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CIK: 0001888831
Total reported value
$244.4M
$244.4M
129 檔
19.5%
As reported in its official Q3 2025 Form 13F filing, Innova Wealth Partners's tracked investment portfolio stood at $244.4M with 129 total positions.
In Q3 2025, Innova Wealth Partners displayed an active expansion posture, initiating 13 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.10% | -5.95% | -25.49% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.70% | +1.99% | +125.75% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.68% | -0.19% | -2.33% | |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.32% | -0.12% | +4.54% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.96% | -2.24% | -11.37% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 2.77% | +1.64% | -9.69% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.69% | +0.02% | -10.28% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.66% | -0.36% | -5.26% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.53% | +0.21% | +18.78% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-Other | 2.52% | -0.29% | -9.84% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 2.46% | +2.04% | NEW | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.41% | +0.04% | -10.07% | |
| 13 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.29% | +0.40% | +5.31% | |
| 14 | SVIX | -1x Short Vix Futures ETF | ETF-Other | 2.28% | +0.85% | NEW | |
| 15 | RWX | State Street Spdr Dow Jones | ETF-Other | 2.21% | -0.26% | EXIT | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 2.10% | -0.68% | — | |
| 17 | XLB | Ss Materials Select Sector | ETF-Other | 2.07% | -0.15% | — | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | +0.82% | -2.08% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.86% | -0.19% | +6.74% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.01% | +1.40% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.73% | +0.17% | +2.36% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.11% | +2.57% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.54% | -0.17% | +13.59% | |
| 24 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.44% | -0.12% | +2.11% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.43% | -1.03% | +60.30% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | -0.18% | +1.58% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.23% | +0.75% | -13.49% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.16% | +1.03% | -14.27% | |
| 29 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 1.08% | +0.46% | -1.57% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.05% | -0.41% | -56.48% | |
| 31 | ROMO | Strategy Shares Newfound/res | ETF-Other | 1.02% | -0.04% | -1.13% | |
| 32 | QLD | Proshares Ultra Qqq | ETF-Other | 0.89% | +0.18% | +3.33% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.01% | +20.25% | |
| 34 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.72% | — | -40.89% | |
| 35 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.66% | — | -3.98% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.23% | +39.77% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.62% | +0.10% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.02% | -2.95% | |
| 39 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.52% | -2.39% | -63.84% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.23% | +14.75% | |
| 41 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | +0.20% | +343.78% | |
| 42 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.49% | +2.11% | -57.38% | |
| 43 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.49% | +0.22% | +34.65% | |
| 44 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.48% | -0.71% | EXIT | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.18% | +26.53% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.14% | +24.09% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | +13.46% | |
| 48 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.42% | +0.02% | +10.93% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.40% | -0.06% | +60.80% | |
| 50 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.39% | -0.11% | EXIT |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 129 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SHY, SPY, GLD) accounted for 19.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLY
市值: $4.5M
Top Position Liquidated / Trimmed
BIL
前期市值: $3.1M
During Q3 2025, Innova Wealth Partners's top holdings by market value included SHY (8.1%)、SPY (5.7%)、GLD (4.7%). The largest single position, SHY, represented 8.1% of total portfolio value.
In Q3 2025, Innova Wealth Partners made 50 total portfolio adjustments, initiating 13 new buys, adding to 24 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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