Innovative Wealth Building Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationcalifornia, MD
- CIK0002062596
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
55 | $128.31 M | VOO, PULS, IVV, DFUS | 13F-HR | Nov 12, 2025 | 000208585325000247 | ||
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 |