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Home > Institutional Investor > Instrumental Wealth, Llc > 13F Holdings

Instuitional Investor - Instrumental Wealth, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 333,936 $24,066,774 14.43%
2.
Ishares Trust
 VLUE 229,591 $22,598,618 13.55%
3.
Ishares Trust
 IEF 184,715 $22,293,286 13.37%
4.
Ishares Trust
 IEF 70,277 $15,597,238 9.35%
5.
Ishares Trust
 IEF 18,111 $12,539,956 7.52%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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