Arkolith/Funds/Instrumental Wealth, LLC

Instrumental Wealth, LLC

CIK 1976010Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

Instrumental Wealth, LLC holds a focused book of 89 reported positions worth $197.5M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Rivian Automotive Inc-A and trimmed Apple Inc. Their largest long position is Ishares Core S&P Midcap ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Instrumental Wealth, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
21
bought for the first time
+18 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+28.4%
+13.9%/yr · since Oct '24
Their reported book
+23.4%
held from quarter-end
S&P 500
+34.2%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Instrumental Wealth, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 5.0 points over this window.

Growth of $10,000 cloning Instrumental Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~16 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
74%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

19% mapped to company sectors

ETFs / funds
81%
Information Technology
9%
Financials
3%
Consumer Discretionary
2%
Health Care
2%
Industrials
1%
Consumer Staples
1%
Energy
1%

+2 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Instrumental Wealth, LLC

Manager / fundShared namesTheir $ in those
Swiss Re Ltd32 / 80$1.0B
Prospect Hill Management, LLC9 / 80$243.2M
Draper Asset Management, LLC10 / 80$176.7M
Ardent Capital Management, Inc.19 / 80$211.6M
Hoey Investments, Inc45 / 80$627.2M
Howard Hughes Medical Institute14 / 80$359.2M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$369.2M
Conway Capital Management, Inc.14 / 80$178.0M

Ranked by the share of each fund's own book sitting in the names it shares with Instrumental Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

