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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, XLSR, SPYM, SPDW, SPEM, and represent 40.38% of Novus Advisors's stock portfolio.
Added to shares of these 10 stocks: JNK, SPY, SPTL, IWF, NVDA, IYW, VO, IJR, ESGU, MRVL.
Started 5 new stock positions in IJR, MRVL, ESGU, NVDA, IYW.
Reduced shares in these 10 stocks: SPDW, FISR, SPAB, XLG, BIL, BINC, IVV, EFV, IEMG, QUAL.
Sold out of its positions in BINC, XLG, BIL.
Novus Advisors was a net buyer of stock by $479k.
Novus Advisors has $48M in assets under management (AUM), dropping by 7.31%.
Central Index Key (CIK): 0002042508

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Positions held by Novus Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Novus Advisors

Novus Advisors holds 49 positions in its portfolio as reported in the June 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)	12.6	$6.1M	+13%	8.1k	746.83	View chart
Ssga Active Tr State Street Us (XLSR)	7.7	$3.7M	-2%	57k	64.86	View chart
Spdr Series Trust St Str P500etf (SPYM)	7.0	$3.3M	+2%	38k	87.88	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	6.9	$3.3M	-24%	66k	50.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	6.2	$3.0M	+4%	58k	51.78	View chart
Ssga Active Tr St Str Secto Etf (FISR)	4.8	$2.3M	-27%	90k	25.65	View chart
Spdr Series Trust St Bloo High Etf (JNK)	3.3	$1.6M	+144%	16k	96.37	View chart
Spdr Series Trust State Stret Spdr (CERY)	2.8	$1.3M	+2%	40k	33.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$1.3M	-13%	1.7k	748.89	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	2.7	$1.3M		28k	45.80	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	2.6	$1.2M	-5%	22k	57.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.3	$1.1M		12k	96.58	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	2.0	$954k	+60%	36k	26.23	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.0	$941k		14k	67.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.8	$882k		38k	23.13	View chart
Spdr Series Trust St Str Usd Etf (EMHC)	1.8	$877k	+2%	35k	25.44	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	1.7	$795k	+3%	20k	40.29	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$757k	+4%	16k	46.15	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$738k	+10%	2.0k	368.38	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	1.5	$722k		17k	43.76	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	1.5	$711k	-3%	32k	22.40	View chart
Union Pacific Corporation (UNP)	1.4	$670k		2.5k	272.00	View chart
Spdr Series Trust State Stret Spdr (TIPX)	1.3	$640k	+3%	34k	18.93	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$607k	-11%	2.8k	219.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$601k	-9%	8.8k	68.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.2	$593k		4.3k	137.53	View chart
Exxon Mobil Corporation (XOM)	1.2	$572k		4.2k	136.72	View chart
Ishares Tr Core Msci Total (IXUS)	1.1	$518k		5.4k	95.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$499k		727.00	686.81	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$472k		5.0k	94.52	View chart
Spdr Series Trust Sst Spdr Bloombe (EBND)	1.0	$457k	+5%	22k	20.92	View chart
Ishares Tr Eafe Value Etf (EFV)	0.9	$453k	-19%	5.9k	76.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$451k	+2%	2.0k	227.06	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$442k	+295%	3.6k	124.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$362k		1.7k	217.93	View chart
Amazon (AMZN)	0.7	$320k		1.3k	238.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$313k	-7%	2.5k	124.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$312k	+299%	3.9k	80.57	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$304k	+20%	13k	22.78	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$296k	-26%	3.6k	82.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$283k		932.00	303.12	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.6	$280k	-48%	11k	25.52	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.6	$278k	+4%	6.1k	45.58	View chart
NVIDIA Corporation (NVDA)	0.5	$243k	NEW	1.2k	200.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$236k	NEW	936.00	252.23	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$233k		2.2k	107.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$221k	NEW	1.5k	148.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$219k	NEW	1.3k	163.66	View chart
Marvell Technology (MRVL)	0.4	$201k	NEW	676.00	297.89	View chart

Past Filings by Novus Advisors

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

Novus Advisors 2026 Q2 filed July 28, 2026
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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