Nova R Wealth, Inc. Portfolio Holdings

Nova R Wealth, Inc.

  • $253 Million
  • Q4 2025

Nova R Wealth, Inc. has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $253 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $36.7M, Ishares Core S&P 500 ETF with a value of $25.1M, Dimensional ETF Tr Short Durat with a value of $17.5M, Vanguard Sht Trm Inflt Prot Fd with a value of $17M, and American Centy ETF Tr Avantis with a value of $12.9M.

Examining the 13F form we can see an increase of $31.9M in the current position value, from $221M to 253M.

Below you can find more details about Nova R Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $253 Million
ETFs: $172 Million
Technology: $19.5 Million
Financial Services: $19.5 Million
Healthcare: $14.1 Million
Consumer Cyclical: $5.76 Million
Consumer Defensive: $2.32 Million
Communication Services: $1.87 Million
Utilities: $1.81 Million
Other: $2.91 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.7 Million 14.5% of portfolio
611,475
Q4 2025 Added 14.08%
$0
$25.1 Million 9.93% of portfolio
37,177
Q4 2025 Reduced 7.47%
$0
$17.5 Million 6.93% of portfolio
363,495
Q4 2025 Added 18.95%
$0
$17 Million 6.71% of portfolio
339,368
Q4 2025 Added 17.39%
$0
$12.9 Million 5.1% of portfolio
177,696
Q4 2025 Reduced 2.65%
$0
$12.8 Million 5.07% of portfolio
144,415
Q4 2025 Reduced 6.93%
$193B
$11.1 Million 4.39% of portfolio
20,311
Q4 2025 Reduced 2.61%
$0
$10.4 Million 4.13% of portfolio
154,673
Q4 2025 Added 2.79%
$0
$9.18 Million 3.63% of portfolio
230,686
Q4 2025 Reduced 9.08%
$0
$8.42 Million 3.33% of portfolio
27,676
Q4 2025 Added 70.03%
$0
$7.03 Million 2.78% of portfolio
102,195
Q4 2025 Added 1.35%
$4.3T
$6.85 Million 2.71% of portfolio
25,611
Q4 2025 Added 392.99%
$662B
$5.35 Million 2.11% of portfolio
10,505
Q4 2025 Reduced 0.78%
$0
$4.69 Million 1.85% of portfolio
76,409
Q4 2025 Added 54.85%
$2.39T
$3.69 Million 1.46% of portfolio
15,729
Q4 2025 Added 454.03%
$0
$3.33 Million 1.32% of portfolio
62,125
Q4 2025 Reduced 5.18%
$79.6B
$2.41 Million 0.95% of portfolio
18,016
Q4 2025 Reduced 5.37%
$183B
$2.4 Million 0.95% of portfolio
7,029
Q4 2025 Added 251.98%
$0
$2.35 Million 0.93% of portfolio
29,254
Q4 2025 Added 20.44%
$465B
$2.33 Million 0.92% of portfolio
12,474
Q4 2025 Added 4.5%
$37.2B
$2.27 Million 0.9% of portfolio
11,701
Q4 2025 Added 0.16%
$0
$2.22 Million 0.88% of portfolio
49,519
Q4 2025 Added 4.7%
$0
$2.24 Million 0.88% of portfolio
12,082
Q4 2025 Reduced 1.75%
$279B
$2.11 Million 0.83% of portfolio
20,514
Q4 2025 Added 393.84%
$0
$1.99 Million 0.79% of portfolio
79,347
Q4 2025 New
$51.8B
$1.93 Million 0.76% of portfolio
9,813
Q4 2025 Added 0.26%
$0
$1.89 Million 0.75% of portfolio
25,935
Q4 2025 New
$3.78T
$1.68 Million 0.66% of portfolio
3,310
Q4 2025 Reduced 14.32%
$0
$1.61 Million 0.64% of portfolio
4,888
Q4 2025 Added 132.1%
$0
$1.63 Million 0.64% of portfolio
8,947
Q4 2025 Added 0.16%
$168B
$1.57 Million 0.62% of portfolio
18,292
Q4 2025 Added 0.05%
$0
$1.51 Million 0.6% of portfolio
12,961
Q4 2025 Reduced 15.16%
$0
$1.37 Million 0.54% of portfolio
14,572
Q4 2025 Added 2.63%
$0
$1.31 Million 0.52% of portfolio
2,773
Q4 2025 Added 0.11%
$1.65T
$1.23 Million 0.49% of portfolio
4,443
Q4 2025 Added 6.57%
$0
$1.19 Million 0.47% of portfolio
4,836
Q4 2025 Added 2.22%
$177B
$1.13 Million 0.45% of portfolio
5,827
Q4 2025 Added 0.34%
$0
$967,000 0.38% of portfolio
93,059
Q3 2024 Reduced 6.94%
$21.3B
$917,000 0.36% of portfolio
39,314
Q4 2025 Reduced 0.09%
$0
$913,000 0.36% of portfolio
86,694
Q2 2025 Reduced 7.58%
$6.2B
$819,000 0.32% of portfolio
8,296
Q4 2025 Added 2.53%
$512B
$811,000 0.32% of portfolio
1,511
Q4 2025 Reduced 9.79%
$0
$772,000 0.31% of portfolio
1,160
Q3 2025 Added 8.31%
$0
$782,000 0.31% of portfolio
8,016
Q4 2025 Reduced 25.19%
$0
$792,000 0.31% of portfolio
4,237
Q4 2025 New
$0
$762,000 0.3% of portfolio
1,576
Q4 2025 New
$159B
$737,000 0.29% of portfolio
1,508
Q3 2025 Added 1.07%
$303B
$708,000 0.28% of portfolio
4,576
Q4 2025 Added 0.82%
$1.37T
$643,000 0.25% of portfolio
1,056
Q4 2025 Added 5.92%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $253 Million
  • Prior Value $221 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 14 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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