13F Filings History of INSTRUMENTAL WEALTH, LLC

Latest 13F report
Q4 2025 - 27 Feb 2026
Value $
$166,756,849
Signature - Title
David Silver - CEO
Location
Tampa, FL
Summary
This page shows a list of all the recent 13F filings made by INSTRUMENTAL WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INSTRUMENTAL WEALTH, LLC reported 72 stock holdings with total value $166,756,849 as of Q4 2025. Top holdings included IJH, IEFA, IVW, IVE, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $166,756,849 +$34,851,416 -$15,934,977 +$18,916,439 IJH, IEFA, IVW, IVE, IVV 13F-HR 27 Feb 2026, 14:24
Q3 2025 71 $142,288,699 +$12,744,541 -$4,091,638 +$8,652,903 IJH, IVW, IVE, IBDY, IVV 13F-HR 31 Oct 2025, 14:54
Q2 2025 59 $125,768,725 +$5,554,928 -$1,228,391 +$4,326,537 IJH, IVW, IVE, IBDY, IVV 13F-HR 16 Jul 2025, 13:29
Q1 2025 56 $110,378,056 +$16,784,810 -$4,903,217 +$11,881,593 IJH, IVW, IVE, IBDY, IEFA 13F-HR 28 Apr 2025, 13:36
Q4 2024 51 $105,689,751 +$15,176,114 -$12,083,842 +$3,092,272 IVW, IJH, COWZ, IVE, IBDY 13F-HR 24 Feb 2025, 12:36
Q3 2024 46 $102,581,744 +$4,248,698 -$3,661,045 +$587,653 IVW, IJH, COWZ, IVE, IBDY 13F-HR 15 Oct 2024, 11:34
Q2 2024 45 $96,415,622 +$5,790,557 -$144,574,215 -$138,783,658 IVW, IJH, COWZ, IVE, IBDY 13F-HR 26 Jul 2024, 09:07
Q1 2024 43 $228,421,265 +$15,289,772 -$11,445,290 +$3,844,482 RIOT, IVW, IJH, COWZ, IVE 13F-HR 29 May 2024, 14:58
Q4 2023 41 $91,972,996 +$13,031,651 -$12,393,133 +$638,518 IVW, IJH, COWZ, IVE, IBDY 13F-HR 25 Jan 2024, 12:18
Q3 2023 36 $85,635,576 +$6,230,361 -$1,694,878 +$4,535,483 IBDO, IVW, IJH, COWZ, IVE 13F-HR 18 Oct 2023, 15:05
Q2 2023 33 $82,992,839 +$4,725,444 -$2,710,890 +$2,014,554 IVW, IBDO, IJH, IVE, COWZ 13F-HR 13 Jul 2023, 13:55
Q1 2023 27 $75,757,182 $0 $0 $0 IVW, IBDO, IJH, IVE, COWZ 13F-HR 04 May 2023, 09:10