StockDriftsStockDriftsTop 50 Nova Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 14.57% | 688.1K | $34.7M | new | $50.47(-0.34%) | 2026-09-30 | |
| IWF | ISHARES TR | 4.34% | 82.4K | $10.3M | new | $124.72(-10.40%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.16% | 22.6K | $7.5M | new | $311.19(+10.02%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.94% | 72.3K | $7.0M | new | $97.58(-11.35%) | 2026-09-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.74% | 115.9K | $6.5M | new | $56.35(+0.07%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 2.59% | 78.8K | $6.2M | new | $76.81(-0.55%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.5% | 7.8K | $6.0M | new | $754.70(-2.57%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.98% | 9.2K | $4.7M | new | $442.96(+19.79%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.91% | 19.9K | $4.5M | new | $214.24(-12.88%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.75% | 16.7K | $4.2M | new | $243.74(+6.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Nova Financial LLC reports $237.87M in US-listed equity holdings across 865 positions in its most recent 13F filing. Its largest disclosed positions are JPST (14.6%), IWF (4.3%) and AAPL (3.2%). The top 20 holdings account for 51.35% of reported assets. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Nova Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2158449). View Nova Financial LLC’s 13F filings on SEC