Innovative Wealth Building LLC
All 13F Filings
- Location
- California, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 142,163
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 70 | 142,163 | 13F-HR | Innovative Wealth Building LLC |
| 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 | 9.505 K | 6.7% | 0 | 48.84 K | -48.84 K |
| ETFs | 132.7 K | 93.3% | 55.74 K | 0 | 55.74 K |
| Other | 0 | 0.0% | 0 | 1.918 K | -1.918 K |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
142,163
Holdings
70
QoQ value change ($000)
4,983
(3.6%)
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.