Latest Innova Wealth Partners Stock Portfolio

Innova Wealth Partners Performance:

2026 Q1: 0.84%YTD: 0.84%2025: 15.24%

Performance for 2026 Q1 is 0.84%, and YTD is 0.84%, and 2025 is 15.24%.

About Innova Wealth Partners and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Innova Wealth Partners reported an equity portfolio of $211.3 Millions as of 31 Mar, 2026.

The top stock holdings of Innova Wealth Partners are IJR, IJR, BOB. The fund has invested 12.4% of it's portfolio in ISHARES TR and 4.9% of portfolio in ISHARES TR.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), VS TRUST and CARDINAL HEALTH INC (CAH) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), LITMAN GREGORY FDS TR (DBEH) and VANGUARD INTL EQUITY INDEX F (VEU). Innova Wealth Partners opened new stock positions in SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and TIDAL TRUST II. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INTL EQUITY INDEX F (VEU) and SPDR SERIES TRUST (BIL).

Innova Wealth Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Innova Wealth Partners made a return of 0.84% in the last quarter. In trailing 12 months, it's portfolio return was 16.4%.

Performance
S&P 500

New Buys

Ticker	$ Bought
select sector spdr tr	3,260,270
ishares tr	1,492,020
tidal trust ii	886,282
ea series trust	690,863
ea series trust	650,094
schwab strategic tr	494,446
schwab strategic tr	394,106
tidal trust ii	386,709

New stocks bought by Innova Wealth Partners

Additions

Ticker	% Inc.
ishares tr	1,282
ishares tr	1,084
vanguard intl equity index f	645
spdr series trust	465
vanguard star fds	294
invesco exchange traded fd t	218
ea series trust	202
invesco exch traded fd tr ii	175

Additions to existing portfolio by Innova Wealth Partners

Reductions

Ticker	% Reduced
select sector spdr tr	-94.28
select sector spdr tr	-94.1
select sector spdr tr	-92.25
litman gregory fds tr	-92.17
select sector spdr tr	-88.74
vanguard intl equity index f	-86.61
spdr index shs fds	-75.64
spdr gold tr	-68.48

Innova Wealth Partners reduced stake in above stock

Sold off

Ticker	$ Sold
vs trust	-2,718,780
select sector spdr tr	-4,462,550
proshares tr	-265,424
novo-nordisk a s	-220,667
fidelity national financial	-231,189
bank america corp	-218,295
jfrog ltd	-222,358
medtronic plc	-214,598

Innova Wealth Partners got rid off the above stocks

Sector Distribution

Innova Wealth Partners has about 83.5% of it's holdings in Others sector.

Sector	%
Others	83.5
Technology	4
Healthcare	2.4
Financial Services	2.1
Industrials	1.6
Energy	1.4
Consumer Defensive	1.4

Market Cap. Distribution

Innova Wealth Partners has about 16% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.3
MEGA-CAP	11
LARGE-CAP	5

Stocks belong to which Index?

About 15% of the stocks held by Innova Wealth Partners either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.6
S&P 500	15

Top 5 Winners (%)		%
GLW	corning inc	55.1 %
	totalenergies se	39.0 %
XOM	exxon mobil corp	38.8 %
CVX	chevron corporation	35.6 %
XLB	select sector spdr tr	35.0 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	1.4 M
PDBC	invesco actvely mngd etc fd	0.6 M
XOM	exxon mobil corp	0.5 M
	tidal trust ii	0.5 M
DBEH	litman gregory fds tr	0.5 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.5 %
MSFT	microsoft corp	-23.3 %
CEG	constellation energy corp	-20.8 %
EET	proshares tr	-20.6 %
IBM	international business machs	-18.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.7 M
BIB	proshares tr	-0.4 M
LLY	eli lilly & co	-0.2 M
XLB	select sector spdr tr	-0.2 M
SPY	state str spdr s&p 500 etf t	-0.2 M

Innova Wealth Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Innova Wealth Partners

Innova Wealth Partners has 157 stocks in it's portfolio. About 40.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Innova Wealth Partners last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.23	10,225	2,595,010	reduced	-8.25

AAXJ	ishares tr	0.38	10,654	792,129	added	20.18

AAXJ	ishares tr	0.19	3,559	392,878	reduced	-34.86

AAXJ	ishares tr	0.13	2,655	281,828	added	18.00

AAXJ	ishares tr	0.12	3,170	249,701	new

ABBV	abbvie inc	0.64	6,164	1,340,670	reduced	-0.1

ABC	cencora inc	0.11	753	236,681	unchanged	0.00

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.18	2,980	390,629	reduced	-0.77

AFK	vaneck etf trust	0.12	11,275	255,492	unchanged	0.00

AGNC	agnc invt corp	0.70	148,022	1,484,660	added	53.22

AGQ	proshares tr ii	0.11	3,922	241,046	reduced	-27.37

AIZ	assurant inc	0.10	940	204,773	unchanged	0.00

ALL	allstate corp	0.16	1,674	347,004	added	31.81

AMGN	amgen inc	0.27	1,596	561,653	added	39.75

AMZN	amazon com inc	0.42	4,293	894,070	reduced	-1.74

AVGO	broadcom inc	0.31	2,089	646,720	reduced	-2.61

BAC	bank america corp	0.00	0.00	0.00	sold off	-100

BIB	proshares tr	1.43	58,384	3,028,960	reduced	-0.75

BIB	proshares tr	0.54	18,682	1,139,610	reduced	-18.12