Innovative Wealth Building LLC

CIK 0002062596 • 8 13F filings • Apr 24, 2025 – Oct 14, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyConsumer DiscretionaryFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $172.1M84 positionsView on SEC.gov

			% of Portfolio
ADVISORS INNER CIRCLE FD II	PMV ADAPTIVE RSK	$914K	0.5%	28,142 SH	New
AGF INVTS TR	US MARKET NETRL	$196K	0.1%	17,542 SH	New
AMAZON COM INC	COM	$367K	0.2%Prev: 0.2%	1,538 SH	Increased+543 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$208K	0.1%	1,664 SH	New
APPLE INC	COM	$1.5M	0.9%Prev: 0.8%	5,182 SH	Increased+688 SH
ASML HLDG NV	N Y REGISTRY SHS	$207K	0.1%	104 SH	New
AT&T INC	COM	$397K	0.2%	19,173 SH	New
BANK OF AMER CORP	COM	$256K	0.1%	4,488 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$357K	0.2%Prev: 0.3%	714 SH	Increased+16 SH
BNY MELLON ETF TRUST	INTERNATIONL EQT	$4.2M	2.4%Prev: 2.7%	41,755 SH	Increased+4,112 SH
CATERPILLAR INC	COM	$439K	0.3%	412 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$6.5M	3.8%	79,244 SH	New
DOMINION ENERGY INC	COM	$1.1M	0.7%Prev: 0.8%	16,729 SH	Increased+286 SH
EXXON MOBIL CORP	COM	$229K	0.1%	1,675 SH	New
FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$946K	0.5%Prev: 0.6%	32,773 SH	Increased+6,164 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.4M	1.4%Prev: 2.8%	16,614 SH	Decreased-11,022 SH
HOME DEPOT INC	COM	$204K	0.1%	579 SH	New
INTEL CORP	COM	$264K	0.2%	1,888 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$839K	0.5%	5,193 SH	New
INVESCO QQQ TR	UNIT SER 1	$6.1M	3.5%Prev: 3.3%	8,220 SH	Increased+1,063 SH
ISHARES TR	BROAD USD HIGH	$1.8M	1.1%Prev: 2.2%	49,532 SH	Decreased-20,968 SH
ISHARES TR	CORE DIV GRWTH	$4.3M	2.5%Prev: 3.5%	56,201 SH	Increased-9,136 SH
ISHARES TR	CORE MSCI EAFE	$1.8M	1.1%Prev: 1.3%	18,888 SH	Increased-168 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.7%Prev: 0.7%	14,936 SH	Increased+2,148 SH
ISHARES TR	CORE S&P SCP ETF	$3.3M	1.9%Prev: 2.3%	22,137 SH	Increased-3,410 SH
ISHARES TR	CORE S&P US GWT	$1.4M	0.8%Prev: 1.0%	7,433 SH	Increased-324 SH
ISHARES TR	CORE S&P US VLU	$848K	0.5%Prev: 0.6%	7,696 SH	Increased+278 SH
ISHARES TR	CORE S&P500 ETF	$8.9M	5.2%Prev: 5.7%	11,941 SH	Increased+926 SH
ISHARES TR	CORE US AGGBD ET	$3.5M	2.0%Prev: 3.3%	35,347 SH	Decreased-4,720 SH
ISHARES TR	MSCI USA VALUE	$922K	0.5%Prev: 0.8%	4,612 SH	Decreased-3,682 SH
ISHARES TR	RUS 1000 GRW ETF	$212K	0.1%	1,704 SH	New
ISHARES TR	RUS MID CAP ETF	$969K	0.6%Prev: 0.5%	8,787 SH	Increased+2,462 SH
ISHARES TR	S&P MC 400VL ETF	$1.0M	0.6%Prev: 1.2%	6,870 SH	Decreased-4,940 SH
ISHARES TR	TRUST ISHARE 0-1	$399K	0.2%	3,614 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.1M	1.8%Prev: 0.9%	55,531 SH	Increased+36,725 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$727K	0.4%Prev: 0.7%	11,826 SH	Decreased-3,710 SH
JOHNSON & JOHNSON	COM	$403K	0.2%	1,586 SH	New
JPMORGAN CHASE & CO	COM	$323K	0.2%	987 SH	New
LAM RESEARCH CORP	COM NEW	$205K	0.1%	474 SH	New
LOWES COS INC	COM	$233K	0.1%	1,057 SH	New
MCDONALDS CORP	COM	$489K	0.3%Prev: 0.4%	1,809 SH	Decreased+35 SH
MICRON TECHNOLOGY INC	COM	$328K	0.2%	284 SH	New
MICROSOFT CORP	COM	$1.1M	0.6%Prev: 1.1%	2,929 SH	Decreased+382 SH
NORTHROP GRUMMAN CORP	COM	$224K	0.1%Prev: 0.2%	441 SH	Increased-6 SH
NVIDIA CORPORATION	COM	$779K	0.5%Prev: 0.2%	3,894 SH	Increased+2,068 SH
PGIM ETF TR	PGIM ULTRA SH BD	$8.0M	4.7%Prev: 5.2%	162,456 SH	Increased+35,521 SH
