Innovative Wealth Building LLC
Net buyer this quarter
$172M
35
+$2.83M
12.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PULS | $8.05M | 4.68% | 0.93% | +8.3% | Q4 2024 |
 QQQ | $6.05M | 3.52% | Not reported | +0.5% | Q4 2024 |
 AAPL | $1.5M | 0.87% | 0.00% | +2.4% | Q4 2024 |
 D | $1.14M | 0.66% | 0.00% | +0.9% | Q4 2024 |
 MSFT | $1.09M | 0.63% | 0.00% | Not reported | Q4 2024 |
 INCM | $946K | 0.55% | 0.01% | +8.9% | Q4 2024 |
 VLUE | $922K | 0.54% | Not reported | -6.0% | Q4 2024 |
 ARP | $914K | 0.53% | 0.07% | +15.6% | Q4 2025 |
 SPY | $812K | 0.47% | Not reported | -2.2% | Q4 2024 |
 NVDA | $779K | 0.45% | 0.00% | +9.0% | Q4 2024 |
| DIA | $716K | 0.42% | Not reported | +0.2% | Q4 2024 |
 VYM | $600K | 0.35% | Not reported | +6.8% | Q4 2024 |
 MCD | $489K | 0.28% | 0.00% | +0.3% | Q4 2024 |
 CAT | $439K | 0.25% | 0.00% | +3.0% | Q4 2025 |
 PNC | $416K | 0.24% | 0.00% | +40.2% | Q3 2025 |
 JNJ | $403K | 0.23% | 0.00% | +4.3% | Q4 2024 |
 T | $397K | 0.23% | 0.00% | New | Q2 2026 |
 AMZN | $367K | 0.21% | 0.00% | -4.7% | Q4 2024 |
 BRK.B | $357K | 0.21% | Not reported | -18.2% | Q1 2025 |
 MU | $328K | 0.19% | 0.00% | New | Q2 2026 |
 JPM | $323K | 0.19% | 0.00% | -2.6% | Q4 2024 |
 TSLA | $321K | 0.19% | 0.00% | -7.3% | Q4 2024 |
 V | $288K | 0.17% | 0.00% | -3.3% | Q1 2025 |
 SMH | $288K | 0.17% | Not reported | New | Q2 2026 |
 INTC | $264K | 0.15% | 0.00% | New | Q2 2026 |
 TXN | $263K | 0.15% | 0.00% | Not reported | Q4 2024 |
 BAC | $256K | 0.15% | 0.00% | -6.1% | Q3 2025 |
 LOW | $233K | 0.14% | 0.00% | +0.5% | Q3 2025 |
 XOM | $229K | 0.13% | 0.00% | +24.3% | Q1 2026 |
 NOC | $224K | 0.13% | 0.00% | Not reported | Q4 2024 |
 TFC | $218K | 0.13% | 0.00% | New | Q2 2026 |
 VZ | $211K | 0.12% | 0.00% | New | Q2 2026 |
 ASML | $207K | 0.12% | 0.00% | New | Q2 2026 |
 LRCX | $205K | 0.12% | 0.00% | New | Q2 2026 |
 HD | $204K | 0.12% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| PULS | $7.43M | 5.22% | 0.86% | +3.9% | Q4 2024 |
| QQQ | $4.72M | 3.32% | Not reported | +3.7% | Q4 2024 |
| AAPL | $1.28M | 0.90% | 0.00% | +6.1% | Q4 2024 |
| MSFT | $1.08M | 0.76% | 0.00% | +2.1% | Q4 2024 |
| D | $1.02M | 0.72% | 0.00% | +0.6% | Q4 2024 |
| INCM | $865K | 0.61% | 0.01% | +2.6% | Q4 2024 |
| ARP | $764K | 0.54% | 0.06% | +97.0% | Q4 2025 |
| SPY | $723K | 0.51% | Not reported | +0.1% | Q4 2024 |
| VLUE | $698K | 0.49% | Not reported | -10.1% | Q4 2024 |
| DIA | $634K | 0.45% | Not reported | +0.4% | Q4 2024 |
| NVDA | $623K | 0.44% | 0.00% | +46.9% | Q4 2024 |
| MCD | $561K | 0.39% | 0.00% | +0.6% | Q4 2024 |
| VYM | $526K | 0.37% | Not reported | +71.9% | Q4 2024 |
| BRK.B | $418K | 0.29% | Not reported | +7.4% | Q1 2025 |
| JNJ | $372K | 0.26% | 0.00% | +8.7% | Q4 2024 |
| AMZN | $336K | 0.24% | 0.00% | +15.6% | Q4 2024 |
| SPMD | $314K | 0.22% | Not reported | +0.7% | Q4 2025 |
| TSLA | $306K | 0.22% | 0.00% | +10.2% | Q4 2024 |
| NOC | $301K | 0.21% | 0.00% | +2.8% | Q4 2024 |
