Innovative Wealth Building LLC
Q1 2026 13F Holdings
- Locationcalifornia, MD
- Num holdings
70
- Value ($000)
$142,163
- Date Filed 05/04/2026
- Form type13F-HR
- CIK 0002062596
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $51.83M | 37 % | 86,739 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $8.09M | 6 % | 12,391 | ||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $7.43M | 5 % | 150,042 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $6.17M | 4 % | 87,036 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $4.82M | 3 % | 6,905 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.72M | 3 % | 8,180 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.22M | 3 % | 14,691 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.17M | 3 % | 59,350 | ||
BNY MELLON ETF TRUST | INTERNATIONL EQT | 09661T404 | $3.75M | 3 % | 40,160 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $3.56M | 3 % | 35,814 |
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