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Innovative Wealth Building LLC

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13F filer, CIK 2062596, California, MD

Innovative Wealth Building LLC reported $128,310,616 across 55 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 70.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-25-000247

Period
2025-09-30
Reported value
$128M
Holdings
55
Top 10 weight
70.12%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+1,805$1.11M
PULSadded+14,529$724K
JEPIadded+6,573$375K
QQQadded+419$252K
SCHDnew+9,074$248K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GSLCreduced-7,135-$930K
IJJreduced-3,796-$492K
DGROreduced-6,757-$460K
IJRreduced-3,745-$445K
DFUSreduced-6,062-$439K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0002085853-25-000247, largest first. % of portfolio is the value over $128,310,616, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,241 shares; 2025Q1: 67,389 shares; 2025Q2: 71,290 shares; 2025Q3: 73,095 shares 73,095$44.8M34.89%+1,805Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,816 shares; 2025Q1: 56,576 shares; 2025Q2: 126,935 shares; 2025Q3: 141,464 shares 141,464$7.05M5.49%+14,529Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,553 shares; 2025Q1: 11,282 shares; 2025Q2: 11,015 shares; 2025Q3: 10,397 shares 10,397$6.96M5.42%-618Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,937 shares; 2025Q1: 109,855 shares; 2025Q2: 97,411 shares; 2025Q3: 91,349 shares 91,349$6.62M5.16%-6,062Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,586 shares; 2025Q1: 8,576 shares; 2025Q2: 7,157 shares; 2025Q3: 7,576 shares 7,576$4.55M3.54%+419Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,434 shares; 2025Q1: 4,806 shares; 2025Q2: 5,672 shares; 2025Q3: 5,999 shares 5,999$4.48M3.49%+327Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,156 shares; 2025Q1: 16,224 shares; 2025Q2: 14,964 shares; 2025Q3: 14,467 shares 14,467$4.25M3.31%-497Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,124 shares; 2025Q1: 70,157 shares; 2025Q2: 65,337 shares; 2025Q3: 58,580 shares 58,580$3.99M3.11%-6,757Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,902 shares; 2025Q1: 34,025 shares; 2025Q2: 40,067 shares; 2025Q3: 37,510 shares 37,510$3.76M2.93%-2,557Timeline
BKIEBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,055 shares; 2025Q1: 11,215 shares; 2025Q2: 37,643 shares; 2025Q3: 39,808 shares 39,808$3.56M2.78%+2,165Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,066 shares; 2025Q1: 28,956 shares; 2025Q2: 27,636 shares; 2025Q3: 20,501 shares 20,501$2.67M2.08%-7,135Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,538 shares; 2025Q1: 26,851 shares; 2025Q2: 25,547 shares; 2025Q3: 21,802 shares 21,802$2.59M2.02%-3,745Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,976 shares; 2025Q1: 68,743 shares; 2025Q2: 58,680 shares; 2025Q3: 56,724 shares 56,724$2.5M1.95%-1,956Timeline
USHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,628 shares; 2025Q1: 81,923 shares; 2025Q2: 70,500 shares; 2025Q3: 62,813 shares 62,813$2.37M1.85%-7,687Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,964 shares; 2025Q1: 116,287 shares; 2025Q2: 106,189 shares; 2025Q3: 88,944 shares 88,944$2.17M1.69%-17,245Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,659 shares; 2025Q1: 26,007 shares; 2025Q2: 19,056 shares; 2025Q3: 17,844 shares 17,844$1.56M1.21%-1,212Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,333 shares; 2025Q1: 17,753 shares; 2025Q2: 18,806 shares; 2025Q3: 25,379 shares 25,379$1.45M1.13%+6,573Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,411 shares; 2025Q1: 2,454 shares; 2025Q2: 2,547 shares; 2025Q3: 2,764 shares 2,764$1.43M1.12%+217Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,714 shares; 2025Q1: 11,659 shares; 2025Q2: 7,757 shares; 2025Q3: 7,909 shares 7,909$1.3M1.01%+152Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,587 shares; 2025Q3: 24,753 shares 24,753$1.25M0.98%+2,166Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,357 shares; 2025Q1: 2,030 shares; 2025Q2: 2,592 shares; 2025Q3: 2,559 shares 2,559$1.23M0.96%-33Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,450 shares; 2025Q1: 4,511 shares; 2025Q2: 4,494 shares; 2025Q3: 4,653 shares 4,653$1.18M0.92%+159Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,749 shares; 2025Q1: 13,206 shares; 2025Q2: 11,810 shares; 2025Q3: 8,014 shares 8,014$1.04M0.81%-3,796Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,113 shares; 2025Q1: 16,274 shares; 2025Q2: 16,443 shares; 2025Q3: 16,625 shares 16,625$1.02M0.79%+182Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,559 shares; 2025Q1: 12,461 shares; 2025Q2: 15,536 shares; 2025Q3: 15,255 shares 15,255$877K0.68%-281Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,163 shares; 2025Q1: 4,100 shares; 2025Q2: 3,433 shares; 2025Q3: 3,418 shares 3,418$869K0.68%-15Timeline
INCMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,542 shares; 2025Q1: 18,237 shares; 2025Q2: 26,609 shares; 2025Q3: 30,153 shares 30,153$836K0.65%+3,544Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,435 shares; 2025Q1: 12,779 shares; 2025Q2: 12,788 shares; 2025Q3: 12,128 shares 12,128$791K0.62%-660Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,500 shares; 2025Q1: 9,155 shares; 2025Q2: 8,294 shares; 2025Q3: 6,290 shares 6,290$787K0.61%-2,004Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,987 shares; 2025Q1: 29,081 shares; 2025Q2: 12,870 shares; 2025Q3: 12,886 shares 12,886$772K0.6%+16Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,849 shares; 2025Q1: 13,832 shares; 2025Q2: 7,418 shares; 2025Q3: 7,459 shares 7,459$746K0.58%+41Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 1,147 shares; 2025Q2: 1,130 shares; 2025Q3: 1,109 shares 1,109$739K0.58%-21Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,365 shares; 2025Q1: 5,490 shares; 2025Q2: 6,325 shares; 2025Q3: 7,364 shares 7,364$711K0.55%+1,039Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,658 shares; 2025Q1: 11,263 shares; 2025Q2: 5,979 shares; 2025Q3: 6,278 shares 6,278$656K0.51%+299Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,773 shares; 2025Q1: 1,801 shares; 2025Q2: 1,261 shares; 2025Q3: 1,358 shares 1,358$630K0.49%+97Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 1,840 shares; 2025Q2: 1,638 shares; 2025Q3: 1,694 shares 1,694$556K0.43%+56Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,758 shares; 2025Q2: 1,774 shares; 2025Q3: 1,784 shares 1,784$542K0.42%+10Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,542 shares; 2025Q1: 1,511 shares; 2025Q2: 1,470 shares; 2025Q3: 1,479 shares 1,479$384K0.3%+9Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,867 shares; 2025Q1: 2,203 shares; 2025Q2: 1,826 shares; 2025Q3: 1,954 shares 1,954$365K0.28%+128Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 698 shares; 2025Q3: 698 shares 698$351K0.27%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 1,085 shares 1,085$334K0.26%+195Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 755 shares; 2025Q1: 806 shares; 2025Q2: 783 shares; 2025Q3: 758 shares 758$330K0.26%-25Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 818 shares; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 740 shares 740$329K0.26%+2Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 856 shares; 2025Q1: 943 shares; 2025Q2: 965 shares; 2025Q3: 969 shares 969$306K0.24%+4Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,590 shares; 2025Q1: 2,607 shares; 2025Q2: 1,829 shares; 2025Q3: 2,061 shares 2,061$290K0.23%+232Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 443 shares; 2025Q1: 445 shares; 2025Q2: 447 shares; 2025Q3: 449 shares 449$273K0.21%+2Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,196 shares; 2025Q3: 1,345 shares 1,345$251K0.2%+149Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,074 shares 9,074$248K0.19%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 923 shares; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,108 shares 1,108$243K0.19%+113Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 935 shares 935$235K0.18%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 685 shares; 2025Q3: 686 shares 686$234K0.18%+1Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,498 shares 4,498$232K0.18%newTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,893 shares; 2025Q1: 9,569 shares; 2025Q2: 4,095 shares; 2025Q3: 4,136 shares 4,136$229K0.18%+41Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,355 shares; 2025Q1: 4,378 shares; 2025Q2: 4,415 shares; 2025Q3: 4,452 shares 4,452$223K0.17%+37Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$201K0.16%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-25-000247 base2025-11-12acceptance time not in the bulk data set