Top 50 Nova Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 6.56% | 73.6K | $11.9M | +0.67%(+491) | $101.45(+47.05%) | 2026-06-30 | |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 3% | 218.4K | $5.4M | +35.79%(+57.56K) | $24.86(-0.79%) | 2026-06-30 | |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 2.58% | 16.1K | $4.7M | -5.24%(-891) | $227.48(+27.62%) | 2026-06-30 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2.42% | 23.0K | $4.4M | -18.00%(-5.06K) | $122.43(+52.54%) | 2026-06-30 | |
| QTUM | DEFIANCE QUANTUM ETF | 2.38% | 26.0K | $4.3M | +1.31%(+336) | $85.46(+78.46%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 2.2% | 19.9K | $4.0M | -1.57%(-318) | $127.29(+73.20%) | 2026-06-30 | |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | 2.12% | 39.0K | $3.8M | +173.83%(+24.77K) | $82.30(+15.88%) | 2026-06-30 | |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 2.06% | 13.1K | $3.7M | -4.72%(-648) | $193.33(+48.62%) | 2026-06-30 | |
| IUS | INVESCO RAFI STRATEGIC US ETF | 2.05% | 56.6K | $3.7M | +6.34%(+3.38K) | $51.82(+34.83%) | 2026-06-30 | |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | 1.9% | 84.8K | $3.4M | +16.46%(+11.98K) | $36.08(+19.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +34.85% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +35.16% |
Nova Wealth Management, Inc. reports $181.16M in US-listed equity holdings across 570 positions in its most recent 13F filing. Its largest disclosed positions are SPMO (6.6%), UCON (3.0%) and IWY (2.6%). The top 20 holdings account for 42.43% of reported assets. Its disclosed equity book has returned +34.85% cumulatively over 6 quarters. 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 Wealth Management, Inc.โs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051980). View Nova Wealth Management, Inc.โs 13F filings on SEC