Nova R Wealth, Inc. Top Holdings and 13F Report (2026) About Nova R Wealth, Inc.Investment ActivityNova R Wealth, Inc. has $313.41 million in total holdings as of March 31, 2026.Nova R Wealth, Inc. owns shares of 90 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 15.90% of the portfolio was purchased this quarter.About 2.16% of the portfolio was sold this quarter.This quarter, Nova R Wealth, Inc. has purchased 88 new stocks and bought additional shares in 48 stocks.Nova R Wealth, Inc. sold shares of 34 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury ETF $40,300,051iShares Core S&P 500 ETF $24,010,664Avantis U.S. Large Cap Value ETF $20,301,936Dimensional Short-Duration Fixed Income ETF $18,635,501Vanguard Short-Term Inflation-Protected Securities ETF $18,257,657 Largest New Holdings this Quarter 09254F100 - BlackRock MuniYield Quality Fund $876,031 Holding56585A102 - Marathon Petroleum $295,985 Holding191216100 - CocaCola $217,590 Holding55336V100 - Mplx $204,874 Holding682680103 - ONEOK $201,180 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 52,023 shares (about $16.69M)iShares Core MSCI International Developed Markets ETF 107,815 shares (about $9.01M)JPMorgan U.S. Momentum Factor ETF 88,316 shares (about $6.00M)Avantis U.S. Large Cap Value ETF 74,158 shares (about $5.98M)Vanguard Intermediate-Term Treasury ETF 65,268 shares (about $3.89M) Largest Sales this Quarter BlackRock Health Sciences Trust 76,069 shares (about $2.93M)iShares Core MSCI EAFE ETF 5,208 shares (about $471.48K)iShares Core S&P 500 ETF 419 shares (about $273.69K)Intuitive Surgical 524 shares (about $241.56K)Berkshire Hathaway 439 shares (about $210.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNova R Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGITVanguard Intermediate-Term Treasury ETF$40,300,051$3,886,710 ▲10.7%676,74312.9%ETFIVViShares Core S&P 500 ETF$24,010,664$273,695 ▼-1.1%36,7587.7%ETFAVLVAvantis U.S. Large Cap Value ETF$20,301,936$5,977,872 ▲41.7%251,8546.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$18,635,501$1,231,377 ▲7.1%389,2135.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$18,257,657$1,306,241 ▲7.7%365,5195.8%ManufacturingVTIVanguard Total Stock Market ETF$18,257,523$16,689,412 ▲1,064.3%56,9115.8%ETFJMOMJPMorgan U.S. Momentum Factor ETF$16,503,833$5,998,430 ▲57.1%242,9895.3%ETFIEFAiShares Core MSCI EAFE ETF$12,602,455$471,482 ▼-3.6%139,2074.0%ETFIDEViShares Core MSCI International Developed Markets ETF$9,505,760$9,010,106 ▲1,817.8%113,7463.0%ETFISRGIntuitive Surgical$9,121,831$241,565 ▼-2.6%19,7872.9%MedicalAVGEAvantis All Equity Markets ETF$8,597,572$195,581 ▼-2.2%97,6772.7%ETFVONEVanguard Russell 1000 ETF$8,139,759$28,037 ▼-0.3%27,5812.6%ETFLRGFiShares U.S. Equity Factor ETF$6,757,321$12,474 ▲0.2%102,3842.2%ETFAAPLApple$6,352,260$147,450 ▼-2.3%25,0302.0%Computer and TechnologyBMEBlackRock Health Sciences Trust$5,954,292$2,929,413 ▼-33.0%154,6171.9%Financial ServicesDFUSDimensional U.S. Equity ETF$4,891,728$3,052,677 ▲166.0%68,9851.6%ETFBRK.BBerkshire Hathaway$4,823,476$210,362 ▼-4.2%10,0661.5%FinanceVEAVanguard FTSE Developed Markets ETF$4,798,869$97,401 ▼-2.0%74,8891.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,189,880$143,336 ▼-3.3%60,0701.3%ETFBLUEROCK PVT REAL ESTATE FD$3,863,816$65,410 ▼-1.7%232,6201.2%COMSPDR SERIES TRUST$3,385,655$67,642 ▼-2.0%111,8671.1%STATE STREET SPDAMZNAmazon.com$3,268,008$7,914 ▼-0.2%15,6911.0%Retail/WholesaleGRMNGarmin$2,723,533$8,816 ▲0.3%11,7390.9%Computer and TechnologyIQLTiShares MSCI Intl Quality Factor ETF$2,710,879$421,617 ▲18.4%58,6390.9%ETFWALMART INC$2,565,214$15,783 ▲0.6%20,6410.8%COMAVDEAvantis International Equity ETF$2,480,085$1,782 ▼-0.1%29,2330.8%ETFAMGNAmgen$2,472,255$1,056 ▼0.0%7,0260.8%MedicalVWOVanguard FTSE Emerging Markets ETF$2,381,489$79,669 ▼-3.2%44,0610.8%ETFVFMOVanguard U.S. Momentum Factor ETF$2,372,569$8,870 ▼-0.4%12,0370.8%ETFAPHAmphenol$2,279,873$3,538 ▲0.2%18,0440.7%Computer and TechnologyNVDANVIDIA$2,238,369$62,957 ▲2.9%12,8350.7%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,000,100$23,565 ▲1.2%80,2930.6%ETFVIGVanguard Dividend Appreciation ETF$1,927,903$3,656 ▲0.2%8,9640.6%ETFNXPINXP Semiconductors$1,924,326$7,481 ▼-0.4%9,7750.6%Computer and TechnologyNEENextEra Energy$1,691,835$7,152 ▼-0.4%18,2150.5%UtilitiesIJRiShares Core S&P Small-Cap ETF$1,604,083$7,086 ▼-0.4%12,9040.