Stock Taper

INSTRUMENTAL WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Rivian Automotive, Inc.RIVN90.66K$1.57M
Heritage Insurance Holdings, Inc.HRTG60.06K$1.57M
SELLAS Life Sciences Group, Inc.SLS44.91K$662.93K
NVIDIA CorporationNVDA18.34K$3.67M
NuScale Power CorporationSMR17.41K$174.57K
Centene Corp.CNC13.28K$852.57K
Netflix, Inc.NFLX12.62K$901.25K
Apple Inc.AAPL12.26K$3.55M
Tyson Foods, Inc.TSN9.59K$548.93K
Amazon.com, Inc.AMZN7.93K$1.89M
The Coca-Cola CompanyKO6.92K$562.48K
Pinnacle Financial Partners, Inc.PNFP5.76K$581.45K
Microsoft CorporationMSFT5.54K$2.07M
Exxon Mobil CorporationXOM5.32K$727.71K
Alphabet Inc.GOOG4.54K$1.61M
Alphabet Inc.GOOGL4.31K$1.54M
ServiceNow, Inc.NOW3.6K$357.36K
Walmart Inc.WMT3.26K$369.26K
Broadcom Inc.AVGO2.76K$1.04M
Lennar CorporationLEN2.72K$245.95K