Nova R Wealth, Inc. holds a focused book of 85 stocks worth $342.7M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Dimensional International Hi and trimmed Ishares Core S&P 500 ETF. Their largest long position is Vanguard Intermediate-Term T at 13% of the equity book. They also disclosed $80K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +7% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Nova R Wealth, Inc.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Nova R Wealth, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Nova R Wealth, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $519.0B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $162.0B |
| LPL Financial LLC | 80 / 80 | $78.3B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.9B |
| Advisory Services Network, LLC | 80 / 80 | $2.0B |
| ROYAL BANK OF CANADA | 79 / 80 | $150.7B |
| UBS Group AG | 79 / 80 | $133.2B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $92.3B |
Ranked by how many of Nova R Wealth, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS INTER TERM TREAS | $45.9M | 777.5K | 13.4% | ▲+15% Added · +101K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $27.3M | 36.4K | 8.0% | ▼−1.0% Reduced · −367 sh | |
| 3 | American Centy ETF TR US LARGE CAP VLU | $23.6M | 259.2K | 6.9% | ▲+2.9% Added · +7K sh | |
| 4 | Vanguard Index FDS TOTAL STK MKT | $22.1M | 59.6K | 6.4% | ▲+4.8% Added · +3K sh | |
| 5 | J P Morgan Exchange Traded F US MOMENTUM | $21.3M | 249.7K | 6.2% | ▲+2.7% Added · +7K sh | |
| 6 | Dimensional ETF Trust SHOR DUR FIX ETF | $19.4M | 406.5K | 5.7% | ▲+4.4% Added · +17K sh | |
| 7 | Vanguard Malvern FDS STRM INFPROIDX | $19.4M | 385.5K | 5.7% | ▲+5.5% Added · +20K sh | |
| 8 | Ishares TR CORE MSCI EAFE | $13.4M | 138.3K | 3.9% | ▼−0.7% Reduced · −930 sh | |
| 9 | Ishares TR CORE MSCI INTL | $10.4M | 117.0K | 3.0% | ▲+2.9% Added · +3K sh | |
| 10 | American Centy ETF TR AVANTIS ALL EQT | $9.5M | 95.8K | 2.8% | ▼−2.0% Reduced · −2K sh | |
| 11 | Vanguard Scottsdale FDS VNG RUS1000IDX | $9.0M | 26.7K | 2.6% | ▼−3.4% Reduced · −926 sh | |
| 12 | Intuitive Surgical Inc COM NEW | $7.9M | 19.9K | 2.3% | ▲+0.5% Added · +94 sh | |
| 13 | Ishares TR U S EQUITY FACTR | $7.7M | 102.5K | 2.3% | ▲+0.1% Added · +68 sh | |
| 14 | Apple Inc COM | $7.2M | 25.0K | 2.1% | ▼−0.1% Reduced · −23 sh | |
| 15 | BlackRock Health Sciences TR COM | $6.1M | 140.9K | 1.8% | ▼−8.8% Reduced · −14K sh | |
| 16 | Dimensional ETF Trust US EQUI MARK ETF | $5.9M | 71.7K | 1.7% | ▲+4.0% Added · +3K sh | |
| 17 | Ishares Inc CORE MSCI EMKT | $5.1M | 61.4K | 1.5% | ▲+2.2% Added · +1K sh | |
| 18 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 10.0K | 1.5% | ▼−0.9% Reduced · −90 sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.9M | 69.0K | 1.4% | ▼−7.9% Reduced · −6K sh | |
