Innova Wealth Partners Portfolio Changes Q2 2026: Strategic Shifts and Key Activity

For the period ending June 30, 2026, Innova Wealth Partners demonstrated significant portfolio turnover. The firm's holdings underwent notable changes across various asset classes and sectors during this quarter.

The most pronounced buying activity involved several equity-focused ETFs, with LITMAN GREGORY FDS TR (DBMF), holding a substantial 2.62% allocation in the portfolio, showing an enormous increase of over 170,000 shares representing approximately +514%. This was followed by strong inflows into other trusts and ETFs like ISHARES TR (ICF), STATE STR SPDR S&P 500 ETF T (SPY), and the original INVESCO QQQ Trust.

Conversely, Innova Wealth Partners significantly reduced its positions in several fixed income funds. The firm sold shares of ISHARES TR (SHY), which experienced a nearly 40% reduction (-39.43%) and lost approximately 125,000 shares from the portfolio during this quarter.

The bond market ETF also saw substantial cuts in other holdings like ISHARES TR (AGG), which decreased by -36,517 shares (-36.64%). Additionally, the firm exited positions entirely in funds such as IEF and VANGUARD INTL EQUITY INDEX F (VGK). The reduction in IEF was particularly steep at nearly 92%.

The overall portfolio turnover rate suggests active management strategies. Key areas of buying included exposure to technology, healthcare, and consumer sectors through various ETFs, while fixed income allocations were trimmed back considerably. This indicates a potential strategic rebalancing towards equities this quarter.

For further details on Innova Wealth Partners' portfolio holdings or specific investments like SPY, please refer to the official filings. Investors can gain deeper insights by visiting the investor profile page.