INSTRUMENTAL WEALTH, LLC
Top Portfolio Positions
40 positions ·
$25,013,562 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,276 | $3,115,526 | 12.46% | |
| NVDA |
Nvidia Corp
Technology
|
17,482 | $3,048,860 | 12.19% | |
| MSFT |
Microsoft Corp
Technology
|
5,099 | $1,887,496 | 7.55% | |
| HRTG |
Heritage Insurance Holdings, Inc.
Financial Services
|
60,060 | $1,576,575 | 6.30% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,277 | $1,515,580 | 6.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,032 | $1,159,441 | 4.64% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,022 | $852,032 | 3.41% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,450 | $829,588 | 3.32% | |
| AVGO |
Broadcom Inc.
Technology
|
2,215 | $685,564 | 2.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,706 | $634,205 | 2.54% |
Portfolio Trend
13 quarters · across all stocks
Holdings in SLS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $189,986 | 44,914 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $169,325 | 44,914 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $72,311 | 44,914 | Shares | Sole | 2025-10-31 | |
| No 13F history on record for this holder in this stock. | ||||||