Nova R Wealth, Inc. - Portfolio overview

Nova R Wealth, Inc. has 96 reported holdings in this dataset, with the latest filing dated 2026-04-17.

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. VGIT - VANGUARD SCOTTSDALE FDS, 12.76%
2. IVV - ISHARES TR, 7.60%
3. AVLV - AMERICAN CENTY ETF TR, 6.43%

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

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