Innovative Wealth Building Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    california, MD
  • CIK
    0002062596
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

51

$120.63 M
VOO, IVV, DFUS, PULS
13F-HR
Jul 22, 2025
000166773125000918

50

$108.53 M
VOO, DFUS, IVV, DGRO
13F-HR
Apr 25, 2025
000166773125000527

52

$110.55 M
VOO, DFUS, IVV, DGRO
13F-HR
Apr 24, 2025
000166773125000520