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Innova Wealth Partners

Latest statistics and disclosures from Innova Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SHY, BOXX, JAAA, SPY, RSST, and represent 21.93% of Innova Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: DBMF (+$5.3M), XLF, SPY, XLK, XLV, VEA, ICF, SVIX, PDBC, VWO.
Started 21 new stock positions in MAGS, CRDO, CTRE, SVIX, XLF, YOU, UPRO, Return Stacked International Stocks & Managed Futures Etf, USIG, CPRX. BAC, TSCO, JSMD, BX, INOD, FCX, ASML, CSCO, IWV, SCHG, SCHR.
Reduced shares in these 10 stocks: SHY (-$10M), IEF (-$6.0M), VGK (-$5.4M), AGG, EFA, BIL, TLT, EEM, GLW, XLI.
Sold out of its positions in EXE, EURL, DOW, TLT, NEE, PFE, UGL, EFO, RWX, VBIL.
Innova Wealth Partners was a net buyer of stock by $20M.
Innova Wealth Partners has $244M in assets under management (AUM), dropping by 15.65%.
Central Index Key (CIK): 0001888831

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Portfolio Holdings for Innova Wealth Partners

Innova Wealth Partners holds 169 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY)	6.5	$16M	-39%	193k	82.11	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.4	$11M	+11%	91k	117.09	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.1	$10M	+21%	200k	50.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.8	$9.3M	+111%	13k	746.75	View chart
Tidal Trust Ii Return Stckd Us (RSST)	3.2	$7.7M	+14%	237k	32.69	View chart
Ishares Tr Select Us Reit (ICF)	3.1	$7.6M	+51%	112k	67.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$6.6M	-36%	67k	98.98	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	2.6	$6.3M	+514%	206k	30.61	View chart
Tidal Trust Ii Retu S Yiel Etf (RSSY)	2.6	$6.3M	+22%	247k	25.53	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	2.0	$5.0M	NEW	93k	53.61	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	1.9	$4.7M	+7%	245k	19.04	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.9	$4.6M	+520%	24k	190.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$4.6M	+60%	6.2k	736.42	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	1.8	$4.4M	-2%	97k	45.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$4.3M		6.3k	686.80	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.7	$4.2M	-13%	23k	185.23	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.7	$4.0M	+90%	254k	15.88	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.6	$3.9M	-6%	74k	53.11	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.6	$3.9M		58k	67.38	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.6	$3.9M	+1463%	25k	158.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$3.8M	+217%	53k	71.25	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	1.5	$3.7M	+3%	74k	50.83	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.5	$3.7M	+12%	45k	83.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$3.5M	-6%	15k	236.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.8M	-13%	7.5k	370.04	View chart
Apple (AAPL)	1.1	$2.6M	-12%	9.0k	289.37	View chart
Microsoft Corporation (MSFT)	1.0	$2.6M	+3%	6.9k	373.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$2.2M	+574%	36k	59.69	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.9	$2.1M	+28%	14k	149.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$2.1M	+10%	5.7k	368.38	View chart
Eli Lilly & Co. (LLY)	0.9	$2.1M	+19%	1.7k	1199.43	View chart
Vs Trust -1x Shrt Vix Fut (SVIX)	0.8	$2.1M	NEW	87k	23.78	View chart
Tidal Trust Ii Retu Stac Bd Etf (RSBY)	0.8	$2.0M	+79%	107k	18.45	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.8	$1.9M	+42%	8.9k	219.20	View chart
Cummins (CMI)	0.8	$1.9M		2.7k	713.21	View chart
Agnc Invt Corp Com reit (AGNC)	0.7	$1.8M	+8%	161k	10.90	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.7	$1.8M	-3%	18k	96.76	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.7	$1.7M	+29%	21k	78.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$1.6M	-41%	23k	68.41	View chart
Abbvie (ABBV)	0.6	$1.6M		6.2k	251.64	View chart
Ea Series Trust Us Quan Value (QVAL)	0.6	$1.5M	+33%	28k	55.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$1.5M	-59%	14k	103.88	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.5M	+80%	19k	76.55	View chart
Amazon (AMZN)	0.6	$1.5M	+42%	6.1k	238.33	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$1.4M	+62%	6.7k	212.76	View chart
Tidal Trust Ii Retu Sta Bds Etf (RSBA)	0.6	$1.4M	+53%	66k	21.05	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.6	$1.4M		23k	59.05	View chart
Ishares Msci Japan Etf (EWJ)	0.6	$1.4M	+4%	15k	93.27	View chart
Exxon Mobil Corporation (XOM)	0.5	$1.3M		9.6k	136.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$1.3M	+127%	44k	29.43	View chart
Strategy Newfound Reslv (ROMO)	0.5	$1.3M		38k	33.76	View chart
Tidal Trust Ii Return Stacked	0.5	$1.2M	NEW	60k	20.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.2M	-3%	14k	85.49	View chart
NVIDIA Corporation (NVDA)	0.5	$1.1M	+4%	5.7k	200.08	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.4	$984k	+31%	23k	43.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$976k	+11%	13k	74.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$957k	+6%	2.7k	353.28	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.4	$931k	NEW	38k	24.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$915k		1.2k	748.89	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.4	$907k	+44%	12k	72.90	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.4	$891k	+36%	26k	34.07	View chart
Tidal Trust Ii Retur S Gold Etf (RSSX)	0.3	$831k		36k	22.98	View chart
Proshares Tr Ultrapro Qqq Call Option (TQQQ)	0.3	$806k		10k	81.00	View chart
Johnson & Johnson (JNJ)	0.3	$794k		3.1k	253.94	View chart
Broadcom (AVGO)	0.3	$790k		2.1k	377.76	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$775k	-87%	8.8k	88.54	View chart
Listed Fds Tr Roun Ma Seve Etf Call Option (MAGS)	0.3	$733k	NEW	11k	64.30	View chart
Proshares Tr Ultrpro Dow30 (UDOW)	0.3	$730k		10k	70.09	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$704k	NEW	14k	51.29	View chart
International Business Machines (IBM)	0.3	$677k		2.4k	281.24	View chart
Meta Platforms Cl A (META)	0.3	$676k	+14%	1.2k	563.51	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$638k	+17%	1.3k	477.57	View chart
Visa Com Cl A (V)	0.3	$630k		1.8k	343.14	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$622k	+5%	1.2k	522.39	View chart