PNC FINL SVCS GROUP INC	COM	$416K	0.2%	1,691 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$378K	0.2%	3,903 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.7M	1.0%Prev: 2.1%	70,100 SH	Decreased-36,089 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$339K	0.2%	10,678 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$219K	0.1%	8,453 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$643K	0.4%	5,401 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$229K	0.1%	3,767 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$2.4M	1.4%	50,494 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$716K	0.4%	1,371 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$812K	0.5%	1,087 SH	New
TESLA INC	COM	$321K	0.2%Prev: 0.2%	764 SH	Increased+26 SH
TEXAS INSTRS INC	COM	$263K	0.2%	882 SH	New
TRUIST FINL CORP	COM	$218K	0.1%	4,373 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$288K	0.2%	439 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$277K	0.2%Prev: 0.3%	3,358 SH	Decreased+2,575 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$367K	0.2%	4,791 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.8%	18,953 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$351K	0.2%	7,253 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$1.9M	1.1%Prev: 0.9%	21,501 SH	Increased+18,909 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$381K	0.2%Prev: 0.2%	1,108 SH	Increased+218 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.4M	2.6%Prev: 3.5%	55,003 SH	Increased+40,039 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$61.4M	35.7%Prev: 33.6%	89,416 SH	Increased+18,126 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$230K	0.1%	948 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$1.2M	0.7%Prev: 0.7%	3,849 SH	Increased+416 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$332K	0.2%	908 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$3.3M	1.9%Prev: 0.4%	9,014 SH	Increased+7,376 SH
VANGUARD INDEX FDS	VALUE ETF	$430K	0.2%Prev: 0.2%	1,972 SH	Increased+776 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$1.1M	0.7%Prev: 0.9%	22,589 SH	Decreased+2 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$228K	0.1%Prev: 0.2%	4,511 SH	Increased+96 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$238K	0.1%	1,864 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$682K	0.4%	2,884 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$1.3M	0.8%	15,509 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.6%Prev: 0.6%	15,345 SH	Increased+2,475 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$600K	0.3%Prev: 0.2%	3,795 SH	Increased+1,966 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$315K	0.2%Prev: 0.3%	1,053 SH	Decreased-417 SH
VANGUARD WORLD FD	INF TECH ETF	$7.0M	4.1%Prev: 3.1%	58,592 SH	Increased+52,920 SH
VERIZON COMMUNICATIONS INC	COM	$211K	0.1%	4,984 SH	New
VISA INC	COM CL A	$288K	0.2%Prev: 0.2%	839 SH	Increased+154 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $6.5M
JPMORGAN CHASE & CO. — $280K
SPDR DOW JONES INDL AVERAGE — $556K
SPDR S&P 500 ETF TR — $698K
SPDR SERIES TRUST — $570K
SPDR SERIES TRUST — $2.5M
SPDR SERIES TRUST — $214K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002085853-26-001177	—	View
Feb 17, 2026	Q4 2025	13F-HR	0002085853-26-000268	$137.2M	View
Apr 24, 2025	Q4 2024