Innovative Wealth Building LLC Portfolio Holdings

Innovative Wealth Building LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $128 Billion distributed in 55 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 $44.8B, Pgim ETF Tr with a value of $7.05B, Ishares Core S&P 500 ETF with a value of $6.96B, Dimensional ETF Tr U S Equity with a value of $6.62B, and Invesco Qqq Trust, Series 1 with a value of $4.55B.

Examining the 13F form we can see an increase of $7.68B in the current position value, from $121B to 128B.

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.