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: $211.3M154 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.3M	0.6%Prev: 0.6%	6,164 SH	Increased+1,269 SH
AGNC INVT CORP	COM	$1.5M	0.7%Prev: 0.4%	148,022 SH	Increased+78,356 SH
ALLSTATE CORP	COM	$347K	0.2%	1,674 SH	New
ALPHABET INC	CAP STK CL A	$284K	0.1%	987 SH	New
ALPHABET INC	CAP STK CL C	$730K	0.3%Prev: 0.2%	2,546 SH	Increased+987 SH
AMAZON COM INC	COM	$894K	0.4%Prev: 0.4%	4,293 SH	Increased+1,123 SH
AMERICAN ELEC PWR CO INC	COM	$391K	0.2%	2,980 SH	New
AMGEN INC	COM	$562K	0.3%	1,596 SH	New
APPLE INC	COM	$2.6M	1.2%Prev: 1.4%	10,225 SH	Increased+283 SH
ASSURANT INC	COM	$205K	0.1%	940 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$236K	0.1%Prev: 0.2%	493 SH	Decreased-228 SH
BRADY CORP	CL A	$208K	0.1%	2,565 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$431K	0.2%	7,113 SH	New
BROADCOM INC	COM	$647K	0.3%Prev: 0.2%	2,089 SH	Increased+552 SH
CATERPILLAR INC	COM	$379K	0.2%	535 SH	New
CENCORA INC	COM	$237K	0.1%	753 SH	New
CHEVRON CORPORATION	COM	$704K	0.3%	3,401 SH	New
CHUBB LTD SWITZ	COM	$350K	0.2%	1,075 SH	New
CITIZENS & NORTHN CORP	COM	$225K	0.1%	10,067 SH	New
COCA COLA CO	COM	$257K	0.1%	3,385 SH	New
CONSOLIDATED EDISON INC	COM	$405K	0.2%Prev: 0.1%	3,582 SH	Increased+1,429 SH
CONSTELLATION ENERGY CORP	COM	$576K	0.3%Prev: 0.1%	2,061 SH	Increased+1,041 SH
CORNING INC	COM	$592K	0.3%	4,352 SH	New
COSTCO WHOLESALE CORPORATION	COM	$532K	0.3%	534 SH	New
CUMMINS INC	COM	$1.5M	0.7%	2,704 SH	New
DIREXION SHARES ETF TRUST	DAILY FTSE EUROP	$292K	0.1%	7,723 SH	New
DIREXION SHARES ETF TRUST	DAILY REAL ESTAT	$114K	0.1%	13,237 SH	New
DOW HLDGS INC	COM	$225K	0.1%	5,391 SH	New
DYCOM INDS INC	COM	$361K	0.2%	1,064 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$9.4M	4.5%Prev: 4.3%	81,168 SH	Increased+18,204 SH
EA SERIES TRUST	FREEDOM 100 EM	$469K	0.2%	8,588 SH	New
EA SERIES TRUST	INTL QUAN MOMNTM	$691K	0.3%	17,346 SH	New
EA SERIES TRUST	INTL QUAN VALUE	$650K	0.3%	19,143 SH	New
EA SERIES TRUST	US QUAN MOMENTUM	$1.1M	0.5%Prev: 0.1%	16,322 SH	Increased+12,328 SH
EA SERIES TRUST	US QUAN VALUE	$1.1M	0.5%Prev: 0.1%	20,957 SH	Increased+15,596 SH
ELI LILLY & CO	COM	$1.3M	0.6%Prev: 0.5%	1,456 SH	Increased+392 SH
EXPAND ENERGY CORPORATION	COM	$232K	0.1%	2,115 SH	New
EXXON MOBIL CORP	COM	$1.6M	0.8%Prev: 0.6%	9,556 SH	Increased+2,049 SH
GE VERNOVA INC	COM	$271K	0.1%	310 SH	New
GMO ETF TRUST	GMO US QUALITY E	$291K	0.1%	8,048 SH	New
GOLDMAN SACHS GROUP INC	COM	$323K	0.2%	382 SH	New
GSK PLC	SPONSORED ADR	$383K	0.2%Prev: 0.2%	6,940 SH	Increased-2,122 SH
HALOZYME THERAPEUTICS INC	COM	$277K	0.1%	4,283 SH	New
HOME DEPOT INC	COM	$352K	0.2%Prev: 0.2%	1,071 SH	Decreased+29 SH
