INSTRUMENTAL WEALTH, LLC
Q1 2025 13F Holdings
- Locationtampa, FL
- Num holdings
56
- Value ($000)
$110,378
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001976010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $15.92M | 14 % | 281,308 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $13.49M | 12 % | 143,358 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $11.16M | 10 % | 61,373 | ||
IBDY ISHARES TR | IBONDS DEC 2033 | 46436E130 | $9.06M | 8 % | 355,992 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.11M | 7 % | 103,808 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.85M | 7 % | 14,193 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $7.28M | 7 % | 141,289 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $5.90M | 5 % | 35,221 | ||
CALF PACER FDS TR | US SMALL CAP CAS | 69374H857 | $3.80M | 3 % | 106,345 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $2.40M | 2 % | 9,500 |
Rows Per Page
10
- 10
- 50
- 100