Innovative Wealth Building LLC
Q4 2025 13F Holdings
- Locationcalifornia, MD
- Num holdings
61
- Value ($000)
$137,180
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $50.86M | 37 % | 81,093 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $7.36M | 5 % | 10,746 | ||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | $7.16M | 5 % | 144,392 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $6.48M | 5 % | 87,399 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.85M | 4 % | 7,890 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $4.59M | 3 % | 6,087 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | $4.16M | 3 % | 59,914 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $4.06M | 3 % | 13,993 | ||
BNY MELLON ETF TRUST | INTERNATIONL EQT | 09661T404 | $3.72M | 3 % | 40,143 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $3.64M | 3 % | 36,461 |
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