Instrumental Wealth, LLC Top Holdings and 13F Report (2025) About Instrumental Wealth, LLCInvestment ActivityInstrumental Wealth, LLC has $110.38 million in total holdings as of March 31, 2025.Instrumental Wealth, LLC owns shares of 56 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 15.21% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Instrumental Wealth, LLC has purchased 51 new stocks and bought additional shares in 33 stocks.Instrumental Wealth, LLC sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P Mid-Cap ETF $15,919,246iShares S&P 500 Growth ETF $13,491,463iShares S&P 500 Value ETF $11,160,131iShares iBonds Dec 2033 Term Corporate ETF $9,056,436iShares Core MSCI EAFE ETF $8,105,329 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $5,897,769 Holding464287648 - iShares Russell 2000 Growth ETF $2,397,949 Holding464288414 - iShares National Muni Bond ETF $531,526 Holding78462F103 - SPDR S&P 500 ETF Trust $358,488 Holding315948109 - FIDELITY WISE ORIGIN BITCOIN $355,691 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 35,221 shares (about $5.90M)iShares Core S&P Mid-Cap ETF 62,860 shares (about $3.56M)iShares Russell 2000 Growth ETF 9,500 shares (about $2.40M)iShares National Muni Bond ETF 5,110 shares (about $531.53K)Pacer US Small Cap Cash Cows ETF 11,402 shares (about $407.85K) Largest Sales this Quarter Pacer US Cash Cows 100 ETF 91,260 shares (about $4.70M)Vanguard Real Estate ETF 913 shares (about $79.43K)Merck & Co., Inc. 340 shares (about $28.13K)Chevron 189 shares (about $26.22K)Pacer Developed Markets International Cash Cows 100 ETF 601 shares (about $19.05K) 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$15,919,246$3,557,253 ▲28.8%281,30814.4%ETFIVWiShares S&P 500 Growth ETF$13,491,463$382,088 ▲2.9%143,35812.2%ETFIVEiShares S&P 500 Value ETF$11,160,131$368,046 ▲3.4%61,37310.1%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$9,056,436$58,410 ▲0.6%355,9928.2%ETFIEFAiShares Core MSCI EAFE ETF$8,105,329$346,207 ▲4.5%103,8087.3%ETFIVViShares Core S&P 500 ETF$7,851,647$315,880 ▲4.2%14,1937.1%ETFCOWZPacer US Cash Cows 100 ETF$7,283,445$4,704,451 ▼-39.2%141,2896.6%ETFRSPInvesco S&P 500 Equal Weight ETF$5,897,769$5,897,769 ▲New Holding35,2215.3%ETFCALFPacer US Small Cap Cash Cows ETF$3,803,955$407,849 ▲12.0%106,3453.4%ETFIWOiShares Russell 2000 Growth ETF$2,397,949$2,397,949 ▲New Holding9,5002.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,953,595$11,495 ▲0.6%89,9031.8%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,940,533$12,256 ▲0.6%76,7921.8%ETFAAPLApple$1,760,190$185,415 ▲11.8%8,4111.6%Computer and TechnologyNVDANVIDIA$1,307,649$172,281 ▲15.2%11,7801.2%Computer and TechnologyAMZNAmazon.com$1,262,120$206,384 ▲19.5%6,6781.1%Retail/WholesaleMSFTMicrosoft$1,183,453$151,263 ▲14.7%3,0201.1%Computer and TechnologyIWBiShares Russell 1000 ETF$1,055,202$10,280 ▼-1.0%3,4901.0%ETFTIDAL TR II$1,038,204$298,086 ▲40.3%44,0100.9%YIELDMAX MSTR OPAMPLIFY ETF TR$810,699$46,103 ▲6.0%11,0430.7%AMPLIFY CYBERSECCMFiShares California Muni Bond ETF$698,365$60,441 ▲9.5%12,6060.6%ETFMETAMeta Platforms$693,156$42,126 ▲6.5%1,2670.6%Computer and TechnologySYKStryker$600,362$1,825 ▼-0.3%1,6450.5%MedicalGOOGAlphabet$576,178$19,993 ▲3.6%3,5160.5%Computer and TechnologyMUBiShares National Muni Bond ETF$531,526$531,526 ▲New Holding5,1100.5%ETFHRTGHeritage Insurance$522,4710.0%27,7910.5%FinanceTIDAL TR II$510,774$204,897 ▲67.0%61,3910.5%YIELDMAX TSLA OPXOMExxon Mobil$503,850$109 ▼0.0%4,6410.5%EnergyFTECFidelity MSCI Information Technology Index ETF$453,234$44,218 ▲10.8%2,7880.4%ETFICLNiShares Global Clean Energy ETF$423,804$58,089 ▲15.9%35,7640.4%ETFBRK.BBerkshire Hathaway$418,927$17,522 ▲4.4%7890.4%FinanceGOOGLAlphabet$414,016$5,993 ▼-1.4%2,5560.4%Computer and TechnologyTSLATesla$389,812$88,904 ▲29.5%1,3680.4%Auto/Tires/TrucksSPHYSPDR Portfolio High Yield Bond ETF$368,371$14,499 ▲4.1%15,8030.3%ETFSPYSPDR S&P 500 ETF Trust$358,488$358,488 ▲New Holding6510.3%FinanceFIDELITY WISE ORIGIN BITCOIN$355,691$355,691 ▲New Holding4,2700.3%SHSKOCoca-Cola$348,015$6,615 ▲1.9%4,8400.3%Consumer StaplesICOWPacer Developed Markets International Cash Cows 100 ETF$337,806$19,052 ▼-5.3%10,6560.3%ETFCVXChevron$327,930$26,218 ▼-7.4%2,3640.3%EnergyJPMJPMorgan Chase & Co.$327,201$8,040 ▼-2.4%1,3430.3%FinanceIWYiShares Russell Top 200 Growth ETF$322,930$25,315 ▲8.5%1,5180.3%ETFAVGOBroadcom$319,921$56,140 ▲21.3%1,6640.3%Computer and TechnologyBXMXNuveen S&P 500 Buy-Write Income Fund$305,1520.0%23,8400.3%Financial ServicesLLYEli Lilly and Company$283,934$30,074 ▲11.8%3210.3%MedicalNFLXNetflix$273,179$15,421 ▲6.0%2480.2%Consumer DiscretionaryPFFiShares Preferred and Income Securities ETF$271,906$5,139 ▲1.9%8,9950.2%ETFVVisa$270,088$13,069 ▲5.1%8060.2%Business ServicesMRKMerck & Co., Inc.$253,603$28,132 ▼-10.0%3,0650.2%MedicalMAMastercard$227,399$21,886 ▲10.6%4260.2%Business ServicesWMTWalmart$220,387$3,042 ▼-1.4%2,3180.2%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$219,9080.0%4,9010.2%ETFVNQVanguard Real Estate ETF$218,704$79,426 ▼-26.6%2,5140.2%ETFWFCWells Fargo & Company$206,592$3,416 ▼-1.6%2,9630.2%FinanceHDHome Depot$200,283$13,233 ▼-6.2%5600.2%Retail/WholesalePTYPIMCO Corporate & Income Opportunity Fund$161,4430.0%11,8360.1%FinanceUPWheels Up Experience$100,6900.0%120,2420.1%AerospaceRIOTRiot Platforms$82,945$23 ▲0.0%10,6750.1%Business ServicesShowing 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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