Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Innovative Wealth Building LLC (CIK 2062596) reported $142.2M across 70 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($51.8M, 36.46%), IVV ($8.1M, 5.69%), PULS ($7.4M, 5.22%), DFUS ($6.2M, 4.34%), VGT ($4.8M, 3.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $51.8M | 36.46% | 86,739 | Added |
| 2 | IVV | ISHARES TR | $8.1M | 5.69% | 12,391 | Added |
| 3 | PULS | PGIM ETF TR | $7.4M | 5.22% | 150,042 | Added |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $6.2M | 4.34% | 87,036 | Trimmed |
| 5 | VGT | VANGUARD WORLD FD | $4.8M | 3.39% | 6,905 | Added |
| 6 | QQQ | INVESCO QQQ TR | $4.7M | 3.32% | 8,180 | Added |
| 7 | VO | VANGUARD INDEX FDS | $4.2M | 2.97% | 14,691 | Added |
| 8 | DGRO | ISHARES TR | $4.2M | 2.93% | 59,350 | Trimmed |
| 9 | BKIE | BNY MELLON ETF TRUST | $3.8M | 2.64% | 40,160 | Added |
| 10 | AGG | ISHARES TR | $3.6M | 2.50% | 35,814 | Trimmed |
| 11 | IJR | ISHARES TR | $2.7M | 1.93% | 22,094 | Trimmed |
| 12 | SPYD | SPDR SERIES TRUST | $2.3M | 1.60% | 49,975 | Trimmed |
| 13 | GSLC | GOLDMAN SACHS ETF TR | $2.2M | 1.57% | 17,817 | Trimmed |
| 14 | USHY | ISHARES TR | $2.0M | 1.41% | 54,559 | Added |
| 15 | SCHO | SCHWAB STRATEGIC TR | $1.7M | 1.22% | 71,514 | Trimmed |
| 16 | IEFA | ISHARES TR | $1.6M | 1.16% | 18,210 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $1.5M | 1.03% | 3,353 | Added |
| 18 | AAPL | APPLE INC | $1.3M | 0.90% | 5,060 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $1.3M | 0.89% | 3,950 | Added |
| 20 | IUSG | ISHARES TR | $1.3M | 0.88% | 8,088 | Added |
| 21 | VTIP | VANGUARD MALVERN FDS | $1.2M | 0.83% | 23,630 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.1M | 0.76% | 2,929 | Added |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.76% | 19,041 | Trimmed |
| 24 | VB | VANGUARD INDEX FDS | $1.0M | 0.72% | 3,914 | Added |
| 25 | D | DOMINION ENERGY INC | $1.0M | 0.72% | 16,575 | Added |
Source: SEC Form 13F filings · as of 2026-03-31