Instrumental Wealth, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 71 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 $20.4B, Ishares S&P 500 Growth ETF with a value of $18.3B, Ishares S&P 500 Value ETF with a value of $13.8B, Ishares Tr with a value of $10.1B, and Ishares Core S&P 500 ETF with a value of $10.1B.
Examining the 13F form we can see an increase of $16.8B in the current position value, from $126B to 143B.
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.