INTERNATIONAL BUSINESS MACHS	COM	$582K	0.3%	2,400 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.3M	1.1%Prev: 0.6%	133,149 SH	Increased+67,576 SH
INVESCO DB COMMDY INDX TRCK	UNIT	$351K	0.2%Prev: 0.2%	12,116 SH	Increased-25 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$858K	0.4%	11,727 SH	New
INVESCO EXCHANGE TRADED FD T	S&P SML600 VAL	$1.4M	0.7%Prev: 0.2%	11,209 SH	Increased+7,181 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$788K	0.4%	4,105 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.2M	1.1%Prev: 0.5%	3,893 SH	Increased+2,117 SH
ISHARES INC	MSCI JAPAN ETF	$1.2M	0.6%	13,986 SH	New
ISHARES SILVER TR	ISHARES	$541K	0.3%Prev: 0.1%	7,935 SH	Increased+1,000 SH
ISHARES TR	1 3 YR TREAS BD	$26.3M	12.4%Prev: 19.5%	318,143 SH	Decreased-62,575 SH
ISHARES TR	20 YR TR BD ETF	$1.5M	0.7%Prev: 0.2%	17,311 SH	Increased+13,072 SH
ISHARES TR	7-10 YR TRSY BD	$6.5M	3.1%Prev: 5.8%	68,159 SH	Decreased-29,316 SH
ISHARES TR	CORE S&P SCP ETF	$358K	0.2%	2,876 SH	New
ISHARES TR	CORE S&P500 ETF	$798K	0.4%Prev: 0.4%	1,222 SH	Increased+116 SH
ISHARES TR	CORE US AGGBD ET	$10.4M	4.9%Prev: 4.1%	105,110 SH	Increased+38,210 SH
ISHARES TR	EAFE VALUE ETF	$792K	0.4%	10,654 SH	New
ISHARES TR	MRGSTR MD CP GRW	$250K	0.1%	3,170 SH	New
ISHARES TR	MSCI EAFE ETF	$3.4M	1.6%Prev: 0.8%	35,421 SH	Increased+20,534 SH
ISHARES TR	MSCI EMG MKT ETF	$2.2M	1.1%Prev: 0.4%	39,421 SH	Increased+23,596 SH
ISHARES TR	NATIONAL MUN ETF	$282K	0.1%Prev: 0.2%	2,655 SH	Decreased-265 SH
ISHARES TR	RUSSELL 2000 ETF	$476K	0.2%	1,918 SH	New
ISHARES TR	SELECT DIVID ETF	$205K	0.1%	1,356 SH	New
ISHARES TR	SELECT US REIT	$4.6M	2.2%	73,824 SH	New
ISHARES TR	TIPS BD ETF	$216K	0.1%	1,959 SH	New
ISHARES TR	TRUST ISHARE 0-1	$393K	0.2%	3,559 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$8.3M	3.9%Prev: 2.1%	164,382 SH	Increased+97,571 SH
JOHNSON & JOHNSON	COM	$757K	0.4%Prev: 0.3%	3,095 SH	Increased+221 SH
JPMORGAN CHASE & CO	COM	$523K	0.2%	1,778 SH	New
LAM RESEARCH CORP	COM NEW	$205K	0.1%	958 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.0M	0.5%Prev: 0.5%	33,574 SH	Increased+3,188 SH
LOCKHEED MARTIN CORP	COM	$370K	0.2%Prev: 0.2%	612 SH	Increased+69 SH
LOWES COS INC	COM	$309K	0.1%Prev: 0.2%	1,307 SH	Increased+7 SH
MAIN STR CAP CORP	COM	$436K	0.2%Prev: 0.3%	8,226 SH	Decreased-111 SH
MASTERCARD INCORPORATED	CL A	$403K	0.2%Prev: 0.2%	806 SH	Increased+364 SH
MCDONALDS CORP	COM	$265K	0.1%Prev: 0.2%	854 SH	Increased+20 SH
MERCK & CO INC	COM	$211K	0.1%	1,755 SH	New
META PLATFORMS INC	CL A	$598K	0.3%Prev: 0.2%	1,045 SH	Increased+623 SH
MICROSOFT CORP	COM	$2.5M	1.2%Prev: 1.4%	6,649 SH	Increased+802 SH
MOODYS CORP	COM	$286K	0.1%	657 SH	New
NEXTERA ENERGY INC	COM	$204K	0.1%	2,192 SH	New
NVIDIA CORPORATION	COM	$957K	0.5%Prev: 0.3%	5,485 SH	Increased+790 SH
