You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Innova Wealth Partners filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions and 2 options positions with a total 13F market value of $170M. The fund increased holdings in Select Sector SPDR TR, Select Sector SPDR TR, Select Sector SPDR TR among other positions. Innova Wealth Partners reduced exposure to Ishares TR, Ishares TR, Select Sector SPDR TR among others.
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)
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more