Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Nova R Wealth, Inc. (CIK 1729457) reported $313.4M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGIT ($40.3M, 12.86%), IVV ($24.0M, 7.66%), AVLV ($20.3M, 6.48%), DFSD ($18.6M, 5.95%), VTI ($18.3M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $40.3M | 12.86% | 676,743 | Added |
| 2 | IVV | ISHARES TR | $24.0M | 7.66% | 36,758 | Trimmed |
| 3 | AVLV | AMERICAN CENTY ETF TR | $20.3M | 6.48% | 251,854 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $18.6M | 5.95% | 389,213 | Added |
| 5 | VTI | VANGUARD INDEX FDS | $18.3M | 5.83% | 56,911 | Added |
| 6 | VTIP | VANGUARD MALVERN FDS | $18.3M | 5.83% | 365,519 | Added |
| 7 | JMOM | J P MORGAN EXCHANGE TRADED F | $16.5M | 5.27% | 242,989 | Added |
| 8 | IEFA | ISHARES TR | $12.6M | 4.02% | 139,207 | Trimmed |
| 9 | IDEV | ISHARES TR | $9.5M | 3.03% | 113,746 | Added |
| 10 | ISRG | INTUITIVE SURGICAL INC | $9.1M | 2.91% | 19,787 | Trimmed |
| 11 | AVGE | AMERICAN CENTY ETF TR | $8.6M | 2.74% | 97,677 | Trimmed |
| 12 | VONE | VANGUARD SCOTTSDALE FDS | $8.1M | 2.60% | 27,581 | Trimmed |
| 13 | LRGF | ISHARES TR | $6.8M | 2.16% | 102,384 | Added |
| 14 | AAPL | APPLE INC | $6.4M | 2.03% | 25,030 | Trimmed |
| 15 | BME | BLACKROCK HEALTH SCIENCES TR | $6.0M | 1.90% | 154,617 | Trimmed |
| 16 | DFUS | DIMENSIONAL ETF TRUST | $4.9M | 1.56% | 68,985 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.8M | 1.54% | 10,066 | Trimmed |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $4.8M | 1.53% | 74,889 | Trimmed |
| 19 | IEMG | ISHARES INC | $4.2M | 1.34% | 60,070 | Trimmed |
| 20 | BLUEROCK PVT REAL ESTATE FD | $3.9M | 1.23% | 232,620 | Trimmed | |
| 21 | SPTB | SPDR SERIES TRUST | $3.4M | 1.08% | 111,867 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $3.3M | 1.04% | 15,691 | Trimmed |
| 23 | GRMN | GARMIN LTD | $2.7M | 0.87% | 11,739 | Added |
| 24 | IQLT | ISHARES TR | $2.7M | 0.86% | 58,639 | Added |
| 25 | WMT | WALMART INC | $2.6M | 0.82% | 20,641 | Added |
Source: SEC Form 13F filings · as of 2026-03-31