Institutional Fund
Innova Wealth Partners
Newtown, PACIK 18888315 filings on record
Portfolio Value
$210.32M
Q1 2026
Holdings
157
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+6.1%
from $198.20M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.5%
- Ishares Tr5.0%
- Ea Series Trust4.5%
- Janus Detroit Str Tr3.9%
- Ishares Tr3.1%
- Return Stacked Us Stk2.8%
- Other68.3%
Portfolio Holdings
157 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 318.1K | $26.27M | 12.5% | +182.5K | Added |
| 2 | Ishares Tr | 105.1K | $10.43M | 5.0% | +54.7K | Added |
| 3 | Ea Series Trust | 81.2K | $9.44M | 4.5% | +12.6K | Added |
| 4 | Janus Detroit Str Tr | 164.4K | $8.28M | 3.9% | +49.3K | Added |
| 5 | Ishares Tr | 68.2K | $6.51M | 3.1% | +63.2K | Added |
| 6 | Return Stacked Us Stk | 206.8K | $5.85M | 2.8% | +24.7K | Added |
| 7 | Vanguard Intl Equity Index F | 69.5K | $5.73M | 2.7% | +60.2K | Added |
| 8 | Select Sector Spdr Tr | 79.5K | $4.87M | 2.3% | −9.6K | Reduced |
| 9 | Select Sector Spdr Tr | 99.7K | $4.58M | 2.2% | −9.8K | Reduced |
| 10 | Ishares Tr | 73.8K | $4.57M | 2.2% | +67.6K | Added |
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