1y return+14.3%S&P 500 +20.9%
3y return+40.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $123 against $157 in the S&P 500.2
Nova R Wealth, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VGITVanguard Scottsdale Fds | $45.9M | 13.4% | +14.9% |
| IVVIshares Tr | $27.3M | 8.0% | |
| AVLVAmerican Centy Etf Tr | $23.6M | 6.9% | +2.9% |
| VTIVanguard Index Fds | $22.1M | 6.4% | +4.8% |
| JMOMJ P Morgan Exchange Traded F | $21.3M | 6.2% | +2.7% |
| DFSDDimensional Etf Trust | $19.4M | 5.7% | +4.4% |
| VTIPVanguard Malvern Fds | $19.4M | 5.7% | +5.5% |
| IEFAIshares Tr | $13.4M | 3.9% | |
| IDEVIshares Tr | $10.4M | 3.0% | +2.9% |
| AVGEAmerican Centy Etf Tr | $9.5M | 2.8% | −2.0% |
| VONEVanguard Scottsdale Fds | $9.0M | 2.6% | −3.4% |
| ISRGIntuitive Surgical Inc | $7.9M | 2.3% | |
| LRGFIshares Tr | $7.7M | 2.3% | |
| AAPLApple Inc | $7.2M | 2.1% | |
| XBMEXBlackrock Health Sciences Tr | $6.1M | 1.8% | −8.8% |
| DFUSDimensional Etf Trust | $5.9M | 1.7% | +4.0% |
| IEMGIshares Inc | $5.1M | 1.5% | +2.2% |
| BRK/BBerkshire Hathaway Inc Del | $5.0M | 1.5% | |
| VEAVanguard Tax-managed Fds | $4.9M | 1.4% | −7.9% |
| AMZNAmazon Com Inc | $3.6M | 1.1% | −2.6% |
| IQLTIshares Tr | $3.3M | 1.0% | +13.3% |
| APHAmphenol Corp | $3.2M | 0.9% | |
| VFMOVanguard Wellington Fd | $3.0M | 0.9% | |
| STMStmicroelectronics N V | $2.9M | 0.8% | −1.3% |
| Garmin LtdCUSIP H2906T109 | $2.8M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $2.6M |
| APHAmphenol Corp | December 31, 2023 | +255.7% | $3.2M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $2.3M |
| VFMOVanguard Wellington Fd | June 30, 2022 | +134.1% | $3.0M |
| JMOMJ P Morgan Exchange Traded F | June 30, 2023 | +101.7% | $21.3M |
| AVLVAmerican Centy Etf Tr | June 30, 2022 | +97.9% | $23.6M |
| VONEVanguard Scottsdale Fds | June 30, 2022 | +97.1% | $9.0M |
| AVDEAmerican Centy Etf Tr | September 30, 2022 | +95.5% | $2.6M |
| VTIVanguard Index Fds | December 31, 2022 | +93.5% | $22.1M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $1.6M |
Sold off last quarter
- SPTBSpdr Series Trust was $3.4M
- VTVVanguard Index Fds was $833K
- VUGVanguard Index Fds was $689K
- BSVVanguard Bd Index Fds was $419K
- Honeywell Intl IncCUSIP 438516106 was $341K
- KOCoca Cola Co was $218K
- MPLXMplx LP was $205K
- Oneok Inc NewCUSIP 682680103 was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.8% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +5.8% | +10.5% |
| March 31, 2025 | −1.0% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +6.5% | +10.0% |
| December 31, 2023 | +8.7% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +3.8% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −16.0% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Nova R Wealth, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1729457&type=13F-HR&dateb=&owner=include&count=40CIK 1729457
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1729457/000172945726000003/Filed July 17, 2026 · accession 0001729457-26-000003