Innovative Wealth Building LLC
Q3 2025 13F Holdings
- Locationcalifornia, MD
- Num holdings
55
- Value ($000)
$128,311
- Date Filed11/12/2025
- Form type13F-HR
- CIK0002062596
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $44.76 M | 35 % | 73,095 | ||
PULS PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $7.05 M | 6 % | 141,464 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $6.96 M | 5 % | 10,397 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $6.62 M | 5 % | 91,349 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.55 M | 4 % | 7,576 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $4.48 M | 4 % | 5,999 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.25 M | 3 % | 14,467 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $3.99 M | 3 % | 58,580 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $3.76 M | 3 % | 37,510 | ||
BKIE BNY MELLON ETF TRUST | INTERNATIONL EQT | 09661T404 | $3.56 M | 3 % | 39,808 |
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