Innovative Wealth Building LLC

California, MD · CIK 2062596 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCalifornia, MD

$172.1m reported value +21.1% vs Q1 2026

84positions

66.4%in top 10

17 new 42 added 23 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	89,416	$61.4m35.68%	35.68%	Added +2.7k	+2,677 3.1%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	11,941	$8.9m5.19%	5.19%	Reduced -450	-450 -3.6%
3	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	162,456	$8.0m4.68%	4.68%	Added +12.4k	+12,414 8.3%
4	VANGUARD WORLD FD INF TECH ETF VGT	VGT	58,592	$7.0m4.07%	4.07%	Added +3.4k	+3,352 6.1%
5	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	79,244	$6.5m3.77%	3.77%	Reduced -7.8k	-7,792 -8.9%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	8,220	$6.1m3.52%	3.52%	Added +40	+40 0.5%
7	VANGUARD INDEX FDS MID CAP ETF VO	VO	55,003	$4.4m2.57%	2.57%	Reduced -3.8k	-3,761 -6.4%
8	ISHARES TR CORE DIV GRWTH DGRO	DGRO	56,201	$4.3m2.47%	2.47%	Reduced -3.1k	-3,149 -5.3%
9	BNY MELLON ETF TRUST INTERNATIONL EQT BKIE	BKIE	41,755	$4.2m2.44%	2.44%	Added +1.6k	+1,595 4.0%
10	ISHARES TR CORE US AGGBD ET AGG	AGG	35,347	$3.5m2.03%	2.03%	Reduced -467	-467 -1.3%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,014	$3.3m1.94%	1.94%	Added +5.1k	+5,064 128.2%
12	ISHARES TR CORE S&P SCP ETF IJR	IJR	22,137	$3.3m1.91%	1.91%	Added +43	+43 0.2%
13	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	55,531	$3.1m1.82%	1.82%	Added +36.5k	+36,490 191.6%
14	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	50,494	$2.4m1.40%	1.40%	Added +519	+519 1.0%
15	GOLDMAN SACHS ETF TR ACTIVEBETA US LG GSLC	GSLC	16,614	$2.4m1.37%	1.37%	Reduced -1.2k	-1,203 -6.8%
16	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	21,501	$1.9m1.08%	1.08%	Added +1.4k	+1,383 6.9%
17	ISHARES TR BROAD USD HIGH USHY	USHY	49,532	$1.8m1.07%	1.07%	Reduced -5.0k	-5,027 -9.2%
18	ISHARES TR CORE MSCI EAFE IEFA	IEFA	18,888	$1.8m1.06%	1.06%	Added +678	+678 3.7%
19	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	70,100	$1.7m0.98%	0.98%	Reduced -1.4k	-1,414 -2.0%
20	APPLE INC COM AAPL	AAPL	5,182	$1.5m0.87%	0.87%	Added +122	+122 2.4%
21	ISHARES TR CORE S&P US GWT IUSG	IUSG	7,433	$1.4m0.81%	0.81%	Reduced -655	-655 -8.1%
22	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	18,953	$1.4m0.81%	0.81%	Added +13.2k	+13,151 226.7%
23	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	15,509	$1.3m0.77%	0.77%	Added +11.8k	+11,810 319.3%
24	VANGUARD INDEX FDS SMALL CP ETF VB	VB	3,849	$1.2m0.68%	0.68%	Reduced -65	-65 -1.7%
25	ISHARES TR CORE S&P MCP ETF IJH	IJH	14,936	$1.2m0.67%	0.67%	Added +1.5k	+1,463 10.9%
26	DOMINION ENERGY INC COM D	D	16,729	$1.1m0.66%	0.66%	Added +154	+154 0.9%
27	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	22,589	$1.1m0.66%	0.66%	Reduced -1.0k	-1,041 -4.4%
28	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	15,345	$1.1m0.64%	0.64%	Added +92	+92 0.6%
29	MICROSOFT CORP COM MSFT	MSFT	2,929	$1.1m0.63%	0.63%	Unchanged
30	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	6,870	$1.0m0.59%	0.59%	Reduced -367	-367 -5.1%
31	ISHARES TR RUS MID CAP ETF IWR	IWR	8,787	$969.4k0.56%	0.56%	Added +688	+688 8.5%
32	FRANKLIN TEMPLETON ETF TR INCOME FOCUS ETF INCM	INCM	32,773	$945.7k0.55%	0.55%	Added +2.7k	+2,690 8.9%
33	ISHARES TR MSCI USA VALUE VLUE	VLUE	4,612	$921.5k0.54%	0.54%	Reduced -295	-295 -6.0%
34	ADVISORS INNER CIRCLE FD II PMV ADAPTIVE RSK ARP	ARP	28,142	$913.8k0.53%	0.53%	Added +3.8k	+3,798 15.6%
35	ISHARES TR CORE S&P US VLU IUSV	IUSV	7,696	$847.7k0.49%	0.49%	Added +161	+161 2.1%
36	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	5,193	$838.8k0.49%	0.49%	Added +1.1k	+1,119 27.5%
37	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,087	$811.5k0.47%	0.47%	Reduced -24	-24 -2.2%
38	NVIDIA CORPORATION COM NVDA	NVDA	3,894	$779.1k0.45%	0.45%	Added +321	+321 9.0%
39	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	11,826	$726.8k0.42%	0.42%	Added +196	+196 1.7%
