§ 13F · FUND PROFILE
Nova R Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.1T (13F)Positions · 82Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 611K | $36.6T | 13.4% | +14% |
| 2 | IVV | ISHARES TR | 37K | $25.5T | 9.3% | −7% |
| 3 | DFSD | DIMENSIONAL ETF TRUST | 363K | $17.4T | 6.4% | +19% |
| 4 | VTIP | VANGUARD MALVERN FDS | 339K | $16.8T | 6.1% | +17% |
| 5 | AVLV | AMERICAN CENTY ETF TR | 178K | $13.5T | 4.9% | −3% |
| 6 | IEFA | ISHARES TR | 144K | $12.9T | 4.7% | −7% |
| 7 | ISRG | INTUITIVE SURGICAL INC | 20K | $11.5T | 4.2% | −3% |
| 8 | JMOM | J P MORGAN EXCHANGE TRADED F | 155K | $10.5T | 3.8% | +3% |
| 9 | XBMEX | BLACKROCK HEALTH SCIENCES TR | 231K | $9.5T | 3.5% | −9% |
| 10 | AVGE | AMERICAN CENTY ETF TR | 100K | $8.6T | 3.1% | −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 $215095.3 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed