Instrumental Wealth, Llc

13F Filings History

Latest 13F report
Q3 2025 - Oct 31, 2025
Value $
$142M
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 71 stock holdings with total value $142M as of Q3 2025. Top holdings included IJH, IVW, IVE, IBDY, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 71 $142M +$12.7M -$4.09M +$8.65M IJH, IVW, IVE, IBDY, IVV 13F-HR 10/31/2025, 02:54 PM
Q2 2025 59 $126M +$5.55M -$1.23M +$4.33M IJH, IVW, IVE, IBDY, IVV 13F-HR 7/16/2025, 01:29 PM
Q1 2025 56 $110M +$16.8M -$4.9M +$11.9M IJH, IVW, IVE, IBDY, IEFA 13F-HR 4/28/2025, 01:36 PM
Q4 2024 51 $106M +$15.2M -$12.1M +$3.09M IVW, IJH, COWZ, IVE, IBDY 13F-HR 2/24/2025, 12:36 PM
Q3 2024 46 $103M +$4.25M -$3.66M +$588K IVW, IJH, COWZ, IVE, IBDY 13F-HR 10/15/2024, 11:34 AM
Q2 2024 45 $96.4M +$5.79M -$145M -$139M IVW, IJH, COWZ, IVE, IBDY 13F-HR 7/26/2024, 09:07 AM
Q1 2024 43 $228M +$15.3M -$11.4M +$3.84M RIOT, IVW, IJH, COWZ, IVE 13F-HR 5/29/2024, 02:58 PM
Q4 2023 41 $92M +$13M -$12.4M +$639K IVW, IJH, COWZ, IVE, IBDY 13F-HR 1/25/2024, 12:18 PM
Q3 2023 36 $85.6M +$6.23M -$1.69M +$4.54M IBDO, IVW, IJH, COWZ, IVE 13F-HR 10/18/2023, 03:05 PM
Q2 2023 33 $83M +$4.73M -$2.71M +$2.01M IVW, IBDO, IJH, IVE, COWZ 13F-HR 7/13/2023, 01:55 PM
Q1 2023 27 $75.8M $0 $0 IVW, IBDO, IJH, IVE, COWZ 13F-HR 5/4/2023, 09:10 AM