INSTRUMENTAL WEALTH, LLC - Portfolio overview

INSTRUMENTAL WEALTH, LLC has 82 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IJH - ISHARES TR, 13.43%
2. IEFA - ISHARES TR, 12.59%
3. IVW - ISHARES TR, 12.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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