Innovative Wealth Building LLC Top Holdings and 13F Report (2025) About Innovative Wealth Building LLCInvestment ActivityInnovative Wealth Building LLC has $120.63 million in total holdings as of June 30, 2025.Innovative Wealth Building LLC owns shares of 51 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.04% of the portfolio was purchased this quarter.About 7.57% of the portfolio was sold this quarter.This quarter, Innovative Wealth Building LLC has purchased 50 new stocks and bought additional shares in 19 stocks.Innovative Wealth Building LLC sold shares of 27 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $40,495,079iShares Core S&P 500 ETF $6,838,918Dimensional U.S. Equity ETF $6,528,456PGIM Ultra Short Bond ETF $6,316,275Vanguard Mid-Cap ETF $4,187,439 Largest New Holdings this Quarter 922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $1,135,458 Holding922908637 - Vanguard Large-Cap ETF $253,938 Holding88160R101 - Tesla $234,433 Holding023135106 - Amazon.com $218,293 Holding922908744 - Vanguard Value ETF $211,373 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 70,359 shares (about $3.50M)BNY Mellon International Equity ETF 26,428 shares (about $2.28M)Vanguard S&P 500 ETF 3,901 shares (about $2.22M)Vanguard Short-Term Inflation-Protected Securities ETF 22,587 shares (about $1.14M)iShares Core U.S. Aggregate Bond ETF 6,042 shares (about $599.36K) Largest Sales this Quarter Vanguard FTSE Developed Markets ETF 16,211 shares (about $924.16K)Dimensional U.S. Equity ETF 12,444 shares (about $833.99K)Invesco QQQ 1,419 shares (about $782.79K)iShares Core S&P U.S. Value ETF 6,414 shares (about $606.95K)iShares Core S&P U.S. Growth ETF 3,902 shares (about $586.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInnovative Wealth Building LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$40,495,079$2,215,897 ▲5.8%71,29033.6%ETFIVViShares Core S&P 500 ETF$6,838,918$165,773 ▼-2.4%11,0155.7%ETFDFUSDimensional U.S. Equity ETF$6,528,456$833,993 ▼-11.3%97,4115.4%ETFPULSPGIM Ultra Short Bond ETF$6,316,275$3,501,058 ▲124.4%126,9355.2%ETFVOVanguard Mid-Cap ETF$4,187,439$352,591 ▼-7.8%14,9643.5%ETFDGROiShares Core Dividend Growth ETF$4,177,666$308,192 ▼-6.9%65,3373.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,974,630$599,364 ▲17.8%40,0673.3%FinanceQQQInvesco QQQ$3,948,138$782,787 ▼-16.5%7,1573.3%FinanceVGTVanguard Information Technology ETF$3,762,381$574,440 ▲18.0%5,6723.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$3,354,503$160,224 ▼-4.6%27,6362.8%ETFBKIEBNY Mellon International Equity ETF$3,243,663$2,277,277 ▲235.6%37,6432.7%ETFIJRiShares Core S&P Small-Cap ETF$2,792,031$142,514 ▼-4.9%25,5472.3%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$2,644,443$428,475 ▼-13.9%70,5002.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,588,877$246,188 ▼-8.7%106,1892.1%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$2,490,376$427,073 ▼-14.6%58,6802.1%ETFIEFAiShares Core MSCI EAFE ETF$1,590,778$580,263 ▼-26.7%19,0561.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,459,498$172,520 ▼-10.6%11,8101.2%ETFMSFTMicrosoft$1,266,714$46,252 ▲3.8%2,5471.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$1,166,606$586,837 ▼-33.5%7,7571.0%ManufacturingVUGVanguard Growth ETF$1,136,237$246,360 ▲27.7%2,5920.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,135,458$1,135,458 ▲New Holding22,5870.9%ManufacturingJEPIJPMorgan Equity Premium Income ETF$1,069,136$59,864 ▲5.9%18,8060.9%ETFVLUEiShares MSCI USA Value Factor ETF$938,995$97,477 ▼-9.4%8,2940.8%ETFDDominion Energy$929,344$9,552 ▲1.0%16,4430.8%UtilitiesAAPLApple$921,992$3,488 ▼-0.4%4,4940.8%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$845,137$167,276 ▲24.7%15,5360.7%ETFVBVanguard Small-Cap ETF$813,466$158,049 ▼-16.3%3,4330.7%ETFIJHiShares Core S&P Mid-Cap ETF$793,086$558 ▲0.1%12,7880.7%ETFVEAVanguard FTSE Developed Markets ETF$733,695$924,159 ▼-55.7%12,8700.6%ETFINCMFranklin Income Focus ETF$719,760$226,458 ▲45.9%26,6090.6%ETFIUSViShares Core S&P U.S. Value ETF$701,954$606,947 ▼-46.4%7,4180.6%ManufacturingSPYSPDR S&P 500 ETF Trust$697,965$10,500 ▼-1.5%1,1300.6%FinanceIWRiShares Russell Mid-Cap ETF$581,699$76,793 ▲15.2%6,3250.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$569,919$503,672 ▼-46.9%5,9790.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$555,747$237,988 ▼-30.0%1,2610.5%FinanceMCDMcDonald's$518,185$4,674 ▲0.9%1,7740.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$497,783$61,387 ▼-11.0%1,6380.4%ETFVHTVanguard Health Care ETF$365,122$10,184 ▼-2.7%1,4700.3%ETFBRK.BBerkshire Hathaway$339,067$21,374 ▲6.7%6980.3%FinanceVOOGVanguard S&P 500 Growth ETF$310,420$9,118 ▼-2.9%7830.3%ETFNVDANVIDIA$288,549$59,574 ▼-17.1%1,8260.2%Computer and TechnologyJPMJPMorgan Chase & Co.$279,690$6,376 ▲2.3%9650.2%FinanceVVVanguard Large-Cap ETF$253,938$253,938 ▲New Holding8900.2%ETFVYMVanguard High Dividend Yield ETF$243,813$103,711 ▼-29.8%1,8290.2%ETFVVisa$243,066$25,194 ▲11.6%6850.2%Business ServicesTSLATesla$234,433$234,433 ▲New Holding7380.2%Auto/Tires/TrucksNOCNorthrop Grumman$223,419$1,000 ▲0.4%4470.2%AerospaceAMZNAmazon.com$218,293$218,293 ▲New Holding9950.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$216,455$1,814 ▲0.8%4,4150.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$214,348$286,530 ▼-57.2%4,0950.2%ETFVTVVanguard Value ETF$211,373$211,373 ▲New Holding1,1960.2%ETFIYWiShares U.S. Technology ETF$0$308,703 ▼-100.0%00.0%ManufacturingSPLVInvesco S&P 500 Low Volatility ETF$0$246,836 ▼-100.0%00.0%ETFFBNDFidelity Total Bond ETF$0$200,451 ▼-100.0%00.0%ETFADTADT$0$117,997 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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