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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $399M AUM 193 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 84 New 89 Added 11 Reduced 1 Exited
Page 2 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VGK VANGUARD INTL EQUITY INDEX F 14,088.0 $1.2M 0.29% NEW $82.43 +7.1%
22 SLV ISHARES SILVER TR Financial Services 16,248.0 $1.1M 0.28% NEW $68.14 -12.7%
23 DGRO ISHARES TR 15,558.0 $1.1M 0.27% NEW $70.18 +6.6%
24 BERKSHIRE HATHAWAY INC DEL 2,263.0 $1.1M 0.27% NEW $479.20
25 WFC WELLS FARGO & CO Financial Services 13,486.0 $1.1M 0.27% NEW $79.61 +3.3%
26 RTX RTX CORPORATION Industrials 5,147.0 $993K 0.25% NEW $192.92 -3.8%
27 EUAD SPINNAKER ETF SERIES 24,023.0 $979K 0.24% NEW $40.74 +3.7%
28 OUNZ VANECK MERK GOLD ETF Financial Services 20,721.0 $933K 0.23% NEW $45.05 -10.0%
29 ANNALY CAPITAL MANAGEMENT IN 42,631.0 $902K 0.23% NEW $21.15
30 XLP SELECT SECTOR SPDR TR 10,790.0 $885K 0.22% NEW $81.98 +1.6%
31 ACM AECOM Industrials 10,185.0 $864K 0.22% NEW $84.82 -18.9%
32 VTI VANGUARD INDEX FDS 2,689.0 $863K 0.22% NEW $320.85 +15.3%
33 C CITIGROUP INC Financial Services 7,521.0 $853K 0.21% NEW $113.41 +26.1%
34 CWB SPDR SERIES TRUST 8,427.0 $771K 0.19% NEW $91.52 +20.8%
35 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 85,729.0 $730K 0.18% NEW $8.52 -0.1%
36 STLD STEEL DYNAMICS INC Basic Materials 4,021.0 $724K 0.18% NEW $180.00 +38.8%
37 CRWV COREWEAVE INC Technology 9,051.0 $701K 0.18% NEW $77.47 +52.3%
38 AXP AMERICAN EXPRESS CO Financial Services 2,147.0 $649K 0.16% NEW $302.48 +11.7%
39 VXUS VANGUARD STAR FDS 8,152.0 $629K 0.16% NEW $77.11 +12.5%
40 SCHD SCHWAB STRATEGIC TR 18,863.0 $579K 0.14% NEW $30.68 +3.8%
Page 2 of 5  ·  84 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 28.7%
Financial Services 22.8%
Communication Services 8.6%
Healthcare 8.5%
Consumer Defensive 8.4%
Industrials 7.8%
Consumer Cyclical 7.3%
Energy 3.6%
Utilities 2.5%
Basic Materials 1.2%