Institutional Fund
Instrumental Wealth, LLC
Tampa, FLCIK 19760105 filings on record
Portfolio Value
$162.67M
Q1 2026
Holdings
73
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.5%
from $166.76M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.0%
- Ishares Tr13.1%
- Ishares Tr13.1%
- Ishares Tr9.3%
- Ishares Tr7.4%
- Ishares Tr6.6%
- Other36.5%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 337.8K | $22.81M | 14.0% | +3.8K | Added |
| 2 | Ishares Tr | 236.1K | $21.38M | 13.1% | +6.5K | Added |
| 3 | Ishares Tr | 188.2K | $21.28M | 13.1% | +3.4K | Added |
| 4 | Ishares Tr | 71.5K | $15.11M | 9.3% | +1.3K | Added |
| 5 | Ishares Tr | 18.3K | $11.97M | 7.4% | +208 | Added |
| 6 | Ishares Tr | 416.8K | $10.77M | 6.6% | +2.8K | Added |
| 7 | Invesco Exchange Traded Fd T | 51.4K | $9.87M | 6.1% | +907 | Added |
| 8 | Ishares Tr | 28.8K | $5.46M | 3.4% | +876 | Added |
| 9 | Ishares Tr | 12.7K | $4.00M | 2.5% | +204 | Added |
| 10 | Apple Inc | 12.3K | $3.12M | 1.9% | +2.5K | Added |
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