Instrumental Wealth LLC Q2 2026 Portfolio Activity: Focus on New Positions

As of Instrumental Wealth LLC's reporting date on June 30, 2026, its portfolio maintained a substantial value. The firm's investment strategy appears focused on capitalizing on recent market movements and specific sector opportunities.

During the second quarter of 2026, Instrumental Wealth demonstrated significant buying activity in several areas:

• New Position: Acquired a notable stake in RIVN, Rivan Automotive Inc., investing approximately $1.6 million.
• Increased Holdings: Significantly boosted its position in the Consumer Cyclical sector ETF, ISHARES TR (IEFA), adding shares worth about $24.1 million to its portfolio allocation.
• CNC, Centene Corp Del., saw a substantial increase in holdings following its acquisition during the quarter, contributing around $0.85 million.
• Within Technology ETFs, IWN (ISHares TR) experienced an increase of about 16% or $672k worth of shares.
• The firm also increased its position in ISHARES TR (IJH), adding approximately $3.4 million worth of stock during the quarter.
• NVDA, NVIDIA Corporation, was added to the portfolio with a new allocation of about $3.7 million.

Conversely, Instrumental Wealth did not engage in any large-scale selling activities during this period:

• No Disclosures: There were no significant sell transactions reported for the investor based on available data.

The portfolio's structure reflects a continued reliance on exchange-traded funds (ETFs), with allocations in ISHARES TR (IJH) and ISHARES TR (IVW) remaining prominent at around 13.6% and 13.5%, respectively, despite slight increases.

Specific stock positions also saw notable changes:

• NOW, ServiceNow Inc., was added with a new allocation of about $0.36 million.
• The firm increased its holdings in CSCO, Cisco Systems Inc., by 100% or approximately $290k worth during the quarter.
• ISHares TR (IBDY) experienced a small increase of about 0.4% in shares, adding roughly $56k to its ETF allocation.

In summary, Instrumental Wealth's Q2 2026 activity was characterized by the initiation of new positions and selective increases across several holdings, particularly within specific sectors like Technology (adding NVDA) and Consumer Cyclical (acquiring RIVN). The portfolio remains diversified with a significant allocation to various ETFs.