89 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P MCP ETF
$27.0M349.5K
13.6%
+3.5%
Added · +12K sh
2Ishares TR
S&P 500 GRWT ETF
$26.8M194.7K
13.6%
+3.5%
Added · +7K sh
3Ishares TR
CORE MSCI EAFE
$24.1M249.7K
12.2%
+5.8%
Added · +14K sh
4Ishares TR
S&P 500 VAL ETF
$17.1M75.2K
8.6%
+5.1%
Added · +4K sh
5Ishares TR
CORE S&P500 ETF
$14.3M19.1K
7.2%
+4.1%
Added · +754 sh
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$11.5M54.0K
5.8%
+5.0%
Added · +3K sh
7Ishares TR
IBONDS DEC 2033
$10.8M418.5K
5.5%
+0.4%
Added · +2K sh
8Ishares TR
RUS 2000 VAL ETF
$6.7M30.4K
3.4%
+5.6%
Added · +2K sh
9Ishares TR
RUS 2000 GRW ETF
$5.2M13.2K
2.6%
+3.5%
Added · +443 sh
10Nvidia Corporation
COM
$3.7M18.3K
1.9%
+4.9%
Added · +854 sh
11Apple Inc
COM
$3.5M12.3K
1.8%
−0.1%
Reduced · −17 sh
12Ishares TR
IBONDS DEC 2030
$2.4M108.8K
1.2%
+0.5%
Added · +565 sh
13Ishares TR
IBONDS DEC 2035
$2.4M91.8K
1.2%
+0.4%
Added · +390 sh
14Microsoft Corp
COM
$2.1M5.5K
1.0%
+8.7%
Added · +442 sh
15Amazon Com Inc
COM
$1.9M7.9K
1.0%
+9.0%
Added · +658 sh
16Alphabet Inc
CAP STK CL C
$1.6M4.5K
0.8%
+8.8%
Added · +367 sh
17Rivian Automotive Inc
COM CL A
$1.6M90.7K
0.8%
New
New position
18Heritage Insurance Hldgs Inc
COM
$1.6M60.1K
0.8%
Held
19Alphabet Inc
CAP STK CL A
$1.5M4.3K
0.8%
+6.8%
Added · +274 sh
20Amplify ETF TR
AMPLIFY CYBERSEC
$1.3M11.9K
0.6%
+2.5%
Added · +296 sh
21Ishares TR
RUS 1000 ETF
$1.2M3.0K
0.6%
−7.8%
Reduced · −251 sh
22Ishares TR
GL CLEAN ENE ETF
$1.0M51.2K
0.5%
+3.0%
Added · +2K sh
23Broadcom Inc
COM
$1.0M2.8K
0.5%
+25%
Added · +548 sh
24Advanced Micro Devices Inc
COM
$998K1.7K
0.5%
+3.9%
Added · +64 sh
25Ishares TR
CALIF MUN BD ETF
$938K16.3K
0.5%
+20%
Added · +3K sh
26Fidelity Covington Trust
MSCI INFO TECH I
$918K3.2K
0.5%
+1.9%
Added · +60 sh
27Netflix Inc.
COM
$901K12.6K
0.5%
+341%
Added · +10K sh
28Centene Corp Del
COM
$853K13.3K
0.4%
New
New position
29Meta Platforms Inc
CL A
$809K1.4K
0.4%
−1.0%
Reduced · −14 sh
30Tesla Inc
COM
$738K1.8K
0.4%
+2.9%
Added · +49 sh
31Exxon Mobil Corp
COM
$728K5.3K
0.4%
+6.0%
Added · +301 sh
32Sellas Life Sciences Group I
COM NEW
$663K44.9K
0.3%
Held
33Vaneck ETF Trust
SEMICONDUCTR ETF
$635K969
0.3%
+0.9%
Added · +9 sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$624K835
0.3%
+4.9%
Added · +39 sh
35Micron Technology Inc
COM
$612K530
0.3%
New
New position
36Pinnacle Finl Partners Inc
COM
$581K5.8K
0.3%
+32%
Added · +1K sh
37Berkshire Hathaway Inc Del
CL B NEW
$571K1.1K
0.3%
+6.2%
Added · +67 sh
38Coca Cola Co
COM
$562K6.9K
0.3%
+4.3%
Added · +286 sh
39Tyson Foods Inc
CL A
$549K9.6K
0.3%
New
New position
40Eli Lilly & Co
COM
$544K453
0.3%
+20%
Added · +75 sh
41JPMorgan Chase & Co
COM
$529K1.6K
0.3%
+6.0%
Added · +92 sh
42Fidelity Wise Origin Bitcoin
SHS
$528K10.3K
0.3%
+1.0%
Added · +100 sh
43Stryker Corporation
COM
$519K1.6K
0.3%
−4.1%
Reduced · −71 sh
44Ishares TR
RUS TP200 GR ETF
$492K1.7K
0.2%
+0.7%
Added · +12 sh
45Unitedhealth Group Inc
COM
$476K1.1K
0.2%
+11%
Added · +114 sh
46Chevron Corporation
COM
$431K2.6K
0.2%
+4.9%
Added · +121 sh
47Visa Inc
COM CL A
$429K1.3K
0.2%
+13%
Added · +145 sh
48Ishares TR
PFD AND INCM SEC
$428K14.0K
0.2%
+0.2%
Added · +27 sh
49SPDR Series Trust
ST PORT HIGH ETF
$425K18.1K
0.2%
+2.5%
Added · +451 sh
50Nuveen S&P 500 Dynamic Overw
COM
$420K22.5K
0.2%
~0%
Reduced · −2 sh
Showing 50 of 89 positions
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Filing history

As-of date vs the date the SEC received each filing

$197.5M · Q2 2026Q3 2024 · $102.6MQ2 2026 · $197.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 202616d89$197.5M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202621d73$162.7M13F-HR
Q4 2025Dec 31, 2025Feb 27, 202658d72$166.8M13F-HR
Q3 2025Sep 30, 2025Oct 31, 202531d71$142.6M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202516d59$125.8M13F-HR
Q1 2025Mar 31, 2025Apr 28, 202528d56$110.4M13F-HR
Q4 2024Dec 31, 2024Feb 24, 202555d51$105.7M13F-HR
Q3 2024Sep 30, 2024Oct 15, 202415d46$102.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.