Arkolith/Funds/PW Nova Financial Services LLC

PW Nova Financial Services LLC

CIK 2127408
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

PW Nova Financial Services LLC holds a diversified book of 208 reported positions worth $466.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Counterpoint Quan Equity ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Ishares Russell 1000 Growth at 6% of the reported non-option book. Cloning the disclosed picks since 2026 would be +11% (+26.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
21
bought for the first time
+18 more · largest first
2 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase

Growth of $10,000: cloning the disclosed book

If you'd copied them
+10.7%
+26.5%/yr · since Apr '26
Their reported book
+7.6%
held from quarter-end
S&P 500
+12.4%
same window
$10K$10K$11K$11K$11KApr '26May '26Jun '26Jul '26Aug '26Sep '26
PW Nova Financial Services LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.1 points over this window.

Growth of $10,000 cloning PW Nova Financial Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
21%
Top 10 holdings
33%
Top 20 holdings
48%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

42% mapped to company sectors

ETFs / funds
58%
Information Technology
18%
Consumer Discretionary
6%
Financials
5%
Industrials
4%
Health Care
4%
Energy
1%
Materials
1%

+5 sectors below the cut, 3% 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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as PW Nova Financial Services LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Hoffman, Alan N Investment Management9 / 80$161.7M
Prospect Hill Management, LLC9 / 80$242.1M
Draper Asset Management, LLC11 / 80$181.9M
Copos Capital B.V.20 / 80$628.3M
Emerald Advisors, LLC35 / 80$674.2M
Ebert Capital Management Inc.15 / 80$90.0M

Ranked by the share of each fund's own book sitting in the names it shares with PW Nova Financial Services LLC: 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.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