| JPM | $298K | 0.21% | 0.00% | +4.0% | Q4 2024 |
| CAT | $283K | 0.20% | 0.00% | Not reported | Q4 2025 |
| V | $262K | 0.18% | 0.00% | +2.1% | Q1 2025 |
| PNC | $251K | 0.18% | 0.00% | +20.6% | Q3 2025 |
| LOW | $249K | 0.17% | 0.00% | -15.6% | Q3 2025 |
| BAC | $233K | 0.16% | 0.00% | +0.6% | Q3 2025 |
| XOM | $229K | 0.16% | 0.00% | New | Q1 2026 |
 LHX | $203K | 0.14% | 0.00% | New | Q1 2026 |
 WMT | $201K | 0.14% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| PULS | $7.16M | 5.22% | 0.82% | +2.1% | Q4 2024 |
| QQQ | $4.85M | 3.53% | Not reported | +4.1% | Q4 2024 |
| MSFT | $1.39M | 1.01% | 0.00% | +3.8% | Q4 2024 |
| AAPL | $1.3M | 0.95% | 0.00% | +2.5% | Q4 2024 |
| D | $965K | 0.70% | 0.00% | -0.9% | Q4 2024 |
| INCM | $822K | 0.60% | 0.01% | -2.8% | Q4 2024 |
| SPY | $757K | 0.55% | Not reported | +0.1% | Q4 2024 |
| VLUE | $746K | 0.54% | Not reported | -13.2% | Q4 2024 |
| DIA | $655K | 0.48% | Not reported | +0.4% | Q4 2024 |
| MCD | $548K | 0.40% | 0.00% | +0.6% | Q4 2024 |
| NVDA | $454K | 0.33% | 0.00% | +24.5% | Q4 2024 |
| BRK.B | $409K | 0.30% | Not reported | +16.5% | Q1 2025 |
| ARP | $373K | 0.27% | 0.03% | New | Q4 2025 |
| TSLA | $336K | 0.25% | 0.00% | +1.1% | Q4 2024 |
| AMZN | $322K | 0.23% | 0.00% | +25.9% | Q4 2024 |
| JPM | $314K | 0.23% | 0.00% | +0.5% | Q4 2024 |
| SPMD | $305K | 0.22% | Not reported | New | Q4 2025 |
| LOW | $301K | 0.22% | 0.00% | +33.3% | Q3 2025 |
| V | $298K | 0.22% | 0.00% | +23.9% | Q1 2025 |
| VYM | $297K | 0.22% | Not reported | +0.3% | Q4 2024 |
| JNJ | $289K | 0.21% | 0.00% | Not reported | Q4 2024 |
| BAC | $261K | 0.19% | 0.00% | +5.6% | Q3 2025 |
| NOC | $245K | 0.18% | 0.00% | -4.5% | Q4 2024 |
| HD | $236K | 0.17% | 0.00% | New | Q4 2025 |
| CAT | $229K | 0.17% | 0.00% | New | Q4 2025 |
| PNC | $209K | 0.15% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| PULS | $7.05M | 5.49% | 0.81% | +11.5% | Q4 2024 |
| QQQ | $4.55M | 3.54% | Not reported | +5.9% | Q4 2024 |
| MSFT | $1.43M | 1.12% | 0.00% | +8.5% | Q4 2024 |
| AAPL | $1.18M | 0.92% | 0.00% | +3.5% | Q4 2024 |
| D | $1.02M | 0.79% | 0.00% | +1.1% | Q4 2024 |
| INCM | $836K | 0.65% | 0.01% | +13.3% | Q4 2024 |
| VLUE | $787K | 0.61% | Not reported | -24.2% | Q4 2024 |
| SPY | $739K | 0.58% | Not reported | -1.9% | Q4 2024 |
| DIA | $630K | 0.49% | Not reported | +7.7% | Q4 2024 |
| MCD | $542K | 0.42% | 0.00% | +0.6% | Q4 2024 |
| NVDA | $365K | 0.28% | 0.00% | +7.0% | Q4 2024 |
| BRK.B | $351K | 0.27% | Not reported | Not reported | Q1 2025 |
| TSLA | $329K | 0.26% | 0.00% | +0.3% | Q4 2024 |
| JPM | $306K | 0.24% | 0.00% | +0.4% | Q4 2024 |
| VYM | $290K | 0.23% | Not reported | +12.7% | Q4 2024 |
| NOC | $273K | 0.21% | 0.00% | +0.5% | Q4 2024 |
| AMZN | $243K | 0.19% | 0.00% | +11.4% | Q4 2024 |
| LOW | $235K | 0.18% | 0.00% | New | Q3 2025 |
| V | $234K | 0.18% | 0.00% | +0.2% | Q1 2025 |
| BAC | $232K | 0.18% | 0.00% | New | Q3 2025 |
| PNC | $201K | 0.16% | 0.00% | New | Q3 2025 |