Instrumental Wealth, LLC - Q42025 Holdings

Instrumental Wealth, LLC holds 72 stocks with a total portfolio value of $ 166.76M as of Q42025. In Q42025, Instrumental Wealth, LLC added 11 new positions, increased stakes in 44 stocks, reduced 14 holdings, and fully exited 10 positions. The largest holding is Ishares Tr (IJH), representing 14.43% of the total portfolio.