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CIK: 0002051980
Total reported value
$181.2M
$181.2M
545 檔
13.3%
As reported in its official Q1 2026 Form 13F filing, Nova Wealth Management, Inc.'s tracked investment portfolio stood at $181.2M with 545 total positions.
In Q1 2026, Nova Wealth Management, Inc. displayed an active expansion posture, initiating 22 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 545 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.34% | +1.22% | +12.21% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.75% | -0.17% | -7.87% | |
| 3 | UCON | First Trust Smith Unconstrai | ETF-Other | 2.59% | +0.41% | -15.32% | |
| 4 | QGRO | American Century US Quality | ETF-Other | 2.59% | -1.84% | +3.51% | |
| 5 | XLK | Ss Technology Select Sector | ETF-Tech | 2.43% | -0.01% | +38.38% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.30% | -0.10% | -3.74% | |
| 7 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.01% | +0.04% | +12.09% | |
| 8 | LVHI | Franklin International Low V | ETF-Other | 1.92% | -0.02% | +37.01% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.86% | +0.20% | +29.05% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.85% | -0.17% | -4.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | -0.06% | +18.36% | |
| 12 | QTUM | Defiance Quantum ETF | ETF-Other | 1.80% | +0.58% | +11.47% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.73% | -0.25% | +32.50% | |
| 14 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.72% | -0.25% | -9.46% | |
| 15 | SFY | Sofi Select 500 ETF | ETF-Other | 1.64% | +0.22% | +14.11% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.61% | -0.62% | +111.57% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.25% | +0.09% | -5.47% | |
| 18 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-Other | 1.25% | -0.51% | -2.69% | |
| 19 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 1.20% | +0.31% | +223.09% | |
| 20 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.20% | -0.04% | -43.33% | |
| 21 | JSMD | Janus Small Mid Cap Gr Alp | ETF-Other | 1.02% | +0.03% | +54.07% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.01% | -0.03% | +26.65% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.15% | +29.59% | |
| 24 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.99% | — | -1.11% | |
| 25 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 0.99% | -0.31% | +7.64% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-Other | 0.98% | +0.06% | -0.32% | |
| 27 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.95% | +0.05% | +35.58% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.13% | +76.32% | |
| 29 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.88% | -0.19% | -6.38% | |
| 30 | IYF | Ishares US Financials ETF | ETF-Other | 0.87% | -0.18% | -5.42% | |
| 31 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | -0.06% | +3.85% | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.86% | -0.42% | -0.40% | |
| 33 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.85% | -0.12% | +9141.46% | |
| 34 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.84% | -0.08% | -3.37% | |
| 35 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.83% | -0.10% | -1.10% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.83% | -0.36% | +3.31% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | -0.02% | +11.41% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.81% | +0.06% | +14.98% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.79% | +0.07% | -12.99% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.77% | -0.02% | -5.75% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.76% | +0.09% | +42.53% | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 0.76% | -0.14% | +2.98% | |
| 43 | VFH | Vanguard Financials ETF | ETF-Other | 0.75% | -0.26% | -13.68% | |
| 44 | FDMO | Fidelity Momentum Factor ETF | ETF-Other | 0.74% | +1.38% | +8.37% | |
| 45 | KORP | American Century Diversified | ETF-Other | 0.74% | -0.36% | +62.40% | |
| 46 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.74% | — | +36.56% | |
| 47 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.73% | -0.07% | -9.37% | |
| 48 | FAD | First Trust Multi Cap Growth | ETF-Other | 0.68% | +0.04% | +10.06% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.67% | -0.16% | +24.80% | |
| 50 | SPHB | Invesco S&p 500 High Beta Et | ETF-Large Cap & Growth | 0.66% | -0.42% | — |
According to official SEC Form 13F filings, Nova Wealth Management, Inc. reported a total U.S. public equity portfolio value of $181.2M across 545 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPMO, IWY, UCON) accounted for 13.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPHB
市值: $1.0M
Top Position Liquidated / Trimmed
SHOP
前期市值: $27.4K
During Q1 2026, Nova Wealth Management, Inc.'s top holdings by market value included SPMO (5.3%)、IWY (2.8%)、UCON (2.6%). The largest single position, SPMO, represented 5.3% of total portfolio value.
In Q1 2026, Nova Wealth Management, Inc. made 191 total portfolio adjustments, initiating 22 new buys, adding to 84 positions, trimming 78 holdings, and fully liquidating 7 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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