Innova Wealth Partners

CIK 0001888831 • 7 13F filings • May 6, 2025 – Oct 21, 2026

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Filer information

Filed by: Innova Wealth Partners, Chief Compliance Officer
Address: 12 TERRY DR, STE 203, NEWTOWN, PA, 18940
Phone: (888) 270-1574
AUM: $198.3M

AUM over time

$256.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $185.2M128 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.4M	0.7%Prev: 0.6%	5,943 SH	Decreased-233 SH
AGNC INVT CORP	COM	$777K	0.4%Prev: 0.7%	79,330 SH	Decreased-81,914 SH
ALLSTATE CORP	COM	$247K	0.1%Prev: 0.2%	1,151 SH	Decreased-538 SH
ALPHABET INC	CAP STK CL C	$512K	0.3%Prev: 0.4%	2,104 SH	Decreased-605 SH
AMAZON COM INC	COM	$890K	0.5%Prev: 0.6%	4,054 SH	Decreased-2,058 SH
AMERICAN ELEC PWR CO INC	COM	$316K	0.2%Prev: 0.2%	2,804 SH	Decreased-126 SH
APPLE INC	COM	$2.8M	1.5%Prev: 1.1%	11,170 SH	Increased+2,206 SH
AUTOMATIC DATA PROCESSING IN	COM	$238K	0.1%	810 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$429K	0.2%Prev: 0.1%	853 SH	Increased+388 SH
BRISTOL-MYERS SQUIBB CO	COM	$249K	0.1%Prev: 0.2%	5,511 SH	Decreased-2,728 SH
BROADCOM INC	COM	$677K	0.4%Prev: 0.3%	2,053 SH	Decreased-37 SH
CARDINAL HEALTH INC	COM	$212K	0.1%	1,350 SH	New
CENCORA INC	COM	$216K	0.1%Prev: 0.1%	690 SH	Increased-60 SH
CHEVRON CORP NEW	COM	$525K	0.3%	3,380 SH	New
CHUBB LIMITED	COM	$229K	0.1%Prev: 0.1%	813 SH	Decreased-260 SH
CONSOLIDATED EDISON INC	COM	$358K	0.2%Prev: 0.2%	3,558 SH	Decreased-32 SH
CONSTELLATION ENERGY CORP	COM	$740K	0.4%Prev: 0.2%	2,248 SH	Increased+186 SH
COSTCO WHSL CORP NEW	COM	$234K	0.1%	253 SH	New
COUPANG INC	CL A	$31K	0.0%	10,800 SH	New
CROWDSTRIKE HLDGS INC	CL A	$211K	0.1%	430 SH	New
CUMMINS INC	COM	$1.1M	0.6%Prev: 0.8%	2,700 SH	Decreased-6 SH
DEUTSCHE BANK A G	NAMEN AKT	$26K	0.0%	10,200 SH	New
DISNEY WALT CO	COM	$212K	0.1%	1,848 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$8.0M	4.3%Prev: 4.4%	70,320 SH	Decreased-20,556 SH
EA SERIES TRUST	FREEDOM 100 EM	$202K	0.1%Prev: 0.4%	4,557 SH	Decreased-7,881 SH
EA SERIES TRUST	US QUAN MOMENTUM	$285K	0.2%Prev: 0.7%	4,415 SH	Decreased-16,646 SH
EA SERIES TRUST	US QUAN VALUE	$260K	0.1%Prev: 0.6%	5,583 SH	Decreased-22,339 SH
ELI LILLY & CO	COM	$961K	0.5%Prev: 0.9%	1,260 SH	Decreased-484 SH
EXXON MOBIL CORP	COM	$1.2M	0.6%Prev: 0.5%	10,530 SH	Decreased+957 SH
FIDELITY NATIONAL FINANCIAL	COM SHS	$253K	0.1%	4,185 SH	New
GRAB HOLDINGS LIMITED	CLASS A ORD	$23K	0.0%	11,800 SH	New
GSK PLC	SPONSORED ADR	$369K	0.2%Prev: 0.1%	8,540 SH	Increased+1,600 SH
HOME DEPOT INC	COM	$422K	0.2%Prev: 0.2%	1,042 SH	Increased-10 SH
INTERNATIONAL BUSINESS MACHS	COM	$607K	0.3%Prev: 0.3%	2,150 SH	Decreased-258 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$688K	0.4%Prev: 1.7%	51,217 SH	Decreased-202,797 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$274K	0.1%Prev: 0.1%	12,141 SH	Decreased+25 SH
INVESCO EXCHANGE TRADED FD T	S&P SML600 VAL	$912K	0.5%Prev: 0.9%	7,729 SH	Decreased-6,636 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$226K	0.1%Prev: 0.6%	1,193 SH	Decreased-5,471 SH
INVESCO QQQ TR	UNIT SER 1	$3.6M	1.9%Prev: 1.9%	5,925 SH	Decreased-319 SH
ISHARES INC	MSCI JPN ETF NEW	$1.3M	0.7%	16,617 SH	New
ISHARES SILVER TR	ISHARES	$332K	0.2%Prev: 0.2%	7,835 SH	Decreased-120 SH
