Innova Wealth Partners
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 198,259
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/7/2026 | 151 | 198,259 | 13F-HR | Innova Wealth Partners |
| Q3 2025 | 12/2/2025 | 129 | 185,155 | 13F-HR | Innova Wealth Partners |
| Q2 2025 | 7/28/2025 | 107 | 170,165 | 13F-HR | Innova Wealth Partners |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
55
(0.0% of total reported value)
· QoQ Δ:
-25
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.5 K | 87.5% | 13.18 K | 0 | 13.18 K |
| ETFs | 24.72 K | 12.5% | 0 | 52 | -52 |
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Fund Snapshot
Q4 2025
Latest filed
1/7/2026
Total value ($000)
198,259
Holdings
151
QoQ value change ($000)
13,104
(7.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.