INSTRUMENTAL WEALTH, LLC
All 13F Filings
- Location
- Tampa, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 166,757
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/27/2026 | 72 | 166,757 | 13F-HR | INSTRUMENTAL WEALTH, LLC |
| Q3 2025 | 10/31/2025 | 71 | 142,564 | 13F-HR | INSTRUMENTAL WEALTH, LLC |
| Q2 2025 | 7/16/2025 | 59 | 125,769 | 13F-HR | INSTRUMENTAL WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.97 K | 37.2% | 5.273 K | 0 | 5.273 K |
| ETFs | 89.09 K | 53.4% | 17.6 K | 0 | 17.6 K |
| Debt | 15.7 K | 9.4% | 1.321 K | 0 | 1.321 K |
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Fund Snapshot
Q4 2025
Latest filed
2/27/2026
Total value ($000)
166,757
Holdings
72
QoQ value change ($000)
24,193
(17.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.