William Bromley

Innova Wealth Partners

Assets Managed

$211.285M

Holdings

158

Last Quarter

2026 - Q1

Filed Date

22d ago

Growth Rate

6.58%(2Q avg: 6.83%)

Sustained Growth

6 quarters

Portfolio positions

This chart displays the top 10 holdings in Innova Wealth Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Innova Wealth Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 211.285M in assets, with a quarterly growth rate of 6.58% and a 2-quarter average growth rate of 6.83%. The portfolio is managed by William Bromley, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SHY Ishares 1-3 Year Treasury Bo Recent Activity Increased 134.62%	12.44%	$26.269M 318,143 shares@ $82.58 avg price	Increased 134.62%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 108.54%	4.94%	$10.434M 105,110 shares@ $99.27 avg price	Increased 108.54%
BOXX Alpha Architect 1-3 Mnth Box Recent Activity Increased 18.44%	4.47%	$9.439M 81,168 shares@ $116.3 avg price	Increased 18.44%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 42.79%	3.92%	$8.28M 164,382 shares@ $50.38 avg price	Increased 42.79%
IEF Ishares 7-10 Year Treasury B Recent Activity Increased 1282.54%	3.08%	$6.505M 68,159 shares@ $95.44 avg price	Increased 1282.54%
RSST Return Stacked Us Sm Ftr Etf Recent Activity Increased 13.55%	2.77%	$5.848M 206,788 shares@ $28.28 avg price	Increased 13.55%
VGK Vanguard Ftse Europe Etf Recent Activity Increased 645.29%	2.72%	$5.731M 69,528 shares@ $82.43 avg price	Increased 645.29%
XLE Energy Select Sector Spdr Recent Activity Decreased -10.82%	2.31%	$4.869M 79,484 shares@ $61.27 avg price	Decreased -10.82%
XLU Utilities Select Sector Spdr Recent Activity Decreased -8.98%	2.17%	$4.576M 99,706 shares@ $45.89 avg price	Decreased -8.98%
ICF Ishares Cohen & Steers Reit Recent Activity Increased 1084.79%	2.17%	$4.569M 73,824 shares@ $61.89 avg price	Increased 1084.79%

1-10 of 158