Q3 2026 13F · SEC CIK 1729457

Nova R Wealth, Inc.

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $341.4M
Reported positions: 89
Top holdings a year, 3 yrs: +12.8%
Assets under management: $452.6M

Nova R Wealth, Inc. is a wealth manager that reported 89 positions worth $341.4M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Scottsdale Fds (VGIT, 13.7%), Ishares Tr (IVV, 8.0%), American Centy ETF Tr (AVLV, 6.7%). A portfolio copying its top holdings returned 12.8% a year over the last 3 years, against 20.4% for the S&P 500.

Nova R Wealth, Inc. holdings largest 50 of 89 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Nova R Wealth, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VGITVanguard Scottsdale Fds	13.7%	13.4%	824,834	+6.1%	$46.7M
IVVIshares Tr	8.0%	8.0%	35,743	-1.8%	$27.4M
AVLVAmerican Centy ETF Tr	6.7%	6.9%	254,164	-1.9%	$23.0M
VTIVanguard Index Fds	6.7%	6.4%	60,780	+1.9%	$22.7M
JMOMJ P Morgan Exchange Traded F	6.0%	6.2%	245,230	-1.8%	$20.4M
VTIPVanguard Malvern Fds	5.5%	5.7%	379,337	-1.6%	$18.7M
DFSDDimensional Short-Duration Fixed Income	5.4%	5.7%	400,263	-1.5%	$18.6M
IEFAIshares Tr	3.8%	3.9%	133,867	-3.2%	$13.0M
IDEVIshares Tr	3.1%	3.0%	118,227	+1.0%	$10.6M
AVGEAmerican Centy ETF Tr	2.8%	2.8%	95,755	-0.0%	$9.4M
VONEVanguard Scottsdale Fds	2.6%	2.6%	26,118	-2.0%	$9.0M
AAPLApple Inc	2.4%	2.1%	24,623	-1.5%	$8.2M
ISRGIntuitive Surgical Inc	2.4%	2.3%	19,804	-0.4%	$8.1M
LRGFIshares Tr	2.2%	2.3%	94,892	-7.4%	$7.4M
DFUSDimensional ETF Trust	1.8%	1.7%	74,858	+4.4%	$6.2M
BMEBlackrock Health Sciences Tr	1.7%	1.8%	133,657	-5.2%	$5.9M
BRK-BBerkshire Hathaway Inc Del	1.5%	1.5%	9,989	+0.1%	$5.0M
IEMGIshares Inc	1.4%	1.5%	60,828	-0.9%	$4.9M
VEAVanguard Ftse Developed Markets Index Fu	1.4%	1.4%	67,822	-1.6%	$4.8M
AMZNAmazon Com Inc	1.1%	1.1%	15,377	+0.6%	$3.8M
GRMNGarmin Ltd	1.0%	0.8%	11,700	-0.3%	$3.4M
IQLTIshares Tr	0.9%	1.0%	63,461	-4.4%	$3.1M
NVDANvidia Corporation	0.9%	0.8%	13,214	+0.3%	$3.0M
APHAmphenol Corp	0.9%	0.9%	35,198	+95.6%	$3.0M
AMGNAmgen Inc	0.8%	0.7%	6,852	+0.1%	$2.9M
VFMOVanguard Wellington Fd	0.8%	0.9%	11,597	-2.7%	$2.6M
VWOVanguard Intl Equity Index F	0.7%	0.8%	41,539	-3.7%	$2.5M
AVDEAvantis International Equity ETF	0.7%	0.8%	27,232	-7.6%	$2.5M
NXPINxp Semiconductors N V	0.7%	0.8%	9,751	+0.2%	$2.3M
WMTWalmart Inc	0.6%	0.7%	20,355	-1.8%	$2.1M
VIGVanguard Specialized Funds	0.6%	0.6%	8,951	-0.0%	$2.1M
STMStmicroelectronics N V Ny Registry	0.6%	0.8%	38,041	-0.7%	$2.0M
SCHRSchwab Strategic Tr	0.5%	0.6%	79,103	-1.1%	$1.9M
MSFTMicrosoft Corp	0.5%	0.4%	3,499	+0.4%	$1.8M
IJRIshares Tr	0.5%	0.6%	12,767	-1.2%	$1.7M
TXNTexas Instrs Inc	0.5%	0.5%	5,806	+0.2%	$1.6M
GOOGLAlphabet Inc	0.5%	0.5%	4,513	-0.9%	$1.6M
MTUMIshares Tr	0.4%	0.5%	4,526	-1.6%	$1.4M
USMVIshares Tr	0.4%	0.4%	14,658	+0.2%	$1.4M
NEENextera Energy Inc	0.4%	0.5%	18,189	+0.3%	$1.4M
IWFIshares Tr	0.4%	0.4%	10,088	+0.0%	$1.3M
BPREBluerock Pvt Real Estate Fd	0.3%	0.4%	87,208	-13.1%	$1.1M
CGNGCapital Group New Geography	0.3%	0.2%	27,167	+33.4%	$990K
CVXChevron Corporation	0.3%	0.2%	4,675	+0.5%	$955K
SPYState Str Spdr S&p 500 ETF T	0.3%	0.3%	1,161	+0.0%	$885K
PMOFranklin Mun Opportunities T	0.2%	0.3%	93,059	+0.0%	$851K
MAMastercard Incorporated	0.2%	0.2%	1,502	-0.1%	$829K
METAMeta Platforms Inc	0.2%	—	1,123	—	$814K
MQYBlackrock Muniyild Qult Fd I	0.2%	0.3%	79,784	+0.0%	$792K
ORLYOreilly Automotive Inc	0.2%	0.2%	8,301	-0.8%	$709K

