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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, JAAA, BOXX, SPY, RSST, and represent 22.11% of Innova Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: EFA (+$5.1M), VGK, XLC, JAAA, IEF, XOM, RWX, VXUS, FRDM, BOXX.
Started 12 new stock positions in AVEM, XOM, RWX, VOT, GE, GLDM, TOST, EQX, TLT, EFO. NOK, NKE.
Reduced shares in these 10 stocks: ICF (-$7.6M), XLU, SHY, , EWJ, QQQ, XLF, PDBC, EEM, AGG.
Sold out of its positions in CPRX, CSCO, YOU, GLW, DRN, Exxon Mobil Corporation, ICF, ORLA, SO, STM.
Innova Wealth Partners was a net buyer of stock by $9.8M.
Innova Wealth Partners has $256M in assets under management (AUM), dropping by 4.78%.
Central Index Key (CIK): 0001888831

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Portfolio Holdings for Innova Wealth Partners

Innova Wealth Partners holds 171 positions in its portfolio as reported in the September 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)	5.6	$14M	-8%	176k	81.20	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.7	$12M	+20%	240k	50.47	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.5	$12M	+7%	98k	118.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.9	$9.9M	+4%	13k	762.61	View chart
Tidal Trust Ii Return Stckd Us (RSST)	3.4	$8.7M	+3%	246k	35.45	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	2.9	$7.5M	+11%	230k	32.53	View chart
Tidal Trust Ii Retu S Yiel Etf (RSSY)	2.6	$6.6M		251k	26.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.6	$6.5M	+342%	63k	103.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.2	$5.7M	-10%	60k	94.54	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	2.0	$5.2M	+9%	269k	19.47	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.8	$4.6M	-3%	23k	195.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$4.5M		6.4k	700.82	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.7	$4.3M	-5%	70k	61.50	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.6	$4.1M	-16%	213k	19.30	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	1.6	$4.0M	-18%	76k	53.40	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$4.0M	+7%	57k	70.61	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.6	$4.0M	+424%	46k	86.80	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.6	$4.0M		57k	69.33	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.5	$4.0M	-3%	24k	168.42	View chart
Microsoft Corporation (MSFT)	1.4	$3.7M	+5%	7.2k	512.91	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	1.4	$3.6M	-4%	22k	166.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$3.5M	-23%	4.8k	739.77	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	1.4	$3.5M	-3%	43k	80.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$3.5M		15k	233.31	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	1.3	$3.4M	-4%	71k	48.70	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	1.3	$3.4M	+651%	31k	110.97	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.2	$3.1M	+10%	8.3k	374.25	View chart
Apple (AAPL)	1.2	$3.0M		9.1k	333.02	View chart
Tidal Trust Ii Retu Stac Bd Etf (RSBY)	0.9	$2.3M	+21%	130k	17.83	View chart
Vs Trust -1x Shrt Vix Fut (SVIX)	0.9	$2.3M	-7%	81k	28.73	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.8	$2.2M	+373%	24k	89.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$2.1M	+81%	25k	84.96	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$2.1M	+58%	70k	30.00	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.8	$2.1M	+4%	15k	138.78	View chart
Eli Lilly & Co. (LLY)	0.8	$2.0M		1.8k	1157.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$2.0M	-6%	34k	59.31	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.8	$2.0M	+2%	9.1k	220.34	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.9M	-11%	5.1k	380.86	View chart
Tidal Trust Ii Return Stacked (RSIT)	0.7	$1.8M	+37%	82k	21.72	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.7	$1.8M	+101%	25k	69.96	View chart
Ea Series Trust Us Quan Value (QVAL)	0.7	$1.7M	+7%	30k	58.36	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.7	$1.7M		18k	95.65	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.6	$1.6M	+7%	23k	72.10	View chart
Abbvie (ABBV)	0.6	$1.6M		6.1k	261.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$1.6M	+13%	7.5k	208.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.6M	+2%	20k	79.14	View chart
