Long-term investor
Instrumental Wealth, LLC @instrumentalwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001976010).
Record
- Tracked since 2025-06-30 (454 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +14.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287507 · 13.6% · long · since 2025-06-30
- 464287309 · 13.6% · long · since 2025-06-30
- 46432F842 · 12.2% · long · since 2025-06-30
- 464287408 · 8.6% · long · since 2025-06-30
- 464287200 · 7.2% · long · since 2025-06-30
- 46137V357 · 5.8% · long · since 2025-06-30
- 46436E130 · 5.5% · long · since 2025-06-30
- 464287630 · 3.4% · long · since 2025-09-30
- 464287648 · 2.6% · long · since 2025-06-30
- NVDA · 1.9% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 46436E726 · 1.2% · long · since 2025-06-30