Instrumental Wealth, LLC

13F filer · CIK 0001976010

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$198MU.S. long equity reported on 13F

Positions5818 new · 3 closed

Net flow last quarter+$9MBuys minus sells

Top 10 positions weight10.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 202658 positions
NVDANvidia Corp	$3.67M	1.86%	0.00%	+4.9%	Q2 2023
AAPLApple Inc.	$3.55M	1.80%	0.00%	-0.1%	Q1 2023
IBCAIntervest Bancshares Corp	$2.35M	1.19%	0.42%	+0.4%	Q3 2025
MSFTMicrosoft Corp	$2.07M	1.05%	0.00%	+8.7%	Q1 2023
AMZNAmazon Com Inc	$1.89M	0.96%	0.00%	+9.0%	Q1 2023
GOOGAlphabet Inc.	$1.61M	0.81%	Not reported	+8.8%	Q1 2023
RIVNRivian Automotive, Inc. / DE	$1.57M	0.80%	0.01%	New	Q2 2026
HRTGHeritage Insurance Holdings, Inc.	$1.57M	0.79%	0.20%	Not reported	Q1 2023
GOOGLAlphabet Inc.	$1.54M	0.78%	0.00%	+6.8%	Q3 2023
AVGOBroadcom Inc.	$1.04M	0.53%	0.00%	+24.7%	Q3 2024
AMDAdvanced Micro Devices Inc	$998K	0.51%	0.00%	+3.9%	Q3 2025
NFLXNetflix Inc	$901K	0.46%	0.00%	+340.8%	Q4 2024
CNCCentene Corp	$853K	0.43%	0.00%	New	Q2 2026
METAMeta Platforms, Inc.	$809K	0.41%	Not reported	-1.0%	Q2 2023
TSLATesla, Inc.	$738K	0.37%	0.00%	+2.9%	Q2 2023
XOMExxonMobil Holdings Corp	$728K	0.37%	0.00%	+6.0%	Q1 2023
SLSSELLAS Life Sciences Group, Inc.	$663K	0.34%	0.02%	Not reported	Q3 2025
SMHMarket Vectors ETF Trust	$635K	0.32%	Not reported	+0.9%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$624K	0.32%	Not reported	+4.9%	Q1 2025
MUMicron Technology Inc	$612K	0.31%	0.00%	New	Q2 2026
PNFPPinnacle Financial Partners, Inc.	$581K	0.29%	0.00%	+32.5%	Q4 2025
BRK.BBerkshire Hathaway Inc	$571K	0.29%	Not reported	+6.2%	Q4 2023
KOCoca Cola Co	$562K	0.28%	0.00%	+4.3%	Q1 2023
TSNTyson Foods, Inc.	$549K	0.28%	Not reported	New	Q2 2026
LLYELI LILLY & Co	$544K	0.28%	0.00%	+19.8%	Q1 2024
JPMJPMorgan Chase & Co	$529K	0.27%	0.00%	+6.0%	Q1 2024
FBTCFidelity Wise Origin Bitcoin Fund	$528K	0.27%	0.01%	+1.0%	Q1 2025
SYKStryker Corp	$519K	0.26%	0.00%	-4.1%	Q2 2024
UNHUnitedhealth Group Inc	$476K	0.24%	0.00%	+11.1%	Q3 2025
CVXChevron Corp	$431K	0.22%	0.00%	+4.9%	Q1 2023
VVisa Inc.	$429K	0.22%	0.00%	+13.1%	Q1 2024
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$420K	0.21%	Not reported	0.0%	Q1 2026
WMTWalmart Inc.	$369K	0.19%	0.00%	+9.7%	Q4 2024
AMATApplied Materials Inc	$369K	0.19%	0.00%	New	Q2 2026
NOWServiceNow, Inc.	$357K	0.18%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$338K	0.17%	0.00%	+1.4%	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$332K	0.17%	0.02%	+46.0%	Q4 2025
CATCaterpillar Inc	$307K	0.16%	0.00%	+0.7%	Q4 2025
LRCXLam Research Corp	$297K	0.15%	0.00%	New	Q2 2026
CSCOCisco Systems, Inc.	$291K	0.15%	0.00%	New	Q2 2026
UPWheels Up Experience Inc.	$266K	0.13%	0.08%	+153.7%	Q3 2023
PMPhilip Morris International Inc.	$259K	0.13%	0.00%	New	Q2 2026
MAMastercard Inc	$251K	0.13%	0.00%	-3.0%	Q4 2024
LENLennar Corp	$246K	0.12%	Not reported	-2.3%	Q4 2025
GEGeneral Electric Co	$246K	0.12%	0.00%	New	Q2 2026
ANETArista Networks, Inc.	$244K	0.12%	0.00%	Not reported	Q3 2025
STXSeagate Technology Holdings plc	$240K	0.12%	0.00%	New	Q2 2026
MRKMerck & Co., Inc.	$240K	0.12%	0.00%	+6.8%	Q1 2023
SPCXSpace Exploration Technologies Corp	$232K	0.12%	Not reported	New	Q2 2026
NBISNebius Group N.V.	$229K	0.12%	0.00%	New	Q2 2026