Amazon (AMZN)	0.6	$1.5M		6.1k	249.14	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.6	$1.5M	NEW	9.3k	162.75	View chart
Agnc Invt Corp Com reit (AGNC)	0.6	$1.5M	+3%	166k	9.07	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	+9%	6.3k	228.37	View chart
Cummins (CMI)	0.5	$1.4M		2.7k	516.54	View chart
Tidal Trust Ii Retu Sta Bds Etf (RSBA)	0.5	$1.4M	+7%	71k	19.83	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.5	$1.4M		23k	58.45	View chart
Strategy Newfound Reslv (ROMO)	0.5	$1.3M		37k	34.16	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$1.2M	+33%	51k	23.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$1.1M	+23%	16k	70.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$1.1M	+206%	4.8k	231.62	View chart
Ea Series Trust Intl Quan Value (IVAL)	0.4	$1.1M	+17%	31k	36.06	View chart
Spdr Index Shs Fds St Dow Intl Etf (RWX)	0.4	$1.0M	NEW	41k	25.37	View chart
Ea Series Trust Intl Quan Momntm (IMOM)	0.4	$1.0M	+13%	26k	40.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$962k	+65%	30k	32.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$944k	+2%	2.8k	340.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$936k		1.2k	765.85	View chart
Tidal Trust Ii Retur S Gold Etf (RSSX)	0.4	$898k	-7%	33k	26.92	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$893k	+33%	18k	48.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$880k	-43%	13k	66.79	View chart
Meta Platforms Cl A (META)	0.3	$868k		1.2k	725.00	View chart
Johnson & Johnson (JNJ)	0.3	$828k		3.1k	264.70	View chart
Visa Com Cl A (V)	0.3	$799k	+21%	2.2k	359.37	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$767k	-80%	19k	39.44	View chart
Broadcom (AVGO)	0.3	$731k		2.1k	351.12	View chart
Amgen (AMGN)	0.3	$726k	+2%	1.7k	421.51	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$699k	-9%	9.0k	78.03	View chart
Chevron Corporation (CVX)	0.3	$693k		3.4k	204.20	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$683k	+12%	1.3k	508.55	View chart
Proshares Tr Ultrpro Dow30 (UDOW)	0.3	$662k		11k	62.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$656k	+102%	14k	46.87	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$654k	+17%	7.0k	93.89	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$640k	+5%	1.4k	456.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$612k	+21%	3.9k	157.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$612k	+9%	2.2k	277.94	View chart
Halozyme Therapeutics (HALO)	0.2	$609k	+4%	5.5k	110.39	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$565k	+7%	8.3k	68.50	View chart
JPMorgan Chase & Co. (JPM)	0.2	$564k		1.7k	330.79	View chart
Mastercard Incorporated Cl A (MA)	0.2	$542k	+18%	983.00	551.38	View chart
International Business Machines (IBM)	0.2	$531k		2.4k	219.97	View chart
Bristol Myers Squibb (BMY)	0.2	$526k	+2%	8.4k	62.40	View chart
Constellation Energy (CEG)	0.2	$524k		2.1k	254.02	View chart
Philip Morris International (PM)	0.2	$517k		2.7k	190.84	View chart
Wal-Mart Stores Call Option (WMT)	0.2	$509k	+13%	4.9k	103.92	View chart
Allstate Corporation (ALL)	0.2	$498k	+32%	2.2k	221.85	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$488k	+12%	9.0k	54.51	View chart
Costco Wholesale Corporation (COST)	0.2	$487k		535.00	910.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$486k	NEW	5.2k	94.02	View chart
Nike CL B (NKE)	0.2	$475k	NEW	13k	35.40	View chart
Totalenergies Se Act (TTE)	0.2	$456k	+11%	5.3k	85.50	View chart
Main Street Capital Corporation (MAIN)	0.2	$453k		8.2k	55.05	View chart
Procter & Gamble Company (PG)	0.2	$452k	-21%	3.1k	145.27	View chart
Caterpillar (CAT)	0.2	$435k		536.00	810.79	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$430k		4.8k	90.11	View chart
Toast Cl A Call Option (TOST)	0.2	$426k	NEW	15k	28.99	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	0.2	$422k		14k	29.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$420k		5.1k	82.98	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$417k	+6%	230.00	1811.67	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.2	$400k	+16%	4.4k	91.65	View chart
Pepsi (PEP)	0.2	$399k		3.2k	126.72	View chart
Freeport Mcmoran CL B Call Option (FCX)	0.2	$399k	+3%	5.7k	70.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$393k		2.9k	136.04	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.2	$392k		12k	32.32	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$382k		1.8k	216.04	View chart
