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Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but INSTRUMENTAL WEALTH, LLC's latest available filing here is Q3 2025.
INSTRUMENTAL WEALTH, LLC
•CIK: 1976010•Filing: Q3 2025
**INSTRUMENTAL WEALTH, LLC** manages $143M across a diversified portfolio of 71 positions. The fund exhibits significant concentration in core market indices, notably allocating $20.4M to IJH and $18.3M to IVW. Further substantial exposure includes $13.8M in IVE and $10.1M each in IBDY and IVV. This structure suggests a tactical, index-tilted approach targeting broad market sector and asset class exposure.
Total AUM
$142.6M
QoQ Performance
+13.3%
Positions
51
Top 10 Concentration
74.0%
Latest Filing
Q3 2025
Top Holdings Allocation
IJH
IVW
IVE
IBDY
IVV
IEFA
RSP
IJH14.3%
IVW12.9%
IVE9.7%
IBDY7.1%
IVV7.1%
IEFA6.9%
RSP5.4%
COWZ4.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other80.1%
Technology7.9%
ETF7.4%
Consumer1.9%
Financial0.9%
Healthcare0.7%
Energy0.7%
Consumer Staples0.2%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW15 new positions
↑46 increased
↓9 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022