Innovative Wealth Building LLC
Annual return '25
+16.2%
SPY '25
+17.7%
Alpha
-1.5ptsvs SPY
Invested
$142.2M
Holdings
71
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q3 2025: Increased +2.5% (71.3k → 73.1k shares)
36.5%
02
$IVV
ISHARES TR
Q3 2025: Sold 5.6% (11.0k → 10.4k shares)
5.7%
03
$PULS
PGIM ETF TR
Q3 2025: Increased +11.4% (126.9k → 141.5k shares)
5.2%
04
$DFUS
DIMENSIONAL ETF TRUST
Q3 2025: Sold 6.2% (97.4k → 91.3k shares)
4.3%
05
$VGT
VANGUARD WORLD FD
Q3 2025: Increased +5.8% (5.7k → 6.0k shares)
3.4%
06
$NDQ
INVESCO QQQ TR
Q3 2025: Increased +5.8% (7.2k → 7.6k shares)
3.3%
07
$VO
VANGUARD INDEX FDS
Q3 2025: Sold 3.3% (15.0k → 14.5k shares)
3.0%
08
$DGRO
ISHARES TR
Q3 2025: Sold 10.3% (65.3k → 58.6k shares)
2.9%
09
$BKIE
BNY MELLON ETF TRUST
Q3 2025: Increased +5.8% (37.6k → 39.8k shares)
2.6%
10
$AGG
ISHARES TR
Q1 2026: New position (140.2k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.