David Silver

Instrumental Wealth, Llc

Assets Managed

$197.513M

Holdings

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

21.43%(2Q avg: 9.49%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Instrumental Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 89 positions.

Assets under management

The assets under management (AUM) of Instrumental Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 197.513M in assets, with a quarterly growth rate of 21.43% and a 2-quarter average growth rate of 9.49%. The portfolio is managed by David Silver, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 3.48%	13.65%	$26.95M 349,506 shares@ $77.12 avg price	Increased 3.48%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 3.48%	13.56%	$26.776M 194,694 shares@ $137.54 avg price	Increased 3.48%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 5.76%	12.21%	$24.115M 249,690 shares@ $96.58 avg price	Increased 5.76%
IVE Ishares S&p 500 Value Etf Recent Activity Increased 5.12%	8.65%	$17.074M 75,196 shares@ $227.06 avg price	Increased 5.12%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 4.12%	7.24%	$14.284M 19,073 shares@ $748.91 avg price	Increased 4.12%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 5.04%	5.82%	$11.495M 54,025 shares@ $212.77 avg price	Increased 5.04%
IBDY Ishares Ibonds Dec 2033 Corp Recent Activity Increased 0.43%	5.46%	$10.775M 418,536 shares@ $25.75 avg price	Increased 0.43%
IWN Ishares Russell 2000 Value E Recent Activity Increased 5.62%	3.41%	$6.728M 30,417 shares@ $221.2 avg price	Increased 5.62%
IWO Ishares Russell 2000 Growth Recent Activity Increased 3.48%	2.64%	$5.196M 13,188 shares@ $393.96 avg price	Increased 3.48%
NVDA Nvidia Corp Recent Activity Increased 4.89%	1.86%	$3.669M 18,336 shares@ $200.1 avg price	Increased 4.89%

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