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CIK: 0002051980
Total reported value
$181.2M
$181.2M
582 檔
14.2%
According to the latest 13F quarterly dataset, Nova Wealth Management, Inc. managed an equity portfolio of $181.2M at the end of Q4 2025, spanning 582 distinct U.S. exchange-listed positions.
In Q4 2025, Nova Wealth Management, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 582 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.33% | +1.22% | +10.50% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.50% | -0.17% | -1.65% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.28% | +0.41% | -24.44% | |
| 4 | QGRO | American Century US Quality | ETF-Other | 2.86% | -1.84% | +2.64% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.69% | -0.10% | -7.67% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.19% | -0.17% | -6.22% | |
| 7 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.12% | -0.04% | +22.06% | |
| 8 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 2.03% | -0.25% | -8.05% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.00% | -0.01% | +112.44% | |
| 10 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.86% | +0.04% | +6.45% | |
| 11 | QTUM | Defiance Quantum ETF | ETF-Other | 1.73% | +0.58% | +1.19% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | -0.06% | -1.34% | |
| 13 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.64% | +0.20% | +10.33% | |
| 14 | SFY | Sofi Select 500 ETF | ETF-Other | 1.60% | +0.22% | +27.25% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.52% | -0.25% | -0.32% | |
| 16 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.50% | -0.51% | -3.28% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.09% | -3.29% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.43% | -0.18% | +8.37% | |
| 19 | LVHI | Franklin International Low V | ETF-Other | 1.34% | -0.02% | +64.58% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.20% | -0.16% | +0.52% | |
| 21 | IYF | Ishares US Financials ETF | ETF-Other | 1.06% | -0.18% | +10.15% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.15% | -4.33% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.07% | -11.32% | |
| 24 | VFMO | Vanguard US Momentum Factor | ETF-Other | 1.02% | — | -8.80% | |
| 25 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.01% | -0.19% | -3.79% | |
| 26 | VFH | Vanguard Financials ETF | ETF-Other | 1.01% | -0.26% | -4.37% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.99% | +0.06% | -3.11% | |
| 28 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.98% | -0.31% | -5.19% | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.97% | -0.62% | -6.67% | |
| 30 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.93% | -0.08% | +16.59% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.92% | -0.02% | -5.26% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.91% | -0.03% | +10.12% | |
| 33 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.90% | -0.10% | +11.20% | |
| 34 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.86% | -0.06% | +9.54% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.86% | -0.14% | +7.82% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.02% | -6.47% | |
| 37 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.86% | -0.07% | -15.04% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.84% | -0.42% | +14.95% | |
| 39 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.78% | -0.36% | +31.13% | |
| 40 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.76% | -0.22% | +0.79% | |
| 41 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.76% | +1.38% | +39.70% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.73% | -0.04% | -0.77% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.72% | +0.05% | +52.33% | |
| 44 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 0.71% | +0.03% | +123.42% | |
| 45 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.70% | +0.06% | +3.48% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.04% | -7.29% | |
| 47 | FAD | First Trust Multi Cap Growth | ETF-Other | 0.66% | +0.04% | +5.00% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.13% | +5.30% | |
| 49 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.56% | — | +97.08% | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.55% | +0.09% | +5.58% |
According to official SEC Form 13F filings, Nova Wealth Management, Inc. reported a total U.S. public equity portfolio value of $181.2M across 582 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPMO, IWY, UCON) accounted for 14.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
OMC
市值: $182.3K
Top Position Liquidated / Trimmed
IPG
前期市值: $183.2K
During Q4 2025, Nova Wealth Management, Inc.'s top holdings by market value included SPMO (5.3%)、IWY (3.5%)、UCON (3.3%). The largest single position, SPMO, represented 5.3% of total portfolio value.
In Q4 2025, Nova Wealth Management, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 27 positions, trimming 19 holdings, and fully liquidating 2 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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