Instrumental Wealth
Instrumental Wealth reported 89 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVW (14.0%), IJH (12.8%) and IEFA (12.3%). Compared with Q2 2026, the fund opened new positions in XOM, PLTR and PGR, added to IVW, IJH and IEFA, trimmed NFLX, TSLA and TSN and sold out of XOM, NBIS and KLAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVW Ishares TR | $28.9M | 14.0% | 203K | +8,367 (+4%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $26.4M | 12.8% | 367K | +17K (+5%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $25.3M | 12.3% | 261K | +12K (+5%) | 8 of 8 | |
| 4 |  IVE Ishares TR | $18.1M | 8.8% | 79K | +3,884 (+5%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $15.3M | 7.4% | 20K | +931 (+5%) | 8 of 8 | |
| 6 |  RSP Invesco Exchange Traded FD T | $11.7M | 5.7% | 56K | +2,417 (+4%) | 7 of 8 | |
| 7 |  IBDY Ishares TR | $10.8M | 5.2% | 441K | +23K (+5%) | 8 of 8 | |
| 8 |  IWN Ishares TR | $6.6M | 3.2% | 32K | +1,191 (+4%) | 5 of 8 | |
| 9 |  IWO Ishares TR | $4.9M | 2.4% | 14K | +584 (+4%) | 7 of 8 | |
| 10 |  NVDA Nvidia Corporation | $4.4M | 2.1% | 19K | +896 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Instrumental Wealth 13F FAQ
What does Instrumental Wealth own?
Instrumental Wealth reported 89 stocks worth $206M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are IVW (14.0%), IJH (12.8%) and IEFA (12.3%). The table above lists every position in the filing (the top 10 without an account).
What did Instrumental Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 66 added to, 11 trimmed and 4 sold out. New positions include XOM, PLTR and PGR. It sold all of XOM, NBIS and KLAC.
When will Instrumental Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Instrumental Wealth's portfolio worth?
The Q3 2026 filing reports $206M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.