INSTRUMENTAL WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Tampa, FL
CIK
0001976010
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 43 229,660 RIOT, IVW, IJH, COWZ 13F-HR 5/29/2024 000197601024000005
Q4 2023 41 92,570 IVW, IJH, COWZ, IVE 13F-HR 1/25/2024 000197601024000002
Q3 2023 36 85,635 IBDO, IVW, IJH, COWZ 13F-HR 10/18/2023 000197601023000006
Q2 2023 33 83,181 IVW, IBDO, IJH, IVE 13F-HR 7/13/2023 000197601023000004
Q1 2023 27 75,757 IVW, IBDO, IJH, IVE 13F-HR 5/4/2023 000197601023000002