DOSSIER · 13F-HR · Q3 2026

Innovative Wealth Building LLC

$181M in tracked AUM across 86 positions as of Q3 2026.

IW
CIK 0002062596 · last filed Sep 30, 2026
Total AUM
$181M
as of Q3 2026
Holdings
86
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Innovative Wealth Building LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$63M90K34.9%
02
IVV
ISHARES TR
$10M13K5.3%
03
PULS
PGIM ETF TR
$8M164K4.5%
04
VGT
VANGUARD WORLD FD
$7M55K3.8%
05
QQQ
INVESCO QQQ TR
$7M9K3.6%
06
DFUS
DIMENSIONAL ETF TRUST
$6M72K3.3%
07
VTI
VANGUARD INDEX FDS
$5M14K2.9%
08
BKIE
BNY MELLON ETF TRUST
$4M125K2.3%
09
DGRO
ISHARES TR
$4M52K2.2%
10
VO
VANGUARD INDEX FDS
$4M49K2.1%

Filing history

2026Q3Sep 30
$181M▲ 5.0%
86 positionsView →
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 positionsLocked
2025Q2Jun 30
$121M▲ 262.0%
51 positionsLocked
2025Q1Mar 31
$33M▲ 0.7%
22 positionsLocked
2024Q4Dec 31
$33M—
22 positionsLocked