Holdings
Instrumental Wealth, LLC
As of Jun 30, 2026, Instrumental Wealth, LLC reported 48 positions worth US$35.8M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 18,336 | US$3.67M | +854 | Jun 30, 2026 |
| Apple Inc | 12,259 | US$3.55M | −17 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,798 | US$3.14M | +600 | Jun 30, 2026 |
| Microsoft Corp. | 5,541 | US$2.07M | +442 | Jun 30, 2026 |
| Amazon.com, Inc. | 7,935 | US$1.89M | +658 | Jun 30, 2026 |
| Rivian Automotive, Inc. | 90,657 | US$1.57M | new | Jun 30, 2026 |
| Heritage Insurance Holdings, Inc. | 60,060 | US$1.57M | no change | Jun 30, 2026 |
| Broadcom Inc. | 2,763 | US$1.04M | +548 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,719 | US$998K | +64 | Jun 30, 2026 |
| Netflix, Inc. | 12,623 | US$901K | +9,759 | Jun 30, 2026 |