Instrumental Wealth, LLC Portfolio Holdings

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

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.

Portfolio value $143 Billion
ETFs: $103 Billion
Technology: $8.89 Billion
Financial Services: $4.03 Billion
Communication Services: $3.11 Billion
Consumer Cyclical: $2.48 Billion
Healthcare: $1.68 Billion
Energy: $952 Million
Consumer Defensive: $616 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 14.32% of portfolio
316,269
Q3 2025 Added 5.78%
$0
$18.3 Billion 12.85% of portfolio
147,298
Q3 2025 Added 0.13%
$0
$13.8 Billion 9.69% of portfolio
66,287
Q3 2025 Added 5.64%
$0
$10.1 Billion 7.06% of portfolio
14,723
Q3 2025 Added 2.8%
$0
$9.83 Billion 6.9% of portfolio
111,342
Q3 2025 Added 4.85%
$0
$7.63 Billion 5.35% of portfolio
40,677
Q3 2025 Added 11.83%
$0
$7.03 Billion 4.93% of portfolio
122,128
Q3 2025 Reduced 14.48%
$0
$4.51 Billion 3.17% of portfolio
104,305
Q3 2025 Reduced 4.1%
$0
$3.73 Billion 2.61% of portfolio
11,387
Q3 2025 Added 16.02%
$0
$2.15 Billion 1.51% of portfolio
96,911
Q3 2025 Added 4.98%
$0
$1.23 Billion 0.86% of portfolio
3,301
Q3 2025 Reduced 5.52%
$0
$754 Million 0.53% of portfolio
13,118
Q3 2025 Added 1.41%
$0
$691 Million 0.48% of portfolio
2,928
Q3 2025 Added 1.81%
$0
$680 Million 0.48% of portfolio
39,947
Q3 2025 Added 0.69%
$0
$552 Million 0.39% of portfolio
5,144
Q3 2025 Added 0.43%
$0
$452 Million 0.32% of portfolio
1,594
Q3 2025 Added 1.27%
$0
$426 Million 0.3% of portfolio
13,597
Q3 2025 Added 49.22%
$0
$393 Million 0.28% of portfolio
16,519
Q3 2025 Added 2.04%
$0
$317 Million 0.22% of portfolio
872
Q3 2025 Added 12.08%
$0
$285 Million 0.2% of portfolio
3,082
Q3 2025 New
$0
$259 Million 0.18% of portfolio
4,687
Q3 2025 Added 0.02%
$0
$243 Million 0.17% of portfolio
6,406
Q3 2025 Reduced 36.95%
$0
$224 Million 0.16% of portfolio
4,668
Q3 2025 New
$0
$228 Million 0.16% of portfolio
3,092
Q3 2025 New
$0
$207 Million 0.15% of portfolio
1,173
Q3 2025 New
$0
$207 Million 0.15% of portfolio
3,032
Q3 2025 New
$0
$201 Million 0.14% of portfolio
1,081
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $143 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 31, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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