§ 13F · FUND PROFILE
Nova R Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236M (13F)Positions · 80Turnover · — · Q1Filed · Apr 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 677K | $40M | 12.9% | +11% |
| 2 | IVV | ISHARES TR | 37K | $24M | 7.7% | −1% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 252K | $20M | 6.5% | +42% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 389K | $19M | 5.9% | +7% |
| 5 | VTIP | VANGUARD MALVERN FDS | 366K | $18M | 5.8% | +8% |
| 6 | VTI | VANGUARD INDEX FDS | 57K | $18M | 5.8% | +1064% |
| 7 | JMOM | J P MORGAN EXCHANGE TRADED F | 243K | $17M | 5.3% | +57% |
| 8 | IEFA | ISHARES TR | 139K | $13M | 4.0% | −4% |
| 9 | IDEV | ISHARES TR | 114K | $10M | 3.0% | +1818% |
| 10 | ISRG | INTUITIVE SURGICAL INC | 20K | $9M | 2.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NOVA SIGNAL
AC read
Nova R Wealth, Inc. is a Other fund managing $236 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed