Instrumental Wealth, LLC Top Holdings and 13F Report (2025) About Instrumental Wealth, LLCInvestment ActivityInstrumental Wealth, LLC has $125.77 million in total holdings as of June 30, 2025.Instrumental Wealth, LLC owns shares of 59 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Instrumental Wealth, LLC has purchased 56 new stocks and bought additional shares in 40 stocks.Instrumental Wealth, LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $18,693,141iShares S&P 500 Growth ETF $16,359,120iShares S&P 500 Value ETF $12,291,473iShares iBonds Dec 2033 Term Corporate ETF $9,373,578iShares Core S&P 500 ETF $8,950,969 Largest New Holdings this Quarter 87161C501 - Synovus Financial $449,534 Holding831349105 - SLIDE INS HLDGS INC $272,484 Holding68389X105 - Oracle $227,581 Holding92189F676 - VanEck Semiconductor ETF $226,385 Holding19260Q107 - Coinbase Global $225,440 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 17,687 shares (about $1.11M)TIDAL TR II 27,123 shares (about $607.56K)Synovus Financial 8,558 shares (about $449.53K)iShares S&P 500 Growth ETF 3,743 shares (about $416.26K)iShares iBonds Dec 2033 Term Corporate ETF 11,167 shares (about $285.09K) Largest Sales this Quarter Amazon.com 498 shares (about $112.73K)Meta Platforms 79 shares (about $56.13K)Apple 214 shares (about $44.75K)Chevron 164 shares (about $24.72K)NVIDIA 115 shares (about $19.63K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInstrumental Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJHiShares Core S&P Mid-Cap ETF$18,693,141$1,105,790 ▲6.3%298,99514.9%ETFIVWiShares S&P 500 Growth ETF$16,359,120$416,259 ▲2.6%147,10113.0%ETFIVEiShares S&P 500 Value ETF$12,291,473$269,727 ▲2.2%62,7509.8%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$9,373,578$285,094 ▲3.1%367,1597.5%ETFIVViShares Core S&P 500 ETF$8,950,969$80,622 ▲0.9%14,3227.1%ETFIEFAiShares Core MSCI EAFE ETF$8,726,120$196,222 ▲2.3%106,1966.9%ETFCOWZPacer US Cash Cows 100 ETF$7,923,943$83,790 ▲1.1%142,7996.3%ETFRSPInvesco S&P 500 Equal Weight ETF$6,622,052$210,085 ▲3.3%36,3755.3%ETFCALFPacer US Small Cap Cash Cows ETF$4,387,450$97,502 ▲2.3%108,7623.5%ETFIWOiShares Russell 2000 Growth ETF$2,817,443$90,422 ▲3.3%9,8152.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$2,007,912$52,526 ▲2.7%92,3181.6%ETFNVDANVIDIA$1,991,206$19,630 ▼-1.0%11,6651.6%Computer and TechnologyIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,990,807$52,182 ▲2.7%78,8591.6%ETFAAPLApple$1,714,166$44,752 ▼-2.5%8,1971.4%Computer and TechnologyTIDAL TR II$1,593,383$607,557 ▲61.6%71,1331.3%YIELDMAX MSTR OPMSFTMicrosoft$1,548,682$21,243 ▲1.4%3,0621.2%Computer and TechnologyAMZNAmazon.com$1,398,897$112,727 ▼-7.5%6,1801.1%Retail/WholesaleIWBiShares Russell 1000 ETF$1,194,156$1,367 ▲0.1%3,4940.9%ETFAMPLIFY ETF TR$954,377$30,373 ▲3.3%11,4060.8%AMPLIFY