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Portfolio (Quarterly) Guide ↗

Nova R Wealth, Inc.

· CIK 0001729457
13F Portfolio $343M AUM 86 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 31 Added 29 Reduced 8 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 36,391.0 $27.3M 7.95% -367.0 -1.0% $748.89 +2.8%
2 IEFA ISHARES TR 138,277.0 $13.4M 3.90% -930.0 -0.7% $96.58 +4.0%
3 AVGE AMERICAN CENTY ETF TR 95,762.0 $9.5M 2.77% -2K -2.0% $99.10 +2.0%
4 VONE VANGUARD SCOTTSDALE FDS 26,655.0 $9.0M 2.63% -926.0 -3.4% $338.72 +2.4%
5 BME BLACKROCK HEALTH SCIENCES TR Financial Services 140,936.0 $6.1M 1.77% -14K -8.8% $42.95 +6.0%
6 BERKSHIRE HATHAWAY INC DEL 9,976.0 $5.0M 1.46% -90.0 -0.9% $500.37
7 VEA VANGUARD TAX-MANAGED FDS 68,955.0 $4.9M 1.43% -6K -7.9% $71.25 +2.5%
8 AMZN AMAZON COM INC Consumer Cyclical 15,278.0 $3.6M 1.06% -413.0 -2.6% $238.34 +9.4%
9 VFMO VANGUARD WELLINGTON FD 11,920.0 $3.0M 0.87% -117.0 -1.0% $249.51 -9.5%
10 STM STMICROELECTRONICS N V Technology 38,305.0 $2.9M 0.84% -524.0 -1.4% $74.89 -33.1%
11 VWO VANGUARD INTL EQUITY INDEX F 43,130.0 $2.6M 0.75% -931.0 -2.1% $59.69 +1.7%
12 AMGN AMGEN INC Healthcare 6,843.0 $2.5M 0.72% -183.0 -2.6% $362.12 +18.9%
13 GOOGL ALPHABET INC Communication Services 4,552.0 $1.6M 0.47% -53.0 -1.1% $357.34 -5.4%
14 MTUM ISHARES TR 4,598.0 $1.6M 0.46% -71.0 -1.5% $342.82 -12.8%
15 BLUEROCK PVT REAL ESTATE FD 100,304.0 $1.3M 0.38% -132K -56.9% $13.01
16 AVUV AMERICAN CENTY ETF TR 7,263.0 $906K 0.26% -507.0 -6.5% $124.76 +0.2%
17 MA MASTERCARD INCORPORATED Financial Services 1,503.0 $772K 0.23% -46.0 -3.0% $513.68 +15.8%
18 CAT CATERPILLAR INC Industrials 583.0 $621K 0.18% -13.0 -2.2% $1065.41 -25.8%
19 JPM JPMORGAN CHASE & CO Financial Services 1,703.0 $558K 0.16% -22.0 -1.3% $327.37 +8.6%
20 VB VANGUARD INDEX FDS 1,508.0 $457K 0.13% -460.0 -23.4% $303.16 -1.4%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.6%
Financial Services 18.7%
Healthcare 16.9%
Consumer Cyclical 9.0%
Consumer Defensive 4.1%
Communication Services 3.6%
Utilities 3.0%
Industrials 2.4%
Energy 2.4%
Basic Materials 0.4%