INSTRUMENTAL WEALTH, LLC: 13F holdings
CIK 19760102026Q2
| Positions | 89 |
|---|---|
| Reported value | $197.5m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IJH ISHARES TR | 349,506 | $27.0m | 13.6% |
| IWF ISHARES TR | 194,694 | $26.8m | 13.6% |
| IEFA ISHARES TR | 249,690 | $24.1m | 12.2% |
| IVE ISHARES TR | 75,196 | $17.1m | 8.6% |
| IVV ISHARES TR | 19,073 | $14.3m | 7.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 54,025 | $11.5m | 5.8% |
| ISHARES TR | 418,536 | $10.8m | 5.5% |
| IWN ISHARES TR | 30,417 | $6.7m | 3.4% |
| IWO ISHARES TR | 13,188 | $5.2m | 2.6% |
| NVDA NVIDIA CORPORATION | 18,336 | $3.7m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1976010")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.