INNOVATIVE WEALTH BUILDING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | D | 17K | $1.02M |
 | AAPL | 5K | $1.28M |
 | BAC | 5K | $232.89K |
 | NVDA | 4K | $623.06K |
 | MSFT | 3K | $1.08M |
 | MCD | 2K | $560.80K |
 | WMT | 2K | $201.45K |
 | AMZN | 2K | $335.94K |
 | JNJ | 2K | $371.65K |
 | XOM | 1K | $228.67K |
 | PNC | 1K | $250.96K |
 | LOW | 1K | $248.60K |
 | JPM | 1K | $298.04K |
 | BRK-B | 873 | $418.34K |
 | V | 868 | $262.21K |
 | TSLA | 824 | $306.32K |
 | LHX | 587 | $202.66K |
 | NOC | 441 | $300.64K |
 | CAT | 400 | $283.38K |
Dominion Energy, Inc.
D
Shares Held
17K
Value
$1.02M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.28M
Bank of America Corporation
BAC
Shares Held
5K
Value
$232.89K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$623.06K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.08M
McDonald's Corporation
MCD
Shares Held
2K
Value
$560.80K
Walmart Inc.
WMT
Shares Held
2K
Value
$201.45K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$335.94K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$371.65K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$228.67K
The PNC Financial Services Group, Inc.
PNC
Shares Held
1K
Value
$250.96K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$248.60K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$298.04K
Berkshire Hathaway Inc.
BRK-B
Shares Held
873
Value
$418.34K
Visa Inc.
V
Shares Held
868
Value
$262.21K
Tesla, Inc.
TSLA
Shares Held
824
Value
$306.32K
L3Harris Technologies, Inc.
LHX
Shares Held
587
Value
$202.66K
Northrop Grumman Corporation
NOC
Shares Held
441
Value
$300.64K
Caterpillar Inc.
CAT
Shares Held
400
Value
$283.38K