§ 13F · FUND PROFILE
Nova R Wealth, Inc..
AUM · $343M (13F)Positions · 86Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$897K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 778K | $46M | 13.4% | +15% |
| 2 | IVV | ISHARES TR | 36K | $27M | 8.0% | −1% |
| 3 | AVLV | AMERICAN CENTY ETF TR | 259K | $24M | 6.9% | +3% |
| 4 | VTI | VANGUARD INDEX FDS | 60K | $22M | 6.4% | +5% |
| 5 | JMOM | J P MORGAN EXCHANGE TRADED F | 250K | $21M | 6.2% | +3% |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 406K | $19M | 5.7% | +4% |
| 7 | VTIP | VANGUARD MALVERN FDS | 386K | $19M | 5.6% | +5% |
| 8 | IEFA | ISHARES TR | 138K | $13M | 3.9% | −1% |
| 9 | IDEV | ISHARES TR | 117K | $10M | 3.0% | +3% |
| 10 | AVGE | AMERICAN CENTY ETF TR | 96K | $9M | 2.8% | −2% |
§ 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 $343 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →