Portfolio (Quarterly) Guide ↗

Innovative Wealth Building LLC

· CIK 0002062596

13F Portfolio $142M AUM 70 positions Filed May 4, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 10 New 37 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	HD	HOME DEPOT INC	Consumer Cyclical	685	$236K	0.17%	SOLD

Sector Allocation

Financial Services 50.2%

Technology 21.1%

Consumer Cyclical 10.2%

Utilities 7.2%

Industrials 5.5%

Healthcare 2.6%

Energy 1.6%

Consumer Defensive 1.4%