SEC Form 13F

INSTRUMENTAL WEALTH, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$197,513,441
Positions89

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIJHCORE S&P MCP ETF$26,950,441349,506
ISHARES TRIVWS&P 500 GRWT ETF$26,776,297194,694
ISHARES TRIEFACORE MSCI EAFE$24,115,042249,690
ISHARES TRIVES&P 500 VAL ETF$17,073,99775,196
ISHARES TRIVVCORE S&P500 ETF$14,283,84419,073
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$11,494,86354,025
ISHARES TRIBDYIBONDS DEC 2033$10,775,213418,536
ISHARES TRIWNRUS 2000 VAL ETF$6,728,24030,417
ISHARES TRIWORUS 2000 GRW ETF$5,195,51313,188
NVIDIA CORPORATIONNVDACOM$3,668,86818,336

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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