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CIK: 0001888831
Total reported value
$244.4M
$244.4M
158 檔
24.9%
As reported in its official Q1 2026 Form 13F filing, Innova Wealth Partners's tracked investment portfolio stood at $244.4M with 158 total positions.
In Q1 2026, Innova Wealth Partners displayed an active expansion posture, initiating 22 new positions and adding to 73 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 | 12.43% | -5.95% | +134.61% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.94% | -2.24% | +108.54% | |
| 3 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.47% | -0.12% | +18.43% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.92% | +0.21% | +42.78% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.08% | -2.88% | +1282.54% | |
| 6 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.77% | +0.40% | +13.55% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.71% | -2.39% | +645.29% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 2.30% | -0.68% | -10.82% | |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.17% | -0.36% | -8.98% | |
| 10 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 2.16% | +0.93% | +1084.79% | |
| 11 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 2.12% | +0.46% | +61.50% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 2.03% | -0.29% | -8.70% | |
| 13 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 2.03% | -0.12% | +33.17% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.82% | +1.99% | -17.95% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.01% | +8.99% | |
| 16 | XLB | Ss Materials Select Sector | ETF-Other | 1.68% | -0.15% | -9.32% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.63% | -1.03% | +110.05% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.62% | -0.19% | -7.73% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.54% | -0.01% | — | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.43% | +0.17% | -0.75% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | -0.18% | +4.49% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.23% | -0.17% | -8.25% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.11% | +1.74% | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.09% | +0.56% | -12.97% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.82% | -18.47% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.06% | -0.41% | -2.26% | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.19% | -68.48% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.98% | -0.84% | +465.42% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.23% | -10.79% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.71% | -0.71% | EXIT | |
| 31 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.70% | +0.02% | +53.22% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 0.69% | +0.10% | +0.04% | |
| 33 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.66% | +0.22% | +43.34% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.01% | -0.10% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.23% | -1.09% | |
| 36 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | +0.20% | +24.25% | |
| 37 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.56% | — | -0.97% | |
| 38 | ROMO | Strategy Shares Newfound/res | ETF-Other | 0.56% | -0.04% | -33.07% | |
| 39 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.56% | — | -68.42% | |
| 40 | QLD | Proshares Ultra Qqq | ETF-Other | 0.54% | +0.18% | -18.12% | |
| 41 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.53% | +0.15% | +202.82% | |
| 42 | RSBY | Return Stkd Bnd & Fut Yd ETF | ETF-Other | 0.53% | +0.28% | +34.63% | |
| 43 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.52% | +0.11% | +170.90% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | -0.04% | +294.66% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | +1.03% | -51.72% | |
| 46 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.48% | +2.11% | -92.17% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.02% | -2.63% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.18% | -1.74% | |
| 49 | RSBA | Retrn Stckd Bd & Mrgr Ar ETF | ETF-Other | 0.42% | +0.14% | — | |
| 50 | RSSX | Return Stacked US St G/b ETF | ETF-Other | 0.41% | -0.07% | +18.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +6.8% | +134.61% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +2.8% | +1282.54% | Add |
| 3 | AGG | Ishares Core U.s. Aggregate | +2.4% | +108.54% | Add |
| 4 | VGK | Vanguard Ftse Europe ETF | +2.3% | +645.29% | Add |
| 5 | ICF | Ishares Select U.s. Reit ETF | +2% | +1084.79% | Add |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +1% | +42.78% | Add |
| 7 | RSSY | Return Stacked US S&f Yd ETF | +0.9% | +61.50% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.8% | +110.05% | Add |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.8% | +465.42% | Add |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | +0.5% | +18.43% | Add |
| 11 | RSBT | Rtrn Stck Bnds & Mng Futures | +0.5% | +33.17% | Add |
| 12 | VXUS | Vanguard Total Intl Stock | +0.4% | +294.66% | Add |
| 13 | QMOM | Alpha US Quant Mom ETF | +0.4% | +202.82% | Add |
| 14 | QVAL | Alpha Arch US Qnt Value ETF | +0.3% | +170.90% | Add |
| 15 | XLE | Ss Energy Select Sector | +0.3% | -10.82% | Trim |
| 16 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | +175.15% | Add |
| 17 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +218.46% | Add |
| 18 | RZV | Invesco S&p Smallcap 600 Pur | +0.2% | +43.34% | Add |
| 19 | AGNC | Agnc Investment CORP | +0.2% | +53.22% | Add |
| 20 | RSBY | Return Stkd Bnd & Fut Yd ETF | +0.2% | +34.63% | Add |
| 21 | RSST | Return Stacked US Sm Ftr ETF | +0.2% | +13.55% | Add |
| 22 | PFE | Pfizer Inc | +0.2% | -6.39% | Trim |
| 23 | XOM | Exxon Mobil CORP | +0.1% | -10.79% | Trim |
| 24 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +87.67% | Add |
| 25 | GLW | Corning Inc | +0.1% | -0.75% | Trim |
| 26 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +24.25% | Add |
| 27 | AMGN | Amgen Inc | +0.1% | +39.75% | Add |
| 28 | PDBC | Invesco Optimum Yield Divers | +0.1% | -12.97% | Trim |
| 29 | CVX | Chevron CORP | +0.1% | +0.41% | Add |
| 30 | JNJ | Johnson & Johnson | +0.1% | +7.88% | Add |
| 31 | UTG | Reaves Utility Income Fund | +0.1% | +49.05% | Add |
| 32 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +20.18% | Add |
| 33 | TTE | TotalEnergies SE | +0.1% | -0.41% | Trim |
| 34 | ORLA | Orla Mining LTD | 0% | +14.19% | Add |
| 35 | META | Meta Platforms Inc-class A | 0% | +40.27% | Add |
| 36 | MA | Mastercard Inc - A | 0% | +45.49% | Add |
| 37 | ALL | Allstate CORP | 0% | +31.81% | Add |
| 38 | DBC | Invesco Db Commodity Index T | 0% | -0.21% | Trim |
| 39 | LMT | Lockheed Martin CORP | 0% | +0.16% | Add |
| 40 | CAT | Caterpillar Inc | 0% | +0.19% | Add |
| 41 | CB | Chubb Limited | 0% | +18.39% | Add |
| 42 | MCO | Moody's CORP | 0% | +52.44% | Add |
| 43 | GEV | GE Vernova Inc | 0% | -1.90% | Trim |
| 44 | VZ | Verizon Communications Inc | 0% | -2.17% | Trim |
| 45 | COST | Costco Wholesale CORP | 0% | -0.74% | Trim |
| 46 | WMB | Williams Cos Inc | 0% | -0.87% | Trim |
| 47 | WMT | Walmart Inc | 0% | +1.60% | Add |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | +12.56% | Add |
| 49 | RSSX | Return Stacked US St G/b ETF | 0% | +18.78% | Add |
| 50 | BMY | Bristol-myers Squibb Co | 0% | +2.04% | Add |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $244.4M across 158 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHY, AGG, BOXX) accounted for 24.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLP
市值: $3.3M
Top Position Liquidated / Trimmed
XLF
前期市值: $4.5M
During Q1 2026, Innova Wealth Partners's top holdings by market value included SHY (12.4%)、AGG (4.9%)、BOXX (4.5%). The largest single position, SHY, represented 12.4% of total portfolio value.
In Q1 2026, Innova Wealth Partners made 162 total portfolio adjustments, initiating 22 new buys, adding to 73 positions, trimming 53 holdings, and fully liquidating 14 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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