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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 3,067.0 $419K 0.12% -64.0 -2.0% $136.73 +16.8%
22 V VISA INC Financial Services 1,202.0 $412K 0.12% -50.0 -4.0% $343.05 +11.0%
23 VLUE ISHARES TR 1,950.0 $390K 0.11% -37.0 -1.9% $199.77 +0.7%
24 FIW FIRST TR EXCHANGE-TRADED FD 3,465.0 $380K 0.11% -760.0 -18.0% $109.53 +0.2%
25 MCD MCDONALDS CORP Consumer Cyclical 1,035.0 $280K 0.08% -23.0 -2.2% $270.34 -1.9%
26 TSLA TESLA INC Consumer Cyclical 659.0 $277K 0.08% -18.0 -2.7% $420.60 -13.2%
27 IQVIA HLDGS INC 1,126.0 $218K 0.06% -152.0 -11.9% $193.22
28 PG PROCTER & GAMBLE CO Consumer Defensive 1,431.0 $210K 0.06% -39.0 -2.6% $146.66 -1.2%
29 HD HOME DEPOT INC Consumer Cyclical 575.0 $203K 0.06% -156.0 -21.3% $352.49 -7.1%
Page 2 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%