Innovative Wealth Building LLC Top Holdings and 13F Report (2026) About Innovative Wealth Building LLCInvestment ActivityInnovative Wealth Building LLC has $142.16 million in total holdings as of March 31, 2026.Innovative Wealth Building LLC owns shares of 70 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.60% of the portfolio was purchased this quarter.About 1.01% of the portfolio was sold this quarter.This quarter, Innovative Wealth Building LLC has purchased 61 new stocks and bought additional shares in 42 stocks.Innovative Wealth Building LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $51,830,847iShares Core S&P 500 ETF $8,094,004PGIM Ultra Short Bond ETF $7,427,086Dimensional U.S. Equity ETF $6,171,687Vanguard Information Technology ETF $4,817,823 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $427,254 Holding921909768 - Vanguard Total International Stock ETF $285,202 Holding922908595 - Vanguard Small-Cap Growth ETF $269,277 Holding464288679 - iShares Short Treasury Bond ETF $244,514 Holding82889N699 - Simplify Managed Futures Strategy ETF $235,928 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 5,646 shares (about $3.37M)iShares Core S&P 500 ETF 1,645 shares (about $1.07M)Vanguard Total Stock Market ETF 1,783 shares (about $571.97K)Vanguard Information Technology ETF 818 shares (about $570.74K)Vanguard Total Bond Market ETF 5,802 shares (about $427.25K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 5,143 shares (about $291.51K)Schwab Short-Term U.S. Treasury ETF 9,377 shares (about $227.58K)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 1,261 shares (about $157.79K)SPDR Portfolio S&P 500 High Dividend ETF 2,159 shares (about $98.28K)JPMorgan Nasdaq Equity Premium Income ETF 1,749 shares (about $97.11K) 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$51,830,847$3,373,765 â–²7.0%86,73936.5%ETFIVViShares Core S&P 500 ETF$8,094,004$1,074,541 â–²15.3%12,3915.7%ETFPULSPGIM Ultra Short Bond ETF$7,427,086$279,675 â–²3.9%150,0425.2%ETFDFUSDimensional U.S. Equity ETF$6,171,687$25,740 â–¼-0.4%87,0364.3%ETFVGTVanguard Information Technology ETF$4,817,823$570,743 â–²13.4%6,9053.4%ETFQQQInvesco QQQ$4,721,571$167,391 â–²3.7%8,1803.3%FinanceVOVanguard Mid-Cap ETF$4,219,060$200,456 â–²5.0%14,6913.0%ETFDGROiShares Core Dividend Growth ETF$4,165,150$39,581 â–¼-0.9%59,3502.9%ETFBKIEBNY Mellon International Equity ETF$3,752,106$1,588 â–²0.0%40,1602.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,555,232$64,227 â–¼-1.8%35,8142.5%FinanceIJRiShares Core S&P Small-Cap ETF$2,746,532$2,611 â–¼-0.1%22,0941.9%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$2,274,873$98,278 â–¼-4.1%49,9751.6%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,229,470$157,791 â–¼-6.6%17,8171.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$2,009,971$119,952 â–²6.3%54,5591.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$1,735,648$227,580 â–¼-11.6%71,5141.2%ETFIEFAiShares Core MSCI EAFE ETF$1,648,581$33,768 â–²2.1%18,2101.2%ETFVUGVanguard Growth ETF$1,464,519$172,091 â–²13.3%3,3531.0%ETFAAPLApple$1,284,288$73,352 â–²6.1%5,0600.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,267,126$571,971 â–²82.3%3,9500.9%ETFIUSGiShares Core S&P U.S. Growth ETF$1,254,554$3,412 â–²0.3%8,0880.9%ManufacturingVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,180,323$6,144 â–¼-0.5%23,6300.8%ManufacturingMSFTMicrosoft$1,084,292$21,841 â–²2.1%2,9290.8%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,079,254$291,508 â–¼-21.3%19,0410.8%ETFVBVanguard Small-Cap ETF$1,025,188$15,454 â–²1.5%3,9140.7%ETFDDominion Energy$1,024,650$6,491 â–²0.6%16,5750.7%UtilitiesVEAVanguard FTSE Developed Markets ETF$977,441$36,014 â–²3.8%15,2530.