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CIK: 0001729457
Total reported value
$342.8M
$342.8M
88 檔
32.0%
As reported in its official Q4 2025 Form 13F filing, Nova R Wealth, Inc.'s tracked investment portfolio stood at $342.8M with 88 total positions.
In Q4 2025, Nova R Wealth, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 13.36% | +0.52% | +14.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.28% | +0.29% | -7.47% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.35% | -0.29% | +18.95% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.12% | -0.18% | +17.39% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 4.91% | +0.42% | -2.65% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.71% | -0.12% | -6.93% | |
| 7 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.19% | -0.58% | -2.61% | |
| 8 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 3.84% | +0.95% | +2.79% | |
| 9 | XBMEX | Blackrock Health Sciences | Stock-Other | 3.46% | -0.13% | -9.08% | |
| 10 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 3.13% | +0.03% | -2.13% | |
| 11 | VONE | Vanguard Russell 1000 | ETF-Other | 3.12% | +0.03% | +70.03% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.59% | +0.10% | +1.35% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.54% | +0.08% | +392.99% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.92% | -0.08% | -0.78% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.74% | -0.10% | +54.85% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.52% | +0.14% | -5.18% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.32% | +0.02% | +454.03% | |
| 18 | BPRE | Bluerock Private Real Estate | Stock-Financials | 1.29% | -0.85% | — | |
| 19 | SPTB | Ss Spdr P Treasury ETF | ETF-Gov Bonds | 1.27% | -1.08% | EXIT | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.01% | +34.11% | |
| 21 | APH | Amphenol Corp-cl A | Stock-Tech | 0.89% | +0.20% | -5.37% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.88% | -0.02% | +20.44% | |
| 23 | GRMN | Garmin Ltd. | Stock-Tech | 0.87% | -0.06% | +0.16% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.06% | +4.50% | |
| 25 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.84% | +0.11% | -1.75% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.84% | -0.07% | +251.98% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.14% | +393.84% | |
| 28 | IQLT | Ishares Msci International Q | ETF-Other | 0.82% | +0.10% | +4.70% | |
| 29 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.78% | +0.19% | +0.26% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.73% | -0.06% | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | — | +0.16% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.70% | +0.15% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | +0.61% | +132.10% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.01% | -14.32% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.05% | -15.16% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.08% | +0.05% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.05% | +6.57% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.02% | +2.63% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.03% | +0.11% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.44% | +0.10% | +2.22% | |
| 41 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.37% | +0.41% | -0.09% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.37% | +0.14% | +0.34% | |
| 43 | PMO | Putnam Municipal Oppor | Stock-Other | 0.36% | -0.02% | — | |
| 44 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.34% | -0.05% | -0.44% | |
| 45 | XMYDX | Blackrock Muniyield Fund | Stock-Other | 0.33% | — | — | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | -0.02% | -9.79% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.30% | -0.01% | -25.19% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.30% | -0.27% | EXIT | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | +0.01% | — | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.29% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +392.99% | Add |
| 2 | AMZN | Amazon.com Inc | +1.1% | +454.03% | Add |
| 3 | VONE | Vanguard Russell 1000 | +1% | +70.03% | Add |
| 4 | WMT | Walmart Inc | +0.7% | +393.84% | Add |
| 5 | AMGN | Amgen Inc | +0.6% | +251.98% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.5% | +54.85% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +132.10% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | -2.61% | Trim |
| 9 | DFSD | Dimensional Short Duration | +0.1% | +18.95% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +34.11% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.57% | Add |
| 12 | AVDE | Avantis International Equity | +0.1% | +20.44% | Add |
| 13 | SPTB | Ss Spdr P Treasury ETF | -0.1% | +10.48% | Add |
| 14 | IQLT | Ishares Msci International Q | -0.1% | +4.70% | Add |
| 15 | VTIP | Vanguard Short-term Tips | -0.1% | +17.39% | Add |
| 16 | V | Visa Inc-class A Shares | -0.1% | -29.57% | Trim |
| 17 | CGNG | Cap Group New Geography Eq | -0.1% | -25.02% | Trim |
| 18 | ORLY | O'reilly Automotive Inc | -0.1% | +2.53% | Add |
| 19 | APTV | Aptiv PLC | -0.1% | -0.44% | Trim |
| 20 | AVUV | Avantis US Small Cap Value | -0.2% | -25.19% | Trim |
| 21 | IJR | Ishares Core S&p Small-cap E | -0.2% | -15.16% | Trim |
| 22 | MSFT | Microsoft CORP | -0.3% | -14.32% | Trim |
| 23 | VGIT | Vanguard Intermediate-term T | -0.3% | +14.08% | Add |
| 24 | IEMG | Ishares Core Msci Emerging | -0.3% | -5.18% | Trim |
| 25 | GRMN | Garmin Ltd. | -0.4% | +0.16% | Add |
| 26 | LRGF | Ishares US Equity Factor ETF | -0.4% | +1.35% | Add |
| 27 | JMOM | Jpmorgan US Momentum Factor | -0.5% | +2.79% | Add |
| 28 | AVLV | Avantis US Large Cap Value | -0.7% | -2.65% | Trim |
| 29 | IEFA | Ishares Core Msci Eafe ETF | -1% | -6.93% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | -2.1% | -7.47% | Trim |
| 31 | BPRE | Bluerock Private Real Estate | — | NEW | New buy |
| 32 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 33 | DFUS | Dimensional US Eq Mkt ETF | — | NEW | New buy |
| 34 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 35 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 36 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | New buy |
| 37 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 38 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 39 | CAT | Caterpillar Inc | — | NEW | New buy |
| 40 | MSTR | Strategy Inc | — | EXIT | Sold out |
| 41 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 42 | AVEM | Avantis Emerging Markets Eq | — | NEW | New buy |
| 43 | KO | Coca-cola Co/the | — | EXIT | Sold out |
| 44 | EVRG | Evergy Inc | — | EXIT | Sold out |
| 45 | MPC | Marathon Petroleum CORP | — | EXIT | Sold out |
| 46 | HD | Home Depot Inc | — | NEW | New buy |
| 47 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 48 | AVDV | Avantis Intl S/c Value ETF | — | NEW | New buy |
| 49 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 50 | SAN | Banco Santander Sa-spon Adr | — | 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 88 disclosed positions in Q4 2025.
During Q4 2025, Nova R Wealth, Inc.'s top holdings by market value included VGIT (13.4%)、IVV (9.3%)、DFSD (6.3%). The largest single position, VGIT, represented 13.4% 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.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, IVV, DFSD) accounted for 32.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
BPRE
市值: $3.5M
Top Position Liquidated / Trimmed
VOO
前期市值: $352.0K
In Q4 2025, Nova R Wealth, Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 19 positions, trimming 11 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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