Innovative Wealth Building LLC

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    california, MD
  • CIK
    0002062596
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

55

$128.31M
VOO, PULS, IVV, DFUS
13F-HR
Nov 12, 2025
000208585325000247

51

$120.63M
VOO, IVV, DFUS, PULS
13F-HR
Jul 22, 2025
000166773125000918

50

$108.53M
VOO, DFUS, IVV, DGRO
13F-HR
Apr 25, 2025
000166773125000527

52

$110.55M
VOO, DFUS, IVV, DGRO
13F-HR
Apr 24, 2025
000166773125000520
Innovative Wealth Building Llc 13F Filings