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 +$47,152,924 -$23,894,132 +$23,258,792 DBMF, SHY, BOXX, GLD, JAAA 13F-HR 07 Jan 2026, 13:24
Q3 2025 126 $185,074,305 +$28,956,206 -$25,591,631 +$3,364,575 SHY, SPY, GLD, BOXX, AGG 13F-HR 02 Dec 2025, 13:07
Q2 2025 105 $170,106,989 +$39,406,053 -$37,512,809 +$1,893,244 SHY, GLD, BOXX, RWX, AGG 13F-HR 28 Jul 2025, 11:52
Q1 2025 99 $161,358,295 +$39,606,315 -$35,707,996 +$3,898,319 SHY, IEF, GLD, BOXX, AGG 13F-HR 06 May 2025, 15:34
Q4 2024 88 $158,717,068 +$147,367,670 -$108,496,679 +$38,870,991 SHY, SPY, AGG, BOXX, XLF 13F-HR 07 Jan 2025, 17:31
Q3 2024 85 $119,058,014 +$107,415,013 -$130,966,453 -$23,551,440 IAU, TLT, NVDA, ITB, ACWI 13F-HR 30 Oct 2024, 11:36
Q2 2024 81 $139,792,215 +$22,259,699 -$13,312,025 +$8,947,674 SPY, SHY, DBMF, AGG, XLK 13F-HR 13 Aug 2024, 14:23
Q1 2024 75 $129,474,178 +$29,106,644 -$23,503,546 +$5,603,098 SHY, AGG, XLF, XLI, XLC 13F-HR 15 May 2024, 18:06
Q4 2023 65 $116,144,123 +$34,952,663 -$34,715,046 +$237,617 SHY, SPY, GLD, AGG, QQQ 13F-HR 07 Feb 2024, 20:09
Q3 2023 58 $111,300,181 +$35,002,041 -$21,047,689 +$13,954,352 SHY, DBMF, AGG, GLD, IEF 13F-HR 23 Oct 2023, 13:18
Q2 2023 57 $117,413,610 +$32,685,685 -$31,920,019 +$765,666 IEF, SHY, GLD, AGG, DBMF 13F-HR 13 Jul 2023, 15:56
Q1 2023 50 $111,283,721 +$28,982,505 -$2,477,092 +$26,505,413 SHY, IEF, AGG, GLD, XLK 13F-HR 25 Apr 2023, 16:31
Q4 2022 54 $113,859,500 +$44,458,411 -$38,651,504 +$5,806,907 SHY, AGG, GLD, DBMF, XLE 13F-HR 17 Jan 2023, 12:24
Q3 2022 54 $109,644,000 +$17,211,666 -$13,913,082 +$3,298,584 SHY, AGG, DBMF, IEF, XLU 13F-HR 18 Oct 2022, 17:08
Q2 2022 55 $118,830,000 +$52,453,474 -$18,870,173 +$33,583,301 SHY, AGG, IEF, GLD, XLE 13F-HR 11 Jul 2022, 16:52
Q1 2022 71 $137,737,000 +$22,408,483 -$12,224,077 +$10,184,406 IEF, AGG, SHY, GLD, XLU 13F-HR 18 Apr 2022, 15:09
Q4 2021 72 $140,470,589 +$26,836,532 -$14,693,672 +$12,142,860 IEF, AGG, SHY, SPY, XLK 13F-HR 13 Jan 2022, 09:55
Q3 2021 66 $126,181,000 +$16,340,243 -$16,437,359 -$97,116 AGG, SHY, SPY, XLK, XLF 13F-HR 28 Oct 2021, 11:03
Q2 2021 64 $126,870,000 +$11,327,269 -$8,896,043 +$2,431,226 SHY, AGG, SPY, XLK, XLF 13F-HR 28 Oct 2021, 11:02
Q1 2021 60 $117,591,000 +$18,687,518 -$13,007,322 +$5,680,196 SHY, AGG, PDBC, XLU, XLI 13F-HR 28 Oct 2021, 11:01
Q4 2020 57 $104,275,000 $0 SHY, AGG, SPY, XLK, XLY 13F-HR 28 Oct 2021, 11:00