Novak & Powell Financial Services, Inc.

CIK: 0002011548Latest portfolio: $191.7M · Q4 2025

Holdings

163

Total Value

$191.7M

New Positions

7

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
VUGVANGUARD GROWTH ETF
26,145$12.8M6.65%-563
2
AAPLAPPLE INCORPORATED
39,873$10.8M5.65%-72
3
NDQINVESCO QQQ TR
16,448$10.1M5.27%-3,322
4
VVVANGUARD LARGE-CAP ETF
28,641$9.0M4.70%-560
5
SPYSPDR S&P 500 ETF
10,197$7.0M3.63%-42
6
MSFTMICROSOFT CORPORATION
11,648$5.6M2.94%-2,663
7
VTVVANGUARD VALUE ETF
27,000$5.2M2.69%-259
8
VTVANGUARD TOTAL WORLD STOCK ETF
34,607$4.9M2.55%+4K
9
VIGVANGUARD DIVIDEND APPRECIATION ETF
18,887$4.2M2.16%+369
10
BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
7,779$3.9M2.04%-216
11
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
7,923$3.8M1.99%+31
12
VTIVANGUARD TOTAL STOCK MARKET ETF
10,886$3.6M1.90%+2
13
NVDANVIDIA CORPORATION
17,793$3.3M1.73%+746
14
IAU*ISHARES GOLD TR ISHARES NEW
38,024$3.1M1.61%-366
15
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
11,323$3.0M1.59%+40
16
IJTISHARES TR S&P SML 600 GWT
22,015$2.8M1.48%+10K
17
IJHISHARES TR CORE S&P MCP ETF
42,168$2.8M1.45%+145
18
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
34,759$2.8M1.45%-403
19
NDQINVSC QQQ TRUST SRS 1 ETF
4,181$2.6M1.34%-15,589
20
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND
10,867$2.5M1.30%
21
IJRISHARES TR CORE S&P SCP ETF
20,370$2.4M1.28%+59
22
JNJJOHNSON & JOHNSON
10,361$2.1M1.12%-127
23
VFHVANGUARD FINANCIALS ETF
14,329$1.9M1.00%
24
VHTVANGUARD HEALTH CARE ETF
6,365$1.8M0.96%-70
25
IJJISHARES TR S&P MC 400VL ETF
13,121$1.7M0.90%-308

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
IJT22K+10K
EEM9K+4K
IGLD19K+4K
VEU20K+4K
VT35K+4K
SFL46K+2K
VB3K+1K
XLK2K+962
VCIT20K+849
AMLP16K+846

Decreased Positions

NameSharesChange
NDQ16K-3322
COP2K-2866
MSFT12K-2663
IYK3K-1531
BIP17K-1125
JPM5K-1033
SBAC3K-580
VUG26K-563
VV29K-560
KO3K-554

Sector Breakdown

Financial Services0.0% ($1.2755901669535158e+271T)
Technology0.0% ($1.0839563333189806e+45T)
Unknown0.0% ($1.0104391030862568e+35T)
Industrials0.0% ($1.3278577154093783e+21T)
Healthcare0.0% ($2144929535513351.5T)
Consumer Cyclical0.0% ($1153741634404228.3T)
Consumer Defensive0.0% ($1276661383310.3T)
Utilities0.0% ($606537516514.5T)
Energy0.0% ($1330738.4T)
Communication Services0.0% ($572.4T)
Basic Materials0.0% ($824.7M)
Real Estate0.0% ($649.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 10, 2026$191.7M166
Q3 2025Nov 14, 2025$190.2B163
Q2 2025Aug 11, 2025$144.1B146
Q1 2025May 15, 2025$160.7B152
Q4 2024Feb 18, 2025$167.9B152

Fund Information

CIK0002011548
Most Recent FilingFeb 10, 2026
Number of Filings5

Novak & Powell Financial Services, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $191.7M across 163 holdings. The largest position is VANGUARD GROWTH ETF (VUG), representing 6.7% of the portfolio. Compared to the previous quarter, the fund opened 7 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.