Instrumental Wealth, LLC ETF holdings
Tampa, FL
Reported $160.7M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$160.7M
ETFs held
36
Change from prior quarter
+16.5%
With price moves
ETFs as a share of its 13F
81.3%
of $197.5M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IJH | iShares Core S&P Mid-Cap ETF | $27.0M | 349,506 | +11,752 shares |
| IVW | iShares S&P 500 Growth ETF | $26.8M | 194,694 | +6,533 shares |
| IEFA | iShares Core MSCI EAFE ETF | $24.1M | 249,690 | +13,577 shares |
| IVE | iShares S&P 500 Value ETF | $17.1M | 75,196 | +3,658 shares |
| IVV | iShares Core S&P 500 ETF | $14.3M | 19,073 | +754 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $11.5M | 54,025 | +2,590 shares |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | $10.8M | 418,536 | +1,752 shares |
| IWN | iShares Russell 2000 Value ETF | $6.7M | 30,417 | +1,617 shares |
| IWO | iShares Russell 2000 Growth ETF | $5.2M | 13,188 | +443 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $2.4M | 108,765 | +565 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001976010. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Instrumental Wealth, LLC own?
Instrumental Wealth, LLC reported 36 ETF positions worth $160.7M in its Form 13F for June 30, 2026. The largest was IJH, at $27.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.