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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ISHARES TR 66,413.0 $3.3M 0.96% +8K +13.3% $49.55
22 APH AMPHENOL CORP Technology 17,997.0 $3.2M 0.93% $176.32 -10.5%
23 VFMO VANGUARD WELLINGTON FD 11,920.0 $3.0M 0.87% -117.0 -1.0% $249.51 -9.0%
24 STM STMICROELECTRONICS N V Technology 38,305.0 $2.9M 0.84% -524.0 -1.4% $74.89 -34.1%
25 GRMN GARMIN LTD Technology 11,731.0 $2.8M 0.81% $237.55 +20.1%
26 NXPI NXP SEMICONDUCTORS N V Technology 9,730.0 $2.7M 0.80% $281.02 -20.4%
27 NVDA NVIDIA CORPORATION Technology 13,181.0 $2.6M 0.77% +346.0 +2.7% $200.08 +8.7%
28 AVDE AMERICAN CENTY ETF TR 29,456.0 $2.6M 0.77% +223.0 +0.8% $89.20 +5.2%
29 VWO VANGUARD INTL EQUITY INDEX F 43,130.0 $2.6M 0.75% -931.0 -2.1% $59.69 +1.8%
30 AMGN AMGEN INC Healthcare 6,843.0 $2.5M 0.72% -183.0 -2.6% $362.12 +19.4%
31 WMT WALMART INC Consumer Defensive 20,721.0 $2.3M 0.69% $113.26 -9.0%
32 VIG VANGUARD SPECIALIZED FUNDS 8,955.0 $2.1M 0.62% $236.62 +2.7%
33 SCHR SCHWAB STRATEGIC TR 80,003.0 $2.0M 0.58% $24.66 -1.3%
34 IJR ISHARES TR 12,917.0 $1.9M 0.56% $148.31 -1.8%
35 TXN TEXAS INSTRS INC Technology 5,795.0 $1.7M 0.50% $298.06 -13.2%
36 GOOGL ALPHABET INC Communication Services 4,552.0 $1.6M 0.47% -53.0 -1.1% $357.34 -3.0%
37 NEE NEXTERA ENERGY INC Utilities 18,143.0 $1.6M 0.47% $87.77 -6.8%
38 MTUM ISHARES TR 4,598.0 $1.6M 0.46% -71.0 -1.5% $342.82 -12.6%
39 USMV ISHARES TR 14,631.0 $1.4M 0.41% $96.46 +5.5%
40 BLUEROCK PVT REAL ESTATE FD 100,304.0 $1.3M 0.38% -132K -56.9% $13.01
Page 2 of 5  ·  86 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%