Innovative Wealth Building LLC
All 13F Filings
- Location
- California, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 137,180
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 61 | 137,180 | 13F-HR | Innovative Wealth Building LLC |
| Q3 2025 | 11/12/2025 | 55 | 128,311 | 13F-HR | Innovative Wealth Building LLC |
| Q2 2025 | 7/22/2025 | 51 | 120,628 | 13F-HR | Innovative Wealth Building LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 58.34 K | 42.5% | 1.889 K | 0 | 1.889 K |
| ETFs | 76.92 K | 56.1% | 7.436 K | 0 | 7.436 K |
| Other | 1.918 K | 1.4% | 0 | 455 | -455 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
137,180
Holdings
61
QoQ value change ($000)
8,869
(6.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.