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CIK: 0001888831
Total reported value
$256.0M
$256.0M
169 檔
20.9%
During the Q2 2026 filing period, Innova Wealth Partners (CIK: 0001888831) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.0M across 169 reported positions.
In Q2 2026, Innova Wealth Partners displayed an active expansion posture, initiating 21 new positions and adding to 92 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 | 6.48% | -0.90% | -39.43% | |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.35% | +0.17% | +11.96% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 4.13% | +0.60% | +21.53% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +0.06% | +111.25% | |
| 5 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 3.17% | +0.24% | +14.44% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 3.09% | -3.09% | EXIT | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.70% | -0.49% | -36.64% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.59% | +0.33% | +514.83% | |
| 9 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 2.58% | -0.02% | +22.61% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 2.04% | -0.46% | — | |
| 11 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.91% | +0.14% | +7.97% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.89% | -0.11% | +520.00% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | -0.50% | +60.39% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.81% | -1.51% | -2.38% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | -0.02% | +1.24% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 1.74% | -0.32% | -13.61% | |
| 17 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.65% | -0.05% | +90.77% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.62% | +0.07% | -6.48% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.60% | -0.04% | -0.81% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.59% | -0.04% | +1463.52% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.54% | +0.03% | +217.19% | |
| 22 | XLB | Ss Materials Select Sector | ETF-Other | 1.53% | -0.19% | +3.39% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.53% | -0.17% | +12.96% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.43% | -0.08% | -6.84% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | +0.07% | -13.84% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.13% | -12.33% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | +0.40% | +3.38% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.10% | +574.60% | |
| 29 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.88% | -0.07% | +28.16% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.11% | +10.18% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | -0.06% | +19.78% | |
| 32 | SVIX | -1x Short Vix Futures ETF | ETF-Other | 0.85% | +0.05% | — | |
| 33 | RSBY | Return Stkd Bnd & Fut Yd ETF | ETF-Other | 0.81% | +0.10% | +79.06% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.80% | -0.02% | +42.16% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 0.79% | -0.24% | +0.07% | |
| 36 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.72% | -0.13% | +8.93% | |
| 37 | QLD | Proshares Ultra Qqq | ETF-Other | 0.72% | -0.04% | -3.10% | |
| 38 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 0.68% | -0.04% | +29.03% | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.65% | -0.31% | -41.14% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.64% | -0.01% | +0.19% | |
| 41 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 0.63% | +0.05% | +33.23% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | +1.95% | -59.89% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.60% | +0.01% | +80.13% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | — | +42.37% | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.58% | +0.03% | +62.34% | |
| 46 | RSBA | Retrn Stckd Bd & Mrgr Ar ETF | ETF-Other | 0.56% | -0.01% | +53.32% | |
| 47 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.56% | -0.03% | +1.59% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.56% | -0.43% | +4.47% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.54% | EXIT | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.53% | +0.28% | +127.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DBMF | Imgp Dbi Managed Futures Str | +2.1% | +514.83% | Add |
| 2 | XLF | Ss Financial Select Sector | +2% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +111.25% | Add |
| 4 | XLK | Ss Technology Select Sector | +1.6% | +520.00% | Add |
| 5 | XLV | Ss Health Care Select Sector | +1.5% | +1463.52% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +1% | +217.19% | Add |
| 7 | ICF | Ishares Select U.s. Reit ETF | +0.9% | +51.46% | Add |
| 8 | SVIX | -1x Short Vix Futures ETF | +0.9% | NEW | New buy |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +60.39% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.8% | +574.60% | Add |
| 11 | PDBC | Invesco Optimum Yield Divers | +0.6% | +90.77% | Add |
| 12 | ✓ | +0.5% | NEW | New buy | |
| 13 | RSSY | Return Stacked US S&f Yd ETF | +0.5% | +22.61% | Add |
| 14 | RSST | Return Stacked US Sm Ftr ETF | +0.4% | +14.44% | Add |
| 15 | SCHR | Schwab Intermediate-term US | +0.4% | NEW | New buy |
| 16 | SCHX | Schwab US Large-cap ETF | +0.3% | +127.82% | Add |
| 17 | MAGS | Roundhill Magnificent Seven | +0.3% | NEW | New buy |
| 18 | USIG | Ishares Broad Usd Investment | +0.3% | NEW | New buy |
| 19 | RSBY | Return Stkd Bnd & Fut Yd ETF | +0.3% | +79.06% | Add |
| 20 | LLY | Eli Lilly & Co | +0.2% | +19.78% | Add |
| 21 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +80.13% | Add |
| 22 | RZV | Invesco S&p Smallcap 600 Pur | +0.2% | +28.16% | Add |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +21.53% | Add |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +62.34% | Add |
| 25 | VOOV | Vanguard S&p 500 Value ETF | +0.2% | +42.16% | Add |
| 26 | QLD | Proshares Ultra Qqq | +0.2% | -3.10% | Trim |
| 27 | AMZN | Amazon.com Inc | +0.2% | +42.37% | Add |
| 28 | ASML | ASML Holding N.V. | +0.2% | NEW | New buy |
| 29 | SSO | Proshares Ultra S&p500 | +0.2% | -0.81% | Trim |
| 30 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | New buy |
| 31 | QMOM | Alpha US Quant Mom ETF | +0.2% | +29.03% | Add |
| 32 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +44.83% | Add |
| 33 | RSBA | Retrn Stckd Bd & Mrgr Ar ETF | +0.1% | +53.32% | Add |
| 34 | FCX | Freeport-mcmoran Inc | +0.1% | NEW | New buy |
| 35 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 36 | TQQQ | Proshares Ultrapro Qqq | +0.1% | -1.72% | Trim |
| 37 | IMCG | Ishares Morningstar Mid-cap | +0.1% | +87.13% | Add |
| 38 | QVAL | Alpha Arch US Qnt Value ETF | +0.1% | +33.23% | Add |
| 39 | TSCO | Tractor Supply Company | +0.1% | NEW | New buy |
| 40 | CMI | Cummins Inc | +0.1% | +0.07% | Add |
| 41 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 42 | JSMD | Janus Small Mid Cap Gr Alp | +0.1% | NEW | New buy |
| 43 | INOD | Innodata Inc | +0.1% | NEW | New buy |
| 44 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | NEW | New buy |
| 45 | YOU | Clear Secure Inc -class A | +0.1% | NEW | New buy |
| 46 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 47 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 48 | IWV | Ishares Russell 3000 ETF | +0.1% | NEW | New buy |
| 49 | CTRE | Caretrust Reit Inc | +0.1% | NEW | New buy |
| 50 | CPRX | Catalyst Pharmaceuticals Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Innova Wealth Partners reported a total U.S. public equity portfolio value of $256.0M across 169 disclosed positions in Q2 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, BOXX, JAAA) accounted for 20.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
XLF
市值: $5.0M
Top Position Liquidated / Trimmed
TLT
前期市值: $1.5M
During Q2 2026, Innova Wealth Partners's top holdings by market value included SHY (6.5%)、BOXX (4.3%)、JAAA (4.1%). The largest single position, SHY, represented 6.5% of total portfolio value.
In Q2 2026, Innova Wealth Partners made 165 total portfolio adjustments, initiating 21 new buys, adding to 92 positions, trimming 42 holdings, and fully liquidating 10 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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