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Novus Advisors

Latest statistics and disclosures from Novus Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPDW, XLSR, FISR, SPYM, and represent 40.34% of Novus Advisors's stock portfolio.
Added to shares of these 10 stocks: FISR, SPLB, IXUS, JNK, CERY, BIL, BINC, SPAB, VTV, XLSR.
Started 3 new stock positions in BINC, IXUS, BIL.
Reduced shares in these 10 stocks: SPY, SPTL, , SPDW, SPSM, ESGU, IYW, IWF, QUAL, GLD.
Sold out of its positions in IYW, ESGU, DLN.
Novus Advisors was a net buyer of stock by $292k.
Novus Advisors has $45M in assets under management (AUM), dropping by -0.06%.
Central Index Key (CIK): 0002042508

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Portfolio Holdings for Novus Advisors

Novus Advisors holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	10.4	$4.7M	-19%	7.2k	650.43	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	8.8	$4.0M	-6%	87k	45.65	View chart
Ssga Active Tr State Street Us (XLSR)	7.5	$3.3M	+2%	58k	57.74	View chart
Ssga Active Tr State Street Fix (FISR)	7.2	$3.2M	+27%	125k	25.72	View chart
Spdr Series Trust State Street Spd (SPYM)	6.4	$2.8M	+2%	37k	76.54	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	5.8	$2.6M		55k	46.91	View chart
Spdr Series Trust State Stret Spdr (CERY)	3.1	$1.4M	+33%	39k	35.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.9	$1.3M	-2%	2.0k	653.04	View chart
Spdr Series Trust State Street Spd (TFI)	2.8	$1.3M		28k	45.34	View chart
Spdr Series Trust State Street Spd (SPSM)	2.5	$1.1M	-20%	23k	48.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$1.0M	-4%	12k	90.53	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.0	$891k	+3%	38k	23.22	View chart
Spdr Series Trust State Street Spd (SPMD)	1.9	$838k	-2%	14k	59.22	View chart
Spdr Series Trust State Street Spd (EMHC)	1.9	$832k		34k	24.80	View chart
Spdr Gold Tr Gold Shs (GLD)	1.7	$781k	-11%	1.8k	430.29	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.7	$767k	+3%	19k	40.14	View chart
Spdr Series Trust State Street Spd (SPLB)	1.6	$730k	+208%	33k	22.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$721k		16k	46.19	View chart
Exxon Mobil Corporation (XOM)	1.6	$710k		4.2k	169.66	View chart
Spdr Index Shs Fds State Street Spd (GWX)	1.6	$701k	-3%	17k	42.23	View chart
Spdr Series Trust State Street Spd (JNK)	1.4	$638k	+140%	6.7k	95.72	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.4	$628k		33k	19.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$603k	-17%	3.1k	191.81	View chart
Union Pacific Corporation (UNP)	1.3	$598k		2.5k	242.62	View chart
Spdr Series Trust State Street Spd (SPTL)	1.3	$596k	-48%	23k	26.30	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$566k	+13%	9.7k	58.18	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$547k	+5%	7.4k	74.35	View chart
Spdr Series Trust State Street Spd (SPAB)	1.2	$546k	+45%	21k	25.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$489k	+8%	4.3k	113.11	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$473k	+3%	5.0k	94.95	View chart
Ishares Tr Core Msci Total (IXUS)	1.1	$470k	NEW	5.4k	86.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$437k	+2%	732.00	597.55	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	1.0	$429k		21k	20.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$409k	+19%	1.9k	211.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$384k	-26%	900.00	426.40	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$338k	+9%	4.9k	69.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$327k	+52%	1.7k	196.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$303k	-4%	2.7k	111.38	View chart
Amazon (AMZN)	0.6	$281k		1.4k	208.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$279k	+9%	970.00	287.18	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.6	$268k	+25%	5.8k	45.86	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.6	$256k	+32%	4.7k	54.55	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$254k		11k	22.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$247k		943.00	261.92	View chart
Spdr Series Trust State Street Spd (BIL)	0.5	$244k	NEW	2.7k	91.64	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$230k		2.2k	106.15	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$209k	NEW	4.0k	51.93	View chart

Past Filings by Novus Advisors

SEC 13F filings are viewable for Novus Advisors going back to 2024

Novus Advisors 2026 Q1 filed April 28, 2026
Novus Advisors 2025 Q4 filed Feb. 13, 2026
Novus Advisors 2025 Q3 filed Nov. 13, 2025
Novus Advisors 2025 Q2 filed Aug. 14, 2025
Novus Advisors 2025 Q1 filed May 9, 2025
Novus Advisors 2024 Q4 filed Feb. 7, 2025

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