Portfolio (Quarterly) Guide ↗

Nova R Wealth, Inc.

· CIK 0001729457

13F Portfolio $313M AUM 90 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 34 Added 21 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BLACKROCK MUNIYIELD FD INC	—	86,694	$909K	0.33%	SOLD
2	VV	VANGUARD INDEX FDS	—	1,035	$326K	0.12%	SOLD
3	WFC	WELLS FARGO CO NEW	Financial Services	2,163	$202K	0.07%	SOLD

Sector Allocation

Technology 32.7%

Healthcare 20.2%

Financial Services 19.3%

Consumer Cyclical 9.1%

Consumer Defensive 5.1%

Energy 3.7%

Communication Services 3.3%

Utilities 3.3%

Industrials 2.6%

Basic Materials 0.6%