Stock Taper

INSTRUMENTAL WEALTH, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lam Research CorporationLRCX684$296.61K
GE AerospaceGE658$245.84K
Micron Technology, Inc.MU530$612.06K
Applied Materials, Inc.AMAT510$368.71K
Mastercard IncorporatedMA488$250.55K
Eli Lilly and CompanyLLY453$543.65K
Vertex Pharmaceuticals IncorporatedVRTX426$211.77K
Caterpillar Inc.CAT288$306.98K
Seagate Technology Holdings plcSTX249$240.07K
Costco Wholesale CorporationCOST240$224.54K