Innovative Wealth Building LLC
Innovative Wealth Building LLC reported 84 positions worth $172.1M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VOO (35.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $61.4M | 35.68% | 89,416 | — | — | |
| ▸ 2 | IVV | SH | $8.9M | 5.19% | 11,941 | — | — | |
| ▸ 3 | PULS | SH | $8.0M | 4.68% | 162,456 | — | — | |
| ▸ 4 | VGT | SH | $7.0M | 4.07% | 58,592 | — | — | |
| ▸ 5 | DFUS | SH | $6.5M | 3.77% | 79,244 | — | — | |
| ▸ 6 | QQQ | SH | $6.1M | 3.52% | 8,220 | — | — | |
| ▸ 7 | VO | SH | $4.4M | 2.57% | 55,003 | — | — | |
| ▸ 8 | DGRO | SH | $4.3M | 2.47% | 56,201 | — | — | |
| ▸ 9 | BKIE | SH | $4.2M | 2.44% | 41,755 | — | — | |
| ▸ 10 | AGG | SH | $3.5M | 2.03% | 35,347 | — | — |
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Frequently Asked Questions
What stocks does Innovative Wealth Building LLC hold as of Q2 2026?
Innovative Wealth Building LLC reported 84 positions worth $172.1M in its Q2 2026 13F filing. Largest positions: VOO (35.7%), IVV (5.2%), PULS (4.7%), VGT (4.1%) and DFUS (3.8%).
What did Innovative Wealth Building LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Innovative Wealth Building LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.