Instrumental Wealth, LLC - Q12026 Holdings

Instrumental Wealth, LLC holds 73 stocks with a total portfolio value of $ 162.67M as of Q12026. In Q12026, Instrumental Wealth, LLC added 3 new positions, increased stakes in 53 stocks, reduced 9 holdings, and fully exited 2 positions. The largest holding is Ishares Tr (IJH), representing 14.02% of the total portfolio.