StockDriftsStockDriftsTop 50 Nova R Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 13.38% | 777.5K | $45.9M | +14.89%(+100.79K) | $60.25(-3.11%) | 2026-06-30 | |
| IVV | ISHARES TR | 7.95% | 36.4K | $27.3M | -1.00%(-367) | $426.18(+82.77%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 6.9% | 259.2K | $23.6M | +2.90%(+7.30K) | $59.81(+58.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.44% | 59.6K | $22.1M | +4.78%(+2.72K) | $322.03(+19.05%) | 2026-06-30 | |
| JMOM | J P MORGAN EXCHANGE TRADED F | 6.23% | 249.7K | $21.3M | +2.75%(+6.67K) | $53.44(+59.91%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.66% | 406.5K | $19.4M | +4.43%(+17.24K) | $47.78(-0.67%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.65% | 385.5K | $19.4M | +5.47%(+20.01K) | $50.07(-0.72%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.9% | 138.3K | $13.4M | -0.67%(-930) | $67.88(+49.25%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.04% | 117.0K | $10.4M | +2.87%(+3.27K) | $82.19(+13.64%) | 2026-06-30 | |
| AVGE | AMERICAN CENTY ETF TR | 2.77% | 95.8K | $9.5M | -1.96%(-1.92K) | $67.45(+51.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.60% | +39.00% | — | — | +19.37% |
| Top 20 Holdings Unweighted | +12.67% | +43.01% | — | — | +27.71% |
Nova R Wealth, Inc. reports $342.78M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are VGIT (13.4%), IVV (8.0%) and AVLV (6.9%). The top 20 holdings account for 80.14% of reported assets. Its disclosed equity book has returned +39.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Nova R Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729457). View Nova R Wealth, Inc.’s 13F filings on SEC