Innovative Wealth Building LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location california, MDCIK 0002062596All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
61 | $137.18M | VOO, IVV, PULS, DFUS | 13F-HR | Feb 17, 2026 | 000208585326000268 | ||
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 |