$75.8 Million is the total value of INSTRUMENTAL WEALTH, LLC's 27 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 6 | Q2 2024 | 14.0% |
| ISHARES TR | 6 | Q2 2024 | 12.3% |
| PACER FDS TR | 6 | Q2 2024 | 11.8% |
| RIOT PLATFORMS INC | 6 | Q2 2024 | 59.4% |
| ISHARES TR | 6 | Q2 2024 | 11.0% |
| ISHARES TR | 6 | Q2 2024 | 8.4% |
| PACER FDS TR | 6 | Q2 2024 | 7.1% |
| VANGUARD INDEX FDS | 6 | Q2 2024 | 4.3% |
| PACER FDS TR | 6 | Q2 2024 | 3.7% |
| ISHARES TR | 6 | Q2 2024 | 1.3% |
View INSTRUMENTAL WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-29 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-05-04 |
View INSTRUMENTAL WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.