StockDriftsStockDriftsTop 50 Instrumental Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | 13.64% | 349.5K | $27.0M | +3.48%(+11.75K) | $55.50(+40.38%) | 2026-06-30 | |
| IVW | ISHARES TR | 13.56% | 194.7K | $26.8M | +3.47%(+6.53K) | $78.30(+81.06%) | 2026-06-30 | |
| IEFA | ISHARES TR | 12.21% | 249.7K | $24.1M | +5.75%(+13.58K) | $82.56(+22.39%) | 2026-06-30 | |
| IVE | ISHARES TR | 8.64% | 75.2K | $17.1M | +5.11%(+3.66K) | $166.66(+42.04%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.23% | 19.1K | $14.3M | +4.12%(+754) | $481.25(+61.53%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.82% | 54.0K | $11.5M | +5.04%(+2.59K) | $161.79(+36.48%) | 2026-06-30 | |
| IBDY | ISHARES TR | 5.46% | 418.5K | $10.8M | +0.42%(+1.75K) | $25.17(+0.68%) | 2026-06-30 | |
| IWN | ISHARES TR | 3.41% | 30.4K | $6.7M | +5.61%(+1.62K) | $180.02(+25.17%) | 2026-06-30 | |
| IWO | ISHARES TR | 2.63% | 13.2K | $5.2M | +3.48%(+443) | $283.04(+37.74%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.86% | 18.3K | $3.7M | +4.89%(+854) | $104.29(+111.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.05% | +22.66% | — | — | +28.34% |
| Top 20 Holdings Unweighted | +10.15% | +33.64% | — | — | +40.42% |
Instrumental Wealth LLC reports $197.51M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are IJH (13.6%), IVW (13.6%) and IEFA (12.2%). The top 20 holdings account for 84.47% of reported assets. Its disclosed equity book has returned +22.66% on a three-year cumulative basis. Figures reflect the Q2 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