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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 8 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DELL DELL TECHNOLOGIES INC Technology 1,095.0 $472K 0.10% NEW $431.46 +7.5%
142 SDY SPDR SERIES TRUST 3,073.0 $468K 0.10% -35.0 -1.1% $152.16 +4.2%
143 PFE PFIZER INC Healthcare 18,673.0 $450K 0.10% -954.0 -4.9% $24.08 +17.6%
144 ASML ASML HLDG NV Technology 223.0 $444K 0.10% $1989.44 -12.3%
145 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,381.0 $436K 0.09% $183.11 -0.3%
146 SPACE EXPLORATION TECHN CORP 2,462.0 $421K 0.09% NEW $170.86
147 CVNA CARVANA CO Consumer Cyclical 6,385.0 $420K 0.09% NEW $65.82 +12.4%
148 ENS ENERSYS Industrials 1,779.0 $416K 0.09% NEW $233.82 -17.4%
149 XLI SELECT SECTOR SPDR TR 2,220.0 $411K 0.09% $185.23 -2.6%
150 NOW SERVICENOW INC Technology 4,131.0 $410K 0.09% +29.0 +0.7% $99.28 +26.7%
151 JEPQ J P MORGAN EXCHANGE TRADED F 6,663.0 $410K 0.09% NEW $61.46 -2.7%
152 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 29,558.0 $403K 0.09% -3K -9.4% $13.63 -3.9%
153 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,932.0 $399K 0.09% -426.0 -5.8% $57.62 +17.3%
154 BLACKROCK ETF TRUST 4,883.0 $391K 0.08% NEW $80.16
155 SHOC EA SERIES TRUST 3,187.0 $389K 0.08% $121.99 -15.6%
156 CAT CATERPILLAR INC Industrials 362.0 $385K 0.08% -59.0 -14.0% $1064.90 -22.8%
157 DE DEERE & CO Industrials 604.0 $383K 0.08% $634.81 -0.1%
158 FLMI FRANKLIN TEMPLETON ETF TR 15,000.0 $378K 0.08% $25.17 -2.3%
159 HONEYWELL AEROSPACE INC 1,656.0 $366K 0.08% NEW $221.08
160 VWO VANGUARD INTL EQUITY INDEX F 6,025.0 $360K 0.08% $59.69 +1.6%
Page 8 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%