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CIK: 0001729457
Total reported value
$342.8M
$342.8M
80 檔
29.8%
The Q3 2025 SEC filing reveals that Nova R Wealth, Inc. held a total portfolio value of $342.8M, covering 80 public equity positions.
In Q3 2025, Nova R Wealth, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, IVV, DFSD) accounted for 29.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 13.64% | +0.52% | +70.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.40% | +0.29% | -0.17% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.24% | -0.29% | +122.79% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.21% | -0.18% | +80.19% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.74% | -0.12% | +1.21% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.59% | +0.42% | +2.95% | |
| 7 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 4.33% | +0.95% | +1.59% | |
| 8 | XBMEX | Blackrock Health Sciences | Stock-Other | 4.01% | -0.13% | -9.82% | |
| 9 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 3.95% | -0.58% | -2.14% | |
| 10 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 3.61% | +0.03% | -1.47% | |
| 11 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.95% | +0.10% | +0.20% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.26% | -0.08% | +0.62% | |
| 13 | VONE | Vanguard Russell 1000 | ETF-Other | 2.09% | +0.03% | -2.66% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.83% | +0.14% | -0.25% | |
| 15 | SPTB | Ss Spdr P Treasury ETF | ETF-Gov Bonds | 1.34% | -1.08% | EXIT | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.10% | +0.92% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 1.22% | -0.06% | +0.32% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.00% | +0.20% | -0.29% | |
| 19 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.00% | +0.11% | -2.50% | |
| 20 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.95% | +0.19% | -0.76% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | +0.06% | +4.45% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 0.89% | +0.10% | +4.27% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.01% | +7.40% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.82% | — | +0.46% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 0.81% | -0.02% | +2.09% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.01% | +3.23% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.77% | +0.05% | +2.15% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.08% | +0.82% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.57% | -0.02% | +0.20% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.56% | +0.08% | -84.33% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | +0.03% | -2.74% | |
| 32 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.51% | +0.10% | -3.25% | |
| 33 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.47% | +0.41% | -0.64% | |
| 34 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.46% | -0.05% | — | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.45% | +0.14% | -0.38% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.45% | -0.01% | -2.48% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.43% | +0.05% | +6.62% | |
| 38 | PMO | Putnam Municipal Oppor | Stock-Other | 0.41% | -0.02% | — | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.02% | +4.23% | |
| 40 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 0.39% | — | — | |
| 41 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.37% | -0.02% | +59.93% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.01% | +8.31% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.31% | -0.03% | +1.07% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.31% | -0.01% | +4.73% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.08% | -8.51% | |
| 46 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.29% | +0.02% | +32.24% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.29% | +0.61% | +2.78% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | -84.56% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | — | +2.80% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | -0.07% | -71.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +4.6% | +70.02% | Add |
| 2 | DFSD | Dimensional Short Duration | +3.1% | +122.79% | Add |
| 3 | VTIP | Vanguard Short-term Tips | +2.4% | +80.19% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +1.21% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.5% | -0.17% | Add |
| 6 | JMOM | Jpmorgan US Momentum Factor | +0.4% | +1.59% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.4% | -0.29% | Trim |
| 8 | NVDA | Nvidia CORP | +0.3% | +4.45% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +7.40% | Add |
| 10 | AVLV | Avantis US Large Cap Value | +0.1% | +2.95% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.25% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.62% | Add |
| 13 | ORLY | O'reilly Automotive Inc | +0.1% | +59.93% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.15% | Add |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +2.60% | Add |
| 16 | LRGF | Ishares US Equity Factor ETF | +0.1% | +0.20% | Add |
| 17 | VFMO | Vanguard US Momentum Factor | +0.1% | -2.50% | Trim |
| 18 | AVDE | Avantis International Equity | 0% | +2.09% | Add |
| 19 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.23% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | +0.92% | Add |
| 21 | STM | Stmicroelectronics Nv-ny Shs | 0% | -0.64% | Trim |
| 22 | NXPI | NXP Semiconductors N.V. | 0% | -0.76% | Trim |
| 23 | IQLT | Ishares Msci International Q | — | +4.27% | Add |
| 24 | VONE | Vanguard Russell 1000 | 0% | -2.66% | Trim |
| 25 | GRMN | Garmin Ltd. | 0% | +0.32% | Add |
| 26 | AVGE | Avantis All Eqty Mrkts ETF | -0.1% | -1.47% | Trim |
| 27 | SPTB | Ss Spdr P Treasury ETF | -0.5% | -9.43% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +0.62% | Add |
| 29 | WMT | Walmart Inc | -0.8% | -81.07% | Trim |
| 30 | ISRG | Intuitive Surgical Inc | -1.4% | -2.14% | Trim |
| 31 | AMZN | Amazon.com Inc | -1.5% | -84.56% | Trim |
| 32 | AMGN | Amgen Inc | -1.6% | -71.97% | Trim |
| 33 | XBMEX | Blackrock Health Sciences | -2% | -9.82% | Trim |
| 34 | AAPL | Apple Inc | -3.2% | -84.33% | Trim |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | EXIT | Sold out |
| 36 | APTV | Aptiv PLC | — | NEW | New buy |
| 37 | CGNG | Cap Group New Geography Eq | — | NEW | New buy |
| 38 | AKX | Ansys Inc | — | EXIT | Sold out |
| 39 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 40 | NG | Novagold Resources Inc | — | NEW | New buy |
| 41 | HON | Honeywell International Inc | — | NEW | New buy |
| 42 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 43 | CDW | Cdw Corp/de | — | EXIT | Sold out |
| 44 | MPLX | Mplx LP | — | EXIT | Sold out |
| 45 | HD | Home Depot Inc | — | EXIT | Sold out |
| 46 | TSLA | Tesla Inc | — | NEW | New buy |
| 47 | OKE | Oneok Inc | — | EXIT | Sold out |
| 48 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 49 | DFAT | Dimensional US Target Value | — | NEW | New buy |
| 50 | ORCL | Oracle CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Nova R Wealth, Inc. reported a total U.S. public equity portfolio value of $342.8M across 80 disclosed positions in Q3 2025.
During Q3 2025, Nova R Wealth, Inc.'s top holdings by market value included VGIT (13.6%)、IVV (11.4%)、DFSD (6.2%). The largest single position, VGIT, represented 13.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
APTV
市值: $1.1M
Top Position Liquidated / Trimmed
BIL
前期市值: $2.5M
In Q3 2025, Nova R Wealth, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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