Amgen (AMGN)	0.2	$609k	+5%	1.7k	362.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$607k	+5%	2.0k	300.47	View chart
Procter & Gamble Company (PG)	0.2	$584k	-27%	4.0k	146.63	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$583k	+87%	5.9k	98.30	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$579k	+3%	7.7k	75.25	View chart
Caterpillar (CAT)	0.2	$573k		538.00	1064.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$568k	+39%	18k	31.71	View chart
Chevron Corporation (CVX)	0.2	$564k		3.4k	165.78	View chart
JPMorgan Chase & Co. (JPM)	0.2	$562k	-3%	1.7k	327.37	View chart
Constellation Energy (CEG)	0.2	$512k		2.1k	248.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$502k	+28%	3.2k	156.93	View chart
Costco Wholesale Corporation (COST)	0.2	$500k		534.00	935.71	View chart
Philip Morris International (PM)	0.2	$495k		2.7k	180.90	View chart
Wal-Mart Stores Call Option (WMT)	0.2	$489k		4.3k	113.26	View chart
Dycom Industries (DY)	0.2	$487k	-9%	964.00	505.59	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$486k	-92%	5.1k	94.56	View chart
Bristol Myers Squibb (BMY)	0.2	$475k	+15%	8.2k	57.62	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.2	$437k		14k	30.76	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.2	$435k	+30%	4.1k	107.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$429k		2.9k	148.31	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$428k	NEW	215.00	1989.44	View chart
Mastercard Incorporated Cl A (MA)	0.2	$427k	+3%	831.00	513.78	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$425k		8.0k	53.47	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$424k		5.1k	83.75	View chart
Pepsi (PEP)	0.2	$423k		3.1k	135.40	View chart
Main Street Capital Corporation (MAIN)	0.2	$419k		8.1k	51.88	View chart
Lam Research Corp Com New (LRCX)	0.2	$415k		958.00	433.33	View chart
Halozyme Therapeutics (HALO)	0.2	$414k	+23%	5.3k	78.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$411k	+637%	4.8k	86.14	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$406k	+5%	10k	40.72	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$403k	NEW	1.5k	271.95	View chart
Allstate Corporation (ALL)	0.2	$402k		1.7k	237.94	View chart
American Electric Power Company (AEP)	0.2	$401k		2.9k	136.79	View chart
Consolidated Edison (ED)	0.2	$397k		3.6k	110.62	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$390k		1.6k	246.13	View chart
Williams Companies (WMB)	0.2	$389k		5.2k	74.34	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$388k		1.8k	217.95	View chart
Goldman Sachs (GS)	0.2	$386k		382.00	1011.37	View chart
Corning Incorporated (GLW)	0.2	$385k	-65%	1.5k	255.43	View chart
Totalenergies Se Act (TTE)	0.2	$372k		4.8k	77.76	View chart
Home Depot (HD)	0.2	$371k		1.1k	352.53	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$371k	-5%	3.4k	110.35	View chart
Chubb (CB)	0.1	$365k		1.1k	340.59	View chart
Ge Vernova (GEV)	0.1	$364k		310.00	1174.86	View chart
GSK Sponsored Adr (GSK)	0.1	$364k		6.9k	52.42	View chart
Oracle Corporation (ORCL)	0.1	$363k		2.5k	146.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$352k		985.00	357.40	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$350k		7.0k	50.39	View chart
Verizon Communications (VZ)	0.1	$348k		8.2k	42.34	View chart
Freeport Mcmoran CL B (FCX)	0.1	$346k	NEW	5.5k	62.88	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$344k	+44%	2.9k	117.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$344k	NEW	2.9k	117.68	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$343k	-83%	3.7k	91.65	View chart
S&p Global (SPGI)	0.1	$343k	+21%	842.00	407.21	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$335k		6.9k	48.43	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.1	$335k		8.0k	41.62	View chart
Stanley Black & Decker (SWK)	0.1	$329k		3.5k	94.12	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$323k		12k	26.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$316k		619.00	509.65	View chart
Raytheon Technologies Corp (RTX)	0.1	$301k		1.6k	189.73	View chart
Moody's Corporation (MCO)	0.1	$301k		663.00	453.19	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$293k	+2%	6.7k	44.03	View chart
Lowe's Companies (LOW)	0.1	$288k		1.3k	220.46	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$286k		2.4k	121.43	View chart
Coca-Cola Company Call Option (KO)	0.1	$283k	+2%	3.5k	81.27	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$283k		2.6k	107.62	View chart
Orla Mining LTD New F (ORLA)	0.1	$280k	+37%	29k	9.79	View chart
Tractor Supply Company (TSCO)	0.1	$273k	NEW	8.6k	31.61	View chart
Assurant (AIZ)	0.1	$263k	+4%	978.00	268.43	View chart
Direxion Shares Etf Trust Dai Rea Bul Etf (DRN)	0.1	$257k	+83%	24k	10.54	View chart
Cisco Systems (CSCO)	0.1	$256k	NEW	2.2k	117.46	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$255k		11k	22.90	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$251k	NEW	2.5k	101.23	View chart
Stmicroelectronics N V Ny Registry Call Option (STM)	0.1	$247k	-68%	3.3k	74.89	View chart
Public Service Enterprise (PEG)	0.1	$244k	-7%	3.0k	81.16	View chart
Innodata Com New (INOD)	0.1	$241k	NEW	3.2k	75.58	View chart
Tesla Motors (TSLA)	0.1	$238k		565.00	420.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$235k	+11%	1.5k	156.30	View chart
Brady Corp Cl A (BRC)	0.1	$235k		2.6k	91.56	View chart
Citizens & Northern Corporation (CZNC)	0.1	$235k		10k	23.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$233k	-5%	465.00	500.39	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$232k	NEW	1.6k	141.79	View chart
McDonald's Corporation (MCD)	0.1	$231k		856.00	270.31	View chart
Clear Secure Com Cl A (YOU)	0.1	$231k	NEW	4.2k	55.73	View chart
Bank of America Corporation (BAC)	0.1	$231k	NEW	4.1k	56.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$230k	+7%	2.1k	109.43	View chart
Southern Company (SO)	0.1	$229k		2.4k	95.71	View chart
Merck & Co (MRK)	0.1	$229k		1.8k	128.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$229k	NEW	6.8k	33.84	View chart
Prudential Financial (PRU)	0.1	$222k		2.1k	107.93	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$221k	NEW	517.00	426.61	View chart
Wells Fargo & Company (WFC)	0.1	$217k		2.6k	82.64	View chart
Caretrust Reit (CTRE)	0.1	$216k	NEW	5.4k	40.35	View chart
AmerisourceBergen (COR)	0.1	$212k		750.00	282.83	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$211k	NEW	6.7k	31.43	View chart

