DOSSIER · 13F-HR · Q2 2026

Innovative Wealth Building LLC

$172M in tracked AUM across 84 positions as of Q2 2026.

IW
CIK 0002062596 · last filed Jun 30, 2026
Total AUM
$172M
as of Q2 2026
Holdings
84
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Innovative Wealth Building LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$61M89K35.7%
02
IVV
ISHARES TR
$9M12K5.2%
03
PULS
PGIM ETF TR
$8M162K4.7%
04
VGT
VANGUARD WORLD FD
$7M59K4.1%
05
DFUS
DIMENSIONAL ETF TRUST
$6M79K3.8%
06
QQQ
INVESCO QQQ TR
$6M8K3.5%
07
VO
VANGUARD INDEX FDS
$4M55K2.6%
08
DGRO
ISHARES TR
$4M56K2.5%
09
BKIE
BNY MELLON ETF TRUST
$4M42K2.4%
10
AGG
ISHARES TR
$3M35K2.0%

Filing history

2026Q2Jun 30
$172M 21.1%
84 positionsView →
2026Q1Mar 31
$142M 3.6%
70 positionsView →
2025Q4Dec 31
$137M 234.9%
61 positionsView →
2025Q3Sep 30
$41M 66.0%
22 positionsView →
2025Q2Jun 30
$121M 262.0%
51 positionsLocked
2025Q1Mar 31
$33M 0.7%
22 positionsLocked
2024Q4Dec 31
$33M
22 positionsLocked