StockDriftsStockDriftsTop 50 Instrumental Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | 14.03% | 203.1K | $28.9M | +4.30%(+8.37K) | $80.83(+73.45%) | 2026-09-30 | |
| IJH | ISHARES TR | 12.81% | 366.8K | $26.4M | +4.96%(+17.34K) | $56.40(+28.33%) | 2026-09-30 | |
| IEFA | ISHARES TR | 12.3% | 261.5K | $25.3M | +4.71%(+11.77K) | $83.19(+15.35%) | 2026-09-30 | |
| IVE | ISHARES TR | 8.76% | 79.1K | $18.1M | +5.17%(+3.88K) | $169.65(+38.61%) | 2026-09-30 | |
| IVV | ISHARES TR | 7.44% | 20.0K | $15.3M | +4.88%(+931) | $494.10(+55.84%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.7% | 56.4K | $11.7M | +4.47%(+2.42K) | $163.97(+30.15%) | 2026-09-30 | |
| IBDY | ISHARES TR | 5.24% | 441.3K | $10.8M | +5.43%(+22.74K) | $25.17(-2.23%) | 2026-09-30 | |
| IWN | ISHARES TR | 3.21% | 31.6K | $6.6M | +3.92%(+1.19K) | $181.35(+14.61%) | 2026-09-30 | |
| IWO | ISHARES TR | 2.39% | 13.8K | $4.9M | +4.43%(+584) | $286.95(+19.33%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.13% | 19.2K | $4.4M | +4.89%(+896) | $109.41(+98.42%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.86% | +25.49% | — | — | +28.31% |
| Top 20 Holdings Unweighted | +12.44% | +42.14% | — | — | +44.75% |
Instrumental Wealth LLC reports $205.97M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are IVW (14.0%), IJH (12.8%) and IEFA (12.3%). The top 20 holdings account for 84.74% of reported assets. Its disclosed equity book has returned +25.49% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Instrumental Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1976010). View Instrumental Wealth LLC’s 13F filings on SEC