INSTRUMENTAL WEALTH, LLC
Q2 2025 13F Holdings
- Locationtampa, FL
- Num holdings
59
- Value ($000)
$125,769
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $18.69M | 15 % | 298,995 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $16.36M | 13 % | 147,101 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $12.29M | 10 % | 62,750 | ||
IBDY ISHARES TR | IBONDS DEC 2033 | 46436E130 | $9.37M | 8 % | 367,159 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $8.95M | 7 % | 14,322 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.73M | 7 % | 106,196 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $7.92M | 6 % | 142,799 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $6.62M | 5 % | 36,375 | ||
CALF PACER FDS TR | US SMALL CAP CAS | 69374H857 | $4.39M | 4 % | 108,762 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $2.82M | 2 % | 9,815 |
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