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TERRY EVERETT PARHAM JR

Innovative Wealth Building Llc

Assets Managed
$142.163M
Holdings
70
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
3.64%(2Q avg: 5.28%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Innovative Wealth Building Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 70 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.163M in assets, with a quarterly growth rate of 3.64% and a 2-quarter average growth rate of 5.28%. 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 6.97%
36.46%
$51.831M
86,739 shares@ $597.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 15.31%
5.7%
$8.094M
12,391 shares@ $653.22 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 3.92%
5.23%
$7.427M
150,042 shares@ $49.51 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Decreased -0.41%
4.35%
$6.172M
87,036 shares@ $70.91 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 13.44%
3.39%
$4.818M
6,905 shares@ $697.73 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.68%
3.33%
$4.722M
8,180 shares@ $577.21 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 4.99%
2.97%
$4.219M
14,691 shares@ $287.19 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Decreased -0.94%
2.93%
$4.165M
59,350 shares@ $70.18 avg price
BKIE
Bny Mellon Intl Eqty Etf
Recent Activity
Increased 0.05%
2.64%
$3.752M
40,160 shares@ $93.43 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.77%
2.51%
$3.555M
35,814 shares@ $99.27 avg price

1-10 of 70