1y return+18.0%S&P 500 +20.9%
3y return+21.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $127 against $182 in the S&P 500.2
Instrumental Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IJHIshares Tr | $27.0M | 13.6% | +3.5% |
| IVWIshares Tr | $26.8M | 13.6% | +3.5% |
| IEFAIshares Tr | $24.1M | 12.2% | +5.8% |
| IVEIshares Tr | $17.1M | 8.6% | +5.1% |
| IVVIshares Tr | $14.3M | 7.2% | +4.1% |
| RSPInvesco Exchange Traded Fd T | $11.5M | 5.8% | +5.0% |
| IBDYIshares Tr | $10.8M | 5.5% | |
| IWNIshares Tr | $6.7M | 3.4% | +5.6% |
| IWOIshares Tr | $5.2M | 2.6% | +3.5% |
| NVDANvidia Corporation | $3.7M | 1.9% | +4.9% |
| AAPLApple Inc | $3.5M | 1.8% | |
| IBDVIshares Tr | $2.4M | 1.2% | |
| IBCAIshares Tr | $2.4M | 1.2% | |
| MSFTMicrosoft Corp | $2.1M | 1.0% | +8.7% |
| AMZNAmazon Com Inc | $1.9M | 1.0% | +9.0% |
| GOOGAlphabet Inc | $1.6M | 0.8% | +8.8% |
| RIVNRivian Automotive Inc | $1.6M | 0.8% | New |
| HRTGHeritage Insurance Hldgs Inc | $1.6M | 0.8% | |
| GOOGLAlphabet Inc | $1.5M | 0.8% | +6.8% |
| HACKAmplify Etf Tr | $1.3M | 0.6% | +2.5% |
| IWBIshares Tr | $1.2M | 0.6% | −7.8% |
| ICLNIshares Tr | $1.0M | 0.5% | +3.0% |
| AVGOBroadcom Inc | $1.0M | 0.5% | +24.7% |
| AMDAdvanced Micro Devices Inc | $998K | 0.5% | +3.9% |
| CMFIshares Tr | $938K | 0.5% | +19.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| HRTGHeritage Insurance Hldgs Inc | March 31, 2023 | +746.8% | $1.6M |
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $3.7M |
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $998K |
| GOOGAlphabet Inc | March 31, 2023 | +239.7% | $1.6M |
| GOOGLAlphabet Inc | September 30, 2023 | +173.1% | $1.5M |
| SMHVaneck Etf Trust | June 30, 2025 | +135.2% | $635K |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $1.9M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $1.0M |
| FTECFidelity Covington Trust | June 30, 2023 | +118.6% | $918K |
| IVWIshares Tr | March 31, 2023 | +115.3% | $26.8M |
Sold off last quarter
- FENYFidelity Covington Trust was $273K
- SLDESlide Ins Hldgs Inc was $265K
- PLTRPalantir Technologies Inc was $237K
- HDHome Depot Inc was $229K
- COWZPacer Fds Tr was $227K
- Wheels Up Experience IncCUSIP 96328L205 was $121K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +5.9% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | −16.1% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Instrumental Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1976010&type=13F-HR&dateb=&owner=include&count=40CIK 1976010
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1976010/000197601026000008/Filed July 16, 2026 · accession 0001976010-26-000008