INSTRUMENTAL WEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UP | 234K | $120.97K |
 | HRTG | 60K | $1.58M |
 | SLS | 45K | $189.99K |
 | NVDA | 17K | $3.05M |
 | SMR | 17K | $188.22K |
 | SLDE | 15K | $264.69K |
 | AAPL | 12K | $3.12M |
 | AMZN | 7K | $1.52M |
 | KO | 7K | $504.61K |
 | MSFT | 5K | $1.89M |
 | XOM | 5K | $851.99K |
 | PNFP | 4K | $374.82K |
 | GOOG | 4K | $1.20M |
 | GOOGL | 4K | $1.16M |
 | WMT | 3K | $369.50K |
 | NFLX | 3K | $275.34K |
 | LEN | 3K | $241.54K |
 | WFC | 3K | $215.23K |
 | CVX | 2K | $513.19K |
 | AVGO | 2K | $685.60K |
Wheels Up Experience Inc.
UP
Shares Held
234K
Value
$120.97K
Heritage Insurance Holdings, Inc.
HRTG
Shares Held
60K
Value
$1.58M
SELLAS Life Sciences Group, Inc.
SLS
Shares Held
45K
Value
$189.99K
NVIDIA Corporation
NVDA
Shares Held
17K
Value
$3.05M
NuScale Power Corporation
SMR
Shares Held
17K
Value
$188.22K
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
15K
Value
$264.69K
Apple Inc.
AAPL
Shares Held
12K
Value
$3.12M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.52M
The Coca-Cola Company
KO
Shares Held
7K
Value
$504.61K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.89M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$851.99K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
4K
Value
$374.82K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.20M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.16M
Walmart Inc.
WMT
Shares Held
3K
Value
$369.50K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$275.34K
Lennar Corporation
LEN
Shares Held
3K
Value
$241.54K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$215.23K
Chevron Corporation
CVX
Shares Held
2K
Value
$513.19K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$685.60K