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,354,540$3,153 ▲0.2%14,6060.4%ETFSTMSTMicroelectronics$1,341,529$16,757 ▼-1.2%38,8290.4%Computer and TechnologyGOOGLAlphabet$1,324,294$46,588 ▲3.6%4,6050.4%Computer and TechnologyMSFTMicrosoft$1,217,126$8,144 ▼-0.7%3,2880.4%Computer and TechnologyTXNTexas Instruments$1,128,345$2,912 ▼-0.3%5,8120.4%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,120,518$40,078 ▼-3.5%4,6690.4%ETFIWFiShares Russell 1000 Growth ETF$1,074,946$107,452 ▼-9.1%2,5210.3%ETFPMOPutnam Mun Oppo$958,5080.0%93,0590.3%FinanceCVXChevron$956,122$9,311 ▲1.0%4,6210.3%EnergyMQYBlackRock MuniYield Quality Fund$876,031$876,031 ▲New Holding79,7840.3%FinanceAPTIV PLC$858,410$3,403 ▼-0.4%12,3620.3%COM SHSAVUVAvantis U.S. Small Cap Value ETF$858,301$27,174 ▼-3.1%7,7700.3%ETFVTVVanguard Value ETF$833,007$1,766 ▲0.2%4,2460.3%ETFMAMastercard$774,136$18,991 ▲2.5%1,5490.2%Business ServicesORLYO'Reilly Automotive$765,7620.0%8,2960.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$757,368$3,251 ▲0.4%1,1650.2%FinanceVUGVanguard Growth ETF$689,161$873 ▲0.1%1,5780.2%ETFSPGIS&P Global$645,544$4,253 ▲0.7%1,5180.2%FinanceCAPITAL GROUP NEW GEOGRAPHY$629,796$98,752 ▲18.6%19,9490.2%SHSMETAMeta Platforms$611,178$6,867 ▲1.1%1,0680.2%Computer and TechnologyDUHPDimensional US High Profitability ETF$535,640$1,360 ▲0.3%14,5710.2%ETFXOMExxonMobil$531,196$17,644 ▲3.4%3,1310.2%EnergyVBVanguard Small-Cap ETF$515,453$56,050 ▼-9.8%1,9680.2%ETFJPMJPMorgan Chase & Co.$507,387$10,589 ▲2.1%1,7250.2%FinanceTJXTJX Companies$492,515$5,430 ▲1.1%3,0840.2%Retail/WholesaleFIWFirst Trust Water ETF$435,736$66,211 ▼-13.2%4,2250.1%ETFCATCaterpillar$422,368$9,213 ▲2.2%5960.1%IndustrialsBSVVanguard Short-Term Bond ETF$418,887$2,666 ▲0.6%5,3420.1%ETFVVisa$378,546$18,444 ▲5.1%1,2520.1%Business ServicesSCHWCharles Schwab$365,582$1,128 ▼-0.3%3,8900.1%FinanceNGNovagold Resources$350,7810.0%39,0630.1%Basic MaterialsHONHoneywell International$341,016$1,582 ▼-0.5%1,5090.1%Multi-Sector ConglomeratesMCDMcDonald's$328,855$7,460 ▲2.3%1,0580.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$318,696$77 ▲0.0%4,1330.1%ETFCPCanadian Pacific Kansas City$297,571$1,967 ▼-0.7%3,7830.1%TransportationMPCMarathon Petroleum$295,985$295,985 ▲New Holding1,2120.1%EnergyVLUEiShares MSCI USA Value Factor ETF$282,559$7,252 ▼-2.5%1,9870.1%ETFETNEaton$281,947$6,083 ▲2.2%7880.1%IndustrialsADPAutomatic Data Processing$269,124$406 ▲0.2%1,3250.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$259,537$161 ▲0.1%3,2210.1%ETFSOSouthern$254,965$1,930 ▲0.8%2,6420.1%UtilitiesTSLATesla$251,675$20,075 ▲8.7%6770.1%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$247,918$1,139 ▼-0.5%1,7410.1%ETFDFATDimensional U.S. Targeted Value ETF$246,633$812 ▲0.3%3,9490.1%ETFHDHome Depot$240,485$21,055 ▲9.6%7310.1%Retail/WholesaleABTAbbott Laboratories$232,240$1,643 ▲0.7%2,2620.1%MedicalADTADT$231,637$1,551 ▲0.7%35,2570.1%IndustrialsAVDVAvantis International Small Cap Value ETF$231,257$300 ▲0.1%2,3160.1%ETFIQVIQVIA$217,948$9,380 ▲4.5%1,2780.1%MedicalKOCocaCola$217,590$217,590 ▲New Holding2,8610.1%Consumer StaplesPGProcter & Gamble$212,358$6,212 ▲3.0%1,4700.1%Consumer StaplesMPLXMplx$204,874$204,874 ▲New Holding3,5900.1%EnergyOKEONEOK$201,180$201,180 ▲New Holding2,2260.1%EnergySANBanco Santander$122,332$1,038 ▲0.9%10,8450.0%FinanceMYDBlackRock MuniYield Fund$0$909,422 ▼-100.0%00.0%FinanceVVVanguard Large-Cap ETF$0$325,818 ▼-100.0%00.0%ETFWFCWells Fargo & Company$0$201,592 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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