Innova Wealth Partners Portfolio Holdings

Innova Wealth Partners

  • $202 Million
  • Q4 2025

Innova Wealth Partners has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $202 Million distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Litman Gregory Fds Tr Imgp Dbi with a value of $12.2M, Ishares Barclays 1 3 Year Trea with a value of $11.2M, Technology Sector Spdr with a value of $9.98M, Utilities Sector Spdr with a value of $9.72M, and Energy Sector Spdr with a value of $8.2M.

Examining the 13F form we can see an increase of $35.8M in the current position value, from $166M to 202M.

Below you can find more details about Innova Wealth Partners portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
ETFs: $165 Million
Technology: $10.2 Million
Healthcare: $5.96 Million
Financial Services: $5.24 Million
Industrials: $2.82 Million
Consumer Defensive: $2.81 Million
Energy: $2.61 Million
Consumer Cyclical: $2.24 Million
Other: $5.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.2 Million 6.04% of portfolio
428,563
Q4 2025 Added 1,178.68%
$0
$11.2 Million 5.57% of portfolio
135,603
Q4 2025 Reduced 24.98%
$0
$9.98 Million 4.95% of portfolio
34,650
Q4 2025 Added 90.12%
$0
$9.72 Million 4.82% of portfolio
109,546
Q4 2025 Added 93.75%
$0
$8.2 Million 4.07% of portfolio
89,132
Q4 2025 Added 104.96%
$0
$8.21 Million 4.07% of portfolio
35,558
Q4 2025 Added 90.57%
$0
$6.81 Million 3.38% of portfolio
78,431
Q4 2025 Added 83.02%
$0
$6.65 Million 3.3% of portfolio
58,823
Q4 2025 Added 105.91%
$130B
$6.17 Million 3.06% of portfolio
16,419
Q4 2025 Reduced 32.69%
$0
$5.83 Million 2.89% of portfolio
115,126
Q4 2025 Added 24.8%
$0
$5.04 Million 2.5% of portfolio
50,403
Q4 2025 Reduced 7.95%
$0
$4.79 Million 2.37% of portfolio
7,192
Q4 2025 Reduced 54.62%
$0
$4.47 Million 2.22% of portfolio
40,119
Q4 2025 Reduced 4.74%
$0
$4.42 Million 2.19% of portfolio
29,078
Q4 2025 Reduced 3.93%
$0
$4.27 Million 2.12% of portfolio
81,478
Q4 2025 Reduced 3.73%
$0
$4.03 Million 2.0% of portfolio
26,556
Q4 2025 New
$0
$3.53 Million 1.75% of portfolio
5,716
Q4 2025 Added 7.91%
$3.78T
$3.32 Million 1.65% of portfolio
6,535
Q4 2025 Added 7.63%
$0
$3.18 Million 1.58% of portfolio
22,816
Q4 2025 Added 90.64%
$0
$3.14 Million 1.56% of portfolio
17,234
Q4 2025 Added 7.77%
$4.3T
$2.98 Million 1.48% of portfolio
11,144
Q4 2025 Reduced 0.23%
$0
$2.88 Million 1.43% of portfolio
4,775
Q4 2025 Reduced 19.41%
$0
$2.75 Million 1.36% of portfolio
8,331
Q4 2025 Added 7.12%
$0
$2.37 Million 1.18% of portfolio
84,778
Q4 2025 Reduced 42.51%
$0
$2.22 Million 1.1% of portfolio
40,331
Q4 2025 Added 10.68%
$0
$2.21 Million 1.09% of portfolio
40,240
Q4 2025 Reduced 4.13%
$0
$2.15 Million 1.07% of portfolio
112,207
Q4 2025 Reduced 43.14%
$0
$2.12 Million 1.05% of portfolio
34,541
Q4 2025 Reduced 3.83%
$0
$2.09 Million 1.04% of portfolio
152,995
Q4 2025 Added 198.72%
$0
$1.92 Million 0.95% of portfolio
56,153
Q4 2025 Reduced 0.09%
$0
$1.61 Million 0.8% of portfolio
16,863
Q4 2025 Reduced 40.39%
$971B
$1.5 Million 0.75% of portfolio
1,472
Q4 2025 Added 16.83%
$414B
$1.44 Million 0.72% of portfolio
6,170
Q4 2025 Added 3.82%
$490B
$1.26 Million 0.63% of portfolio
10,712
Q4 2025 Added 1.73%
$65.2B
$1.25 Million 0.62% of portfolio
2,703
Q4 2025 Added 0.11%
$0
$1.25 Million 0.62% of portfolio
23,030
Q4 2025 Added 0.97%
$0
$1.17 Million 0.58% of portfolio
10,546
Q4 2025 Added 101.34%
$465B
$1.05 Million 0.52% of portfolio
5,633
Q4 2025 Added 3.09%
$2.39T
$1.03 Million 0.51% of portfolio
4,369
Q4 2025 Added 7.77%
$0
$1.02 Million 0.5% of portfolio
5,023
Q4 2025 Added 5.0%
$5.6B
$980,000 0.49% of portfolio
96,608
Q4 2025 Added 21.78%
$0
$992,000 0.49% of portfolio
9,478
Q4 2025 Added 55.22%
$0
$904,000 0.45% of portfolio
7,820
Q4 2025 Added 1.18%
$0
$825,000 0.41% of portfolio
1,222
Q3 2025 Added 13.46%
$346B
$796,000 0.39% of portfolio
5,459
Q4 2025 Added 0.83%
$0
$756,000 0.38% of portfolio
9,329
Q4 2025 Reduced 22.98%
$139B
$734,000 0.36% of portfolio
2,145
Q4 2025 Added 4.48%
$1.74T
$726,000 0.36% of portfolio
2,545
Q4 2025 Added 20.96%
$266B
$709,000 0.35% of portfolio
2,389
Q4 2025 Added 11.12%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $202 Million
  • Prior Value $166 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 29 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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