account_balance

Investment manager · 13F filer · SEC CIK 1926783

Novem Group

Reported value$1.01Bas of Sep 30, 2026
Positions429 23 new, 31 sold out
Top 10 weight26.0%SCHG alone is 4%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SCHG Schwab Strategic Tr 4.2% Held
MINT Pimco ETF Tr 3.8% Added +115%
SPYM SPDR Series Trust 3.0% Added +3%
FFLC Fidelity Covington Trust 2.7% Held
BOND Pimco ETF Tr 2.3% Added +7%
SCHO Schwab Strategic Tr 2.1% Added +5%
AAPL Apple Inc. 2.1% Held
VUG Vanguard Index FDS 2.0% Trimmed −3%
PYLD Pimco ETF Tr 2.0% Trimmed −51%
FALN iShares Tr 1.9% Added +6%
SPYV SPDR Series Trust 1.8% Held
VTV Vanguard Index FDS 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • IBMR $8.43M
  • CORO $2.39M
  • GGOV $1.53M
  • TLH $935K
arrow_upwardAdded
  • BLCR +466%
  • JNJ +188%
  • VEA +115%
  • MINT +115%
arrow_downwardTrimmed
  • PYLD −51%
  • JPEF −40%
  • JQUA −19%
  • SPDW −14%
remove_circleSold out
  • KRE $1.87M
  • XLV $979K
  • DEO $804K
  • JACK $557K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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