| 20 | Amazon Com Inc COM | $3.6M | 15.3K | 1.1% | ▼−2.6% Reduced · −413 sh | |
| 21 | Ishares TR MSCI INTL QUALTY | $3.3M | 66.4K | 1.0% | ▲+13% Added · +8K sh | |
| 22 | Amphenol Corp CL A | $3.2M | 18.0K | 0.9% | ▼−0.3% Reduced · −47 sh | |
| 23 | Vanguard Wellington FD US MOMENTUM | $3.0M | 11.9K | 0.9% | ▼−1.0% Reduced · −117 sh | |
| 24 | Stmicroelectronics N V NY REGISTRY | $2.9M | 38.3K | 0.8% | ▼−1.3% Reduced · −524 sh | |
| 25 | Garmin Ltd SHS | $2.8M | 11.7K | 0.8% | ▼−0.1% Reduced · −8 sh | |
| 26 | NXP Semiconductors N V COM | $2.7M | 9.7K | 0.8% | ▼−0.5% Reduced · −45 sh | |
| 27 | Nvidia Corporation COM | $2.6M | 13.2K | 0.8% | ▲+2.7% Added · +346 sh | |
| 28 | American Centy ETF TR INTL EQT ETF | $2.6M | 29.5K | 0.8% | ▲+0.8% Added · +223 sh | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.6M | 43.1K | 0.8% | ▼−2.1% Reduced · −931 sh | |
| 30 | Amgen Inc COM | $2.5M | 6.8K | 0.7% | ▼−2.6% Reduced · −183 sh | |
| 31 | Walmart Inc COM | $2.3M | 20.7K | 0.7% | ▲+0.4% Added · +80 sh | |
| 32 | Vanguard Specialized Funds DIV APP ETF | $2.1M | 9.0K | 0.6% | ▼−0.1% Reduced · −9 sh | |
| 33 | Schwab Strategic TR INT-TRM U.S TRES | $2.0M | 80.0K | 0.6% | ▼−0.4% Reduced · −290 sh | |
| 34 | Ishares TR CORE S&P SCP ETF | $1.9M | 12.9K | 0.6% | ▲+0.1% Added · +13 sh | |
| 35 | Texas Instrs Inc COM | $1.7M | 5.8K | 0.5% | ▼−0.3% Reduced · −17 sh | |
| 36 | Alphabet Inc CAP STK CL A | $1.6M | 4.6K | 0.5% | ▼−1.1% Reduced · −53 sh | |
| 37 | NextEra Energy Inc COM | $1.6M | 18.1K | 0.5% | ▼−0.4% Reduced · −72 sh | |
| 38 | Ishares TR MSCI USA MMENTM | $1.6M | 4.6K | 0.5% | ▼−1.5% Reduced · −71 sh | |
| 39 | Ishares TR MSCI USA MIN ETF | $1.4M | 14.6K | 0.4% | ▲+0.2% Added · +25 sh | |
| 40 | Bluerock PVT Real Estate FD COM | $1.3M | 100.3K | 0.4% | ▼−57% Reduced · −132K sh | |
| 41 | Microsoft Corp COM | $1.3M | 3.5K | 0.4% | ▲+6.0% Added · +197 sh | |
| 42 | Ishares TR RUS 1000 GRW ETF | $1.3M | 10.1K | 0.4% | ▲+300% Added · +8K sh | |
| 43 | Putnam Mun Opportunities TR SH BEN INT | $981K | 93.1K | 0.3% | —Held | |
| 44 | BlackRock Muniyild Qult FD I COM | $925K | 79.8K | 0.3% | —Held | |
| 45 | American Centy ETF TR US SML CP VALU | $906K | 7.3K | 0.3% | ▼−6.5% Reduced · −507 sh | |
| 46 | State STR SPDR S&P 500 ETF T TR UNIT | $867K | 1.2K | 0.3% | ▼−0.3% Reduced · −4 sh | |
| 47 | Mastercard Incorporated CL A | $772K | 1.5K | 0.2% | ▼−3.0% Reduced · −46 sh | |
| 48 | Chevron Corporation COM | $771K | 4.7K | 0.2% | ▲+0.7% Added · +33 sh | |
| 49 | Oreilly Automotive Inc COM | $771K | 8.4K | 0.2% | ▲+0.9% Added · +72 sh | |
| 50 | Capital Group New Geography SHS | $763K | 20.4K | 0.2% | ▲+2.0% Added · +409 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | INTUITIVE SURGICAL INCISRG | $80K | 200 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.