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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, AGG, BOXX, JAAA, IEF, and represent 28.84% of Innova Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SHY (+$15M), IEF (+$6.0M), AGG (+$5.4M), VGK, ICF, XLP, JAAA, EFA, BIL, RSSY.
Started 22 new stock positions in DVY, TSM, RSBA, IMCG, EURL, SCHD, EFO, LRCX, DRN, STM. MRK, SCHX, SPDW, DOW, TIP, RSSB, SWK, IMOM, NEE, TLT, IVAL, XLP.
Reduced shares in these 10 stocks: DBMF (-$12M), GLD, , XLC, XLK, XLV, XLY, SVIX, EWJ, VWO.
Sold out of its positions in ADP, BAC, CAH, CRWD, DIS, FNF, HAL, NVO, UBT, XLF. SVIX, GRAB, MDT, FROG.
Innova Wealth Partners was a net buyer of stock by $11M.
Innova Wealth Partners has $211M in assets under management (AUM), dropping by 6.40%.
Central Index Key (CIK): 0001888831

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Portfolio Holdings for Innova Wealth Partners

Innova Wealth Partners holds 158 positions in its portfolio as reported in the March 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)	12.4	$26M	+134%	318k	82.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.9	$10M	+108%	105k	99.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.5	$9.4M	+18%	81k	116.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.9	$8.3M	+42%	164k	50.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.1	$6.5M	+1282%	68k	95.44	View chart
Tidal Trust Ii Return Stckd Us (RSST)	2.8	$5.8M	+13%	207k	28.28	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.7	$5.7M	+645%	70k	82.43	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.3	$4.9M	-10%	80k	61.26	View chart
Select Sector Spdr Tr State Street Uti (XLU)	2.2	$4.6M	-8%	100k	45.89	View chart
Ishares Tr Select Us Reit (ICF)	2.2	$4.6M	+1084%	74k	61.89	View chart
Tidal Trust Ii Return Stacked U (RSSY)	2.1	$4.5M	+61%	201k	22.24	View chart
Select Sector Spdr Tr State Street Ind (XLI)	2.0	$4.3M	-8%	27k	161.73	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	2.0	$4.3M	+33%	227k	18.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$3.8M	-17%	5.9k	650.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.8	$3.7M	+8%	6.2k	597.54	View chart
Select Sector Spdr Tr State Street Mat (XLB)	1.7	$3.6M	-9%	71k	49.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.6	$3.4M	+110%	35k	97.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$3.4M	-7%	16k	215.06	View chart
Select Sector Spdr Tr State Street Con (XLP)	1.5	$3.3M	NEW	40k	81.98	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.4	$3.0M		58k	51.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$2.8M	+4%	8.7k	320.79	View chart
Apple (AAPL)	1.2	$2.6M	-8%	10k	253.79	View chart
Microsoft Corporation (MSFT)	1.2	$2.5M		6.6k	370.20	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.1	$2.3M	-12%	133k	17.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.2M	-18%	3.9k	577.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.1	$2.2M	-2%	39k	56.79	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$2.2M	-68%	5.2k	430.29	View chart
Spdr Series Trust State Street Spd (BIL)	1.0	$2.1M	+465%	23k	91.64	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.6M	-10%	9.6k	169.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$1.5M	NEW	17k	86.69	View chart
Agnc Invt Corp Com reit (AGNC)	0.7	$1.5M	+53%	148k	10.03	View chart
Cummins (CMI)	0.7	$1.5M		2.7k	538.02	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.7	$1.4M	+43%	11k	124.40	View chart
Abbvie (ABBV)	0.6	$1.3M		6.2k	217.50	View chart
Eli Lilly & Co. (LLY)	0.6	$1.3M		1.5k	919.77	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.6	$1.3M	+24%	6.2k	203.79	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.6	$1.2M		23k	52.15	View chart
Strategy Newfound Reslv (ROMO)	0.6	$1.2M	-33%	38k	31.49	View chart
Ishares Msci Japan Etf (EWJ)	0.6	$1.2M	-68%	14k	84.44	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.5	$1.1M	-18%	19k	61.00	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.5	$1.1M	+202%	16k	68.31	View chart
Tidal Trust Ii Return Stacked B (RSBY)	0.5	$1.1M	+34%	60k	18.59	View chart
