Innova Wealth Partners
Innova Wealth Partners, LLC is a fee-only, US-based registered investment advisor headquartered in Newtown, Pennsylvania. Founded in 2013, the firm provides comprehensive wealth management services—including financial planning, investment management, retirement planning, and tax planning—to individuals, high net worth individuals, families, and pension or profit-sharing plans, primarily in the greater Bucks County and Philadelphia region. The team consists of Certified Financial Planners (CFPs) and Chartered Alternative Investment Analysts (CAIAs), with a practice rooted in education, transparency, and client-centered service.
Investment Strategy
Innova Wealth Partners follows a systematic, evidence-based investment strategy using cost-effective and tax-efficient Exchange Traded Funds (ETFs). Each portfolio is tailored to client goals through a transparent and repeatable process, aiming to maximize the client's probability of financial success while reducing emotional decision-making. Their philosophy emphasizes transparency, objective assessment, and cost-effective execution, always aligning with academic research and measurable results. Financial planning is integrated with investment management to provide holistic, long-term wealth strategies.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHY | ISHARES TR | 11.81% | $20.1M | 242,591 | $82.22 | $82.86 | -$11.4M |
G GLD | SPDR GOLD TR | 4.47% | $7.6M | 24,974 | $265.05 | $304.83 | -$1.6M |
B BOXX | EA SERIES TRUST | 4.45% | $7.6M | 67,269 | $110.55 | $112.68 | +$560.0K |
R RWX | SPDR INDEX SHS FDS | 3.99% | $6.8M | 247,509 | $26.16 | $27.40 | +$4.2M |
A AGG | ISHARES TR | 3.60% | $6.1M | 61,785 | $96.90 | $99.20 | -$488.7K |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
C CSX | CSX CORP | New | Call | $30.6K | 117 | $32.63 | $32.63 | +117 | +$30.6K |
G GRAB | GRAB HOLDINGS LIMITED | Sold | Call | $27.0K | 184 | $5.03 | $4.53 | -90 | +$5.8K |