INSTRUMENTAL WEALTH, LLC
CIK: 0001976010SEC EDGAR →
Portfolio Value
$142.6M
Holdings
0
As of
Q3 2025
New Positions
0
Closed Positions
59
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|
Quarterly Changes
Top Buys
No buys this quarter
Closed Positions (59)
$18.7M · 299K shares
$16.4M · 147K shares
$12.3M · 63K shares
$9.4M · 367K shares
$9.0M · 14K shares
$8.7M · 106K shares
$7.9M · 143K shares
$6.6M · 36K shares
$4.4M · 109K shares
$2.8M · 10K shares
$2.0M · 92K shares
$2.0M · 12K shares
$2.0M · 79K shares
$1.7M · 8K shares
$1.6M · 71K shares
$1.5M · 3K shares
$1.4M · 6K shares
$1.2M · 3K shares
$954K · 11K shares
$844K · 1K shares
$717K · 13K shares
$659K · 4K shares
$646K · 2K shares
$592K · 28K shares
$578K · 3K shares
$544K · 5K shares
$536K · 40K shares
$531K · 5K shares
$501K · 2K shares
$463K · 3K shares
$450K · 9K shares
$447K · 4K shares
$440K · 1K shares
$403K · 1K shares
$401K · 645 shares
$393K · 2K shares
$381K · 16K shares
$370K · 788 shares
$355K · 5K shares
$353K · 25K shares
$345K · 10K shares
$332K · 2K shares
$318K · 252 shares
$284K · 817 shares
$282K · 9K shares
$272K · 15K shares
$267K · 346 shares
$261K · 3K shares
$235K · 427 shares
$234K · 5K shares
$230K · 2K shares
$228K · 969 shares
$226K · 778 shares
$225K · 581 shares
$218K · 608 shares
$209K · 9K shares
$167K · 12K shares
$165K · 120K shares
$129K · 11K shares