Instrumental Wealth, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, submitted on September 30, 2026, lists the firm's total holdings across 89 distinct securities.
The filing identifies David Silver as the CEO of the firm, which is headquartered in Tampa, Florida. The report details a portfolio consisting of common stocks, exchange-traded funds, and other equity securities. The largest position disclosed in the filing is held in NVIDIA Corporation, with 19,232 shares. Other notable individual stock holdings include Microsoft Corporation with 5,622 shares, Apple Inc. with 12,485 shares, and Advanced Micro Devices Inc. with 1,759 shares.
The portfolio is heavily diversified across various sectors and includes a significant allocation to exchange-traded funds. Major ETF holdings include the Invesco Exchange Traded Fund T S&P500 EQL WGT with 56,442 shares, the iShares Tr Core S&P US GWT with 2,051 shares, and the iShares Tr Core S&P500 ETF with 20,004 shares. The filing also lists positions in cryptocurrency-related trusts, such as Fidelity Wise Origin Bitcoin SHS with 10,385 shares and Grayscale Ethereum Staking SHS New with 25,271 shares.
The report provides specific share counts for each security, with the largest holdings by share count being the Wheels Up Experience Inc. Class A (29,710 shares), the Heritage Insurance Hldgs Inc. (60,060 shares), and the iShares Tr IBONDS DEC 2033 (441,279 shares). The filing indicates that all positions are held in a sole voting capacity.
