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PW Nova Financial Services

Latest statistics and disclosures from PW Nova Financial Services's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002127408

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Positions held by PW Nova Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for PW Nova Financial Services

PW Nova Financial Services holds 110 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	9.0	$24M	50k	471.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.0	$19M	30k	613.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	5.8	$15M	73k	212.20	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	4.4	$12M	118k	98.39	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	4.1	$11M	82k	133.08	View chart
Apple (AAPL)	3.9	$10M	38k	271.00	View chart
NVIDIA Corporation (NVDA)	3.5	$9.3M	49k	188.85	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	2.9	$7.6M	30k	252.73	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.7	$7.2M	51k	142.65	View chart
Broadcom (AVGO)	2.6	$6.9M	20k	347.61	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$6.8M	31k	220.61	View chart
Vanguard World Inf Tech Etf (VGT)	2.5	$6.5M	8.7k	756.04	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$5.8M	18k	315.34	View chart
Microsoft Corporation (MSFT)	2.0	$5.4M	11k	472.95	View chart
Ishares Tr Us Aer Def Etf (ITA)	2.0	$5.3M	24k	222.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$5.3M	20k	261.55	View chart
Ishares Core Msci Emkt (IEMG)	1.7	$4.6M	66k	68.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$4.3M	57k	74.69	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	1.5	$4.1M	25k	161.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	1.4	$3.8M	83k	45.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.4	$3.6M	9.7k	373.36	View chart
JPMorgan Chase & Co. (JPM)	1.3	$3.6M	11k	325.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.2	$3.1M	32k	97.03	View chart
Wal-Mart Stores (WMT)	1.1	$3.0M	26k	112.76	View chart
Amazon (AMZN)	1.1	$2.9M	13k	226.53	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$2.9M	5.9k	486.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$2.5M	18k	142.62	View chart
Vanguard World Consum Dis Etf (VCR)	0.9	$2.5M	6.3k	391.71	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$2.1M	26k	79.75	View chart
Ishares Tr Select Us Reit (ICF)	0.8	$2.1M	34k	59.68	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$2.0M	25k	82.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$2.0M	25k	78.80	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.7	$1.9M	16k	119.31	View chart
Johnson & Johnson (JNJ)	0.7	$1.9M	9.2k	207.30	View chart
Bank of America Corporation (BAC)	0.7	$1.9M	33k	55.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.9M	9.6k	192.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$1.8M	20k	90.36	View chart
Amgen (AMGN)	0.7	$1.7M	5.3k	327.56	View chart
Eli Lilly & Co. (LLY)	0.6	$1.7M	1.6k	1080.10	View chart
McDonald's Corporation (MCD)	0.6	$1.7M	5.4k	303.21	View chart
Coca-Cola Company (KO)	0.6	$1.6M	24k	69.14	View chart
Home Depot (HD)	0.6	$1.6M	4.6k	345.75	View chart
Cisco Systems (CSCO)	0.6	$1.6M	21k	76.02	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.4M	2.8k	497.01	View chart
Merck & Co (MRK)	0.5	$1.4M	13k	106.48	View chart
Tesla Motors (TSLA)	0.5	$1.4M	3.2k	438.01	View chart
Procter & Gamble Company (PG)	0.5	$1.2M	8.8k	141.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$1.2M	23k	52.88	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	1.3k	854.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M	1.6k	686.02	View chart
Walt Disney Company (DIS)	0.4	$1.0M	9.3k	111.90	View chart
salesforce (CRM)	0.4	$1.0M	4.0k	253.51	View chart
Essential Utils (WTRG)	0.3	$924k	24k	38.67	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$914k	21k	43.18	View chart
PNC Financial Services (PNC)	0.3	$914k	4.3k	211.43	View chart
Air Products & Chemicals (APD)	0.3	$894k	3.6k	250.56	View chart
Palo Alto Networks (PANW)	0.3	$892k	5.0k	179.44	View chart
Pepsi (PEP)	0.3	$885k	6.2k	142.31	View chart
Blackrock (BLK)	0.3	$882k	813.00	1084.87	View chart
Exxon Mobil Corporation (XOM)	0.3	$845k	6.9k	122.69	View chart
Advanced Micro Devices (AMD)	0.3	$844k	3.8k	223.52	View chart
Meta Platforms Cl A (META)	0.3	$815k	1.3k	650.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$806k	16k	49.46	View chart
Starbucks Corporation (SBUX)	0.3	$772k	9.2k	84.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$728k	4.9k	149.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$727k	2.3k	315.13	View chart
Abbvie (ABBV)	0.3	$720k	3.1k	229.15	View chart
Visa Com Cl A (V)	0.3	$714k	2.1k	346.60	View chart
Chevron Corporation (CVX)	0.3	$713k	4.6k	155.88	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.3	$691k	13k	53.89	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$688k	6.2k	110.10	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.3	$678k	35k	19.15	View chart
Uber Technologies (UBER)	0.2	$653k	7.9k	82.92	View chart
Verizon Communications (VZ)	0.2	$527k	13k	40.54	View chart
Prologis (PLD)	0.2	$520k	4.0k	128.97	View chart
Kimberly-Clark Corporation (KMB)	0.2	$490k	4.8k	101.45	View chart
Toll Brothers (TOL)	0.2	$482k	3.6k	135.51	View chart
Pfizer (PFE)	0.2	$479k	19k	25.15	View chart
General Mills (GIS)	0.2	$476k	10k	45.69	View chart
Honeywell International (HON)	0.2	$469k	2.4k	195.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$441k	5.0k	88.61	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$438k	3.1k	140.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$416k	1.6k	260.00	View chart
Oracle Corporation (ORCL)	0.1	$393k	2.0k	195.62	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$390k	3.4k	114.74	View chart
Bristol Myers Squibb (BMY)	0.1	$366k	6.8k	53.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$361k	4.2k	85.93	View chart
Eaton Corp SHS (ETN)	0.1	$357k	1.1k	327.52	View chart
Live Nation Entertainment (LYV)	0.1	$347k	2.4k	145.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$340k	541.00	628.47	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$328k	2.8k	116.98	View chart
Marriott Intl Cl A (MAR)	0.1	$301k	959.00	313.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$297k	435.00	682.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$289k	3.9k	73.99	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$273k	5.0k	54.94	View chart
Boeing Company (BA)	0.1	$260k	1.1k	227.47	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$258k	3.9k	65.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$255k	1.8k	144.97	View chart
UnitedHealth (UNH)	0.1	$237k	704.00	336.65	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$223k	8.4k	26.53	View chart
At&t (T)	0.1	$222k	9.0k	24.55	View chart
Caterpillar (CAT)	0.1	$216k	361.00	598.34	View chart
Linde SHS (LIN)	0.1	$214k	499.00	428.86	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$213k	1.8k	121.09	View chart
Ishares Tr Global Mater Etf (MXI)	0.1	$213k	2.2k	97.71	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$207k	1.2k	168.98	View chart
IDEXX Laboratories (IDXX)	0.1	$201k	300.00	670.00	View chart
John Hancock Preferred Income Fund III (HPS)	0.1	$151k	10k	14.56	View chart
Pennantpark Floating Rate Capi (PFLT)	0.0	$106k	11k	9.37	View chart
Eledon Pharmaceuticals (ELDN)	0.0	$94k	58k	1.62	View chart

Past Filings by PW Nova Financial Services

SEC 13F filings are viewable for PW Nova Financial Services going back to 2025

PW Nova Financial Services 2025 Q4 filed April 9, 2026

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