Nova R Wealth, Inc. holds a focused book of 85 reported positions worth $342.7M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-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 reported non-option book. They also disclosed $80K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +9% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Nova R Wealth, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Nova R Wealth, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~17 days for the latest filing, with 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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Nova R Wealth, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 28 / 80 | $1.0B |
| Prospect Hill Management, LLC | 8 / 80 | $233.9M |
| New World Advisors LLC | 31 / 80 | $532.8M |
| Satovsky Asset Management LLC | 26 / 80 | $521.1M |
| Roth Financial Partners LLC | 20 / 80 | $275.9M |
| Oakmont Corp | 10 / 80 | $395.9M |
| Marest Capital, LLC | 10 / 80 | $152.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Nova R Wealth, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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Use Arkolith to show Nova R Wealth, Inc.'s latest holdings, largest changes, and filing provenance.
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.