INSTRUMENTAL WEALTH, LLC

Q3 2025 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    71

  • Value ($000)

    $142,564

  • Date Filed
    10/31/2025
  • Form type
    13F-HR
  • CIK
    0001976010
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$20.41M
14 %

316,269

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$18.32M
13 %

147,298

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$13.81M
10 %

66,287

I
IBDY

ISHARES TR

IBONDS DEC 2033
46436E130
$10.13M
7 %

385,717

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$10.06M
7 %

14,723

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$9.83M
7 %

111,342

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$7.63M
5 %

40,677

C
COWZ

PACER FDS TR

US CASH COWS 100
69374H881
$7.03M
5 %

122,128

C
CALF

PACER FDS TR

US SMALL CAP CAS
69374H857
$4.51M
3 %

104,305

I
IWO

ISHARES TR

RUS 2000 GRW ETF
464287648
$3.73M
3 %

11,387

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