Innovative Wealth Building LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 12, 2025
Value $
$128M
Signature - Title
Terry Everett Parham Jr - MANAGING MEMBER AND CCO
Location
California, MD
Summary
This page shows a list of all the recent 13F filings made by Innovative Wealth Building LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Innovative Wealth Building LLC reported 55 stock holdings with total value $128M as of Q3 2025. Top holdings included VOO, PULS, IVV, DFUS, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 55 $128M +$4.59M -$4.84M -$250K VOO, PULS, IVV, DFUS, QQQ 13F-HR 11/12/2025, 08:57 AM
Q2 2025 51 $121M +$12.1M -$9.13M +$2.98M VOO, IVV, DFUS, PULS, VO 13F-HR 7/22/2025, 05:18 PM
Q1 2025 50 $109M +$5.56M -$3.81M +$1.75M VOO, DFUS, IVV, DGRO, VO 13F-HR 4/25/2025, 09:58 AM
Q4 2024 52 $111M $0 $0 VOO, DFUS, IVV, DGRO, QQQ 13F-HR 4/24/2025, 11:47 AM