ISHARES TR	1 3 YR TREAS BD	$15.0M	8.1%Prev: 6.5%	180,750 SH	Decreased-11,958 SH
ISHARES TR	20 YR TR BD ETF	$894K	0.5%	9,998 SH	New
ISHARES TR	7-10 YR TRSY BD	$425K	0.2%Prev: 0.2%	4,405 SH	Decreased-731 SH
ISHARES TR	CORE S&P500 ETF	$818K	0.4%Prev: 0.4%	1,222 SH	Decreased
ISHARES TR	CORE US AGGBD ET	$5.5M	3.0%Prev: 2.7%	54,757 SH	Decreased-11,836 SH
ISHARES TR	EAFE VALUE ETF	$563K	0.3%Prev: 0.6%	8,295 SH	Decreased-10,896 SH
ISHARES TR	MSCI EAFE ETF	$2.6M	1.4%Prev: 0.6%	28,289 SH	Increased+14,082 SH
ISHARES TR	MSCI EMG MKT ETF	$1.9M	1.1%Prev: 0.6%	36,440 SH	Increased+13,238 SH
ISHARES TR	NATIONAL MUN ETF	$300K	0.2%Prev: 0.1%	2,820 SH	Increased+190 SH
ISHARES TR	RUSSELL 2000 ETF	$323K	0.2%Prev: 0.2%	1,335 SH	Decreased-684 SH
ISHARES TR	SHORT TREAS BD	$626K	0.3%	5,662 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$4.7M	2.5%Prev: 4.1%	92,245 SH	Decreased-107,529 SH
JOHNSON & JOHNSON	COM	$540K	0.3%Prev: 0.3%	2,912 SH	Decreased-213 SH
JPMORGAN CHASE & CO.	COM	$547K	0.3%	1,733 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$915K	0.5%	33,516 SH	New
LOCKHEED MARTIN CORP	COM	$275K	0.1%Prev: 0.1%	550 SH	Decreased-69 SH
LOWES COS INC	COM	$327K	0.2%Prev: 0.1%	1,300 SH	Increased-4 SH
MAIN STR CAP CORP	COM	$524K	0.3%Prev: 0.2%	8,243 SH	Increased+161 SH
MASTERCARD INCORPORATED	CL A	$288K	0.2%Prev: 0.2%	506 SH	Decreased-325 SH
MCDONALDS CORP	COM	$254K	0.1%Prev: 0.1%	836 SH	Increased-20 SH
MEDTRONIC PLC	SHS	$210K	0.1%	2,210 SH	New
META PLATFORMS INC	CL A	$384K	0.2%Prev: 0.3%	523 SH	Decreased-677 SH
MICROSOFT CORP	COM	$3.1M	1.7%Prev: 1.0%	6,072 SH	Increased-802 SH
MP MATERIALS CORP	COM CL A	$220K	0.1%	3,275 SH	New
NOVO-NORDISK A S	ADR	$227K	0.1%	4,091 SH	New
NVIDIA CORPORATION	COM	$1.0M	0.6%Prev: 0.5%	5,464 SH	Decreased-249 SH
ORACLE CORP	COM	$691K	0.4%Prev: 0.1%	2,457 SH	Increased-23 SH
PEPSICO INC	COM	$449K	0.2%Prev: 0.2%	3,197 SH	Increased+73 SH
PFIZER INC	COM	$207K	0.1%	8,137 SH	New
PHILIP MORRIS INTL INC	COM	$363K	0.2%Prev: 0.2%	2,236 SH	Decreased-499 SH
PROCTER AND GAMBLE CO	COM	$832K	0.4%	5,414 SH	New
PROSHARES TR	PSHS ULT S&P 500	$3.2M	1.7%Prev: 1.6%	28,568 SH	Decreased-29,345 SH
PROSHARES TR	PSHS ULTRA QQQ	$1.6M	0.9%Prev: 0.7%	11,968 SH	Decreased-6,134 SH
PROSHARES TR	ULTRA 20YR TRE	$249K	0.1%	14,423 SH	New
PROSHARES TR	ULTRAPRO QQQ	$631K	0.3%Prev: 0.3%	6,106 SH	Decreased-3,846 SH
PROSHARES TR	ULTRPRO DOW30	$561K	0.3%Prev: 0.3%	5,238 SH	Decreased-5,182 SH
PROSHARES TR	ULTRPRO S&P500	$258K	0.1%Prev: 0.1%	2,312 SH	Increased+676 SH
PROSHARES TR II	ULTRA GOLD	$291K	0.2%	6,325 SH	New
PRUDENTIAL FINL INC	COM	$213K	0.1%Prev: 0.1%	2,050 SH	Decreased-5 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$271K	0.1%	3,250 SH	New
RTX CORPORATION	COM	$258K	0.1%Prev: 0.1%	1,543 SH	Decreased-45 SH
S&P GLOBAL INC	COM	$267K	0.1%Prev: 0.1%	549 SH	Decreased-293 SH
SELECT SECTOR SPDR TR	COMMUNICATION	$5.0M	2.7%	42,117 SH	New
SELECT SECTOR SPDR TR	ENERGY	$3.9M	2.1%	43,488 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$4.6M	2.5%	84,635 SH	New