40	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,371	$716.1k0.42%	0.42%	Added +2	+2 0.1%
41	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,884	$682.4k0.40%	0.40%	Added +153	+153 5.6%
42	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	5,401	$642.6k0.37%	0.37%	Reduced -637	-637 -10.6%
43	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,795	$599.7k0.35%	0.35%	Added +242	+242 6.8%
44	MCDONALDS CORP COM MCD	MCD	1,809	$488.9k0.28%	0.28%	Added +5	+5 0.3%
45	CATERPILLAR INC COM CAT	CAT	412	$438.7k0.25%	0.25%	Added +12	+12 3.0%
46	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,972	$429.7k0.25%	0.25%	Added +300	+300 17.9%
47	PNC FINL SVCS GROUP INC COM PNC	PNC	1,691	$416.3k0.24%	0.24%	Added +485	+485 40.2%
48	JOHNSON & JOHNSON COM JNJ	JNJ	1,586	$402.8k0.23%	0.23%	Added +66	+66 4.3%
49	ISHARES TR SHORT TREAS BD SHV	SHV	3,614	$398.8k0.23%	0.23%	Added +1.4k	+1,399 63.2%
50	AT&T INC COM T	T	19,173	$396.9k0.23%	0.23%	New
51	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	1,108	$381.1k0.22%	0.22%	Added +14	+14 1.3%
52	PROSHARES TR PSHS ULTRA QQQ QLD	QLD	3,903	$377.7k0.22%	0.22%	Added +241	+241 6.6%
53	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	4,791	$367.5k0.21%	0.21%	New
54	AMAZON COM INC COM AMZN	AMZN	1,538	$366.6k0.21%	0.21%	Reduced -75	-75 -4.7%
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	714	$357.3k0.21%	0.21%	Reduced -159	-159 -18.2%
56	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	7,253	$351.2k0.20%	0.20%	New
57	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	10,678	$338.6k0.20%	0.20%	Added +1.4k	+1,443 15.6%
58	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	908	$332.2k0.19%	0.19%	Added +17	+17 1.9%
59	MICRON TECHNOLOGY INC COM MU	MU	284	$328.0k0.19%	0.19%	New
60	JPMORGAN CHASE & CO COM JPM	JPM	987	$323.0k0.19%	0.19%	Reduced -26	-26 -2.6%
61	TESLA INC COM TSLA	TSLA	764	$321.3k0.19%	0.19%	Reduced -60	-60 -7.3%
62	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,053	$315.0k0.18%	0.18%	Reduced -319	-319 -23.2%
63	VISA INC COM CL A V	V	839	$287.8k0.17%	0.17%	Reduced -29	-29 -3.3%
64	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	439	$287.7k0.17%	0.17%	New
65	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	3,358	$277.5k0.16%	0.16%	Reduced -1.4k	-1,382 -29.2%
66	INTEL CORP COM INTC	INTC	1,888	$263.7k0.15%	0.15%	New
67	TEXAS INSTRS INC COM TXN	TXN	882	$262.9k0.15%	0.15%	New
68	BANK AMERICA CORP COM BAC	BAC	4,488	$255.7k0.15%	0.15%	Reduced -289	-289 -6.0%
69	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	1,864	$238.2k0.14%	0.14%	New
70	LOWES COS INC COM LOW	LOW	1,057	$233.1k0.14%	0.14%	Added +5	+5 0.5%
71	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	948	$230.3k0.13%	0.13%	New
72	EXXON MOBIL CORP COM XOM	XOM	1,675	$229.0k0.13%	0.13%	Added +327	+327 24.3%
73	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	3,767	$229.0k0.13%	0.13%	New
74	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	4,511	$228.2k0.13%	0.13%	Added +49	+49 1.1%
75	NORTHROP GRUMMAN CORP COM NOC	NOC	441	$224.4k0.13%	0.13%	Unchanged
76	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	8,453	$219.3k0.13%	0.13%	Added +646	+646 8.3%
77	TRUIST FINL CORP COM TFC	TFC	4,373	$217.9k0.13%	0.13%	New
78	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,704	$211.6k0.12%	0.12%	New
79	VERIZON COMMUNICATIONS INC COM VZ	VZ	4,984	$211.0k0.12%	0.12%	New
80	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	1,664	$207.6k0.12%	0.12%	New
81	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	104	$207.0k0.12%	0.12%	New
82	LAM RESEARCH CORP COM NEW LRCX	LRCX	474	$205.4k0.12%	0.12%	New
83	HOME DEPOT INC COM HD	HD	579	$204.2k0.12%	0.12%	New
84	AGF INVTS TR US MARKET NETRL BTAL	BTAL	17,542	$195.6k0.11%	0.11%	Added +1.6k	+1,615 10.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SERIES TRUST SPMD	SPMD	5,307	$314.3k5.3k shares
L3HARRIS TECHNOLOGIES INC LHX	LHX	587	$202.7k587 shares
WALMART INC WMT	WMT	1,621	$201.5k1.6k shares