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Nova R Wealth, Inc. 13F holdings

Filed 2026-07-17 · Nova R Wealth, Inc. · 86 positions · $342.8M

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TickerCompanySharesValue% of portfolio
VGITVANGUARD SCOTTSDALE FDS777.5K$45.9M13.4%
IVVISHARES TR36.4K$27.3M8.0%
AVLVAMERICAN CENTY ETF TR259.2K$23.6M6.9%
VTIVANGUARD INDEX FDS59.6K$22.1M6.4%
JMOMJ P MORGAN EXCHANGE TRADED F249.7K$21.3M6.2%
DFSDDIMENSIONAL ETF TRUST406.5K$19.4M5.7%
VTIPVANGUARD MALVERN FDS385.5K$19.4M5.6%
IEFAISHARES TR138.3K$13.4M3.9%
IDEVISHARES TR117.0K$10.4M3.0%
AVGEAMERICAN CENTY ETF TR95.8K$9.5M2.8%
VONEVANGUARD SCOTTSDALE FDS26.7K$9.0M2.6%
ISRGINTUITIVE SURGICAL INC19.9K$7.9M2.3%
LRGFISHARES TR102.5K$7.7M2.3%
AAPLAPPLE INC25.0K$7.2M2.1%
XBMEXBLACKROCK HEALTH SCIENCES TR140.9K$6.1M1.8%
DFUSDIMENSIONAL ETF TRUST71.7K$5.9M1.7%
ACWIISHARES INC61.4K$5.1M1.5%
BRK-BBERKSHIRE HATHAWAY INC DEL10.0K$5.0M1.5%
VEAVANGUARD TAX-MANAGED FDS69.0K$4.9M1.4%
AMZNAMAZON COM INC15.3K$3.6M1.1%
IQLTISHARES TR66.4K$3.3M1.0%
APHAMPHENOL CORP18.0K$3.2M0.9%
VFMOVANGUARD WELLINGTON FD11.9K$3.0M0.9%
STMSTMICROELECTRONICS N V38.3K$2.9M0.8%
—GARMIN LTD11.7K$2.8M0.8%
NXPINXP SEMICONDUCTORS N V9.7K$2.7M0.8%
NVDANVIDIA CORPORATION13.2K$2.6M0.8%
AVDEAMERICAN CENTY ETF TR29.5K$2.6M0.8%
VWOVANGUARD INTL EQUITY INDEX F43.1K$2.6M0.8%
AMGNAMGEN INC6.8K$2.5M0.7%
WMTWALMART INC20.7K$2.3M0.7%
VIGVANGUARD SPECIALIZED FUNDS9.0K$2.1M0.6%
SCHRSCHWAB STRATEGIC TR80.0K$2.0M0.6%
IJRISHARES TR12.9K$1.9M0.6%
TXNTEXAS INSTRS INC5.8K$1.7M0.5%
GOOGLALPHABET INC4.6K$1.6M0.5%
NEENEXTERA ENERGY INC18.1K$1.6M0.5%
MTUMISHARES TR4.6K$1.6M0.5%
USMVISHARES TR14.6K$1.4M0.4%
BPREBLUEROCK PVT REAL ESTATE FD100.3K$1.3M0.4%
MSFTMICROSOFT CORP3.5K$1.3M0.4%
IWFISHARES TR10.1K$1.3M0.4%
PMOPUTNAM MUN OPPORTUNITIES TR93.1K$980,8420.3%
MQYBLACKROCK MUNIYILD QULT FD I79.8K$925,4970.3%
AVUVAMERICAN CENTY ETF TR7.3K$906,1310.3%
SPYSTATE STR SPDR S&P 500 ETF T1.2K$866,8440.3%
MAMASTERCARD INCORPORATED1.5K$772,0660.2%
CVXCHEVRON CORPORATION4.7K$771,4290.2%
ORLYOREILLY AUTOMOTIVE INC8.4K$770,5680.2%
CGNGCAPITAL GROUP NEW GEOGRAPHY20.4K$762,5990.2%
—APTIV PLC12.3K$755,5810.2%
METAMETA PLATFORMS INC1.1K$635,0680.2%
SPGIS&P GLOBAL INC1.5K$622,9910.2%
CATCATERPILLAR INC583$621,1340.2%
DUHPDIMENSIONAL ETF TRUST14.6K$609,4680.2%
AVDVAMERICAN CENTY ETF TR5.9K$603,8150.2%
JPMJPMORGAN CHASE & CO1.7K$557,5060.2%
TJXTJX COS INC NEW3.1K$472,3770.1%
VBVANGUARD INDEX FDS1.5K$457,1620.1%
EXMOCEXXON MOBIL CORP3.1K$419,3530.1%
Top Fund Holdings
13F
Top Fund Holdings

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