208 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS 1000 GRW ETF
$26.1M209.9K
5.6%
+312%
Added · +159K sh
2Invesco QQQ TR
UNIT SER 1
$24.5M33.3K
5.3%
−0.7%
Reduced · −229 sh
3Ishares TR
RUS 1000 VAL ETF
$19.1M78.7K
4.1%
+5.8%
Added · +4K sh
4Apple Inc
COM
$15.7M54.3K
3.4%
−0.8%
Reduced · −416 sh
5Ishares TR
S&P MC 400GR ETF
$14.4M122.5K
3.1%
+2.9%
Added · +3K sh
6Nvidia Corporation
COM
$13.5M67.5K
2.9%
+4.3%
Added · +3K sh
7Ishares TR
S&P MC 400VL ETF
$12.7M85.9K
2.7%
+3.6%
Added · +3K sh
8Ishares TR
MSCI USA MMENTM
$10.2M29.7K
2.2%
−0.7%
Reduced · −214 sh
9Broadcom Inc
COM
$9.9M26.1K
2.1%
−0.5%
Reduced · −142 sh
10Ishares TR
S&P SML 600 GWT
$9.3M52.0K
2.0%
+1.8%
Added · +908 sh
11Vanguard World FD
INF TECH ETF
$8.7M72.4K
1.9%
+699%
Added · +63K sh
12Ishares TR
0-3 MTH TREASURY
$7.4M73.5K
1.6%
+22%
Added · +13K sh
13Vanguard Specialized Funds
DIV APP ETF
$7.3M30.7K
1.6%
−0.4%
Reduced · −121 sh
14Ishares TR
US AER DEF ETF
$6.9M28.4K
1.5%
+0.8%
Added · +218 sh
15Alphabet Inc
CAP STK CL C
$6.6M18.8K
1.4%
−0.3%
Reduced · −54 sh
16JPMorgan Chase & Co
COM
$6.6M20.0K
1.4%
+6.5%
Added · +1K sh
17Vaneck ETF Trust
SEMICONDUCTR ETF
$6.5M9.9K
1.4%
+1.0%
Added · +101 sh
18Invesco Actively Managed Exc
ULTRA SHRT DUR
$6.4M127.4K
1.4%
+8.8%
Added · +10K sh
19Eli Lilly & Co
COM
$6.3M5.2K
1.4%
−9.8%
Reduced · −573 sh
20Ishares Inc
CORE MSCI EMKT
$6.3M75.5K
1.3%
+9.0%
Added · +6K sh
21Vanguard Index FDS
SMALL CP ETF
$6.3M20.6K
1.3%
−0.3%
Reduced · −72 sh
22Microsoft Corp
COM
$6.2M16.7K
1.3%
−3.2%
Reduced · −548 sh
23Vanguard Intl Equity Index F
ALLWRLD EX US
$6.0M71.5K
1.3%
~0%
Added · +31 sh
24Amazon Com Inc
COM
$5.9M24.7K
1.3%
−1.3%
Reduced · −328 sh
25Walmart Inc
COM
$5.7M50.4K
1.2%
−1.5%
Reduced · −791 sh
26Invesco Exchange Traded FD T
S&P500 EQL TEC
$5.5M85.8K
1.2%
+3.5%
Added · +3K sh
27SPDR Series Trust
ST STR BLO 1 ETF
$5.5M59.6K
1.2%
+0.8%
Added · +486 sh
28Vanguard Scottsdale FDS
VNG RUS2000VAL
$4.9M25.3K
1.1%
−0.3%
Reduced · −64 sh
29Costco Wholesale Corporation
COM
$4.6M4.9K
1.0%
−0.3%
Reduced · −17 sh
30Quanta Svcs Inc
COM
$4.4M6.1K
0.9%
−0.1%
Reduced · −8 sh
31Crowdstrike Hldgs Inc
CL A
$4.3M5.6K
0.9%
+0.2%
Added · +11 sh
32Palo Alto Networks Inc
COM
$4.2M12.3K
0.9%
−1.3%
Reduced · −161 sh
33Cisco Sys Inc
COM
$4.2M35.4K
0.9%
−0.7%
Reduced · −253 sh
34Merck & Co Inc
COM
$3.6M28.1K
0.8%
−1.1%
Reduced · −317 sh
35SPDR Gold TR
GOLD SHS
$3.4M9.3K
0.7%
−5.7%
Reduced · −563 sh
36Alphabet Inc
CAP STK CL A
$3.4M9.6K
0.7%
−1.1%
Reduced · −108 sh
37Ishares TR
MSCI EAFE ETF
$3.3M32.1K
0.7%
−1.2%
Reduced · −402 sh
38Johnson & Johnson
COM
$3.3M13.1K
0.7%
−5.8%
Reduced · −811 sh
39Ge Vernova Inc
COM
$3.3M2.8K
0.7%
~0%
Reduced · −1 sh
40Vertiv Holdings Co
COM CL A
$3.2M9.4K
0.7%
−0.3%
Reduced · −29 sh
41Vanguard Index FDS
GROWTH ETF
$3.1M35.8K
0.7%
+498%
Added · +30K sh
42Ishares TR
SELECT DIVID ETF
$3.0M19.4K
0.7%
+0.4%
Added · +84 sh
43Palantir Technologies Inc
CL A
$2.9M24.5K
0.6%
−1.4%
Reduced · −338 sh
44Ishares TR
CORE MSCI EAFE
$2.9M29.5K
0.6%
+27%
Added · +6K sh
45Advanced Micro Devices Inc
COM
$2.8M4.8K
0.6%
−0.2%
Reduced · −10 sh
46Ishares TR
ISHARES SEMICDTR
$2.8M4.3K
0.6%
−7.8%
Reduced · −367 sh
47Ishares TR
ISHS 1-5YR INVS
$2.7M51.5K
0.6%
+68%
Added · +21K sh
48Ishares TR
1 3 YR TREAS BD
$2.7M32.3K
0.6%
+5.0%
Added · +2K sh
49Meta Platforms Inc
CL A
$2.6M4.7K
0.6%
+0.1%
Added · +4 sh
50Home Depot Inc
COM
$2.6M7.4K
0.6%
+5.9%
Added · +410 sh
Showing 50 of 208 positions
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Filing history

As-of date vs the date the SEC received each filing

$466.2M · Q2 2026Q4 2025 · $264.1MQ2 2026 · $466.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d208$466.2M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d193$398.7M13F-HR
Q4 2025Dec 31, 2025Apr 9, 202699d110$264.1M13F-HR

Data source

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.