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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 6 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ABBV ABBVIE INC Healthcare 3,660.0 $921K 0.20% $251.64 +3.9%
102 VTIP VANGUARD MALVERN FDS 18,135.0 $911K 0.20% +683.0 +3.9% $50.23 -0.9%
103 STLD STEEL DYNAMICS INC Basic Materials 3,948.0 $906K 0.19% -73.0 -1.8% $229.46 +2.7%
104 CWB SPDR SERIES TRUST 8,317.0 $897K 0.19% -110.0 -1.3% $107.82 -3.9%
105 XLP SELECT SECTOR SPDR TR 10,746.0 $893K 0.19% $83.07 +4.0%
106 LQD ISHARES TR 8,107.0 $884K 0.19% +205.0 +2.6% $109.07 -2.2%
107 SLV ISHARES SILVER TR Financial Services 16,228.0 $868K 0.19% $53.47 +15.0%
108 OUNZ VANECK MERK GOLD ETF Financial Services 20,537.0 $793K 0.17% -184.0 -0.9% $38.59 +14.4%
109 IJS ISHARES TR 5,750.0 $786K 0.17% +2K +44.2% $136.68 +0.8%
110 BLK BLACKROCK INC Financial Services 800.0 $769K 0.17% $961.56 +22.3%
111 EUAD SPINNAKER ETF SERIES 18,037.0 $761K 0.16% -6K -24.9% $42.18 +9.7%
112 XLK SELECT SECTOR SPDR TR 3,920.0 $747K 0.16% -67.0 -1.7% $190.51 -4.3%
113 TOL TOLL BROTHERS INC Consumer Cyclical 4,521.0 $745K 0.16% $164.74 -9.5%
114 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 85,913.0 $735K 0.16% $8.56 -3.2%
115 CPAI NORTHERN LTS FD TR III 14,115.0 $733K 0.16% NEW $51.96 +0.6%
116 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 35,485.0 $730K 0.16% $20.56 +1.3%
117 ACM AECOM Industrials 10,328.0 $721K 0.15% +143.0 +1.4% $69.80 -6.9%
118 AXP AMERICAN EXPRESS CO Financial Services 2,121.0 $717K 0.15% -26.0 -1.2% $338.25 -0.8%
119 BND VANGUARD BD INDEX FDS 9,746.0 $715K 0.15% +450.0 +4.8% $73.41 -1.2%
120 VXUS VANGUARD STAR FDS 8,287.0 $708K 0.15% +135.0 +1.7% $85.49 +2.8%
Page 6 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%