account_balance
Investment manager · 13F filer · SEC CIK 1658652
Terra Nova Asset Management LLC
Reported value$155Mas of Sep 30, 2026
Positions95 14 new, 12 sold out
Top 10 weight35.9%GOOGL alone is 6%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGLAlphabet Inc.
5.6%
SGOLabrdn Gold ETF Trust
5.0%Added +49%
MSFTMicrosoft Corp
4.5%
GEVGE Vernova Inc.
3.6%Trimmed −13%
MUMicron Technology Inc
3.3%Trimmed −6%
IYWiShares Tr
3.0%Added +4%
XLCSelect Sector SPDR Tr
3.0%
AAPLApple Inc.
2.7%Added +8%
NVDANVIDIA Corp
2.7%Trimmed −3%
RTXRTX Corp
2.5%
AMZNAmazon.com Inc
2.5%
VOOVanguard Index FDS
2.4%
GOOGLAlphabet Inc.
5.6%
SGOLabrdn Gold ETF Trust
5.0%Added +49%
MSFTMicrosoft Corp
4.5%
GEVGE Vernova Inc.
3.6%−13%
MUMicron Technology Inc
3.3%−6%
IYWiShares Tr
3.0%
XLCSelect Sector SPDR Tr
3.0%
AAPLApple Inc.
2.7%
NVDANVIDIA Corp
2.7%
RTX2.5%AMZNVOO2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOGL Alphabet Inc. 5.6% HeldSGOL abrdn Gold ETF Trust 5.0% Added +49%MSFT Microsoft Corp 4.5% HeldGEV GE Vernova Inc. 3.6% Trimmed −13%MU Micron Technology Inc 3.3% Trimmed −6%
IYW iShares Tr 3.0% Added +4%
XLC Select Sector SPDR Tr 3.0% Held
AAPL Apple Inc. 2.7% Added +8%NVDA NVIDIA Corp 2.7% Trimmed −3%RTX RTX Corp 2.5% HeldAMZN Amazon.com Inc 2.5% HeldVOO Vanguard Index FDS 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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