Innovative Wealth Building LLC
All 13F Filings
- Location
- California, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 172,132
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 84 | 172,132 | 13F-HR | Innovative Wealth Building LLC |
| 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 | 12.27 K | 7.1% | 2.76 K | 0 | 2.76 K |
| ETFs | 159.9 K | 92.9% | 27.21 K | 0 | 27.21 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
172,132
Holdings
84
QoQ value change ($000)
29,969
(21.1%)
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.