Innovative Wealth Building LLC - Portfolio Stock Holdings

Innovative Wealth Building LLC disclosed 87 stock positions in a recent SEC 13F filing. $169,332,367 of stock holdings were filed, with the largest holdings including VOO, IVV, and PULS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $657,212,436 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.