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CIK: 0002042508
Total reported value
$48.0M
$48.0M
47 檔
37.6%
In Q1 2026, Novus Advisors, LLC's U.S. equity holdings reached a combined market value of $48.0M, distributed across 47 disclosed stock positions.
In Q1 2026, Novus Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.45% | +2.19% | -19.66% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 8.84% | -1.96% | -6.98% | |
| 3 | XLSR | Ss US Sector Rotation | ETF-Other | 7.48% | +0.18% | +2.97% | |
| 4 | FISR | Ss Fi Sector Rotation | ETF-Other | 7.20% | -2.37% | +27.93% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.37% | +0.61% | +2.84% | |
| 6 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 5.77% | +0.44% | +0.85% | |
| 7 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-Other | 3.11% | -0.30% | +33.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.87% | -0.21% | -2.38% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.80% | -0.15% | — | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.47% | +0.13% | -20.91% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.33% | -0.02% | -4.05% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.99% | -0.15% | +3.45% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.87% | +0.09% | -2.10% | |
| 14 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 1.86% | -0.03% | +1.42% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.75% | -0.21% | -11.07% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.72% | -0.06% | +3.40% | |
| 17 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 1.63% | -0.15% | +208.98% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.61% | -0.03% | +0.87% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.59% | -0.40% | — | |
| 20 | GWX | State Street Spdr S&p Intern | ETF-Other | 1.57% | -0.07% | -3.88% | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.43% | +1.85% | +140.43% | |
| 22 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 1.41% | -0.08% | +1.20% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.35% | -0.08% | -17.61% | |
| 24 | UNP | Union Pacific CORP | Stock-Industrials | 1.34% | +0.06% | — | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.33% | +0.66% | -48.22% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.27% | -0.02% | +13.17% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.22% | -0.27% | +5.87% | |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.22% | -0.64% | +45.06% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.15% | +8.16% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 1.06% | -0.08% | +3.77% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.05% | +0.03% | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.06% | +2.95% | |
| 33 | EBND | State Street Spdr Bloomberg | ETF-Other | 0.96% | -0.01% | +1.32% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | +0.03% | +19.86% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | +0.06% | -26.83% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.76% | -0.14% | +9.08% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | +0.02% | +52.61% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.68% | -0.03% | -4.77% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.04% | -0.59% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | +0.03% | +9.60% | |
| 41 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.60% | -0.02% | +25.42% | |
| 42 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.57% | -0.57% | EXIT | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | +0.06% | +0.33% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.04% | +0.21% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.55% | EXIT | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.02% | — | |
| 47 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.47% | -0.47% | EXIT |
According to official SEC Form 13F filings, Novus Advisors, LLC reported a total U.S. public equity portfolio value of $48.0M across 47 disclosed positions in Q1 2026.
During Q1 2026, Novus Advisors, LLC's top holdings by market value included SPY (10.4%)、SPDW (8.8%)、XLSR (7.5%). The largest single position, SPY, represented 10.4% 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 SPY, SPDW, XLSR) accounted for 37.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IXUS
市值: $470.3K
Top Position Liquidated / Trimmed
DLN
前期市值: $311.5K
In Q1 2026, Novus Advisors, LLC made 46 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 13 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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