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$958,881$66,779 â–¼-6.5%7,2370.7%ETFIJHiShares Core S&P Mid-Cap ETF$909,840$2,566 â–¼-0.3%13,4730.6%ETFINCMFranklin Income Focus ETF$864,890$21,908 â–²2.6%30,0830.6%ETFIWRiShares Russell Mid-Cap ETF$787,418$47,056 â–²6.4%8,0990.6%ETFIUSViShares Core S&P U.S. Value ETF$770,453$9,509 â–²1.2%7,5350.5%ManufacturingARPPMV Adaptive Risk Parity ETF$763,886$376,138 â–²97.0%24,3440.5%ETFSPYSPDR S&P 500 ETF Trust$722,725$651 â–²0.1%1,1110.5%FinanceVLUEiShares MSCI USA Value Factor ETF$697,721$78,204 â–¼-10.1%4,9070.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$645,704$97,105 â–¼-13.1%11,6300.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$633,989$2,316 â–²0.4%1,3690.4%FinanceNVDANVIDIA$623,061$198,794 â–²46.9%3,5730.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$591,170$1,077 â–¼-0.2%6,0380.4%ETFVIGVanguard Dividend Appreciation ETF$587,334$78,498 â–²15.4%2,7310.4%ETFMCDMcDonald's$560,802$3,109 â–²0.6%1,8040.4%Retail/WholesaleVYMVanguard High Dividend Yield ETF$526,262$220,103 â–²71.9%3,5530.4%Financial ServicesSPMOInvesco S&P 500 Momentum ETF$456,760$177,031 â–²63.3%4,0740.3%ETFBNDVanguard Total Bond Market ETF$427,254$427,254 â–²New Holding5,8020.3%ETFBRK.BBerkshire Hathaway$418,342$28,752 â–²7.4%8730.3%FinanceVHTVanguard Health Care ETF$373,5850.0%1,3720.3%ETFJNJJohnson & Johnson$371,649$29,585 â–²8.6%1,5200.3%MedicalAMZNAmazon.com$335,940$45,403 â–²15.6%1,6130.2%Retail/WholesaleVTVVanguard Value ETF$328,065$86,333 â–²35.7%1,6720.2%ETFVVVanguard Large-Cap ETF$326,865$896 â–²0.3%1,0940.2%ETFVOOGVanguard S&P 500 Growth ETF$322,269$93,825 â–²41.1%7900.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$314,254$2,132 â–²0.7%5,3070.2%ETFTSLATesla$306,322$28,253 â–²10.2%8240.2%Auto/Tires/TrucksNOCNorthrop Grumman$300,640$8,181 â–²2.8%4410.2%AerospaceJPMJPMorgan Chase & Co.$298,042$11,474 â–²4.0%1,0130.2%FinanceVXUSVanguard Total International Stock ETF$285,202$285,202 â–²New Holding3,6990.2%ETFCATCaterpillar$283,3840.0%4000.2%IndustrialsSCHDSchwab US Dividend Equity ETF$283,329$18,776 â–²7.1%9,2350.2%ETFVBKVanguard Small-Cap Growth ETF$269,277$269,277 â–²New Holding8910.2%ETFVVisa$262,211$5,438 â–²2.1%8680.2%Business ServicesPNCThe PNC Financial Services Group$250,957$42,867 â–²20.6%1,2060.2%FinanceLOWLowe's Companies$248,605$45,845 â–¼-15.6%1,0520.2%Retail/WholesaleSHViShares Short Treasury Bond ETF$244,514$244,514 â–²New Holding2,2150.2%ETFCTASimplify Managed Futures Strategy ETF$235,928$235,928 â–²New Holding7,8070.2%ETFBACBank of America$232,892$1,365 â–²0.6%4,7770.2%FinanceXOMExxonMobil$228,666$228,666 â–²New Holding1,3480.2%EnergyQLDProShares Ultra QQQ$223,357$223,357 â–²New Holding3,6620.2%ETFVTEBVanguard Tax-Exempt Bond ETF$222,602$1,896 â–¼-0.8%4,4620.2%ETFBTALAGF U.S. Market Neutral Anti-Beta Fund$222,338$222,338 â–²New Holding15,9270.2%ETFLHXL3Harris Technologies$202,661$202,661 â–²New Holding5870.1%AerospaceWALMART INC$201,453$201,453 â–²New Holding1,6210.1%COMHDHome Depot$0$235,812 â–¼-100.0%00.0%Retail/WholesaleShowing 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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