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Portfolio (Quarterly) Guide ↗

PW Nova Financial Services LLC

· CIK 0002127408
13F Portfolio $466M AUM 208 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 52 Added 68 Reduced 8 Exited
Page 3 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 35,774.0 $3.1M 0.66% +30K +497.6% $86.14 +1.5%
42 DVY ISHARES TR 19,448.0 $3.0M 0.65% $156.30 +5.0%
43 PLTR PALANTIR TECHNOLOGIES INC Technology 24,469.0 $2.9M 0.61% -338.0 -1.4% $116.67 +48.1%
44 IEFA ISHARES TR 29,511.0 $2.9M 0.61% +6K +27.2% $96.58 +5.0%
45 AMD ADVANCED MICRO DEVICES INC Technology 4,821.0 $2.8M 0.60% $580.91 -17.5%
46 SOXX ISHARES TR 4,322.0 $2.8M 0.59% -367.0 -7.8% $640.76 -19.8%
47 IGSB ISHARES TR 51,549.0 $2.7M 0.58% +21K +68.0% $52.41 -0.3%
48 SHY ISHARES TR 32,348.0 $2.7M 0.57% +2K +5.0% $82.11 -0.0%
49 META META PLATFORMS INC Communication Services 4,689.0 $2.6M 0.57% $563.34 +1.2%
50 HD HOME DEPOT INC Consumer Cyclical 7,384.0 $2.6M 0.56% +410.0 +5.9% $352.67 -4.2%
51 VCR VANGUARD WORLD FD 6,179.0 $2.5M 0.53% -59.0 -0.9% $396.62 -0.1%
52 LMT LOCKHEED MARTIN CORP Industrials 4,745.0 $2.4M 0.52% $509.41 +9.2%
53 IEI ISHARES TR 20,546.0 $2.4M 0.52% +1K +6.7% $117.45 -0.5%
54 RSP INVESCO EXCHANGE TRADED FD T 11,233.0 $2.4M 0.51% $212.77 +4.2%
55 ICF ISHARES TR 35,134.0 $2.4M 0.51% $67.63 +2.2%
56 TSLA TESLA INC Consumer Cyclical 5,642.0 $2.4M 0.51% -245.0 -4.2% $420.60 -16.7%
57 VCSH VANGUARD SCOTTSDALE FDS 27,173.0 $2.1M 0.46% +412.0 +1.5% $79.03 -0.3%
58 ETN EATON CORP PLC Industrials 5,001.0 $2.1M 0.46% +489.0 +10.8% $426.10 -4.0%
59 BSV VANGUARD BD INDEX FDS 27,347.0 $2.1M 0.46% +1K +5.0% $77.91 -0.2%
60 CVX CHEVRON CORPORATION Energy 12,842.0 $2.1M 0.46% +570.0 +4.6% $165.75 +20.6%
Page 3 of 11  ·  208 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 32.9%
Financial Services 23.8%
Healthcare 8.3%
Industrials 8.3%
Consumer Cyclical 7.5%
Consumer Defensive 7.2%
Communication Services 5.1%
Energy 2.8%
Utilities 2.6%
Basic Materials 1.1%