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Nova R Wealth

Latest statistics and disclosures from Nova R Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VGIT, IVV, AVLV, VTI, JMOM, and represent 41.09% of Nova R Wealth's stock portfolio.
Added to shares of these 10 stocks: VGIT, APH, DUHP, XOM, XFIV, VTI, DFUS, CGNG, VUG, MRK.
Started 7 new stock positions in DUHP, MRK, XFIV, XOM, VUG, KO, TRV.
Reduced shares in these 10 stocks: Dimensional Etf Trust, LRGF, IVV, AVLV, IEFA, , JMOM, BME, VTIP, DFSD.
Sold out of its positions in Dimensional Etf Trust, Exxon Mobil Corporation, HD.
Nova R Wealth was a net buyer of stock by $1.8M.
Nova R Wealth has $341M in assets under management (AUM), dropping by -0.39%.
Central Index Key (CIK): 0001729457

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Portfolio Holdings for Nova R Wealth

Nova R Wealth holds 89 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	13.7	$47M	+6%	825k	56.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.0	$27M		36k	765.86	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.7	$23M		254k	90.44	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	6.7	$23M		61k	374.24	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	6.0	$20M		245k	83.35	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.5	$19M		379k	49.22	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	5.4	$19M		400k	46.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.8	$13M	-3%	134k	96.88	View chart
Ishares Tr Core Msci Intl (IDEV)	3.1	$11M		118k	89.48	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	2.8	$9.4M		96k	98.34	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	2.6	$9.0M	-2%	26k	344.00	View chart
Apple (AAPL)	2.4	$8.2M		25k	333.02	View chart
Intuitive Surgical Com New (ISRG)	2.4	$8.1M		20k	406.63	View chart
Ishares Tr U S Equity Factr (LRGF)	2.2	$7.4M	-7%	95k	77.85	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	1.8	$6.2M	+4%	75k	83.03	View chart
Blackrock Health Sciences Trust (BME)	1.7	$5.9M	-5%	134k	44.13	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$5.0M		10k	497.93	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$4.9M		61k	81.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$4.8M		68k	70.61	View chart
Amazon (AMZN)	1.1	$3.8M		15k	249.15	View chart
Garmin SHS (GRMN)	1.0	$3.4M		12k	286.83	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$3.1M	-4%	64k	49.47	View chart
NVIDIA Corporation (NVDA)	0.9	$3.0M		13k	228.38	View chart
Amphenol Corp Cl A (APH)	0.9	$3.0M	+95%	35k	84.30	View chart
Amgen (AMGN)	0.8	$2.9M		6.9k	421.50	View chart
Vanguard Wellington Us Momentum (VFMO)	0.8	$2.6M	-2%	12k	227.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$2.5M	-3%	42k	59.31	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$2.5M	-7%	27k	90.11	View chart
Nxp Semiconductors N V (NXPI)	0.7	$2.3M		9.8k	237.54	View chart
Wal-Mart Stores (WMT)	0.6	$2.1M		20k	103.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.1M		9.0k	233.31	View chart
Stmicroelectronics N V Ny Registry (STM)	0.6	$2.0M		38k	53.36	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.5	$1.9M		79k	23.70	View chart
Microsoft Corporation (MSFT)	0.5	$1.8M		3.5k	512.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$1.7M		13k	136.04	View chart
Texas Instruments Incorporated (TXN)	0.5	$1.6M		5.8k	280.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.6M		4.5k	344.09	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$1.4M		4.5k	317.32	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$1.4M		15k	97.44	View chart
Nextera Energy (NEE)	0.4	$1.4M		18k	75.74	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.3M		10k	125.26	View chart
Bluerock Pvt Real Estate (BPRE)	0.3	$1.1M	-13%	87k	12.54	View chart
Capital Group New Geography SHS (CGNG)	0.3	$990k	+33%	27k	36.45	View chart
