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INSTRUMENTAL WEALTH, LLC

Q1 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    73

  • Value ($000)

    $162,669

  • Date Filed
    04/21/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$22.81M
14 %

337,754

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$21.38M
13 %

236,113

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$21.28M
13 %

188,161

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$15.11M
9 %

71,538

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$11.97M
7 %

18,319

I
IBDY

ISHARES TR

IBONDS DEC 2033
46436E130
$10.77M
7 %

416,784

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$9.87M
6 %

51,435

I
IWN

ISHARES TR

RUS 2000 VAL ETF
464287630
$5.46M
3 %

28,800

I
IWO

ISHARES TR

RUS 2000 GRW ETF
464287648
$4M
3 %

12,745

A
AAPL

APPLE INC

COM
037833100
$3.12M
2 %

12,276

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