES TR
$27M195K13.6%03
IEFA
ISHARES TR
$24M250K12.2%04
IVE
ISHARES TR
$17M75K8.6%05
IVV
ISHARES TR
$14M19K7.2%06
RSP
INVESCO EXCHANGE TRADED FD T
$11M54K5.8%07
IBDY
ISHARES TR
$11M419K5.5%08
IWN
ISHARES TR
$7M30K3.4%09
IWO
ISHARES TR
$5M13K2.6%10
NVDA
NVIDIA CORPORATION
$4M18K1.9%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$86M▲ 3.0%
36 positionsLocked
Showing 12 of 14