Nova R Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Nova R Wealth, Inc. held in its portfolio 88 assets valued at $274,317,715 (i.e. $274.32M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($36.65M), ISHARES TR ($25.46M), and DIMENSIONAL ETF TRUST ($17.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Nova R Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 611475 | 36645715 | INTER TERM TREAS |
| ISHARES TR | 37177 | 25463930 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 363495 | 17429591 | SHORT DURATION F |
| VANGUARD MALVERN FDS | 339368 | 16785136 | STRM INFPROIDX |
| AMERICAN CENTY ETF TR | 177696 | 13464054 | US LARGE CAP VLU |
| ISHARES TR | 144415 | 12919339 | CORE MSCI EAFE |
| INTUITIVE SURGICAL INC | 20311 | 11503404 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 154673 | 10540944 | US MOMENTUM |
| BLACKROCK HEALTH SCIENCES TR | 230686 | 9488129 | COM |
| AMERICAN CENTY ETF TR | 99899 | 8582308 | AVANTIS ALL EQT |
| VANGUARD SCOTTSDALE FDS | 27676 | 8552903 | VNG RUS1000IDX |
| ISHARES TR | 102195 | 7095403 | U S EQUITY FACTR |
| APPLE INC | 25611 | 6962511 | COM |
| BERKSHIRE HATHAWAY INC DEL | 10505 | 5280110 | CL B NEW |
| VANGUARD TAX-MANAGED FDS | 76409 | 4773260 | VAN FTSE DEV MKT |
| ISHARES INC | 62125 | 4176034 | CORE MSCI EMKT |
| AMAZON COM INC | 15729 | 3630616 | COM |
| BLUEROCK PVT REAL ESTATE FD | 236558 | 3548370 | COM |
| SPDR SERIES TRUST | 114102 | 3471546 | STATE STREET SPD |
| VANGUARD INTL EQUITY INDEX F | 45535 | 2447954 | FTSE EMR MKT ETF |
| AMPHENOL CORP NEW | 18016 | 2434656 | CL A |
| AMERICAN CENTY ETF TR | 29254 | 2408176 | INTL EQT ETF |
| GARMIN LTD | 11701 | 2373468 | SHS |
| NVIDIA CORPORATION | 12474 | 2326463 | COM |
| VANGUARD WELLINGTON FD | 12082 | 2310642 | US MOMENTUM |
| AMGEN INC | 7029 | 2300622 | COM |
| WALMART INC | 20514 | 2285518 | COM |
| ISHARES TR | 49519 | 2250659 | MSCI INTL QUALTY |
| NXP SEMICONDUCTORS N V | 9813 | 2130063 | COM |
| SCHWAB STRATEGIC TR | 79347 | 1990023 | INT-TRM U.S TRES |
| VANGUARD SPECIALIZED FUNDS | 8947 | 1966284 | DIV APP ETF |
| DIMENSIONAL ETF TRUST | 25935 | 1923627 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 4888 | 1638831 | TOTAL STK MKT |
| MICROSOFT CORP | 3310 | 1600964 | COM |
| ISHARES TR | 12961 | 1557685 | CORE S&P SCP ETF |
| NEXTERA ENERGY INC | 18292 | 1468506 | COM |
| ALPHABET INC | 4443 | 1390604 | CAP STK CL A |
| ISHARES TR | 14572 | 1372124 | MSCI USA MIN VOL |
| ISHARES TR | 2773 | 1312359 | RUS 1000 GRW ETF |
| ISHARES TR | 4836 | 1210474 | MSCI USA MMENTM |
| STMICROELECTRONICS N V | 39314 | 1019795 | NY REGISTRY |
| TEXAS INSTRS INC | 5827 | 1010961 | COM |
| PUTNAM MUN OPPORTUNITIES TR | 93059 | 995731 | SH BEN INT |
| APTIV PLC | 12411 | 944348 | COM SHS |
| BLACKROCK MUNIYIELD FD INC | 86694 | 909422 | COM |
| MASTERCARD INCORPORATED | 1511 | 862640 | CL A |
| AMERICAN CENTY ETF TR | 8016 | 817467 | US SML CP VALU |
| VANGUARD INDEX FDS | 4237 | 809265 | VALUE ETF |
| SPDR S&P 500 ETF TR | 1160 | 791248 | TR UNIT |
| S&P GLOBAL INC | 1508 | 787916 | COM |
| VANGUARD INDEX FDS | 1576 | 768867 | GROWTH ETF |
| OREILLY AUTOMOTIVE INC | 8296 | 756637 | COM |
| CHEVRON CORP NEW | 4576 | 697478 | COM |
| META PLATFORMS INC | 1056 | 697120 | CL A |
| VANGUARD INDEX FDS | 2182 | 562731 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 14534 | 552725 | US HIGH PROFITAB |
| JPMORGAN CHASE & CO. | 1689 | 544097 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 16821 | 537100 | SHS |
| FIRST TR EXCHANGE-TRADED FD | 4867 | 528753 | WTR ETF |
| ISHARES TR | 5931 | 489189 | CORE MSCI INTL |
| TJX COS INC NEW | 3050 | 468511 | COM |
| VANGUARD BD INDEX FDS | 5308 | 418323 | SHORT TRM BOND |
| VISA INC | 1191 | 417719 | COM CL A |
| SCHWAB CHARLES CORP | 3902 | 389849 | COM |
| EXXON MOBIL CORP | 3027 | 364301 | COM |
| NOVAGOLD RES INC | 39063 | 364063 | COM NEW |
| AUTOMATIC DATA PROCESSING IN | 1323 | 340288 | COM |
| CATERPILLAR INC | 583 | 334019 | COM |
| VANGUARD INDEX FDS | 1035 | 325818 | LARGE CAP ETF |
| MCDONALDS CORP | 1034 | 316060 | COM |
| VANGUARD STAR FDS | 4132 | 311728 | VG TL INTL STK F |
| HONEYWELL INTL INC | 1516 | 295827 | COM |
| ADT INC DEL | 35021 | 282618 | COM |
| ABBOTT LABS | 2246 | 281401 | COM |
| CANADIAN PACIFIC KANSAS CITY | 3808 | 280378 | COM |
| TESLA INC | 623 | 280176 | COM |
| ISHARES TR | 2038 | 278723 | MSCI USA VALUE |
| IQVIA HLDGS INC | 1223 | 275674 | COM |
| ISHARES TR | 1749 | 260011 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 3219 | 247895 | AVANTIS EMGMKT |
| EATON CORP PLC | 771 | 245641 | SHS |
| DIMENSIONAL ETF TRUST | 3936 | 234361 | US TARGETED VLU |
| HOME DEPOT INC | 667 | 229563 | COM |
| SOUTHERN CO | 2622 | 228614 | COM |
| AMERICAN CENTY ETF TR | 2313 | 217361 | INTL SMCP VLU |
| PROCTER AND GAMBLE CO | 1427 | 204573 | COM |
| WELLS FARGO CO NEW | 2163 | 201592 | COM |
| BANCO SANTANDER SA | 10753 | 126133 | ADR |
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