Q1 2026Reported Apr 21, 202643 positions
AAPLApple Inc.	$3.12M	1.92%	0.00%	+25.7%	Q1 2023
NVDANvidia Corp	$3.05M	1.87%	0.00%	+27.8%	Q2 2023
IBCAIntervest Bancshares Corp	$2.34M	1.44%	0.42%	+0.7%	Q3 2025
MSFTMicrosoft Corp	$1.89M	1.16%	0.00%	+52.9%	Q1 2023
HRTGHeritage Insurance Holdings, Inc.	$1.58M	0.97%	0.20%	Not reported	Q1 2023
AMZNAmazon Com Inc	$1.52M	0.93%	0.00%	-0.1%	Q1 2023
GOOGAlphabet Inc.	$1.2M	0.74%	Not reported	+2.9%	Q1 2023
GOOGLAlphabet Inc.	$1.16M	0.71%	0.00%	+28.4%	Q3 2023
XOMExxonMobil Holdings Corp	$852K	0.52%	0.00%	+0.7%	Q1 2023
METAMeta Platforms, Inc.	$830K	0.51%	Not reported	+4.6%	Q2 2023
AVGOBroadcom Inc.	$686K	0.42%	0.00%	-4.7%	Q3 2024
TSLATesla, Inc.	$634K	0.39%	0.00%	+2.9%	Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund	$605K	0.37%	0.00%	+2.9%	Q1 2025
SYKStryker Corp	$565K	0.35%	0.00%	+3.2%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$518K	0.32%	Not reported	Not reported	Q1 2025
BRK.BBerkshire Hathaway Inc	$515K	0.32%	Not reported	+13.3%	Q4 2023
CVXChevron Corp	$513K	0.32%	0.00%	+3.1%	Q1 2023
KOCoca Cola Co	$505K	0.31%	0.00%	+25.0%	Q1 2023
JPMJPMorgan Chase & Co	$449K	0.28%	0.00%	-5.8%	Q1 2024
PNFPPinnacle Financial Partners, Inc.	$375K	0.23%	0.00%	+0.4%	Q4 2025
WMTWalmart Inc.	$369K	0.23%	0.00%	+5.8%	Q4 2024
SMHMarket Vectors ETF Trust	$368K	0.23%	Not reported	+1.3%	Q2 2025
SPXXNuveen S&P 500 Dynamic Overwrite Fund	$362K	0.22%	Not reported	New	Q1 2026
LLYELI LILLY & Co	$347K	0.21%	0.00%	-5.3%	Q1 2024
AMDAdvanced Micro Devices Inc	$337K	0.21%	0.00%	+39.2%	Q3 2025
VVisa Inc.	$334K	0.21%	0.00%	+25.5%	Q1 2024
JNJJohnson & Johnson	$321K	0.20%	0.00%	+55.7%	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$300K	0.18%	0.02%	+25.5%	Q4 2025
UNHUnitedhealth Group Inc	$279K	0.17%	0.00%	-0.8%	Q3 2025
NFLXNetflix Inc	$275K	0.17%	0.00%	+0.2%	Q4 2024
SLDESlide Insurance Holdings, Inc.	$265K	0.16%	0.01%	Not reported	Q2 2025
MAMastercard Inc	$251K	0.15%	0.00%	Not reported	Q4 2024
LENLennar Corp	$242K	0.15%	Not reported	+1.6%	Q4 2025
PLTRPalantir Technologies Inc.	$237K	0.15%	0.00%	-7.6%	Q3 2025
HDHome Depot, Inc.	$229K	0.14%	0.00%	+10.3%	Q3 2024
COSTCostco Wholesale Corp	$227K	0.14%	0.00%	+4.6%	Q4 2025
WFCWells Fargo & Company	$215K	0.13%	0.00%	-1.3%	Q4 2024
MRKMerck & Co., Inc.	$210K	0.13%	0.00%	Not reported	Q1 2023
CATCaterpillar Inc	$203K	0.12%	0.00%	+3.6%	Q4 2025
SLSSELLAS Life Sciences Group, Inc.	$190K	0.12%	0.02%	Not reported	Q3 2025
SMRNUSCALE POWER Corp	$188K	0.12%	0.01%	Not reported	Q4 2025
PTYPimco Corporate & Income Opportunity Fund	$161K	0.10%	Not reported	+0.3%	Q3 2023
