Nova R Wealth, Inc.: 13F holdings
CIK 17294572026Q2
| Positions | 85 |
|---|
| Reported value | $342.8m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 85 (-5 vs prior quarter) |
|---|
| Reported value | $342.8m (+9.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGIT VANGUARD SCOTTSDALE FDS | 777,537 | $45.9m | 13.4% |
| IVV ISHARES TR | 36,391 | $27.3m | 8.0% |
| AVLV AMERICAN CENTY ETF TR | 259,158 | $23.6m | 6.9% |
| VTI VANGUARD INDEX FDS | 59,634 | $22.1m | 6.4% |
| JMOM J P MORGAN EXCHANGE TRADED F | 249,662 | $21.3m | 6.2% |
| DFSD DIMENSIONAL ETF TRUST | 406,451 | $19.4m | 5.7% |
| VTIP VANGUARD MALVERN FDS | 385,525 | $19.4m | 5.6% |
| IEFA ISHARES TR | 138,277 | $13.4m | 3.9% |
| VGK ISHARES TR | 117,014 | $10.4m | 3.0% |
| AMERICAN CENTY ETF TR | 95,762 | $9.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729457")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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