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CIK: 0002062596
Total reported value
$172.1M
$172.1M
61 檔
44.6%
In Q4 2025, Innovative Wealth Building LLC's U.S. equity holdings reached a combined market value of $172.1M, distributed across 61 disclosed stock positions.
In Q4 2025, Innovative Wealth Building LLC displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 37.07% | -0.78% | +10.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.37% | -0.49% | +3.36% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.22% | -0.54% | +2.07% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.73% | -0.57% | -4.32% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.53% | +0.20% | +4.14% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.34% | +0.68% | +1.47% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.03% | -0.46% | +2.28% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.96% | -0.40% | -3.28% | |
| 9 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 2.71% | -0.20% | +0.84% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.65% | -0.47% | -2.80% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.94% | -0.02% | +1.44% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.84% | -0.20% | -6.94% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.64% | -0.20% | -8.09% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.44% | -0.24% | -9.05% | |
| 15 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.40% | -0.34% | -18.32% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.10% | -0.04% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.05% | +15.63% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.01% | -0.13% | +3.83% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.01% | +1.06% | -4.71% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.99% | -0.07% | +1.99% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.03% | +2.54% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.86% | -0.17% | -4.04% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.74% | -0.08% | -3.41% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.04% | +12.79% | |
| 25 | D | Dominion Energy Inc | Stock-Utilities | 0.70% | -0.06% | -0.93% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.05% | +14.01% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | +0.03% | +11.40% | |
| 28 | INCM | Franklin Income Focus ETF | ETF-Other | 0.60% | -0.06% | -2.76% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.57% | -0.03% | -12.30% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.56% | -0.05% | -0.23% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.04% | +0.09% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.54% | +0.05% | -13.24% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | +0.01% | +3.41% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.53% | +1.05% | +27.92% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | -0.03% | +0.44% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.05% | -3.65% | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.11% | +0.56% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.01% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | +0.01% | +24.51% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.08% | +16.48% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-Other | 0.29% | -0.08% | -7.23% | |
| 42 | ARP | Pmv Adaptive Risk Parity ETF | ETF-Other | 0.27% | -0.01% | — | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.25% | -0.01% | +0.55% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.03% | +1.08% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | -0.03% | +25.90% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.02% | +0.52% | |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.22% | -0.22% | EXIT | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.22% | -0.03% | +33.26% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.22% | -0.01% | +23.91% | |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.22% | +0.17% | — |
According to official SEC Form 13F filings, Innovative Wealth Building LLC reported a total U.S. public equity portfolio value of $172.1M across 61 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, PULS) accounted for 44.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VIG
市值: $520.0K
Top Position Liquidated / Trimmed
SPYV
前期市值: $228.9K
During Q4 2025, Innovative Wealth Building LLC's top holdings by market value included VOO (37.1%)、IVV (5.4%)、PULS (5.2%). The largest single position, VOO, represented 37.1% of total portfolio value.
In Q4 2025, Innovative Wealth Building LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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