INSTRUMENTAL WEALTH, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UP | 234K | $154.61K |
 | HRTG | 60K | $1.68M |
 | SLS | 45K | $220.98K |
 | SMR | 17K | $231.45K |
 | SLDE | 15K | $287.48K |
 | NVDA | 14K | $2.53M |
 | AAPL | 10K | $2.67M |
 | AMZN | 7K | $1.51M |
 | KO | 5K | $427.39K |
 | XOM | 5K | $740.87K |
 | PNFP | 4K | $416.63K |
 | GOOG | 4K | $1.25M |
 | MSFT | 3K | $1.34M |
 | GOOGL | 3K | $965.08K |
 | NFLX | 3K | $241.73K |
 | WMT | 3K | $349.63K |
 | WFC | 3K | $236.50K |
 | LEN | 3K | $306.60K |
 | CVX | 2K | $443.15K |
 | AVGO | 2K | $747.46K |
Wheels Up Experience Inc.
UP
Shares Held
234K
Value
$154.61K
Heritage Insurance Holdings, Inc.
HRTG
Shares Held
60K
Value
$1.68M
SELLAS Life Sciences Group, Inc.
SLS
Shares Held
45K
Value
$220.98K
NuScale Power Corporation
SMR
Shares Held
17K
Value
$231.45K
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
15K
Value
$287.48K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.53M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.67M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.51M
The Coca-Cola Company
KO
Shares Held
5K
Value
$427.39K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$740.87K
Pinnacle Financial Partners, Inc.
PNFP
Shares Held
4K
Value
$416.63K
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.25M
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.34M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$965.08K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$241.73K
Walmart Inc.
WMT
Shares Held
3K
Value
$349.63K
Wells Fargo & Company
WFC
Shares Held
3K
Value
$236.50K
Lennar Corporation
LEN
Shares Held
3K
Value
$306.60K
Chevron Corporation
CVX
Shares Held
2K
Value
$443.15K
Broadcom Inc.
AVGO
Shares Held
2K
Value
$747.46K