Home › Innovative Wealth Building LLC

Innovative Wealth Building LLC 13F holdings

Filed 2026-07-23 · Innovative Wealth Building LLC · 84 positions · $172.1M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS89.4K$61.4M35.7%
IVVISHARES TR11.9K$8.9M5.2%
PULSPGIM ETF TR162.5K$8.0M4.7%
VGTVANGUARD WORLD FD58.6K$7.0M4.1%
DFUSDIMENSIONAL ETF TRUST79.2K$6.5M3.8%
QQQINVESCO QQQ TR8.2K$6.1M3.5%
VOVANGUARD INDEX FDS55.0K$4.4M2.6%
DGROISHARES TR56.2K$4.3M2.5%
BKIEBNY MELLON ETF TRUST41.8K$4.2M2.4%
AGGISHARES TR35.3K$3.5M2.0%
VTIVANGUARD INDEX FDS9.0K$3.3M1.9%
IJRISHARES TR22.1K$3.3M1.9%
JEPIJ P MORGAN EXCHANGE TRADED F55.5K$3.1M1.8%
SPYDSPDR SERIES TRUST50.5K$2.4M1.4%
GSLCGOLDMAN SACHS ETF TR16.6K$2.4M1.4%
VUGVANGUARD INDEX FDS21.5K$1.9M1.1%
USHYISHARES TR49.5K$1.8M1.1%
IEFAISHARES TR18.9K$1.8M1.1%
SCHOSCHWAB STRATEGIC TR70.1K$1.7M1.0%
AAPLAPPLE INC5.2K$1.5M0.9%
IUSGISHARES TR7.4K$1.4M0.8%
BNDVANGUARD BD INDEX FDS19.0K$1.4M0.8%
VXUSVANGUARD STAR FDS15.5K$1.3M0.8%
VBVANGUARD INDEX FDS3.8K$1.2M0.7%
IJHISHARES TR14.9K$1.2M0.7%
DDOMINION ENERGY INC16.7K$1.1M0.7%
VTIPVANGUARD MALVERN FDS22.6K$1.1M0.7%
VEAVANGUARD TAX-MANAGED FDS15.3K$1.1M0.6%
MSFTMICROSOFT CORP2.9K$1.1M0.6%
IJJISHARES TR6.9K$1.0M0.6%
IWRISHARES TR8.8K$969,4330.6%
INCMFRANKLIN TEMPLETON ETF TR32.8K$945,6660.5%
VLUEISHARES TR4.6K$921,5090.5%
—ADVISORS INNER CIRCLE FD II28.1K$913,8000.5%
IUSVISHARES TR7.7K$847,6870.5%
SPMOINVESCO EXCH TRADED FD TR II5.2K$838,8130.5%
SPYSTATE STR SPDR S&P 500 ETF T1.1K$811,5440.5%
NVDANVIDIA CORPORATION3.9K$779,1030.5%
JEPQJ P MORGAN EXCHANGE TRADED F11.8K$726,8350.4%
DIASTATE STR SPDR DOW JONES IND1.4K$716,1390.4%
VIGVANGUARD SPECIALIZED FUNDS2.9K$682,4300.4%
SPYGSPDR SERIES TRUST5.4K$642,6390.4%
VYMVANGUARD WHITEHALL FDS3.8K$599,6720.3%
MCDMCDONALDS CORP1.8K$488,8570.3%
CATCATERPILLAR INC412$438,7390.3%
VTVVANGUARD INDEX FDS2.0K$429,6740.2%
PNCPNC FINL SVCS GROUP INC1.7K$416,2580.2%
JNJJOHNSON & JOHNSON1.6K$402,8050.2%
SHVISHARES TR3.6K$398,8050.2%
TAT&T INC19.2K$396,8790.2%
VVVANGUARD INDEX FDS1.1K$381,1340.2%
QLDPROSHARES TR3.9K$377,6710.2%
BIVVANGUARD BD INDEX FDS4.8K$367,4810.2%
AMZNAMAZON COM INC1.5K$366,5670.2%
BRK-BBERKSHIRE HATHAWAY INC DEL714$357,2780.2%
BNDXVANGUARD CHARLOTTE FDS7.3K$351,2410.2%
SCHDSCHWAB STRATEGIC TR10.7K$338,6130.2%
VBKVANGUARD INDEX FDS908$332,2120.2%
MUMICRON TECHNOLOGY INC284$328,0160.2%
JPMJPMORGAN CHASE & CO987$323,0390.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}