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INSTRUMENTAL WEALTH, LLC

Q2 2026 13F Holdings

  • Location
    tampa, FL
  • Num holdings

    89

  • Value ($000)

    $197,513

  • Date Filed
    07/16/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$26.95M
14 %

349,506

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$26.78M
14 %

194,694

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$24.12M
12 %

249,690

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$17.07M
9 %

75,196

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$14.28M
7 %

19,073

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$11.49M
6 %

54,025

I
IBDY

ISHARES TR

IBONDS DEC 2033
46436E130
$10.78M
6 %

418,536

I
IWN

ISHARES TR

RUS 2000 VAL ETF
464287630
$6.73M
3 %

30,417

I
IWO

ISHARES TR

RUS 2000 GRW ETF
464287648
$5.2M
3 %

13,188

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.67M
2 %

18,336

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