Stock Taper 
INSTRUMENTAL WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 240 | $224.54K |
 Seagate Technology Holdings plc | STX | 249 | $240.07K |
 Caterpillar Inc. | CAT | 288 | $306.98K |
 Vertex Pharmaceuticals Incorporated | VRTX | 426 | $211.77K |
 Eli Lilly and Company | LLY | 453 | $543.65K |
 Mastercard Incorporated | MA | 488 | $250.55K |
 Applied Materials, Inc. | AMAT | 510 | $368.71K |
 Micron Technology, Inc. | MU | 530 | $612.06K |
 GE Aerospace | GE | 658 | $245.84K |
 Lam Research Corporation | LRCX | 684 | $296.61K |
 KLA Corporation | KLAC | 752 | $226.76K |
 Nebius Group N.V. | NBIS | 829 | $228.84K |
 AbbVie Inc. | ABBV | 842 | $211.8K |
 Berkshire Hathaway Inc. | BRK-B | 1.14K | $571.45K |
 UnitedHealth Group Incorporated | UNH | 1.15K | $476.3K |
 Visa Inc. | V | 1.25K | $429.31K |
 Johnson & Johnson | JNJ | 1.33K | $338.33K |
 Space Exploration Technologies Corp. | SPCX | 1.36K | $232.19K |
 Philip Morris International Inc. | PM | 1.43K | $258.73K |
 Arista Networks, Inc. | ANET | 1.44K | $243.78K |