INSTRUMENTAL WEALTH, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationtampa, FL
- CIK0001976010
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
51 | $105.69M | IVW, IJH, COWZ, IVE | 13F-HR | Feb 24, 2025 | 000197601025000001 | ||
46 | $102.58M | IVW, IJH, COWZ, IVE | 13F-HR | Oct 15, 2024 | 000197601024000011 | ||
45 | $96.80M | IVW, IJH, COWZ, IVE | 13F-HR | Jul 26, 2024 | 000197601024000007 | ||
43 | $229.66M | RIOT, IVW, IJH, COWZ | 13F-HR | May 29, 2024 | 000197601024000005 | ||
41 | $92.57M | IVW, IJH, COWZ, IVE | 13F-HR | Jan 25, 2024 | 000197601024000002 | ||
36 | $85.64M | IBDO, IVW, IJH, COWZ | 13F-HR | Oct 18, 2023 | 000197601023000006 | ||
33 | $83.18M | IVW, IBDO, IJH, IVE | 13F-HR | Jul 13, 2023 | 000197601023000004 | ||
27 | $75.76M | IVW, IBDO, IJH, IVE | 13F-HR | May 4, 2023 | 000197601023000002 |