Ea Series Trust Us Quan Value (QVAL)	0.5	$1.1M	+170%	21k	52.14	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.1M	+294%	14k	77.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.1M	-51%	17k	64.08	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.5	$1.0M	-92%	34k	30.15	View chart
NVIDIA Corporation (NVDA)	0.5	$957k	-2%	5.5k	174.42	View chart
Amazon (AMZN)	0.4	$894k		4.3k	208.26	View chart
Tidal Trust Ii Return Stacked B (RSBA)	0.4	$886k	NEW	43k	20.76	View chart
Tidal Trust Ii Return Stacked U (RSSX)	0.4	$858k	+18%	37k	23.43	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$858k	+175%	12k	73.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$798k		1.2k	653.21	View chart
Procter & Gamble Company (PG)	0.4	$797k		5.5k	144.45	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$792k	+20%	11k	74.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$788k	+218%	4.1k	191.92	View chart
Johnson & Johnson (JNJ)	0.4	$757k	+7%	3.1k	244.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$730k		2.5k	286.88	View chart
Chevron Corporation (CVX)	0.3	$704k		3.4k	206.88	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.3	$691k	NEW	17k	39.83	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.3	$650k	NEW	19k	33.96	View chart
Broadcom (AVGO)	0.3	$647k	-2%	2.1k	309.58	View chart
Meta Platforms Cl A (META)	0.3	$598k	+40%	1.0k	572.24	View chart
Corning Incorporated (GLW)	0.3	$592k		4.4k	135.97	View chart
International Business Machines (IBM)	0.3	$582k		2.4k	242.34	View chart
Constellation Energy (CEG)	0.3	$576k		2.1k	279.32	View chart
Pfizer (PFE)	0.3	$569k	-6%	20k	28.08	View chart
Amgen (AMGN)	0.3	$562k	+39%	1.6k	351.91	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.3	$555k	+6%	7.4k	74.72	View chart
Spdr Index Shs Fds State Street Spd (RWX)	0.3	$550k	-75%	21k	26.62	View chart
Visa Com Cl A (V)	0.3	$547k		1.8k	302.22	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$541k	-13%	7.9k	68.14	View chart
Proshares Tr Ultrpro Dow30 (UDOW)	0.3	$533k		11k	50.18	View chart
Costco Wholesale Corporation (COST)	0.3	$532k		534.00	996.56	View chart
Wal-Mart Stores (WMT)	0.2	$528k		4.2k	124.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$523k	-8%	1.8k	294.23	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$523k	+10%	1.1k	463.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$518k	-88%	3.9k	132.90	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$494k	NEW	19k	25.64	View chart
Pepsi (PEP)	0.2	$491k		3.2k	155.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$476k	+12%	1.9k	247.95	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$469k	+87%	8.6k	54.65	View chart
Philip Morris International (PM)	0.2	$447k		2.7k	165.34	View chart
Totalenergies Se Act (TTE)	0.2	$438k		4.8k	90.98	View chart
Main Street Capital Corporation (MAIN)	0.2	$436k		8.2k	52.96	View chart
Bristol Myers Squibb (BMY)	0.2	$431k	+2%	7.1k	60.65	View chart
Proshares Tr Ultrapro Qqq Call Option (TQQQ)	0.2	$422k	+6%	10k	41.68	View chart
Verizon Communications (VZ)	0.2	$411k	-2%	8.2k	50.20	View chart
Consolidated Edison (ED)	0.2	$405k		3.6k	113.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$403k	+45%	806.00	499.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$394k	NEW	13k	30.68	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$393k	-34%	3.6k	110.39	View chart
American Electric Power Company (AEP)	0.2	$391k		3.0k	131.08	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.2	$387k	NEW	14k	27.21	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$385k	NEW	1.1k	337.95	View chart
GSK Sponsored Adr (GSK)	0.2	$383k	-12%	6.9k	55.19	View chart
Williams Companies (WMB)	0.2	$382k		5.2k	72.77	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$380k		5.1k	75.10	View chart
Caterpillar (CAT)	0.2	$379k		535.00	708.46	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$372k	+49%	9.5k	39.28	View chart
Lockheed Martin Corporation (LMT)	0.2	$370k		612.00	604.58	View chart
Oracle Corporation (ORCL)	0.2	$364k		2.5k	147.11	View chart
