Innovative Wealth Building LLC: 13F holdings
CIK 20625962026Q2
| Positions | 84 |
|---|
| Reported value | $172.1m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 84 (+14 vs prior quarter) |
|---|
| Reported value | $172.1m (+21.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 89,416 | $61.4m | 35.7% |
| IVV ISHARES TR | 11,941 | $8.9m | 5.2% |
| PULS PGIM ETF TR | 162,456 | $8.0m | 4.7% |
| VGT VANGUARD WORLD FD | 58,592 | $7.0m | 4.1% |
| DFUS DIMENSIONAL ETF TRUST | 79,244 | $6.5m | 3.8% |
| QQQ INVESCO QQQ TR | 8,220 | $6.1m | 3.5% |
| VO VANGUARD INDEX FDS | 55,003 | $4.4m | 2.6% |
| DGRO ISHARES TR | 56,201 | $4.3m | 2.5% |
| BKIE BNY MELLON ETF TRUST | 41,755 | $4.2m | 2.4% |
| AGG ISHARES TR | 35,347 | $3.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2062596")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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