Novak & Powell Financial Services, Inc. - Portfolio overview

Novak & Powell Financial Services, Inc. has 175 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TRUST, 6.27%
2. VUG - VANGUARD GROWTH ETF, 5.99%
3. AAPL - APPLE INCORPORATED, 5.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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