Verizon Communications (VZ)	0.1	$373k		8.1k	45.87	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$371k		3.4k	110.32	View chart
Consolidated Edison (ED)	0.1	$370k		3.6k	102.21	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$358k	+4%	10k	34.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$356k	+5%	1.0k	344.12	View chart
Williams Companies (WMB)	0.1	$356k		5.2k	67.97	View chart
Home Depot (HD)	0.1	$354k	+18%	1.2k	284.46	View chart
Ge Vernova (GEV)	0.1	$354k	+20%	372.00	950.49	View chart
American Electric Power Company (AEP)	0.1	$353k		3.0k	118.64	View chart
Chubb (CB)	0.1	$352k		1.1k	325.20	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$351k		7.0k	50.21	View chart
S&p Global (SPGI)	0.1	$349k	+5%	886.00	394.40	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.1	$345k		8.0k	42.81	View chart
Oracle Corporation (ORCL)	0.1	$342k		2.5k	137.32	View chart
Goldman Sachs (GS)	0.1	$341k		379.00	900.36	View chart
GSK Sponsored Adr (GSK)	0.1	$334k		6.9k	48.17	View chart
Equinox Gold Corp equities (EQX)	0.1	$330k	NEW	30k	11.11	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$330k	NEW	4.0k	82.19	View chart
Moody's Corporation (MCO)	0.1	$328k	+8%	722.00	454.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$328k		2.9k	112.10	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$327k	-77%	3.4k	97.45	View chart
Nokia Corp Sponsored Adr Call Option (NOK)	0.1	$319k	NEW	32k	10.14	View chart
Coca-Cola Company (KO)	0.1	$316k	+5%	3.7k	86.08	View chart
Lam Research Corp Com New (LRCX)	0.1	$315k		958.00	328.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$311k		610.00	509.49	View chart
Stanley Black & Decker (SWK)	0.1	$305k		3.4k	88.59	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$295k	+2%	1.5k	194.79	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$295k	+20%	8.2k	35.93	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$294k	+8%	7.2k	40.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$293k		1.6k	185.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$291k	+25%	585.00	497.95	View chart
Assurant (AIZ)	0.1	$290k	+12%	1.1k	263.41	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$283k	-65%	4.0k	71.69	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$277k		2.4k	117.53	View chart
Tractor Supply Company (TSCO)	0.1	$275k		8.8k	31.29	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$274k	-14%	2.5k	108.84	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$270k	NEW	3.5k	77.78	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$266k		2.6k	101.10	View chart
Dycom Industries (DY)	0.1	$259k		964.00	269.08	View chart
Merck & Co (MRK)	0.1	$255k		1.8k	145.34	View chart
Citizens & Northern Corporation (CZNC)	0.1	$252k		10k	25.02	View chart
Ge Aerospace Com New (GE)	0.1	$246k	NEW	789.00	312.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$245k	+11%	2.4k	104.04	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.1	$244k		11k	21.92	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$244k	+6%	1.6k	152.07	View chart
Lowe's Companies (LOW)	0.1	$241k		1.3k	184.31	View chart
McDonald's Corporation (MCD)	0.1	$241k	+21%	1.0k	230.94	View chart
Prudential Financial (PRU)	0.1	$236k		2.1k	113.60	View chart
Proshares Tr Ultr Msci Etf (EFO)	0.1	$236k	NEW	3.3k	71.36	View chart
Tesla Motors (TSLA)	0.1	$232k	+15%	655.00	354.81	View chart
AmerisourceBergen (COR)	0.1	$225k		750.00	300.16	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$224k		518.00	432.03	View chart
Brady Corp Cl A (BRC)	0.1	$222k	+3%	2.7k	83.49	View chart
Janus Detroit Str Tr Hendersn Sml Etf (JSMD)	0.1	$221k		2.5k	89.29	View chart
Innodata Com New (INOD)	0.1	$212k		3.2k	65.76	View chart
Proshares Tr Ultrpro S&p500 (UPRO)	0.1	$212k	-12%	1.4k	146.97	View chart
Bank of America Corporation (BAC)	0.1	$211k	-4%	3.9k	54.43	View chart
Wells Fargo & Company (WFC)	0.1	$211k		2.6k	80.05	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$208k	NEW	714.00	291.92	View chart
Caretrust Reit (CTRE)	0.1	$205k	+4%	5.6k	36.58	View chart
Public Service Enterprise (PEG)	0.1	$202k		3.0k	67.34	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 Q3 filed Oct. 21, 2026
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

View all past filings

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