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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VNQ VANGUARD INDEX FDS 4,977.0 $441K 0.17% NEW $88.61 +7.8%
82 SDY SPDR SERIES TRUST 3,124.0 $438K 0.17% NEW $140.20 +7.3%
83 ACN ACCENTURE PLC IRELAND Technology 1,600.0 $416K 0.16% NEW $260.00 -50.8%
84 ORCL ORACLE CORP Technology 2,009.0 $393K 0.15% NEW $195.62 -5.8%
85 IJS ISHARES TR 3,399.0 $390K 0.15% NEW $114.74 +16.2%
86 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,840.0 $366K 0.14% NEW $53.51 +0.9%
87 IXUS ISHARES TR 4,201.0 $361K 0.14% NEW $85.93 +12.8%
88 ETN EATON CORP PLC Industrials 1,090.0 $357K 0.14% NEW $327.52 +28.8%
89 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,388.0 $347K 0.13% NEW $145.31 +17.8%
90 VOO VANGUARD INDEX FDS 541.0 $340K 0.13% NEW $628.47 +9.5%
91 XLC SELECT SECTOR SPDR TR 2,804.0 $328K 0.12% NEW $116.98 -6.4%
92 MAR MARRIOTT INTL INC NEW Consumer Cyclical 959.0 $301K 0.11% NEW $313.87 +26.2%
93 SPY SPDR S&P 500 ETF TR Financial Services 435.0 $297K 0.11% NEW $682.76 +9.4%
94 BND VANGUARD BD INDEX FDS 3,906.0 $289K 0.11% NEW $73.99 -0.9%
95 VWO VANGUARD INTL EQUITY INDEX F 4,969.0 $273K 0.10% NEW $54.94 +10.6%
96 BA BOEING CO Industrials 1,143.0 $260K 0.10% NEW $227.47 -2.1%
97 IYH ISHARES TR 3,946.0 $258K 0.10% NEW $65.38 -4.1%
98 VYM VANGUARD WHITEHALL FDS 1,759.0 $255K 0.10% NEW $144.97 +9.1%
99 UNH UNITEDHEALTH GROUP INC Healthcare 704.0 $237K 0.09% NEW $336.65 +19.1%
100 SCHP SCHWAB STRATEGIC TR 8,406.0 $223K 0.08% NEW $26.53 -0.1%
Page 5 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%