Innovative Wealth Building LLC filed a Form 13F-HR on October 14, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 86 total positions held by the firm, managed by Terry Everett Parham Jr.
The firm's largest holding is the Vanguard Index Funds Morningstar Small Cap Growth ETF, which comprises 2,797,964 shares. This is followed by the Vanguard Index Funds Morningstar Large Cap Growth ETF with 2,476,902 shares and the Vanguard Index Funds Morningstar Small Cap ETF with 1,482,474 shares.
Among individual stocks, the firm holds significant positions in Apple Inc., with 2,919,594 shares, and Microsoft Corporation, with 1,518,737 shares. Other notable individual stock holdings include NVIDIA Corporation (997,509 shares), Amazon.com Inc. (423,804 shares), and Johnson & Johnson (461,228 shares).
The filing also includes a substantial allocation to fixed income ETFs, with the PGIM Ultra Short Bond ETF holding 8,135,366 shares and the Vanguard Total International Stock ETF holding 2,345,660 shares.
