Innova Wealth Partners
•CIK: 1888831•Filing: Q4 2025
**Innova Wealth Partners** manages $198M across a diversified portfolio of 150 positions. The fund exhibits notable allocations to fixed income and technology, highlighted by top holdings including DBMF ($12.0M) and SHY ($11.2M). Significant exposure is maintained in sector-specific indices, with allocations to BOXX ($7.9M), GQ9 ($6.5M), and XLK ($5.0M). This structure suggests a tactical blend of defensive income generation and growth-oriented equity exposure.
Total AUM
$198.0M
+ $55.5K in options
QoQ Performance
+7.0%
Positions
107
+ 3 options
Top 10 Concentration
34.5%
Latest Filing
Q4 2025
Top Holdings Allocation
DBMF
SHY
DBMF6.1%
SHY5.7%
BOXX4.0%
GQ93.3%
JAAA2.9%
RSST2.6%
AGG2.5%
XLK2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.2%
Technology5.4%
ETF4.7%
Healthcare2.3%
Financial1.7%
Consumer1.6%
Energy0.7%
Industrial0.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW30 new positions
↑82 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023