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TERRY EVERETT PARHAM JR

Innovative Wealth Building Llc

Assets Managed
$172.132M
Holdings
84
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
21.09%(2Q avg: 12.36%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Innovative Wealth Building Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Innovative Wealth Building Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 172.132M in assets, with a quarterly growth rate of 21.09% and a 2-quarter average growth rate of 12.36%. The portfolio is managed by TERRY EVERETT PARHAM JR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 3.09%
35.68%
$61.412M
89,416 shares@ $686.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -3.63%
5.2%
$8.942M
11,941 shares@ $748.87 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 8.28%
4.68%
$8.05M
162,456 shares@ $49.56 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 748.55%
4.07%
$7.003M
58,592 shares@ $119.52 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -8.95%
3.78%
$6.493M
79,244 shares@ $81.94 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.49%
3.52%
$6.053M
8,220 shares@ $736.4 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 274.4%
2.58%
$4.432M
55,003 shares@ $80.57 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -5.3%
2.48%
$4.259M
56,201 shares@ $75.79 avg price
BKIE
Bny Mellon Intl Eqty Etf
Recent Activity
Increased 3.98%
2.45%
$4.201M
41,755 shares@ $100.6 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.3%
2.04%
$3.499M
35,347 shares@ $98.99 avg price

1-10 of 84