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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $264M AUM 110 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New
Page 2 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SMH VANECK ETF TRUST 9,736.0 $3.6M 1.38% NEW $373.36 +76.7%
22 JPM JPMORGAN CHASE & CO. Financial Services 10,938.0 $3.6M 1.35% NEW $325.47 -0.1%
23 EFA ISHARES TR 32,433.0 $3.1M 1.19% NEW $97.03 +7.6%
24 WMT WALMART INC Consumer Defensive 26,233.0 $3.0M 1.12% NEW $112.76 +3.9%
25 AMZN AMAZON COM INC Consumer Cyclical 12,806.0 $2.9M 1.10% NEW $226.53 +7.9%
26 VUG VANGUARD INDEX FDS 5,882.0 $2.9M 1.08% NEW $486.23 -82.1%
27 DVY ISHARES TR 17,529.0 $2.5M 0.95% NEW $142.62 +7.5%
28 VCR VANGUARD WORLD FD 6,298.0 $2.5M 0.93% NEW $391.71 +0.7%
29 VCSH VANGUARD SCOTTSDALE FDS 26,081.0 $2.1M 0.79% NEW $79.75 -1.1%
30 ICF ISHARES TR 34,449.0 $2.1M 0.78% NEW $59.68 +12.1%
31 SHY ISHARES TR 24,719.0 $2.0M 0.78% NEW $82.85 -1.0%
32 BSV VANGUARD BD INDEX FDS 25,075.0 $2.0M 0.75% NEW $78.80 -1.3%
33 IEI ISHARES TR 16,051.0 $1.9M 0.72% NEW $119.31 -1.8%
34 JNJ JOHNSON & JOHNSON Healthcare 9,233.0 $1.9M 0.72% NEW $207.30 +10.2%
35 BAC BANK AMERICA CORP Financial Services 33,281.0 $1.9M 0.70% NEW $55.95 +0.5%
36 RSP INVESCO EXCHANGE TRADED FD T 9,618.0 $1.9M 0.70% NEW $192.87 +8.9%
37 IEFA ISHARES TR 20,340.0 $1.8M 0.70% NEW $90.36 +7.7%
38 AMGN AMGEN INC Healthcare 5,251.0 $1.7M 0.65% NEW $327.56 +3.1%
39 LLY ELI LILLY & CO Healthcare 1,573.0 $1.7M 0.64% NEW $1080.10 +1.7%
40 MCD MCDONALDS CORP Consumer Cyclical 5,445.0 $1.7M 0.62% NEW $303.21 -8.1%
Page 2 of 6  ·  110 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 34.7%
Financial Services 25.6%
Communication Services 8.7%
Consumer Cyclical 8.4%
Healthcare 8.2%
Consumer Defensive 8.1%
Industrials 2.5%
Energy 1.4%
Basic Materials 1.0%
Utilities 0.9%