Instrumental Wealth, LLC Portfolio Holdings

Instrumental Wealth, LLC

  • $126 Billion
  • Q2 2025

Instrumental Wealth, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Mid Cap ETF with a value of $18.7B, Ishares S&P 500 Growth ETF with a value of $16.4B, Ishares S&P 500 Value ETF with a value of $12.3B, Ishares Tr with a value of $9.37B, and Ishares Core S&P 500 ETF with a value of $8.95B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $110B to 126B.

Instrumental Wealth, LLC is based out at Tampa, FL

Below you can find more details about Instrumental Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $94.8 Billion
Technology: $6.34 Billion
Financial Services: $2.85 Billion
Communication Services: $2.28 Billion
Consumer Cyclical: $2.06 Billion
Healthcare: $1.17 Billion
Energy: $876 Million
Consumer Defensive: $585 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$1.99 Billion 1.58% of portfolio
11,665
Q2 2025 Reduced 0.98%
$3.69T
$1.71 Billion 1.36% of portfolio
8,197
Q2 2025 Reduced 2.54%
$3.95T
$1.55 Billion 1.23% of portfolio
3,062
Q2 2025 Added 1.39%
$2.26T
$1.4 Billion 1.11% of portfolio
6,180
Q2 2025 Reduced 7.46%
$1.78T
$844 Million 0.67% of portfolio
1,188
Q2 2025 Reduced 6.24%
$1.24T
$659 Million 0.52% of portfolio
3,600
Q2 2025 Added 2.39%
$142B
$646 Million 0.51% of portfolio
1,654
Q2 2025 Added 0.55%
$577M
$592 Million 0.47% of portfolio
27,791
Q1 2024 Added 109.1%
$442B
$544 Million 0.43% of portfolio
4,821
Q2 2025 Added 3.88%
$127B
$501 Million 0.4% of portfolio
1,782
Q2 2025 Added 7.09%
$1.21T
$463 Million 0.37% of portfolio
2,542
Q2 2025 Reduced 0.55%
$7.11B
$450 Million 0.36% of portfolio
8,558
Q2 2025 New
$1.08T
$440 Million 0.35% of portfolio
1,417
Q2 2025 Added 3.58%
$859B
$403 Million 0.32% of portfolio
1,406
Q2 2025 Added 4.69%
$621B
$370 Million 0.29% of portfolio
788
Q2 2025 Reduced 0.13%
$0
$353 Million 0.28% of portfolio
25,251
Q2 2025 Added 5.92%
$302B
$332 Million 0.26% of portfolio
2,200
Q2 2025 Reduced 6.94%
$545B
$318 Million 0.25% of portfolio
252
Q2 2025 Added 1.61%
$551B
$284 Million 0.23% of portfolio
817
Q2 2025 Added 1.36%
$608B
$267 Million 0.21% of portfolio
346
Q2 2025 Added 7.79%
$203B
$261 Million 0.21% of portfolio
3,206
Q2 2025 Added 4.6%
$548B
$235 Million 0.19% of portfolio
427
Q2 2025 Added 0.23%
$281B
$230 Million 0.18% of portfolio
2,409
Q2 2025 Added 3.93%
$684B
$228 Million 0.18% of portfolio
969
Q2 2025 New
$45.7B
$225 Million 0.18% of portfolio
581
Q2 2025 New
$405B
$218 Million 0.17% of portfolio
608
Q2 2025 Added 8.57%
$0
$167 Million 0.13% of portfolio
12,104
Q2 2025 Added 2.26%
$1.91B
$129 Million 0.1% of portfolio
10,672
Q2 2025 Reduced 0.03%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $126 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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