Innovative Wealth Building LLC

CIK

2062596

Location

California, MD

Portfolio Value

Micro $14,596,722

Diversification

Diversified

Filing Date

Global Rank

#7,564 / 8,232 ▲ 214

Top Industry

Consumer Electronics 15.1%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed May 4, 2026 · 40d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+21.8%

SPY

+23.4%

Annualised alpha

-1.2%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

32.3%

−1.4 pts

Top 5

60.5%

−3.9 pts

Top 10

78.4%

−2.8 pts

HHI

1,359

Diversified−123

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	41.6%	$6,077,966	3
Technology	20.5%	$2,991,535	3
Financial Services	10.0%	$1,462,503	5
Consumer Cyclical	9.9%	$1,451,492	4
Utilities	7.0%	$1,024,666	1
Industrials	5.4%	$786,854	3
Healthcare	2.5%	$371,548	1
Energy	1.6%	$228,701	1
Consumer Defensive	1.4%	$201,457	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+1,140	3,573	$623,131
QQQ	Invesco Qqq Trust, Series 1	+290	8,180	$4,721,332
AAPL	Apple Inc.	+289	5,060	$1,284,177
AMZN	Amazon Com Inc	+218	1,613	$335,939
PNC	Pnc Financial Services Group, Inc.	+206	1,206	$250,956
JNJ	Johnson & Johnson	+121	1,520	$371,548
D	Dominion Energy, Inc	+105	16,575	$1,024,666
TSLA	Tesla, Inc.	+76	824	$306,322
BRK-B	Berkshire Hathaway Inc	+60	873	$418,341
MSFT	Microsoft Corp	+59	2,929	$1,084,227
JPM	Jpmorgan Chase & Co	+39	1,013	$297,984
BAC	Bank Of America Corp /De/	+28	4,777	$232,878
V	Visa Inc.	+18	868	$262,344
NOC	Northrop Grumman Corp /De/	+12	441	$300,867
MCD	Mcdonalds Corp	+10	1,804	$560,665
DIA	Spdr Dow Jones Industrial Average ETF Trust	+5	1,369	$634,107
SPY	Spdr S&P 500 ETF Trust	+1	1,111	$722,527
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
LOW	Lowes Companies Inc	−194	1,052	$248,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,348	$228,701
LHX	L3harris Technologies, Inc. /De/	587	$202,603
WMT	Walmart Inc.	1,621	$201,457
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HD	Home Depot, Inc.	685	$235,708
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $14,596,722 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	8,180	+290	$4,721,332	−2.6%	32.35%
AAPL	Apple Inc. Technology	Added	5,060	+289	$1,284,177	−1.0%	8.80%
MSFT	Microsoft Corp Technology	Added	2,929	+59	$1,084,227	−21.9%	7.43%
D	Dominion Energy, Inc Utilities	Added	16,575	+105	$1,024,666	+6.2%	7.02%
SPY	Spdr S&P 500 ETF Trust	Added	1,111	+1	$722,527	−4.5%	4.95%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,369	+5	$634,107	−3.3%	4.34%
NVDA	Nvidia Corp Technology	Added	3,573	+1,140	$623,131	+37.3%	4.27%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,804	+10	$560,665	+2.3%	3.84%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	873	+60	$418,341	+2.4%	2.87%
JNJ	Johnson & Johnson Healthcare	Added	1,520	+121	$371,548	+28.3%	2.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,613	+218	$335,939	+4.3%	2.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	824	+76	$306,322	−8.9%	2.10%
NOC	Northrop Grumman Corp /De/ Industrials	Added	441	+12	$300,867	+23.0%	2.06%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,013	+39	$297,984	−5.1%	2.04%
CAT	Caterpillar Inc Industrials	Held	400	0	$283,384	+23.7%	1.94%
V	Visa Inc. Financial Services	Added	868	+18	$262,344	−12.0%	1.80%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,206	+206	$250,956	+20.2%	1.72%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,052	-194	$248,566	−17.3%	1.70%
BAC	Bank Of America Corp /De/ Financial Services	Added	4,777	+28	$232,878	−10.8%	1.60%
XOM	Exxon Mobil Corp Energy	NEW	1,348	NEW	$228,701	NEW	1.57%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	587	NEW	$202,603	NEW	1.39%
WMT	Walmart Inc. Consumer Defensive	NEW	1,621	NEW	$201,457	NEW	1.38%