Innova Wealth Partners

Q4 2025 13F Holdings

  • Location
    newtown, PA
  • Num holdings

    151

  • Value ($000)

    $198,259

  • Date Filed
    01/07/2026
  • Form type
    13F-HR
  • CIK
    0001888831
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DBMF

LITMAN GREGORY FDS TR

IMGP DBI MANAGED
$12.03 M
6 %

428,563

S
SHY

ISHARES TR

1 3 YR TREAS BD
$11.23 M
6 %

135,603

B
BOXX

EA SERIES TRUST

ALPHA ARCH 1-3
$7.89 M
4 %

68,535

G
GQ9

SPDR GOLD TR

GOLD SHS
$6.51 M
3 %

16,419

J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$5.82 M
3 %

115,126

---

TIDAL TRUST II

RETURN STCKD US
$5.16 M
3 %

182,119

A
AGG

ISHARES TR

CORE US AGGBD ET
$5.03 M
3 %

50,403

X
XLK

SELECT SECTOR SPDR TR

STATE STREET TEC
$4.99 M
3 %

34,650

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
$4.90 M
3 %

7,192

X
XLC

SELECT SECTOR SPDR TR

STATE STREET COM
$4.72 M
2 %

40,119

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