UPWheels Up Experience Inc.	$121K	0.07%	0.65%	Not reported	Q3 2023
Q4 2025Reported Feb 27, 202642 positions
AAPLApple Inc.	$2.67M	1.60%	0.00%	+5.7%	Q1 2023
NVDANvidia Corp	$2.53M	1.52%	0.00%	+2.4%	Q2 2023
IBCAIntervest Bancshares Corp	$2.38M	1.43%	0.41%	+12.2%	Q3 2025
HRTGHeritage Insurance Holdings, Inc.	$1.68M	1.01%	0.19%	Not reported	Q1 2023
AMZNAmazon Com Inc	$1.51M	0.91%	0.00%	+6.9%	Q1 2023
MSFTMicrosoft Corp	$1.34M	0.80%	0.00%	-5.2%	Q1 2023
GOOGAlphabet Inc.	$1.25M	0.75%	Not reported	+6.8%	Q1 2023
GOOGLAlphabet Inc.	$965K	0.58%	0.00%	+7.1%	Q3 2023
METAMeta Platforms, Inc.	$911K	0.55%	Not reported	+2.6%	Q2 2023
AVGOBroadcom Inc.	$747K	0.45%	0.00%	+13.2%	Q3 2024
XOMExxonMobil Holdings Corp	$741K	0.44%	0.00%	+2.4%	Q1 2023
TSLATesla, Inc.	$677K	0.41%	0.00%	+2.6%	Q2 2023
SYKStryker Corp	$643K	0.39%	0.00%	+0.4%	Q2 2024
FBTCFidelity Wise Origin Bitcoin Fund	$585K	0.35%	0.00%	+71.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$549K	0.33%	Not reported	+23.2%	Q1 2025
JPMJPMorgan Chase & Co	$495K	0.30%	0.00%	+7.1%	Q1 2024
BRK.BBerkshire Hathaway Inc	$477K	0.29%	Not reported	+11.5%	Q4 2023
CVXChevron Corp	$443K	0.27%	0.00%	-6.0%	Q1 2023
KOCoca Cola Co	$427K	0.26%	0.00%	+3.8%	Q1 2023
PNFPPinnacle Financial Partners, Inc.	$417K	0.25%	0.01%	New	Q4 2025
LLYELI LILLY & Co	$408K	0.24%	0.00%	+18.4%	Q1 2024
BXMXNuveen S&P 500 BuyWrite Income Fund	$393K	0.24%	Not reported	-1.3%	Q1 2023
SMHMarket Vectors ETF Trust	$391K	0.23%	Not reported	+8.7%	Q2 2025
WMTWalmart Inc.	$350K	0.21%	0.00%	+9.3%	Q4 2024
LENLennar Corp	$307K	0.18%	Not reported	New	Q4 2025
UNHUnitedhealth Group Inc	$298K	0.18%	0.00%	-11.6%	Q3 2025
SLDESlide Insurance Holdings, Inc.	$287K	0.17%	0.01%	Not reported	Q2 2025
VVisa Inc.	$279K	0.17%	0.00%	-5.5%	Q1 2024
AMDAdvanced Micro Devices Inc	$242K	0.15%	0.00%	+10.0%	Q3 2025
NFLXNetflix Inc	$242K	0.14%	0.00%	-0.8%	Q4 2024
PLTRPalantir Technologies Inc.	$239K	0.14%	0.00%	+23.3%	Q3 2025
WFCWells Fargo & Company	$237K	0.14%	0.00%	+4.0%	Q4 2024
HDHome Depot, Inc.	$236K	0.14%	0.00%	-5.1%	Q3 2024
SMRNUSCALE POWER Corp	$231K	0.14%	0.01%	New	Q4 2025
ETHGrayscale Ethereum Staking Mini ETF	$231K	0.14%	0.02%	New	Q4 2025
SLSSELLAS Life Sciences Group, Inc.	$221K	0.13%	0.03%	Not reported	Q3 2025
COSTCostco Wholesale Corp	$215K	0.13%	0.00%	New	Q4 2025
CATCaterpillar Inc	$208K	0.12%	0.00%	New	Q4 2025
JNJJohnson & Johnson	$205K	0.12%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$205K	0.12%	0.00%	New	Q4 2025
PTYPimco Corporate & Income Opportunity Fund	$171K	0.10%	Not reported	-0.3%	Q3 2023
UPWheels Up Experience Inc.	$155K	0.09%	0.65%	+103.8%	Q3 2023
