Innovative Wealth Building LLC Portfolio Holdings

Innovative Wealth Building LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.5B, Ishares Core S&P 500 ETF with a value of $6.84B, Dimensional ETF Tr U S Equity with a value of $6.53B, Pgim ETF Tr with a value of $6.32B, and Vanguard Mid Cap ETF with a value of $4.19B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $109B to 121B.

Innovative Wealth Building LLC is based out at California, MD

Below you can find more details about Innovative Wealth Building LLC portfolio as well as his latest detailed transactions.