Instrumental Wealth, LLC
Instrumental Wealth, LLC reported 89 holdings worth US$198M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Instrumental Wealth, LLC reported 89 holdings worth US$198M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$198M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 18,336 | US$3.67M | 1.9% |
| Apple Inc | 12,259 | US$3.55M | 1.8% |
| Alphabet Inc (google) Class C | 8,798 | US$3.14M | 1.6% |
| Microsoft Corp. | 5,541 | US$2.07M | 1.0% |
| Amazon.com, Inc. | 7,935 | US$1.89M | 0.96% |
| Rivian Automotive, Inc. | 90,657 | US$1.57M | 0.80% |
| Heritage Insurance Holdings, Inc. | 60,060 | US$1.57M | 0.79% |
| Broadcom Inc. | 2,763 | US$1.04M | 0.53% |
| Advanced Micro Devices Inc | 1,719 | US$998K | 0.51% |
| Netflix, Inc. | 12,623 | US$901K | 0.46% |
| Centene Corporation | 13,282 | US$853K | 0.43% |
| Meta Platforms, Inc. | 1,436 | US$809K | 0.41% |
| Tesla, Inc. | 1,755 | US$738K | 0.37% |
| Exxon Mobil Corporation | 5,323 | US$728K | 0.37% |
| Sellas Life Sciences Group, Inc. | 44,914 | US$663K | 0.34% |
| Micron Technology, Inc. | 530 | US$612K | 0.31% |
| Pinnacle Financial Partners, Inc. | 5,764 | US$581K | 0.29% |
| Berkshire Hathaway Inc. | 1,142 | US$571K | 0.29% |
| Coca-cola Company (the) | 6,921 | US$562K | 0.28% |
| Tyson Foods, Inc. | 9,588 | US$549K | 0.28% |
| Eli Lilly And Company | 453 | US$544K | 0.28% |
| Jp Morgan Chase & Co. | 1,617 | US$529K | 0.27% |
| Stryker Corporation | 1,649 | US$519K | 0.26% |
| Unitedhealth Group Incorporated | 1,146 | US$476K | 0.24% |
| Chevron Corporation | 2,601 | US$431K | 0.22% |
| Visa Inc. | 1,251 | US$429K | 0.22% |
| Walmart Inc. | 3,260 | US$369K | 0.19% |
| Applied Materials, Inc. | 510 | US$369K | 0.19% |
| Servicenow, Inc. | 3,599 | US$357K | 0.18% |
| Johnson & Johnson | 1,332 | US$338K | 0.17% |
| Caterpillar, Inc. | 288 | US$307K | 0.16% |
| Lam Research Corporation | 684 | US$297K | 0.15% |
| Cisco Systems, Inc. | 2,475 | US$291K | 0.15% |
| Wheels Up Experience Inc. | 29,710 | US$266K | 0.13% |
| Philip Morris International Inc | 1,430 | US$259K | 0.13% |
| Mastercard Incorporated | 488 | US$251K | 0.13% |
| Lennar Corporation | 2,718 | US$246K | 0.12% |
| Ge Aerospace | 658 | US$246K | 0.12% |
| Arista Networks, Inc. | 1,435 | US$244K | 0.12% |
| Merck & Company, Inc. | 1,864 | US$240K | 0.12% |
| Space Exploration Technologies Corp | 1,359 | US$232K | 0.12% |
| Kla Corporation | 752 | US$227K | 0.11% |
| Costco Wholesale Corporation | 240 | US$225K | 0.11% |
| Intel Corporation | 1,555 | US$217K | 0.11% |
| Wells Fargo & Company | 2,612 | US$216K | 0.11% |
| Abbvie Inc. | 842 | US$212K | 0.11% |
| Vertex Pharmaceuticals Incorporated | 426 | US$212K | 0.11% |
| Nuscale Power Corporation | 17,405 | US$175K | 0.09% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |
| Slide Insurance Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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