INSTRUMENTAL WEALTH, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UP | 115K | $150.55K |
 | HRTG | 60K | $1.40M |
 | SLS | 45K | $85.79K |
 | SLDE | 15K | $232.78K |
 | NVDA | 13K | $2.71M |
 | AAPL | 9K | $2.51M |
 | SNV | 9K | $381.05K |
 | AMZN | 7K | $1.52M |
 | KO | 5K | $352.99K |
 | XOM | 5K | $558.92K |
 | GOOG | 4K | $1.07M |
 | MSFT | 4K | $1.85M |
 | MRK | 3K | $292.36K |
 | GOOGL | 3K | $825.69K |
 | WFC | 3K | $226.60K |
 | WMT | 3K | $262.77K |
 | CVX | 3K | $393.00K |
 | AVGO | 2K | $772.96K |
 | SYK | 2K | $612.49K |
 | TSLA | 2K | $711.20K |
Wheels Up Experience Inc.
UP
Shares Held
115K
Value
$150.55K
Heritage Insurance Holdings, Inc.
HRTG
Shares Held
60K
Value
$1.40M
SELLAS Life Sciences Group, Inc.
SLS
Shares Held
45K
Value
$85.79K
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
15K
Value
$232.78K
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.71M
Apple Inc.
AAPL
Shares Held
9K
Value
$2.51M
Synovus Financial Corp.
SNV
Shares Held
9K
Value
$381.05K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.52M
The Coca-Cola Company
KO
Shares Held
5K
Value
$352.99K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$558.92K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.07M
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.85M
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$292.36K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$825.69K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$226.60K
Walmart Inc.
WMT
Shares Held
3K
Value
$262.77K
Chevron Corporation
CVX
Shares Held
3K
Value
$393.00K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$772.96K
Stryker Corporation
SYK
Shares Held
2K
Value
$612.49K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$711.20K