INSTRUMENTAL WEALTH, LLC
Q3 2025 13F Holdings
- Locationtampa, FL
- Num holdings
71
- Value ($000)
$142,564
- Date Filed10/31/2025
- Form type13F-HR
- CIK0001976010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $20.41 M | 14 % | 316,269 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $18.32 M | 13 % | 147,298 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $13.81 M | 10 % | 66,287 | ||
IBDY ISHARES TR | IBONDS DEC 2033 | 46436E130 | $10.13 M | 7 % | 385,717 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $10.06 M | 7 % | 14,723 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.83 M | 7 % | 111,342 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $7.63 M | 5 % | 40,677 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $7.03 M | 5 % | 122,128 | ||
CALF PACER FDS TR | US SMALL CAP CAS | 69374H857 | $4.51 M | 3 % | 104,305 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $3.73 M | 3 % | 11,387 |
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