Innovative Wealth Building LLC
Innovative Wealth Building LLC reported 86 holdings worth US$181M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Innovative Wealth Building LLC reported 86 holdings worth US$181M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Dominion Energy, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$181M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 8,767 | US$2.92M | 1.6% |
| Microsoft Corp. | 2,961 | US$1.52M | 0.84% |
| Dominion Energy, Inc. | 17,057 | US$1.03M | 0.57% |
| Nvidia Corporation | 4,368 | US$998K | 0.55% |
| At&t Inc. | 20,371 | US$497K | 0.28% |
| Johnson & Johnson | 1,742 | US$461K | 0.26% |
| Amazon.com, Inc. | 1,701 | US$424K | 0.23% |
| Mcdonald's Corporation | 1,813 | US$419K | 0.23% |
| Micron Technology, Inc. | 384 | US$409K | 0.23% |
| Berkshire Hathaway Inc. | 723 | US$360K | 0.20% |
| Caterpillar, Inc. | 412 | US$334K | 0.18% |
| Pnc Financial Services Group, Inc. (the) | 1,483 | US$330K | 0.18% |
| Jp Morgan Chase & Co. | 989 | US$327K | 0.18% |
| Visa Inc. | 839 | US$302K | 0.17% |
| Intel Corporation | 2,373 | US$285K | 0.16% |
| Tesla, Inc. | 774 | US$275K | 0.15% |
| Verizon Communications Inc. | 5,858 | US$269K | 0.15% |
| International Business Machines Corporation | 1,144 | US$252K | 0.14% |
| Lowe's Companies, Inc. | 1,318 | US$243K | 0.13% |
| Bank Of America Corporation | 4,455 | US$242K | 0.13% |
| Texas Instruments Incorporated | 850 | US$238K | 0.13% |
| Walmart Inc. | 2,148 | US$223K | 0.12% |
| Northrop Grumman Corporation | 445 | US$215K | 0.12% |
| Truist Financial Corporation | 4,373 | US$202K | 0.11% |
| Asml Holding Nv | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
Related