INSTRUMENTAL WEALTH, LLC
CIK: 0001976010SEC EDGAR →
Portfolio Value
$142.6B
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
59
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (59)
$18.7B · 299K shares
$16.4B · 147K shares
$12.3B · 63K shares
$9.4B · 367K shares
$9.0B · 14K shares
$8.7B · 106K shares
$7.9B · 143K shares
$6.6B · 36K shares
$4.4B · 109K shares
$2.8B · 10K shares
$2.0B · 92K shares
$2.0B · 12K shares
$2.0B · 79K shares
$1.7B · 8K shares
$1.6B · 71K shares
$1.5B · 3K shares
$1.4B · 6K shares
$1.2B · 3K shares
$954.4M · 11K shares
$844.0M · 1K shares
$716.5M · 13K shares
$659.1M · 4K shares
$645.9M · 2K shares
$592.2M · 28K shares
$578.4M · 3K shares
$544.3M · 5K shares
$535.6M · 40K shares
$530.9M · 5K shares
$500.8M · 2K shares
$462.6M · 3K shares
$449.5M · 9K shares
$446.7M · 4K shares
$440.4M · 1K shares
$402.8M · 1K shares
$401.4M · 645 shares
$393.0M · 2K shares
$381.1M · 16K shares
$370.5M · 788 shares
$355.3M · 5K shares
$352.5M · 25K shares
$344.7M · 10K shares
$331.6M · 2K shares
$317.6M · 252 shares
$283.7M · 817 shares
$281.9M · 9K shares
$272.5M · 15K shares
$267.2M · 346 shares
$261.3M · 3K shares
$234.8M · 427 shares
$234.4M · 5K shares
$229.8M · 2K shares
$227.6M · 969 shares
$226.4M · 778 shares
$225.4M · 581 shares
$217.9M · 608 shares
$208.6M · 9K shares
$167.0M · 12K shares
$164.7M · 120K shares
$129.1M · 11K shares