Innovative Wealth Building LLC
Innovative Wealth Building LLC reported 84 holdings worth US$172M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Innovative Wealth Building LLC reported 84 holdings worth US$172M as of Jun 30, 2026. Largest: Apple Inc, Dominion Energy, Inc. and Microsoft Corp. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 84
- Value as reported
- US$172M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 5,182 | US$1.5M | 0.87% |
| Dominion Energy, Inc. | 16,729 | US$1.14M | 0.66% |
| Microsoft Corp. | 2,929 | US$1.09M | 0.63% |
| Nvidia Corporation | 3,894 | US$779K | 0.45% |
| Mcdonald's Corporation | 1,809 | US$489K | 0.28% |
| Caterpillar, Inc. | 412 | US$439K | 0.25% |
| Pnc Financial Services Group, Inc. (the) | 1,691 | US$416K | 0.24% |
| Johnson & Johnson | 1,586 | US$403K | 0.23% |
| At&t Inc. | 19,173 | US$397K | 0.23% |
| Amazon.com, Inc. | 1,538 | US$367K | 0.21% |
| Berkshire Hathaway Inc. | 714 | US$357K | 0.21% |
| Micron Technology, Inc. | 284 | US$328K | 0.19% |
| Jp Morgan Chase & Co. | 987 | US$323K | 0.19% |
| Tesla, Inc. | 764 | US$321K | 0.19% |
| Visa Inc. | 839 | US$288K | 0.17% |
| Intel Corporation | 1,888 | US$264K | 0.15% |
| Texas Instruments Incorporated | 882 | US$263K | 0.15% |
| Bank Of America Corporation | 4,488 | US$256K | 0.15% |
| Lowe's Companies, Inc. | 1,057 | US$233K | 0.14% |
| Exxon Mobil Corporation | 1,675 | US$229K | 0.13% |
| Northrop Grumman Corporation | 441 | US$224K | 0.13% |
| Truist Financial Corporation | 4,373 | US$218K | 0.13% |
| Verizon Communications Inc. | 4,984 | US$211K | 0.12% |
| Asml Holding Nv | 104 | US$207K | 0.12% |
| Lam Research Corporation | 474 | US$205K | 0.12% |
| Home Depot, Inc. (the) | 579 | US$204K | 0.12% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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