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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VGIT Vanguard Intermediate Term Tre ETFs	$0	$36.7 Million 14.5% of portfolio	611,475	Q4 2025 Added 14.08%
IVV Ishares Core S&P 500 ETF ETFs	$0	$25.1 Million 9.93% of portfolio	37,177	Q4 2025 Reduced 7.47%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$17.5 Million 6.93% of portfolio	363,495	Q4 2025 Added 18.95%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$17 Million 6.71% of portfolio	339,368	Q4 2025 Added 17.39%
AVLV American Centy ETF Tr Avantis	$0	$12.9 Million 5.1% of portfolio	177,696	Q4 2025 Reduced 2.65%
IEFA Ishares Tr ETFs	$0	$12.8 Million 5.07% of portfolio	144,415	Q4 2025 Reduced 6.93%
JMOM J P Morgan ETF Tr U S Momentum ETFs	$0	$10.4 Million 4.13% of portfolio	154,673	Q4 2025 Added 2.79%
VONE Vanguard Russell 1000 ETF ETFs	$0	$8.42 Million 3.33% of portfolio	27,676	Q4 2025 Added 70.03%
LRGF Ishares Tr ETFs	$0	$7.03 Million 2.78% of portfolio	102,195	Q4 2025 Added 1.35%

VEA Vanguard Ftse Developed Market ETFs	$0	$4.69 Million 1.85% of portfolio	76,409	Q4 2025 Added 54.85%
IEMG Ishares Inc ETFs	$0	$3.33 Million 1.32% of portfolio	62,125	Q4 2025 Reduced 5.18%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.5 Million 0.99% of portfolio	45,535	Q4 2025 Added 34.11%
AVDE American Centy ETF Tr Avantis ETFs	$0	$2.35 Million 0.93% of portfolio	29,254	Q4 2025 Added 20.44%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.22 Million 0.88% of portfolio	49,519	Q4 2025 Added 4.7%
VFMO Vanguard Wellington Fd U S Mom ETFs	$0	$2.24 Million 0.88% of portfolio	12,082	Q4 2025 Reduced 1.75%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$1.99 Million 0.79% of portfolio	79,347	Q4 2025 New
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$1.89 Million 0.75% of portfolio	25,935	Q4 2025 New
VTI Vanguard Total Stock Market Et ETFs	$0	$1.61 Million 0.64% of portfolio	4,888	Q4 2025 Added 132.1%

VIG Vanguard Dividend Appreciation ETFs	$0	$1.63 Million 0.64% of portfolio	8,947	Q4 2025 Added 0.16%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.51 Million 0.6% of portfolio	12,961	Q4 2025 Reduced 15.16%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$1.37 Million 0.54% of portfolio	14,572	Q4 2025 Added 2.63%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.31 Million 0.52% of portfolio	2,773	Q4 2025 Added 0.11%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$1.19 Million 0.47% of portfolio	4,836	Q4 2025 Added 2.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$772,000 0.31% of portfolio	1,160	Q3 2025 Added 8.31%
AVUV American Centy ETF Tr Avantis ETFs	$0	$782,000 0.31% of portfolio	8,016	Q4 2025 Reduced 25.19%
VTV Vanguard Value ETF ETFs	$0	$792,000 0.31% of portfolio	4,237	Q4 2025 New
VUG Vanguard Growth ETF ETFs	$0	$762,000 0.3% of portfolio	1,576	Q4 2025 New
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$547,000 0.22% of portfolio	14,534	Q4 2025 Added 0.23%
VB Vanguard Small Cap ETF ETFs	$0	$545,000 0.22% of portfolio	2,182	Q4 2025 Added 0.51%
FIW First Trust Water ETF ETFs	$0	$537,000 0.21% of portfolio	4,867	Q4 2025 Added 0.14%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$482,000 0.19% of portfolio	5,931	Q4 2025 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$418,000 0.17% of portfolio	5,308	Q4 2025 New
VV Vanguard Large Cap ETF ETFs	$0	$321,000 0.13% of portfolio	1,035	Q3 2025 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$309,000 0.12% of portfolio	4,132	Q4 2025 Added 0.36%
VLUE Ishares Msci Usa Value Factor ETFs	$0	$266,000 0.11% of portfolio	2,038	Q4 2025 Reduced 4.09%
AVEM American Centy ETF Tr Avantis ETFs	$0	$249,000 0.1% of portfolio	3,219	Q4 2025 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$255,000 0.1% of portfolio	1,749	Q4 2025 New
DFAT Dimensional ETF Tr U S Target ETFs	$0	$224,000 0.09% of portfolio	3,936	Q4 2025 Added 0.41%
AVDV American Centy ETF Tr Avantis ETFs	$0	$208,000 0.08% of portfolio	2,313	Q4 2025 New

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nova R Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nova R Wealth, Inc. with notifications on news.

Account