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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 337,754 $22,808,521 14.02%
2.
Ishares Trust
 VLUE 236,113 $21,375,288 13.14%
3.
Ishares Trust
 IEF 188,161 $21,282,946 13.08%
4.
Ishares Trust
 IEF 71,538 $15,105,230 9.29%
5.
Ishares Trust
 IEF 18,319 $11,966,417 7.36%
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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