Stock Taper

INSTRUMENTAL WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Meta Platforms, Inc.META1.44K$808.8K
Intel Corp.INTC1.55K$217.07K
JPMorgan Chase & Co.JPM1.62K$529.33K
Stryker CorporationSYK1.65K$519.14K
Advanced Micro Devices, Inc.AMD1.72K$998.48K
Tesla, Inc.TSLA1.75K$738.22K
Merck & Co., Inc.MRK1.86K$239.53K
Cisco Systems, Inc.CSCO2.48K$290.75K
Chevron CorporationCVX2.6K$431.15K
Wells Fargo & CompanyWFC2.61K$215.83K
Lennar CorporationLEN2.72K$245.95K
Broadcom Inc.AVGO2.76K$1.04M
Walmart Inc.WMT3.26K$369.26K
ServiceNow, Inc.NOW3.6K$357.36K
Alphabet Inc.GOOGL4.31K$1.54M
Alphabet Inc.GOOG4.54K$1.61M
Exxon Mobil CorporationXOM5.32K$727.71K
Microsoft CorporationMSFT5.54K$2.07M
Pinnacle Financial Partners, Inc.PNFP5.76K$581.45K
The Coca-Cola CompanyKO6.92K$562.48K