Nova R Wealth, Inc.
CIK: 0001729457SEC EDGAR →
Portfolio Value
$274.3M
Holdings
88
As of
Q4 2025
New Positions
88
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 611,475 | $36.6M | 13.36% |
| 2 | ISHARES TR | 37,177 | $25.5M | 9.28% |
| 3 | DIMENSIONAL ETF TRUST | 363,495 | $17.4M | 6.35% |
| 4 | VANGUARD MALVERN FDS | 339,368 | $16.8M | 6.12% |
| 5 | AMERICAN CENTY ETF TR | 177,696 | $13.5M | 4.91% |
| 6 | ISHARES TR | 144,415 | $12.9M | 4.71% |
| 7 | INTUITIVE SURGICAL INC | 20,311 | $11.5M | 4.19% |
| 8 | J P MORGAN EXCHANGE TRADED F | 154,673 | $10.5M | 3.84% |
| 9 | BLACKROCK HEALTH SCIENCES TR | 230,686 | $9.5M | 3.46% |
| 10 | AMERICAN CENTY ETF TR | 99,899 | $8.6M | 3.13% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (88)
$36.6M · 611K shares
$25.5M · 37K shares
$17.4M · 363K shares
$16.8M · 339K shares
$13.5M · 178K shares
$12.9M · 144K shares
$11.5M · 20K shares
$10.5M · 155K shares
$9.5M · 231K shares
$8.6M · 100K shares
$8.6M · 28K shares
$7.1M · 102K shares
$7.0M · 26K shares
$5.3M · 11K shares
$4.8M · 76K shares
$4.2M · 62K shares
$3.6M · 16K shares
$3.5M · 237K shares
$3.5M · 114K shares
$2.4M · 46K shares
$2.4M · 18K shares
$2.4M · 29K shares
$2.4M · 12K shares
$2.3M · 12K shares
$2.3M · 12K shares
$2.3M · 7K shares
$2.3M · 21K shares
$2.3M · 50K shares
$2.1M · 10K shares
$2.0M · 79K shares
$2.0M · 9K shares
$1.9M · 26K shares
$1.6M · 5K shares
$1.6M · 3K shares
$1.6M · 13K shares
$1.5M · 18K shares
$1.4M · 4K shares
$1.4M · 15K shares
$1.3M · 3K shares
$1.2M · 5K shares
$1.0M · 39K shares
$1.0M · 6K shares
$995K · 93K shares
$944K · 12K shares
$909K · 87K shares
$862K · 2K shares
$817K · 8K shares
$809K · 4K shares
$791K · 1K shares
$787K · 2K shares
$768K · 2K shares
$756K · 8K shares
$697K · 1K shares
$697K · 5K shares
$562K · 2K shares
$552K · 15K shares
$544K · 2K shares
$537K · 17K shares
$528K · 5K shares
$489K · 6K shares
$468K · 3K shares
$418K · 5K shares
$417K · 1K shares
$389K · 4K shares
$364K · 3K shares
$364K · 39K shares
$340K · 1K shares
$334K · 583 shares
$325K · 1K shares
$316K · 1K shares
$311K · 4K shares
$295K · 2K shares
$282K · 35K shares
$281K · 2K shares
$280K · 623 shares
$280K · 4K shares
$278K · 2K shares
$275K · 1K shares
$260K · 2K shares
$247K · 3K shares
$245K · 771 shares
$234K · 4K shares
$229K · 667 shares
$228K · 3K shares
$217K · 2K shares
$204K · 1K shares
$201K · 2K shares
$126K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $190.8M | 69.6% |
| Unknown | 3 | $27.7M | 10.1% |
| Technology | 11 | $25.3M | 9.2% |
| Healthcare | 4 | $14.4M | 5.2% |
| Consumer Cyclical | 7 | $6.6M | 2.4% |
| Consumer Defensive | 2 | $2.5M | 0.9% |
| Communication Services | 2 | $2.1M | 0.8% |
| Industrials | 6 | $1.8M | 0.6% |
| Utilities | 2 | $1.7M | 0.6% |
| Energy | 2 | $1.1M | 0.4% |
| Basic Materials | 1 | $364K | 0.1% |