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 Companies Only

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%
$65.2B
$1.25 Million 0.62% of portfolio
2,703
Q4 2025 Added 0.11%
$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%
$5.6B
$980,000 0.49% of portfolio
96,608
Q4 2025 Added 21.78%
$346B
$796,000 0.39% of portfolio
5,459
Q4 2025 Added 0.83%
$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%
$111B
$707,000 0.35% of portfolio
2,091
Q4 2025 Reduced 6.98%
$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%
$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%
$4.4B
$481,000 0.24% of portfolio
8,247
Q4 2025 Added 0.05%
$1.37T
$454,000 0.23% of portfolio
745
Q4 2025 Added 42.45%
$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%
$183B
$390,000 0.19% of portfolio
1,142
Q4 2025 New
$62.3B
$364,000 0.18% of portfolio
3,003
Q4 2025 Added 7.1%
$53.8B
$362,000 0.18% of portfolio
1,763
Q4 2025 Added 30.59%
$69.4B
$359,000 0.18% of portfolio
4,385
Q4 2025 New
$36B
$363,000 0.18% of portfolio
3,571
Q4 2025 Added 0.37%
$172B
$343,000 0.17% of portfolio
8,375
Q4 2025 Added 11.56%
$74.3B
$322,000 0.16% of portfolio
5,293
Q4 2025 Added 17.18%
$99.5B
$326,000 0.16% of portfolio
6,971
Q4 2025 Added 26.49%
$159B
$297,000 0.15% of portfolio
608
Q4 2025 Added 10.75%
$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
$8.58B
$309,000 0.15% of portfolio
1,064
Q4 2025 New
$1.29T
$277,000 0.14% of portfolio
678
Q4 2025 Added 0.74%
$140B
$292,000 0.14% of portfolio
1,300
Q4 2024 New
$123B
$287,000 0.14% of portfolio
611
Q4 2025 Added 11.09%
$258B
$280,000 0.14% of portfolio
1,597
Q4 2025 Added 3.5%
$123B
$268,000 0.13% of portfolio
908
Q4 2025 Added 11.69%
$9.75B
$253,000 0.13% of portfolio
3,618
Q4 2025 New
$1.65T
$253,000 0.13% of portfolio
918
Q4 2025 New
$57.9B
$272,000 0.13% of portfolio
1,270
Q4 2025 Added 10.34%
$41.3B
$269,000 0.13% of portfolio
3,250
Q2 2025 Reduced 7.14%
$224B
$257,000 0.13% of portfolio
846
Q4 2025 Added 1.2%
$115B
$235,000 0.12% of portfolio
438
Q4 2025 Added 1.86%

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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