INSTRUMENTAL WEALTH, LLC
Top Portfolio Positions
39 positions ·
$24,498,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,276 | $3,115,526 | 12.72% | |
| NVDA |
Nvidia Corp
Technology
|
17,482 | $3,048,860 | 12.45% | |
| MSFT |
Microsoft Corp
Technology
|
5,099 | $1,887,496 | 7.70% | |
| HRTG |
Heritage Insurance Holdings, Inc.
Financial Services
|
60,060 | $1,576,575 | 6.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,277 | $1,515,580 | 6.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,032 | $1,159,441 | 4.73% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,022 | $852,032 | 3.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,450 | $829,588 | 3.39% | |
| AVGO |
Broadcom Inc.
Technology
|
2,215 | $685,564 | 2.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,706 | $634,205 | 2.59% |
Portfolio Trend
Holdings in UP
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,092 | 234,221 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $153,648 | 234,221 | Shares | Sole | 2026-02-27 | |
| 2025-09-30 | $211,456 | 114,922 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $128,658 | 120,242 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $121,444 | 120,242 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $198,399 | 120,242 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $292,316 | 120,792 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $239,264 | 126,595 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $543,199 | 189,268 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $536,126 | 156,305 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $77,844 | 37,606 | Shares | Sole | 2023-10-18 | |
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