13F Filings History of Innovative Wealth Building LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$137,180,366
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 61 stock holdings with total value $137,180,366 as of Q4 2025. Top holdings included VOO, IVV, PULS, DFUS, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 61 $137,180,366 +$9,252,121 -$2,377,884 +$6,874,237 VOO, IVV, PULS, DFUS, QQQ 13F-HR 13 Feb 2026, 17:57
Q3 2025 55 $128,310,616 +$4,589,345 -$4,839,557 -$250,212 VOO, PULS, IVV, DFUS, QQQ 13F-HR 12 Nov 2025, 08:57
Q2 2025 51 $120,628,015 +$12,115,076 -$9,134,201 +$2,980,875 VOO, IVV, DFUS, PULS, VO 13F-HR 22 Jul 2025, 17:18
Q1 2025 50 $108,526,048 +$5,557,734 -$3,812,591 +$1,745,143 VOO, DFUS, IVV, DGRO, VO 13F-HR 25 Apr 2025, 09:58
Q4 2024 52 $110,552,404 $0 $0 $0 VOO, DFUS, IVV, DGRO, QQQ 13F-HR 24 Apr 2025, 11:47