ORACLE CORP	COM	$364K	0.2%	2,476 SH	New
ORLA MNG LTD NEW	COM	$335K	0.2%	20,757 SH	New
PEPSICO INC	COM	$491K	0.2%Prev: 0.3%	3,161 SH	Increased+4 SH
PFIZER INC	COM	$569K	0.3%	20,277 SH	New
PHILIP MORRIS INTL INC	COM	$447K	0.2%	2,701 SH	New
PROCTER & GAMBLE CO	COM	$797K	0.4%	5,520 SH	New
PROSHARES TR	PSHS ULT S&P 500	$3.0M	1.4%Prev: 1.3%	58,384 SH	Increased+32,488 SH
PROSHARES TR	PSHS ULTRA QQQ	$1.1M	0.5%Prev: 0.4%	18,682 SH	Increased+10,722 SH
PROSHARES TR	ULTR MSCI ETF	$236K	0.1%	3,714 SH	New
PROSHARES TR	ULTRAPRO QQQ	$422K	0.2%Prev: 0.3%	10,126 SH	Decreased+1,339 SH
PROSHARES TR	ULTRPRO DOW30	$533K	0.3%Prev: 0.3%	10,618 SH	Increased+5,168 SH
PROSHARES TR II	ULTRA GOLD	$241K	0.1%Prev: 0.3%	3,922 SH	Decreased+19 SH
PRUDENTIAL FINL INC	COM	$201K	0.1%	2,055 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$264K	0.1%	3,256 SH	New
REAVES UTIL INCOME FD	COM SH BEN INT	$372K	0.2%	9,481 SH	New
RTX CORPORATION	COM	$303K	0.1%Prev: 0.1%	1,573 SH	Increased+30 SH
S&P GLOBAL INC	COM	$294K	0.1%Prev: 0.1%	692 SH	Increased+283 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$394K	0.2%	12,846 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$494K	0.2%	19,284 SH	New
SELECT SECTOR SPDR TR	STATE STREET COM	$345K	0.2%	3,109 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$3.5M	1.6%	41,803 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$4.9M	2.3%	79,484 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$230K	0.1%	1,568 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$4.3M	2.0%	26,549 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$3.6M	1.7%	71,118 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$266K	0.1%	6,517 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$518K	0.2%	3,900 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4.6M	2.2%	99,706 SH	New
SOUTHERN CO	COM	$235K	0.1%	2,430 SH	New
SPDR GOLD TR	GOLD SHS	$2.2M	1.1%Prev: 5.7%	5,176 SH	Decreased-26,874 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$862K	0.4%	27,499 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.1M	1.0%	22,679 SH	New
STANLEY BLACK & DECKER INC	COM	$249K	0.1%	3,510 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$522K	0.2%	1,128 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.8M	1.8%	5,901 SH	New
STMICROELECTRONICS N V	NY REGISTRY	$363K	0.2%	10,500 SH	New
STRATEGY SHS	NEWFOUND RESLV	$1.2M	0.6%Prev: 1.1%	37,583 SH	Decreased-20,307 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$385K	0.2%	1,139 SH	New
TESLA INC	COM	$210K	0.1%Prev: 0.1%	565 SH	Decreased-348 SH
TIDAL TRUST II	RET STCKD GL STK	$387K	0.2%	14,212 SH	New
TIDAL TRUST II	RETURN STACKED B	$2.0M	0.9%	102,548 SH	New
TIDAL TRUST II	RETURN STACKED U	$5.3M	2.5%	237,717 SH	New
