Innova Wealth Partners
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-5.0ptsvs SPY
Invested
$211.3M
Holdings
159
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SHY
ISHARES TR
Held since at least Q1 2024
12.4%
02
$AGG
ISHARES TR
Held since at least Q1 2024
4.9%
03
$BOXX
EA SERIES TRUST
Held since at least Q1 2024
4.5%
04
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
3.9%
05
$IEF
ISHARES TR
Held since at least Q1 2024
3.1%
06
$RSST
TIDAL TRUST II
Held since at least Q1 2024
2.8%
07
$VGK
VANGUARD INTL EQUITY INDEX F
Q1 2026: New position (56.9k shares)
2.7%
08
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.3%
09
$XLU
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.2%
10
$ICF
ISHARES TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:31 UTC.