William Bromley

Innova Wealth Partners

Assets Managed

$244.357M

Holdings

169

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

15.66%(2Q avg: 11.12%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Innova Wealth Partners's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 169 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 244.357M in assets, with a quarterly growth rate of 15.66% and a 2-quarter average growth rate of 11.12%. 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 Decreased -39.42%	6.48%	$15.823M 192,708 shares@ $82.11 avg price	Decreased -39.42%
BOXX Alpha Architect 1-3 Mnth Box Recent Activity Increased 11.97%	4.36%	$10.641M 90,876 shares@ $117.1 avg price	Increased 11.97%
JAAA Janus Henderson Aaa Clo Etf Recent Activity Increased 21.54%	4.13%	$10.087M 199,774 shares@ $50.5 avg price	Increased 21.54%
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 111.26%	3.81%	$9.309M 12,466 shares@ $746.75 avg price	Increased 111.26%
RSST Return Stacked Us Sm Ftr Etf Recent Activity Increased 14.45%	3.17%	$7.736M 236,651 shares@ $32.69 avg price	Increased 14.45%
ICF Ishares Cohen & Steers Reit Recent Activity Increased 51.46%	3.1%	$7.562M 111,813 shares@ $67.63 avg price	Increased 51.46%
AGG Ishares Core U.s. Aggregate Recent Activity Decreased -36.64%	2.7%	$6.591M 66,593 shares@ $98.99 avg price	Decreased -36.64%
DBMF Imgp Dbi Managed Futures Str Recent Activity Increased 514.83%	2.59%	$6.319M 206,423 shares@ $30.61 avg price	Increased 514.83%
RSSY Return Stacked Us S&f Yd Etf Recent Activity Increased 22.61%	2.58%	$6.294M 246,565 shares@ $25.53 avg price	Increased 22.61%
XLF Financial Select Sector Spdr Recent Activity New Position	2.05%	$4.994M 93,162 shares@ $53.62 avg price	New Position

1-10 of 169