Stmicroelectronics N V Ny Registry Call Option (STM)	0.2	$363k	NEW	11k	34.55	View chart
Dycom Industries (DY)	0.2	$361k		1.1k	338.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$358k		2.9k	124.31	View chart
Home Depot (HD)	0.2	$352k		1.1k	328.98	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$351k		12k	28.95	View chart
Chubb (CB)	0.2	$351k	+18%	1.1k	326.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$348k	+10%	1.8k	196.19	View chart
Allstate Corporation (ALL)	0.2	$347k	+31%	1.7k	207.29	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$345k	-92%	3.1k	110.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$343k	+20%	2.5k	138.30	View chart
Orla Mining LTD New F (ORLA)	0.2	$335k	+14%	21k	16.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$333k		6.9k	48.05	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$326k		1.6k	205.79	View chart
Goldman Sachs (GS)	0.2	$323k		382.00	845.99	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$313k	NEW	6.8k	45.65	View chart
Lowe's Companies (LOW)	0.1	$309k		1.3k	236.23	View chart
Raytheon Technologies Corp (RTX)	0.1	$303k		1.6k	192.90	View chart
S&p Global (SPGI)	0.1	$294k	+13%	692.00	425.39	View chart
Direxion Shares Etf Trust Daily Ftse Europ (EURL)	0.1	$292k	NEW	7.7k	37.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$291k	-86%	5.4k	54.05	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	0.1	$291k		8.0k	36.18	View chart
Moody's Corporation (MCO)	0.1	$287k	+52%	657.00	436.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$284k	+7%	987.00	287.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$283k	+6%	647.00	436.79	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$282k	+18%	2.7k	106.15	View chart
Halozyme Therapeutics (HALO)	0.1	$277k	+18%	4.3k	64.63	View chart
Ge Vernova (GEV)	0.1	$271k		310.00	872.90	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$266k	+6%	6.5k	40.83	View chart
McDonald's Corporation (MCD)	0.1	$265k		854.00	310.79	View chart
Public Service Enterprise (PEG)	0.1	$264k		3.3k	80.95	View chart
Coca-Cola Company (KO)	0.1	$257k	+11%	3.4k	76.05	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$256k		11k	22.66	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$250k	NEW	3.2k	78.77	View chart
Stanley Black & Decker (SWK)	0.1	$249k	NEW	3.5k	71.06	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.1	$241k	-27%	3.9k	61.46	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$240k	-12%	3.2k	75.66	View chart
AmerisourceBergen (COR)	0.1	$237k		753.00	314.32	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$236k	+4%	493.00	479.20	View chart
Proshares Tr Ultr Msci Etf (EFO)	0.1	$236k	NEW	3.7k	63.60	View chart
Southern Company (SO)	0.1	$235k		2.4k	96.52	View chart
Chesapeake Energy Corp (EXE)	0.1	$232k		2.1k	109.79	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$230k	-94%	1.6k	146.61	View chart
Citizens & Northern Corporation (CZNC)	0.1	$225k		10k	22.34	View chart
Dow (DOW)	0.1	$225k	NEW	5.4k	41.66	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$222k	-94%	2.0k	108.98	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$220k		2.4k	93.31	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$216k	NEW	2.0k	110.36	View chart
Merck & Co (MRK)	0.1	$211k	NEW	1.8k	120.29	View chart
Tesla Motors (TSLA)	0.1	$210k	-16%	565.00	371.75	View chart
Wells Fargo & Company (WFC)	0.1	$209k		2.6k	79.61	View chart
Brady Corp Cl A (BRC)	0.1	$208k		2.6k	81.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$205k	NEW	1.4k	151.41	View chart
Assurant (AIZ)	0.1	$205k		940.00	217.84	View chart
Lam Research Corp Com New (LRCX)	0.1	$205k	NEW	958.00	213.66	View chart
Nextera Energy (NEE)	0.1	$204k	NEW	2.2k	92.87	View chart
Prudential Financial (PRU)	0.1	$201k		2.1k	97.69	View chart
Direxion Shares Etf Trust Daily Real Estat (DRN)	0.1	$114k	NEW	13k	8.59	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 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
Innova Wealth Partners 2022 Q2 filed July 11, 2022

View all past filings

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