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Home > Institutional Investor > Innova Wealth Partners > Profile

Instuitional Investor - Innova Wealth Partners

Fund Profile
Filing Period:
Fund Name: Innova Wealth Partners
Portfolio Value $198,259,081
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Litman Gregory Fds Tr
 428,563 $12,025,478 6.07%
2.
Ishares Trust
 IEF 135,603 $11,230,629 5.66%
3.
Ea Series Trust
 68,535 $7,888,425 3.98%
4.
Spdr Gold Trust
 GLD 16,419 $6,507,014 3.28%
5.
Janus Detroit Str Tr
 115,126 $5,823,092 2.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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