Nova R Wealth, Inc. Portfolio Holdings

Nova R Wealth, Inc.

  • $221 Million
  • Q3 2025

Nova R Wealth, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $221 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Tre with a value of $32.2M, Ishares Core S&P 500 ETF with a value of $26.9M, Dimensional ETF Tr Short Durat with a value of $14.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $14.6M, and Ishares Tr with a value of $13.5M.

Examining the 13F form we can see an increase of $19M in the current position value, from $202M to 221M.

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

Portfolio value $221 Million
ETFs: $152 Million
Financial Services: $19.8 Million
Technology: $15.8 Million
Healthcare: $10.5 Million
Consumer Cyclical: $2.5 Million
Utilities: $1.87 Million
Communication Services: $1.75 Million
Industrials: $1.47 Million
Other: $2.53 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.2 Million 14.56% of portfolio
535,986
Q3 2025 Added 70.02%
$0
$26.9 Million 12.17% of portfolio
40,179
Q3 2025 Reduced 0.17%
$0
$14.7 Million 6.66% of portfolio
305,579
Q3 2025 Added 122.79%
$0
$14.6 Million 6.62% of portfolio
289,092
Q3 2025 Added 80.19%
$0
$13.5 Million 6.13% of portfolio
155,167
Q3 2025 Added 1.21%
$0
$13.2 Million 5.97% of portfolio
182,529
Q3 2025 Added 2.95%
$0
$10.2 Million 4.62% of portfolio
150,468
Q3 2025 Added 1.59%
$0
$9.45 Million 4.27% of portfolio
253,725
Q3 2025 Reduced 9.82%
$164B
$9.33 Million 4.22% of portfolio
20,856
Q3 2025 Reduced 2.14%
$0
$6.97 Million 3.15% of portfolio
100,836
Q3 2025 Added 0.2%
$646B
$5.32 Million 2.41% of portfolio
10,588
Q3 2025 Added 0.62%
$0
$4.92 Million 2.23% of portfolio
16,277
Q3 2025 Reduced 2.66%
$0
$3.51 Million 1.59% of portfolio
65,518
Q3 2025 Reduced 0.25%
$0
$2.96 Million 1.34% of portfolio
49,344
Q3 2025 Added 0.92%
$48.2B
$2.88 Million 1.3% of portfolio
11,682
Q3 2025 Added 0.32%
$74B
$2.36 Million 1.07% of portfolio
19,039
Q3 2025 Reduced 0.29%
$451B
$2.23 Million 1.01% of portfolio
11,937
Q3 2025 Added 4.45%
$58.4B
$2.23 Million 1.01% of portfolio
9,788
Q3 2025 Reduced 0.76%
$0
$2.09 Million 0.95% of portfolio
47,295
Q3 2025 Added 4.27%
$3.86T
$2 Million 0.9% of portfolio
3,863
Q3 2025 Added 7.4%
$0
$1.92 Million 0.87% of portfolio
24,289
Q3 2025 Added 2.09%
$0
$1.84 Million 0.83% of portfolio
33,954
Q3 2025 Added 3.23%
$0
$1.82 Million 0.82% of portfolio
15,277
Q3 2025 Added 2.15%
$0
$1.63 Million 0.74% of portfolio
8,933
Q3 2025 Added 0.46%
$165B
$1.38 Million 0.62% of portfolio
18,283
Q3 2025 Added 0.82%
$0
$1.35 Million 0.61% of portfolio
14,198
Q3 2025 Added 0.2%
$4.22T
$1.32 Million 0.6% of portfolio
5,195
Q3 2025 Reduced 84.33%
$0
$1.3 Million 0.59% of portfolio
2,770
Q3 2025 Reduced 2.74%
$0
$1.21 Million 0.55% of portfolio
4,731
Q3 2025 Reduced 3.25%
$177B
$1.13 Million 0.51% of portfolio
5,807
Q3 2025 Reduced 0.38%
$27.8B
$1.11 Million 0.5% of portfolio
39,351
Q3 2025 Reduced 0.64%
$0
$1.07 Million 0.48% of portfolio
10,715
Q3 2025 Reduced 2.48%
$1.5T
$1.01 Million 0.46% of portfolio
4,169
Q3 2025 Added 6.62%
$546B
$952,000 0.43% of portfolio
1,675
Q3 2025 Added 4.23%
$0
$961,000 0.43% of portfolio
93,059
Q3 2024 Reduced 6.94%
$0
$915,000 0.41% of portfolio
86,694
Q2 2025 Reduced 7.58%
$6.36B
$872,000 0.39% of portfolio
8,091
Q3 2025 Added 59.93%
$0
$772,000 0.35% of portfolio
1,160
Q3 2025 Added 8.31%
$1.65T
$732,000 0.33% of portfolio
997
Q3 2025 Added 4.73%
$158B
$733,000 0.33% of portfolio
1,508
Q3 2025 Added 1.07%
$301B
$704,000 0.32% of portfolio
4,539
Q3 2025 Reduced 8.51%
$0
$691,000 0.31% of portfolio
2,106
Q3 2025 Added 2.78%
$2.26T
$623,000 0.28% of portfolio
2,839
Q3 2025 Reduced 84.56%
$568B
$577,000 0.26% of portfolio
1,691
Q3 2025 Added 2.8%
$161B
$563,000 0.25% of portfolio
1,997
Q3 2025 Reduced 71.97%
$0
$546,000 0.25% of portfolio
4,860
Q3 2025 Reduced 1.42%
$0
$552,000 0.25% of portfolio
2,171
Q3 2025 Added 2.6%
$0
$547,000 0.25% of portfolio
14,501
Q3 2025 Added 0.28%
$871B
$524,000 0.24% of portfolio
1,662
Q3 2025 Added 13.76%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $221 Million
  • Prior Value $202 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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