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Instrumental Wealth - Q4 2025 13F Filings

IN

Instrumental Wealth, LLC

CIK: 0001976010
Address: Florida Tampa 1 N Dale Mabry Hwy Ste 1000
$166.76 M
Portfolio Value
72
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 02/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IEFA Ishares Core Msci Eafe Etf
+$11.64 M
2. IWN Ishares Russell 2000 Value Etf
+$5.37 M
3. IVW Ishares S&P 500 Growth Etf
+$4.52 M
4. IVV Ishares Core S&P 500 Etf
+$2.35 M
5. RSP Invesco S&P 500 Equal Weight Etf
+$2.02 M

Top Sells

Q4 2025
1. COWZ Pacer Us Cash Cows 100 Etf
−$7.65 M
2. CALF Pacer Us Small Cap Cash Cows Etf
−$4.51 M
3. MSTY Yieldmax Mstr Option Income Strategy Etf
−$1.33 M
4. MUB Ishares National Muni Bond Etf
−$552,300
5. SNV Synovus Financial
−$381,053

Asset Allocation

Stocks/ETFs
+17.17%
$166.76 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Instrumental Wealth Q4 2025 Filing Summary

Instrumental Wealth, LLC filed its 13F report for Q4 2025 on February 27, 2026. The portfolio totaled 166.76 M reflecting a +16.97% change from the prior quarter, spanning 72 assets. The top 10 holdings comprised 78.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 10 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Instrumental Wealth’s Q4 2025 Filing

Instrumental Wealth submitted their Form 13F-HR for the Q4 2025 period on 02/27/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Instrumental Wealth reported a managed portfolio value of 166.76 M, consisting of 72 individual positions.

This page displays the raw filing documents. To see which stocks Instrumental Wealth bought or sold during Q4 2025, please visit Instrumental Wealth's Portfolio Analysis page.