Past Filings by Innova Wealth Partners

SEC 13F filings are viewable for Innova Wealth Partners going back to 2021

Innova Wealth Partners 2026 Q2 filed July 15, 2026
Innova Wealth Partners 2026 Q1 filed April 24, 2026
Innova Wealth Partners 2025 Q4 filed Jan. 7, 2026
Innova Wealth Partners 2025 Q3 filed Dec. 2, 2025
Innova Wealth Partners 2025 Q2 filed July 28, 2025
Innova Wealth Partners 2025 Q1 filed May 6, 2025
Innova Wealth Partners 2024 Q4 filed Jan. 8, 2025
Innova Wealth Partners 2024 Q3 filed Oct. 30, 2024
Innova Wealth Partners 2024 Q2 filed Aug. 13, 2024
Innova Wealth Partners 2024 Q1 filed May 16, 2024
Innova Wealth Partners 2023 Q4 filed Feb. 8, 2024
Innova Wealth Partners 2023 Q3 filed Oct. 23, 2023
Innova Wealth Partners 2023 Q2 filed July 13, 2023
Innova Wealth Partners 2023 Q1 filed April 25, 2023
Innova Wealth Partners 2022 Q4 filed Jan. 17, 2023
Innova Wealth Partners 2022 Q3 filed Oct. 18, 2022

View all past filings

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