13F Filings History of Innova Wealth Partners

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$198,203,596
Signature - Title
William Bromley - Chief Compliance Officer
Location
Newtown, PA
Summary
This page shows a list of all the recent 13F filings made by Innova Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Innova Wealth Partners reported 148 stock holdings with total value $198,203,596 as of Q4 2025. Top holdings included DBMF, SHY, BOXX, GLD, and JAAA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 148 $198,203,596 +$47,152,921 -$23,894,130 +$23,258,791 DBMF, SHY, BOXX, GLD, JAAA 13F-HR 07 Jan 2026, 13:24
Q3 2025 126 $185,074,305 +$28,956,205 -$25,591,631 +$3,364,574 SHY, SPY, GLD, BOXX, AGG 13F-HR 02 Dec 2025, 13:07
Q2 2025 105 $170,106,989 +$39,406,041 -$37,512,815 +$1,893,226 SHY, GLD, BOXX, RWX, AGG 13F-HR 28 Jul 2025, 11:52
Q1 2025 99 $161,358,295 +$39,606,320 -$35,707,990 +$3,898,330 SHY, IEF, GLD, BOXX, AGG 13F-HR 06 May 2025, 15:34
Q4 2024 88 $158,717,068 +$147,367,679 -$108,496,673 +$38,871,006 SHY, SPY, AGG, BOXX, XLF 13F-HR 07 Jan 2025, 17:31
Q3 2024 85 $119,058,014 +$107,415,008 -$130,966,457 -$23,551,449 IAU, TLT, NVDA, ITB, ACWI 13F-HR 30 Oct 2024, 11:36
Q2 2024 81 $139,792,215 +$22,259,700 -$13,312,028 +$8,947,672 SPY, SHY, DBMF, AGG, XLK 13F-HR 13 Aug 2024, 14:23
Q1 2024 75 $129,474,178 +$29,106,647 -$23,503,545 +$5,603,102 SHY, AGG, XLF, XLI, XLC 13F-HR 15 May 2024, 18:06
Q4 2023 65 $116,144,123 +$34,952,662 -$34,715,047 +$237,615 SHY, SPY, GLD, AGG, QQQ 13F-HR 07 Feb 2024, 20:09
Q3 2023 57 $111,286,321 +$34,988,181 -$37,798,116 -$2,809,935 SHY, DBMF, AGG, GLD, IEF 13F-HR 23 Oct 2023, 13:18
Q2 2023 57 $117,413,610 +$32,685,686 -$33,754,950 -$1,069,264 IEF, SHY, GLD, AGG, DBMF 13F-HR 13 Jul 2023, 15:56
Q1 2023 50 $114,099,292 +$28,982,506 -$30,999,004 -$2,016,498 SHY, IEF, AGG, GLD, XLK 13F-HR 25 Apr 2023, 16:31
Q4 2022 53 $113,547,252 +$44,146,164 -$39,805,507 +$4,340,657 SHY, AGG, GLD, DBMF, XLE 13F-HR 17 Jan 2023, 13:24
Q3 2022 46 $108,877,000 +$16,703,170 -$21,476,073 -$4,772,903 SHY, AGG, DBMF, IEF, XLU 13F-HR 18 Oct 2022, 17:08
Q2 2022 50 $118,503,000 +$52,126,487 -$64,759,169 -$12,632,682 SHY, AGG, IEF, GLD, XLE 13F-HR 11 Jul 2022, 16:52
Q1 2022 70 $137,731,000 +$22,408,479 -$21,581,075 +$827,404 IEF, AGG, SHY, GLD, XLU 13F-HR 18 Apr 2022, 15:09
Q4 2021 70 $140,717,000 +$26,617,822 -$20,478,670 +$6,139,152 IEF, AGG, SHY, SPY, XLK 13F-HR 13 Jan 2022, 10:55
Q3 2021 66 $126,181,000 +$16,555,493 -$16,437,365 +$118,128 AGG, SHY, SPY, XLK, XLF 13F-HR 28 Oct 2021, 11:03
Q2 2021 64 $126,870,000 +$11,327,269 -$8,896,044 +$2,431,225 SHY, AGG, SPY, XLK, XLF 13F-HR 28 Oct 2021, 11:02
Q1 2021 60 $117,591,000 +$18,841,035 -$13,007,321 +$5,833,714 SHY, AGG, PDBC, XLU, XLI 13F-HR 28 Oct 2021, 11:01
Q4 2020 58 $107,008,000 $0 $0 $0 SHY, AGG, SPY, XLK, XLY 13F-HR 28 Oct 2021, 11:00