Q3 2025Reported Oct 31, 202542 positions
NVDANvidia Corp	$2.71M	1.90%	0.00%	+14.5%	Q2 2023
AAPLApple Inc.	$2.51M	1.76%	0.00%	+12.8%	Q1 2023
IBCAIntervest Bancshares Corp	$2.11M	1.48%	0.37%	New	Q3 2025
MSFTMicrosoft Corp	$1.85M	1.30%	0.00%	+14.8%	Q1 2023
AMZNAmazon Com Inc	$1.52M	1.07%	0.00%	+10.2%	Q1 2023
HRTGHeritage Insurance Holdings, Inc.	$1.4M	0.98%	0.19%	+116.1%	Q1 2023
GOOGAlphabet Inc.	$1.07M	0.75%	Not reported	+5.6%	Q1 2023
METAMeta Platforms, Inc.	$900K	0.63%	Not reported	+13.7%	Q2 2023
GOOGLAlphabet Inc.	$826K	0.58%	0.00%	+15.4%	Q3 2023
AVGOBroadcom Inc.	$773K	0.54%	0.00%	+15.2%	Q3 2024
TSLATesla, Inc.	$711K	0.50%	0.00%	+14.0%	Q2 2023
SYKStryker Corp	$612K	0.43%	0.00%	+0.4%	Q2 2024
XOMExxonMobil Holdings Corp	$559K	0.39%	0.00%	+1.1%	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$537K	0.38%	0.00%	+31.7%	Q1 2025
JPMJPMorgan Chase & Co	$468K	0.33%	0.00%	+7.5%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$439K	0.31%	Not reported	+0.2%	Q1 2025
BRK.BBerkshire Hathaway Inc	$407K	0.29%	Not reported	+8.0%	Q4 2023
UNHUnitedhealth Group Inc	$406K	0.28%	0.00%	New	Q3 2025
CVXChevron Corp	$393K	0.28%	0.00%	+16.4%	Q1 2023
BXMXNuveen S&P 500 BuyWrite Income Fund	$392K	0.27%	Not reported	+7.7%	Q1 2023
SNVSynovus Financial Corp	$381K	0.27%	0.01%	+0.7%	Q2 2025
KOCoca Cola Co	$353K	0.25%	0.00%	-0.1%	Q1 2023
VVisa Inc.	$322K	0.23%	0.00%	+14.1%	Q1 2024
SMHMarket Vectors ETF Trust	$317K	0.22%	Not reported	+12.1%	Q2 2025
NFLXNetflix Inc	$314K	0.22%	0.00%	+14.3%	Q4 2024
IBITiShares Bitcoin Trust ETF	$298K	0.21%	0.00%	New	Q3 2025
FETHFidelity Ethereum Fund	$298K	0.21%	0.01%	New	Q3 2025
MRKMerck & Co., Inc.	$292K	0.21%	0.00%	+5.7%	Q1 2023
ORCLOracle Corp	$287K	0.20%	0.00%	+15.2%	Q2 2025
LLYELI LILLY & Co	$284K	0.20%	0.00%	-2.6%	Q1 2024
PLTRPalantir Technologies Inc.	$277K	0.19%	0.00%	New	Q3 2025
AMDAdvanced Micro Devices Inc	$275K	0.19%	0.00%	New	Q3 2025
WMTWalmart Inc.	$263K	0.18%	0.00%	+6.7%	Q4 2024
MAMastercard Inc	$254K	0.18%	0.00%	+7.3%	Q4 2024
HDHome Depot, Inc.	$252K	0.18%	0.00%	+9.2%	Q3 2024
SLDESlide Insurance Holdings, Inc.	$233K	0.16%	0.01%	Not reported	Q2 2025
WFCWells Fargo & Company	$227K	0.16%	0.00%	Not reported	Q4 2024
ANETArista Networks, Inc.	$219K	0.15%	0.00%	New	Q3 2025
COINCoinbase Global, Inc.	$213K	0.15%	0.00%	+11.4%	Q2 2025
PTYPimco Corporate & Income Opportunity Fund	$183K	0.13%	Not reported	+10.2%	Q3 2023
UPWheels Up Experience Inc.	$151K	0.11%	0.02%	-4.4%	Q3 2023
SLSSELLAS Life Sciences Group, Inc.	$85.8K	0.06%	0.04%	New	Q3 2025

Premium opens every quarter this fund has filed