Chevron Corporation (CVX)	0.3	$955k		4.7k	204.19	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$885k		1.2k	762.64	View chart
Franklin Mun Opportunities T Sh Ben Int (PMO)	0.2	$851k		93k	9.14	View chart
Mastercard Incorporated Cl A (MA)	0.2	$829k		1.5k	551.65	View chart
Meta Platforms Cl A (META)	0.2	$814k		1.1k	724.88	View chart
Blackrock Muniyield Quality Fund (MQY)	0.2	$792k		80k	9.93	View chart
O'reilly Automotive (ORLY)	0.2	$709k		8.3k	85.41	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$666k	-22%	5.7k	117.78	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$608k	-5%	5.6k	109.38	View chart
S&p Global (SPGI)	0.2	$605k		1.5k	394.40	View chart
JPMorgan Chase & Co. (JPM)	0.2	$571k		1.7k	330.88	View chart
Dfa Invt Dimensions Group In U.s. High Relati (DUHP)	0.2	$538k	NEW	13k	41.91	View chart
Aptiv Com Shs (APTV)	0.2	$529k		12k	43.02	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$494k	NEW	3.0k	162.74	View chart
Marathon Petroleum Corp (MPC)	0.1	$484k		1.2k	395.34	View chart
Caterpillar (CAT)	0.1	$476k		587.00	811.33	View chart
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)	0.1	$468k	NEW	10k	46.66	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$462k	+7%	1.6k	284.55	View chart
Visa Com Cl A (V)	0.1	$432k		1.2k	359.37	View chart
TJX Companies (TJX)	0.1	$403k	-2%	3.0k	132.31	View chart
Charles Schwab Corporation (SCHW)	0.1	$386k		3.9k	97.74	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$385k		1.9k	198.02	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$377k		11k	33.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$367k	+72%	8.8k	41.43	View chart
Advanced Micro Devices (AMD)	0.1	$356k	+10%	582.00	611.34	View chart
Automatic Data Processing (ADP)	0.1	$352k		1.4k	257.99	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$352k		4.1k	84.97	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$348k	-3%	3.4k	103.77	View chart
Eaton Corp SHS (ETN)	0.1	$345k		802.00	429.93	View chart
Canadian Pacific Kansas City (CP)	0.1	$324k		3.8k	85.10	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$319k	+4%	3.4k	94.02	View chart
Iqvia Holdings (IQV)	0.1	$303k		1.1k	268.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$290k		1.7k	166.26	View chart
Dimensional Etf Trust Us Targeted Vlu	0.1	$264k		4.0k	66.44	View chart
Novagold Resources Com New (NG)	0.1	$254k		39k	6.50	View chart
McDonald's Corporation (MCD)	0.1	$235k		1.0k	230.97	View chart
Abbott Laboratories (ABT)	0.1	$231k		2.3k	98.83	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$221k	NEW	2.5k	90.10	View chart
Tesla Motors (TSLA)	0.1	$220k	-6%	619.00	354.81	View chart
Adt (ADT)	0.1	$218k		36k	6.08	View chart
Procter & Gamble Company (PG)	0.1	$218k	+4%	1.5k	145.31	View chart
Merck & Co (MRK)	0.1	$214k	NEW	1.5k	145.36	View chart
Southern Company (SO)	0.1	$209k	-5%	2.5k	82.88	View chart
Coca-Cola Company (KO)	0.1	$208k	NEW	2.4k	86.07	View chart
Travelers Companies (TRV)	0.1	$206k	NEW	577.00	356.41	View chart
Banco Santander Sa Adr (SAN)	0.0	$153k		11k	13.83	View chart

Past Filings by Nova R Wealth

SEC 13F filings are viewable for Nova R Wealth going back to 2021

Nova R Wealth 2026 Q3 filed Oct. 26, 2026
Nova R Wealth 2026 Q2 filed July 17, 2026
Nova R Wealth 2026 Q1 filed April 17, 2026
Nova R Wealth 2025 Q4 filed Jan. 14, 2026
Nova R Wealth 2025 Q3 filed Oct. 23, 2025
Nova R Wealth 2025 Q2 filed July 17, 2025
Nova R Wealth 2025 Q1 filed April 23, 2025
Nova R Wealth 2024 Q4 filed Jan. 30, 2025
Nova R Wealth 2024 Q3 filed Oct. 15, 2024
Nova R Wealth 2024 Q2 filed July 18, 2024
Nova R Wealth 2024 Q1 filed April 12, 2024
Nova R Wealth 2023 Q4 filed Jan. 19, 2024
Nova R Wealth 2023 Q3 filed Oct. 19, 2023
Nova R Wealth 2023 Q2 filed July 27, 2023
Nova R Wealth 2023 Q1 filed April 17, 2023
Nova R Wealth 2022 Q4 filed Jan. 31, 2023

View all past filings

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