What Nova R Wealth, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.6% /yr; S&P 500 +20.1%
3 years: +12.8% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$341.4M	89
Q2 2026	$342.7M	85
Q1 2026	$313.4M	90
Q4 2025	$274.3M	88
Q3 2025	$235.9M	80
Q2 2025	$215.1M	82
Q1 2025	$201.9M	77
Q4 2024	$198.4M	81
Q3 2024	$203.1M	81
Q2 2024	$194.0M	82
Q1 2024	$191.5M	81
Q4 2023	$158.8M	63

Questions about Nova R Wealth, Inc.'s portfolio

What stocks does Nova R Wealth, Inc. own?

Nova R Wealth, Inc.'s latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 89 positions worth $341.4M. The largest are Vanguard Scottsdale Fds (VGIT) at 13.7%, Ishares Tr (IVV) at 8.0%, American Centy ETF Tr (AVLV) at 6.7%, Vanguard Index Fds (VTI) at 6.7% and J P Morgan Exchange Traded F (JMOM) at 6.0%.

What did Nova R Wealth, Inc. buy last quarter?

In Q3 2026, Nova R Wealth, Inc. added Amphenol Corp (APH) (+95.6% shares), Capital Group New Geography (CGNG) (+33.4% shares) and Vanguard Scottsdale Fds (VGIT) (+6.1% shares), compared with its Q2 2026 filing.

What did Nova R Wealth, Inc. sell last quarter?

In Q3 2026, Nova R Wealth, Inc. cut from its top 50 American Centy ETF Tr (AVUV), Bluerock Pvt Real Estate Fd (BPRE) (-13.1% shares), Avantis International Equity ETF (AVDE) (-7.6% shares) and Ishares Tr (LRGF) (-7.4% shares), compared with its Q2 2026 filing.

How has Nova R Wealth, Inc.'s portfolio performed?

A portfolio copying Nova R Wealth, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.6% against +20.1%. Over 5 years: +7.3% a year against +13.0%.

When is Nova R Wealth, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Nova R Wealth, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Nova R Wealth, Inc. manage?

Nova R Wealth, Inc. reported $452.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $341.4M.