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CIK: 0002051980
Total reported value
$181.2M
$181.2M
588 檔
14.9%
During the Q3 2025 filing period, Nova Wealth Management, Inc. (CIK: 0002051980) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $181.2M across 588 reported positions.
In Q3 2025, Nova Wealth Management, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.02% | +1.22% | +4.03% | |
| 2 | UCON | First Trust Smith Unconstrai | ETF-Other | 4.46% | +0.41% | -26.34% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.61% | -0.17% | -11.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.99% | -0.10% | -10.62% | |
| 5 | QGRO | American Century US Quality | ETF-Other | 2.86% | -1.84% | +30.34% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.33% | -0.17% | -5.85% | |
| 7 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 2.23% | -0.25% | -23.13% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 1.90% | -0.01% | -1.96% | |
| 9 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.82% | -0.04% | +8.69% | |
| 10 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.73% | +0.04% | +2.19% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.71% | -0.06% | -1.79% | |
| 12 | QTUM | Defiance Quantum ETF | ETF-Other | 1.68% | +0.58% | +21.01% | |
| 13 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.58% | -0.51% | -7.85% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | +0.09% | -5.64% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.53% | -0.25% | -9.56% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.51% | +0.20% | +12.24% | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.31% | -0.18% | +48.91% | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.27% | -0.16% | +35.16% | |
| 19 | SFY | Sofi Select 500 ETF | ETF-Other | 1.26% | +0.22% | +16.59% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.15% | -2.23% | |
| 21 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.15% | — | -12.59% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | -0.62% | -19.94% | |
| 23 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 1.07% | -0.31% | -11.17% | |
| 24 | VFH | Vanguard Financials ETF | ETF-Other | 1.06% | -0.26% | +22.77% | |
| 25 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.06% | -0.19% | +41.47% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 1.04% | +0.06% | -1.25% | |
| 27 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 1.02% | -0.07% | -12.07% | |
| 28 | IYF | Ishares US Financials ETF | ETF-Other | 0.97% | -0.18% | +29.46% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.07% | -2.91% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.02% | -13.66% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.02% | -2.04% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.89% | -0.03% | +112.77% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | -0.14% | +2.61% | |
| 34 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.80% | -0.06% | +2.98% | |
| 35 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.80% | -0.10% | -2.31% | |
| 36 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.79% | -0.08% | -4.84% | |
| 37 | LVHI | Franklin International Low V | ETF-Other | 0.79% | -0.02% | +215.76% | |
| 38 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.76% | -0.22% | +5.67% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.04% | -11.90% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.75% | -0.04% | -13.83% | |
| 41 | TPYP | Tortoise North American Pipe | ETF-Other | 0.70% | -0.15% | +29.13% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.70% | -0.16% | +35.43% | |
| 43 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.69% | +0.06% | -10.48% | |
| 44 | IAU | Ishares Gold Trust | ETF-Commodities | 0.67% | -0.42% | +7.53% | |
| 45 | FAD | First Trust Multi Cap Growth | ETF-Other | 0.64% | +0.04% | +50.09% | |
| 46 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.63% | -0.06% | +1.56% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | -0.13% | +33.66% | |
| 48 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.56% | -0.05% | +13.03% | |
| 49 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.55% | +1.38% | -1.64% | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.55% | -0.36% | -0.08% |
According to official SEC Form 13F filings, Nova Wealth Management, Inc. reported a total U.S. public equity portfolio value of $181.2M across 588 disclosed positions in Q3 2025.
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 SPMO, UCON, IWY) accounted for 14.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VOT
市值: $1.3M
Top Position Liquidated / Trimmed
INNOVATOR ETFS TRUST
前期市值: $869.7K
During Q3 2025, Nova Wealth Management, Inc.'s top holdings by market value included SPMO (5.0%)、UCON (4.5%)、IWY (3.6%). The largest single position, SPMO, represented 5.0% of total portfolio value.
In Q3 2025, Nova Wealth Management, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 1 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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