Portfolio (Quarterly) Guide ↗

Innovative Wealth Building LLC

· CIK 0002062596

13F Portfolio $172M AUM 84 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 17 New 39 Added 21 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SPMD	SPDR SERIES TRUST	—	5,307	$314K	0.22%	SOLD
2	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	587	$203K	0.14%	SOLD
3	WMT	WALMART INC	Consumer Defensive	1,621	$201K	0.14%	SOLD

Sector Allocation

Financial Services 49.4%

Technology 25.2%

Consumer Cyclical 8.8%

Utilities 6.2%

Industrials 3.6%

Communication Services 3.3%

Healthcare 2.2%

Energy 1.2%