StockDriftsStockDriftsTop 50 Innova Wealth Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 6.55% | 192.7K | $15.8M | -39.43%(-125.44K) | $82.53(-0.61%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 4.41% | 90.9K | $10.6M | +11.96%(+9.71K) | $110.43(+6.75%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 4.18% | 199.8K | $10.1M | +21.53%(+35.39K) | $50.64(-0.05%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.85% | 12.5K | $9.3M | +111.25%(+6.57K) | $641.03(+20.95%) | 2026-06-30 | |
| RSST | TIDAL TRUST II | 3.2% | 236.7K | $7.7M | +14.44%(+29.86K) | $25.08(+35.36%) | 2026-06-30 | |
| ICF | ISHARES TR | 3.13% | 111.8K | $7.6M | +51.46%(+37.99K) | $62.00(+11.38%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.73% | 66.6K | $6.6M | -36.64%(-38.52K) | $103.13(-5.55%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 2.62% | 206.4K | $6.3M | +514.83%(+172.85K) | $29.95(+4.66%) | 2026-06-30 | |
| RSSY | TIDAL TRUST II | 2.61% | 246.6K | $6.3M | +22.61%(+45.46K) | $21.02(+24.02%) | 2026-06-30 | |
| RSBT | TIDAL TRUST II | 1.93% | 245.1K | $4.7M | +7.97%(+18.08K) | $18.00(+5.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.54% | +27.88% | +4.11% | +22.32% |
| Top 20 Holdings Unweighted | +11.44% | +38.40% | +7.07% | +40.71% |
Innova Wealth Partners reports $244.36M in US-listed equity holdings across 167 positions in its most recent 13F filing. Its largest disclosed positions are SHY (6.5%), BOXX (4.4%) and JAAA (4.2%). The top 20 holdings account for 52.49% of reported assets. Its disclosed equity book has returned +27.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Innova Wealth Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1888831). View Innova Wealth Partners’s 13F filings on SEC