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CIK: 0001888831
Total reported value
$244.4M
$244.4M
150 檔
17.8%
The Q4 2025 SEC filing reveals that Innova Wealth Partners held a total portfolio value of $244.4M, covering 150 public equity positions.
In Q4 2025, Innova Wealth Partners displayed an active expansion posture, initiating 17 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DBMF, SHY, BOXX) accounted for 17.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 6.07% | +2.11% | +1178.68% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 5.66% | -5.95% | -24.98% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.98% | -0.12% | -2.54% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.28% | -0.19% | -32.69% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.94% | +0.21% | +24.80% | |
| 6 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.60% | +0.40% | +13.71% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.54% | -2.24% | -7.95% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 2.52% | +1.64% | +90.12% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | +1.99% | -54.62% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.38% | +0.02% | -4.74% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.36% | -0.36% | +93.75% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.28% | -0.29% | -3.93% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 2.25% | +2.04% | NEW | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.14% | +0.04% | +90.57% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 2.07% | +1.48% | — | |
| 16 | XLE | Ss Energy Select Sector | ETF-Other | 2.01% | -0.68% | +104.96% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | -0.19% | +7.77% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | +0.01% | +7.91% | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.80% | — | +166.54% | |
| 20 | XLB | Ss Materials Select Sector | ETF-Other | 1.79% | -0.15% | +83.02% | |
| 21 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.72% | +0.17% | +105.91% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | -0.11% | +7.63% | |
| 23 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.54% | -0.12% | +11.25% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.53% | -0.17% | -0.23% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +0.82% | -19.41% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.41% | -0.18% | +7.12% | |
| 27 | SVIX | -1x Short Vix Futures ETF | ETF-Other | 1.37% | +0.85% | NEW | |
| 28 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 1.21% | +0.46% | +24.91% | |
| 29 | RWX | State Street Spdr Dow Jones | ETF-Other | 1.20% | -0.26% | EXIT | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.11% | -0.41% | +10.68% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.09% | +0.75% | -4.13% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | +1.03% | -3.83% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.02% | +0.56% | +198.72% | |
| 34 | ROMO | Strategy Shares Newfound/res | ETF-Other | 0.90% | -0.04% | -0.09% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.82% | -1.03% | -40.39% | |
| 36 | QLD | Proshares Ultra Qqq | ETF-Other | 0.81% | +0.18% | +90.64% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.23% | +16.83% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | +3.82% | |
| 39 | CMI | Cummins Inc | Stock-Industrials | 0.70% | +0.10% | +0.11% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.23% | +1.73% | |
| 41 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.64% | — | +0.97% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | +0.02% | +3.09% | |
| 43 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.52% | +0.02% | +21.78% | |
| 44 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | +0.20% | +5.00% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.18% | +7.77% | |
| 46 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.47% | +0.22% | +1.18% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | — | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | +20.96% | |
| 49 | RSSX | Return Stacked US St G/b ETF | ETF-Other | 0.40% | -0.07% | +67.56% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.14% | +0.83% |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 150 disclosed positions in Q4 2025.
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Top New Position Initiated
XLV
市值: $4.1M
Top Position Liquidated / Trimmed
TLT
前期市值: $893.5K
During Q4 2025, Innova Wealth Partners's top holdings by market value included DBMF (6.1%)、SHY (5.7%)、BOXX (4.0%). The largest single position, DBMF, represented 6.1% of total portfolio value.
In Q4 2025, Innova Wealth Partners made 50 total portfolio adjustments, initiating 17 new buys, adding to 18 positions, trimming 10 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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