CYBERSECMETAMeta Platforms$844,039$56,127 ▼-6.2%1,1880.7%Computer and TechnologyCMFiShares California Muni Bond ETF$716,539$18,279 ▲2.6%12,9360.6%ETFGOOGAlphabet$659,117$15,379 ▲2.4%3,6000.5%Computer and TechnologySYKStryker$645,929$3,515 ▲0.5%1,6540.5%MedicalHRTGHeritage Insurance$592,2260.0%27,7910.5%FinanceFTECFidelity MSCI Information Technology Index ETF$578,357$17,697 ▲3.2%2,8760.5%ETFXOMExxon Mobil$544,331$20,323 ▲3.9%4,8210.4%EnergyICLNiShares Global Clean Energy ETF$535,616$52,799 ▲10.9%39,6750.4%ETFMUBiShares National Muni Bond ETF$530,898$1,244 ▲0.2%5,1220.4%ETFAVGOBroadcom$500,763$33,159 ▲7.1%1,7820.4%Computer and TechnologyGOOGLAlphabet$462,637$2,548 ▼-0.5%2,5420.4%Computer and TechnologySNVSynovus Financial$449,534$449,534 ▲New Holding8,5580.4%FinanceFIDELITY WISE ORIGIN BITCOIN$446,708$12,705 ▲2.9%4,3950.4%SHSTSLATesla$440,375$15,228 ▲3.6%1,4170.4%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$402,823$18,050 ▲4.7%1,4060.3%FinanceSPYSPDR S&P 500 ETF Trust$401,359$3,734 ▼-0.9%6450.3%FinanceIWYiShares Russell Top 200 Growth ETF$393,033$13,983 ▲3.7%1,5740.3%ETFSPHYSPDR Portfolio High Yield Bond ETF$381,081$9,086 ▲2.4%16,1890.3%ETFBRK.BBerkshire Hathaway$370,462$470 ▼-0.1%7880.3%FinanceKOCocaCola$355,251$19,559 ▲5.8%5,1220.3%Consumer StaplesBXMXNuveen S&P 500 Buy-Write Income Fund$352,508$19,698 ▲5.9%25,2510.3%Financial ServicesICOWPacer Developed Markets International Cash Cows 100 ETF$344,667$16,826 ▼-4.7%10,1600.3%ETFCVXChevron$331,581$24,718 ▼-6.9%2,2000.3%EnergyNFLXNetflix$317,588$5,041 ▲1.6%2520.3%Consumer DiscretionaryVVisa$283,685$3,820 ▲1.4%8170.2%Business ServicesPFFiShares Preferred and Income Securities ETF$281,937$3,620 ▲1.3%9,1120.2%ETFSLIDE INS HLDGS INC$272,484$272,484 ▲New Holding14,7050.2%COMLLYEli Lilly and Company$267,248$19,310 ▲7.8%3460.2%MedicalMRKMerck & Co., Inc.$261,332$11,493 ▲4.6%3,2060.2%MedicalMAMastercard$234,763$550 ▲0.2%4270.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$234,355$10,753 ▼-4.4%4,6860.2%ETFWMTWalmart$229,752$8,679 ▲3.9%2,4090.2%Retail/WholesaleORCLOracle$227,581$227,581 ▲New Holding9690.2%Computer and TechnologySMHVanEck Semiconductor ETF$226,385$226,385 ▲New Holding7780.2%ManufacturingCOINCoinbase Global$225,440$225,440 ▲New Holding5810.2%FinanceHDHome Depot$217,942$17,206 ▲8.6%6080.2%Retail/WholesaleFENYFidelity MSCI Energy Index ETF$208,621$208,621 ▲New Holding8,7000.2%ETFPTYPimco Corporate & Income Opportunity Fund$167,041$3,699 ▲2.3%12,1040.1%FinanceUPWheels Up Experience$164,7310.0%120,2420.1%AerospaceRIOTRiot Platforms$129,131$36 ▼0.0%10,6720.1%FinanceTIDAL TR II$0$510,774 ▼-100.0%00.0%YIELDMAX TSLA OPVNQVanguard Real Estate ETF$0$218,704 ▼-100.0%00.0%ETFWFCWells Fargo & Company$0$206,592 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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