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