Innovative Wealth Building LLC
Q2 2025 13F Holdings
- Locationcalifornia, MD
- Num holdings
51
- Value ($000)
$120,628
- Date Filed07/22/2025
- Form type13F-HR
- CIK0002062596
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $40.50M | 34 % | 71,290 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.84M | 6 % | 11,015 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $6.53M | 5 % | 97,411 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $6.32M | 5 % | 126,935 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.19M | 4 % | 14,964 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.18M | 4 % | 65,337 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $3.97M | 3 % | 40,067 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.95M | 3 % | 7,157 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $3.76M | 3 % | 5,672 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $3.35M | 3 % | 27,636 |
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