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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 7 of 10  ·  193 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHD SCHWAB STRATEGIC TR 18,863.0 $579K 0.14% NEW $30.68 +3.8%
122 ITOT ISHARES TR 3,933.0 $560K 0.14% -947.0 -19.4% $142.43 +15.0%
123 PFE PFIZER INC Healthcare 19,627.0 $551K 0.14% +585.0 +3.1% $28.08 -10.2%
124 SCHY SCHWAB STRATEGIC TR 16,750.0 $530K 0.13% NEW $31.66 +1.0%
125 XLK SELECT SECTOR SPDR TR 3,987.0 $530K 0.13% NEW $132.88 +44.1%
126 PLD PROLOGIS INC. Real Estate 3,997.0 $528K 0.13% -35.0 -0.9% $132.17 +6.3%
127 XLC SELECT SECTOR SPDR TR 4,758.0 $527K 0.13% +2K +69.7% $110.86 -1.3%
128 IHI ISHARES TR 9,788.0 $522K 0.13% NEW $53.35 -8.0%
129 PFF ISHARES TR 16,808.0 $510K 0.13% NEW $30.32 +3.0%
130 FTSL FIRST TR EXCHANGE-TRADED FD 10,930.0 $490K 0.12% NEW $44.80 +0.4%
131 IJS ISHARES TR 3,988.0 $472K 0.12% +589.0 +17.3% $118.45 +12.6%
132 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,867.0 $470K 0.12% +37.0 +0.8% $96.47 +6.3%
133 VNQ VANGUARD INDEX FDS 5,202.0 $461K 0.12% +225.0 +4.5% $88.71 +7.7%
134 SDY SPDR SERIES TRUST 3,108.0 $454K 0.11% -16.0 -0.5% $145.96 +3.1%
135 T AT&T INC Communication Services 15,447.0 $448K 0.11% +6K +70.8% $28.99 -24.1%
136 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,358.0 $446K 0.11% +518.0 +7.6% $60.65 -11.0%
137 LIN LINDE PLC Basic Materials 877.0 $435K 0.11% +378.0 +75.8% $495.76 +3.3%
138 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 39,463.0 $433K 0.11% NEW $10.98 +4.2%
139 NOW SERVICENOW INC Technology 4,102.0 $429K 0.11% NEW $104.55 -9.1%
140 IJR ISHARES TR 3,411.0 $424K 0.11% NEW $124.30 +15.2%
Page 7 of 10  ·  193 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%