PW Nova Financial Services LLC - Portfolio overview

PW Nova Financial Services LLC has 193 reported holdings in this dataset, with the latest filing dated 2026-04-16.

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. IWF - ISHARES TR, 5.45%
  2. QQQ - INVESCO QQQ TR, 4.85%
  3. IWD - ISHARES TR, 3.99%

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

Explore securities or join Upside Invest to compare portfolios.