account_balance
Investment manager · 13F filer · SEC CIK 1729457
Nova R Wealth, Inc.
Reported value$341Mas of Sep 30, 2026
Positions89 5 new, 1 sold out
Top 10 weight61.7%VGIT alone is 14%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VGITVanguard Scottsdale FDS
13.7%Added +6%
IVViShares Tr
8.0%
AVLVAmerican Centy ETF Tr
6.7%
VTIVanguard Index FDS
6.7%
JMOMJ P Morgan Exchange Traded F
6.0%
VTIPVanguard Malvern FDS
5.5%
DFSDDimensional ETF Trust
5.4%
IEFAiShares Tr
3.8%Trimmed −3%
IDEViShares Tr
3.1%
AVGEAmerican Centy ETF Tr
2.8%
VONEVanguard Scottsdale FDS
2.6%−2%
AAPLApple Inc.
2.4%
VGITVanguard Scottsdale FDS
13.7%Added +6%
IVViShares Tr
8.0%
AVLVAmerican Centy ETF Tr
6.7%
VTIVanguard Index FDS
6.7%
JMOMJ P Morgan Exchange Traded F
6.0%
VTIPVanguard Malvern FDS
5.5%
DFSDDimensional ETF Trust
5.4%
IEFA3.8%
IDEV
AVGE
VONE
AAPLBoxes 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
VGIT Vanguard Scottsdale FDS 13.7% Added +6%
IVV iShares Tr 8.0% Held
AVLV American Centy ETF Tr 6.7% Held
VTI Vanguard Index FDS 6.7% Held
JMOM J P Morgan Exchange Traded F 6.0% Held
VTIP Vanguard Malvern FDS 5.5% Held
DFSD Dimensional ETF Trust 5.4% Held
IEFA iShares Tr 3.8% Trimmed −3%
IDEV iShares Tr 3.1% Held
AVGE American Centy ETF Tr 2.8% Held
VONE Vanguard Scottsdale FDS 2.6% Trimmed −2%
AAPL Apple Inc. 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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