Stock Taper

INSTRUMENTAL WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC2.61K$215.83K
Chevron CorporationCVX2.6K$431.15K
Cisco Systems, Inc.CSCO2.48K$290.75K
Merck & Co., Inc.MRK1.86K$239.53K
Tesla, Inc.TSLA1.75K$738.22K
Advanced Micro Devices, Inc.AMD1.72K$998.48K
Stryker CorporationSYK1.65K$519.14K
JPMorgan Chase & Co.JPM1.62K$529.33K
Intel Corp.INTC1.55K$217.07K
Meta Platforms, Inc.META1.44K$808.8K
Arista Networks, Inc.ANET1.44K$243.78K
Philip Morris International Inc.PM1.43K$258.73K
Space Exploration Technologies Corp.SPCX1.36K$232.19K
Johnson & JohnsonJNJ1.33K$338.33K
Visa Inc.V1.25K$429.31K
UnitedHealth Group IncorporatedUNH1.15K$476.3K
Berkshire Hathaway Inc.BRK-B1.14K$571.45K
AbbVie Inc.ABBV842$211.8K
Nebius Group N.V.NBIS829$228.84K
KLA CorporationKLAC752$226.76K