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CIK: 0001729457
Total reported value
$342.8M
$342.8M
90 檔
35.4%
At the close of Q1 2026, Nova R Wealth, Inc. disclosed equity holdings valued at approximately $342.8M, spread across 90 reported holdings.
In Q1 2026, Nova R Wealth, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 48 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VGIT, IVV, AVLV) accounted for 35.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-Other | 12.86% | +0.52% | +10.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.66% | +0.29% | -1.13% | |
| 3 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.48% | +0.42% | +41.73% | |
| 4 | DFSD | Dimensional Short Duration | ETF-Other | 5.95% | -0.29% | +7.08% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.83% | -0.18% | +7.71% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.83% | +0.61% | +1064.30% | |
| 7 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 5.27% | +0.95% | +57.10% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.02% | -0.12% | -3.61% | |
| 9 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.03% | +0.01% | +1817.82% | |
| 10 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 2.91% | -0.58% | -2.58% | |
| 11 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 2.74% | +0.03% | -2.22% | |
| 12 | VONE | Vanguard Russell 1000 | ETF-Other | 2.60% | +0.03% | -0.34% | |
| 13 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 2.16% | +0.10% | +0.18% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.03% | +0.08% | -2.27% | |
| 15 | XBMEX | Blackrock Health Sciences | Stock-Other | 1.90% | -0.13% | -32.98% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.56% | +0.15% | +165.99% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.08% | -4.18% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | -0.10% | -1.99% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.34% | +0.14% | -3.31% | |
| 20 | BPRE | Bluerock Private Real Estate | Stock-Financials | 1.23% | -0.85% | -1.66% | |
| 21 | SPTB | Ss Spdr P Treasury ETF | ETF-Gov Bonds | 1.08% | -1.08% | EXIT | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.02% | -0.24% | |
| 23 | GRMN | Garmin Ltd. | Stock-Tech | 0.87% | -0.06% | +0.32% | |
| 24 | IQLT | Ishares Msci International Q | ETF-Other | 0.86% | +0.10% | +18.42% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.14% | +0.62% | |
| 26 | AVDE | Avantis International Equity | ETF-Other | 0.79% | -0.02% | -0.07% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.79% | -0.07% | -0.04% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.76% | -0.01% | -3.24% | |
| 29 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.76% | +0.11% | -0.37% | |
| 30 | APH | Amphenol Corp-cl A | Stock-Tech | 0.73% | +0.20% | +0.16% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.06% | +2.89% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.64% | -0.06% | +1.19% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | — | +0.19% | |
| 34 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.61% | +0.19% | -0.39% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.54% | -0.08% | -0.42% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.05% | -0.44% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.43% | -0.02% | +0.23% | |
| 38 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.43% | +0.41% | -1.23% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.05% | +3.65% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.01% | -0.66% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.36% | +0.14% | -0.26% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.36% | +0.10% | -3.45% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | +0.03% | -9.09% | |
| 44 | PMO | Putnam Municipal Oppor | Stock-Other | 0.31% | -0.02% | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.08% | +0.98% | |
| 46 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.28% | -0.01% | — | |
| 47 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.27% | -0.05% | -0.39% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.27% | -0.01% | -3.07% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | -0.27% | EXIT | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.02% | +2.51% |
According to official SEC Form 13F filings, Nova R Wealth, Inc. reported a total U.S. public equity portfolio value of $342.8M across 90 disclosed positions in Q1 2026.
During Q1 2026, Nova R Wealth, Inc.'s top holdings by market value included VGIT (12.9%)、IVV (7.7%)、AVLV (6.5%). The largest single position, VGIT, represented 12.9% of total portfolio value.
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Top New Position Initiated
MQY
市值: $876.0K
Top Position Liquidated / Trimmed
XMYDX
前期市值: $909.4K
In Q1 2026, Nova R Wealth, Inc. made 90 total portfolio adjustments, initiating 5 new buys, adding to 48 positions, trimming 34 holdings, and fully liquidating 3 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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