SELECT SECTOR SPDR TR	INDL	$4.7M	2.5%	30,269 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$241K	0.1%	5,713 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$4.5M	2.4%	18,659 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$4.9M	2.7%	56,541 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$3.8M	2.1%	42,853 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$5.1M	2.8%	18,225 SH	New
SOUTHERN CO	COM	$226K	0.1%Prev: 0.1%	2,382 SH	Decreased-14 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$406K	0.2%	876 SH	New
SPDR GOLD TR	GOLD SHS	$8.7M	4.7%Prev: 0.9%	24,393 SH	Increased+18,690 SH
SPDR INDEX SHS FDS	DJ INTL RL ETF	$4.1M	2.2%	147,455 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$10.6M	5.7%	15,848 SH	New
STRATEGY SHS	NEWFOUND RESLV	$1.9M	1.0%Prev: 0.5%	56,202 SH	Increased+18,606 SH
TESLA INC	COM	$299K	0.2%Prev: 0.1%	673 SH	Increased+108 SH
TIDAL TRUST II	RETURN STACKED B	$457K	0.2%	27,950 SH	New
TIDAL TRUST II	RETURN STACKED U	$2.5M	1.3%	118,084 SH	New
TIDAL TRUST II	RETURN STCKD US	$4.2M	2.3%Prev: 3.2%	160,159 SH	Decreased-76,492 SH
TIDAL TRUST II	RTN STACKED BD	$2.7M	1.4%Prev: 1.9%	153,202 SH	Decreased-91,867 SH
TIDAL TRUST II	YIELDMAX ULTRA O	$180K	0.1%	32,842 SH	New
TOTALENERGIES SE	SPONSORED ADS	$249K	0.1%	4,172 SH	New
VANECK ETF TRUST	HIGH YLD MUNIETF	$251K	0.1%	4,925 SH	New
VANECK ETF TRUST	SHRT HGH YLD MUN	$279K	0.2%Prev: 0.1%	12,175 SH	Increased+1,025 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$954K	0.5%Prev: 0.8%	4,784 SH	Decreased-4,088 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$342K	0.2%Prev: 0.1%	6,920 SH	Increased
VANGUARD INDEX FDS	EXTEND MKT ETF	$429K	0.2%Prev: 0.2%	2,051 SH	Increased+467 SH
VANGUARD INDEX FDS	GROWTH ETF	$387K	0.2%Prev: 0.2%	806 SH	Decreased-3,964 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	1.8%Prev: 1.8%	5,297 SH	Decreased-1,010 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	1.4%Prev: 1.1%	7,777 SH	Decreased+277 SH
VANGUARD INDEX FDS	VALUE ETF	$423K	0.2%Prev: 0.2%	2,269 SH	Increased+489 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$723K	0.4%	9,561 SH	New
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$587K	0.3%Prev: 0.2%	8,223 SH	Increased+3,156 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.3M	1.2%Prev: 0.9%	41,975 SH	Increased+5,614 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$967K	0.5%Prev: 0.3%	12,112 SH	Increased+3,354 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$252K	0.1%Prev: 0.2%	3,248 SH	Decreased-4,443 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	1.9%Prev: 1.4%	15,991 SH	Decreased+1,177 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.2M	1.2%Prev: 1.5%	35,915 SH	Decreased-16,986 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$321K	0.2%	3,150 SH	New
VERIZON COMMUNICATIONS INC	COM	$330K	0.2%Prev: 0.1%	7,507 SH	Decreased-716 SH
VISA INC	COM CL A	$414K	0.2%Prev: 0.3%	1,211 SH	Decreased-624 SH
VS TRUST	-1X SHRT VIX FUT	$4.2M	2.3%Prev: 0.8%	197,352 SH	Increased+110,047 SH
WALMART INC	COM	$403K	0.2%Prev: 0.2%	3,906 SH	Decreased-414 SH
WILLIAMS COS INC	COM	$286K	0.2%Prev: 0.2%	4,517 SH	Decreased-718 SH
WISDOMTREE TR	US EFFICIENT COR	$1.2M	0.7%	22,809 SH	New

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… and 64 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001888831-26-000001	$198.3M	View
Oct 21, 2026	Q3 2026	13F-HR	0001888831-26-000005	$256.0M	View
Dec 2, 2025	Q3 2025