TIDAL TRUST II	RETURN STCKD US	$5.8M	2.8%	206,788 SH	New
TIDAL TRUST II	RTN STACKED BD	$4.3M	2.0%	226,986 SH	New
TORONTO DOMINION BK ONT	COM NEW	$220K	0.1%	2,356 SH	New
TOTALENERGIES SE	ACT	$438K	0.2%	4,812 SH	New
VANECK ETF TRUST	SHRT HGH YLD MUN	$255K	0.1%Prev: 0.2%	11,275 SH	Decreased-6,001 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$1.3M	0.6%	6,241 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$333K	0.2%Prev: 0.2%	6,920 SH	Decreased+34 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$326K	0.2%Prev: 0.2%	1,583 SH	Decreased-413 SH
VANGUARD INDEX FDS	GROWTH ETF	$283K	0.1%Prev: 0.2%	647 SH	Decreased-159 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.7M	1.8%Prev: 1.5%	6,230 SH	Increased+1,422 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$2.8M	1.3%Prev: 1.2%	8,705 SH	Increased+1,642 SH
VANGUARD INDEX FDS	VALUE ETF	$348K	0.2%Prev: 0.2%	1,775 SH	Decreased-494 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$240K	0.1%Prev: 0.4%	3,171 SH	Decreased-5,188 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$380K	0.2%Prev: 0.3%	5,066 SH	Decreased-3,856 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$291K	0.1%Prev: 1.4%	5,390 SH	Decreased-44,968 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$5.7M	2.7%Prev: 0.9%	69,528 SH	Increased+48,122 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$343K	0.2%	2,478 SH	New
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$555K	0.3%	7,425 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.4M	1.6%Prev: 1.7%	15,901 SH	Increased+1,950 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	0.5%	14,129 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.5%Prev: 1.4%	16,678 SH	Decreased-26,667 SH
VERIZON COMMUNICATIONS INC	COM	$411K	0.2%	8,193 SH	New
VISA INC	COM CL A	$547K	0.3%Prev: 0.2%	1,810 SH	Increased+767 SH
WALMART INC	COM	$528K	0.2%Prev: 0.2%	4,246 SH	Increased+340 SH
WELLS FARGO & CO	COM	$209K	0.1%	2,629 SH	New
WILLIAMS COS INC	COM	$382K	0.2%Prev: 0.2%	5,247 SH	Increased+807 SH
WISDOMTREE TR	US EFFICIENT COR	$1.2M	0.6%Prev: 0.7%	22,807 SH	Increased-1,215 SH

Sold (vs prior filing)

AUTOMATIC DATA PROCESSING IN — $244K
CHEVRON CORP NEW — $223K
CHUBB LIMITED — $201K
COSTCO WHSL CORP NEW — $238K
DIREXION SHS ETF TR — $332K
DIREXION SHS ETF TR — $346K
GRAB HOLDINGS LIMITED — $21K
ISHARES INC — $632K
ISHARES TR — $873K
ISHARES TR — $663K
JPMORGAN CHASE & CO. — $433K
MEDTRONIC PLC — $209K
PROCTER AND GAMBLE CO — $743K
PUBLIC SVC ENTERPRISE GRP IN — $288K
QUALCOMM INC — $317K
SELECT SECTOR SPDR TR — $4.9M
SELECT SECTOR SPDR TR — $4.9M
SELECT SECTOR SPDR TR — $5.0M
SELECT SECTOR SPDR TR — $4.9M
SELECT SECTOR SPDR TR — $5.2M
… and 12 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