Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Innova Wealth Partners (CIK 1888831) reported $211.3M across 149 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHY ($26.3M, 12.43%), AGG ($10.4M, 4.94%), BOXX ($9.4M, 4.47%), JAAA ($8.3M, 3.92%), IEF ($6.5M, 3.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $26.3M | 12.43% | 318,143 | Added |
| 2 | AGG | ISHARES TR | $10.4M | 4.94% | 105,110 | Added |
| 3 | BOXX | EA SERIES TRUST | $9.4M | 4.47% | 81,168 | Added |
| 4 | JAAA | JANUS DETROIT STR TR | $8.3M | 3.92% | 164,382 | Added |
| 5 | IEF | ISHARES TR | $6.5M | 3.08% | 68,159 | Added |
| 6 | RSST | TIDAL TRUST II | $5.8M | 2.77% | 206,788 | Added |
| 7 | VGK | VANGUARD INTL EQUITY INDEX F | $5.7M | 2.71% | 69,528 | Added |
| 8 | XLE | SELECT SECTOR SPDR TR | $4.9M | 2.30% | 79,484 | Trimmed |
| 9 | XLU | SELECT SECTOR SPDR TR | $4.6M | 2.17% | 99,706 | Trimmed |
| 10 | ICF | ISHARES TR | $4.6M | 2.16% | 73,824 | Added |
| 11 | RSSY | TIDAL TRUST II | $4.5M | 2.12% | 201,104 | Added |
| 12 | XLI | SELECT SECTOR SPDR TR | $4.3M | 2.03% | 26,549 | Trimmed |
| 13 | RSBT | TIDAL TRUST II | $4.3M | 2.03% | 226,986 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 1.82% | 5,901 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $3.7M | 1.76% | 6,230 | Added |
| 16 | XLB | SELECT SECTOR SPDR TR | $3.6M | 1.68% | 71,118 | Trimmed |
| 17 | EFA | ISHARES TR | $3.4M | 1.63% | 35,421 | Added |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $3.4M | 1.62% | 15,901 | Trimmed |
| 19 | XLP | SELECT SECTOR SPDR TR | $3.3M | 1.54% | 39,769 | New |
| 20 | SSO | PROSHARES TR | $3.0M | 1.43% | 58,384 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $2.8M | 1.32% | 8,705 | Added |
| 22 | AAPL | APPLE INC | $2.6M | 1.23% | 10,225 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.5M | 1.16% | 6,649 | Added |
| 24 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.3M | 1.09% | 133,149 | Trimmed |
| 25 | EEM | ISHARES TR | $2.2M | 1.06% | 39,421 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31