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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$3.32 Million 1.65% of portfolio
6,535
Q4 2025 Added 7.63%
$4.3T
$2.98 Million 1.48% of portfolio
11,144
Q4 2025 Reduced 0.23%
$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%
$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%
$346B
$796,000 0.39% of portfolio
5,459
Q4 2025 Added 0.83%
$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%
$881B
$582,000 0.29% of portfolio
1,938
Q4 2025 Added 11.83%
$533B
$578,000 0.29% of portfolio
1,777
Q4 2025 Added 46.74%
$522B
$572,000 0.28% of portfolio
2,869
Q4 2025 Reduced 1.48%
$593B
$543,000 0.27% of portfolio
2,471
Q4 2025 Added 0.57%
$303B
$524,000 0.26% of portfolio
3,387
Q4 2025 Added 0.21%
$404B
$490,000 0.24% of portfolio
538
Q4 2025 Added 112.65%
$204B
$470,000 0.23% of portfolio
3,186
Q4 2025 Reduced 0.34%
$279B
$430,000 0.21% of portfolio
4,179
Q4 2025 Added 6.99%
$237B
$409,000 0.2% of portfolio
2,683
Q4 2025 Added 19.99%
$367B
$388,000 0.19% of portfolio
1,086
Q4 2025 Added 4.22%
$265B
$293,000 0.15% of portfolio
379
Q4 2025 New
$512B
$297,000 0.15% of portfolio
554
Q4 2025 Added 9.49%
$291B
$294,000 0.15% of portfolio
534
Q4 2025 New
$1.29T
$277,000 0.14% of portfolio
678
Q4 2025 Added 0.74%
$258B
$280,000 0.14% of portfolio
1,597
Q4 2025 Added 3.5%
$1.65T
$253,000 0.13% of portfolio
918
Q4 2025 New
$224B
$257,000 0.13% of portfolio
846
Q4 2025 Added 1.2%
$662B
$239,000 0.12% of portfolio
470
Q4 2025 Reduced 44.9%
$306B
$214,000 0.11% of portfolio
3,028
Q4 2025 New
$317B
$218,000 0.11% of portfolio
2,621
Q4 2025 New
$413B
$204,000 0.1% of portfolio
3,969
Q4 2025 New

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
Track This Portfolio

Track Innova Wealth Partners Portfolio

Follow Innova Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Innova Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Innova Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email