account_balance

Investment manager · 13F filer · SEC CIK 2127408

PW Nova Financial Services LLC

Reported value$491Mas of Sep 30, 2026
Positions205 13 new, 16 sold out
Top 10 weight32.8%IWF alone is 6%
FiledOct 1515 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
IWF iShares Tr 5.5% Added +3%
QQQ Invesco QQQ Tr 5.0% Held
IWD iShares Tr 4.6% Added +15%
AAPL Apple Inc. 3.5% Trimmed −5%
IJK iShares Tr 2.9% Added +4%
NVDA NVIDIA Corp 2.8% Trimmed −10%
IJJ iShares Tr 2.7% Added +14%
IEMG iShares Inc 2.1% Added +71%
MTUM iShares Tr 1.9% Trimmed −3%
VEU Vanguard Intl Equity Index F 1.8% Added +48%
VGT Vanguard World Fd 1.8% Trimmed −4%
IJT iShares Tr 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • ULST $5.34M
  • VFMO $2.25M
  • ANET $2.2M
  • PAVE $1.42M
arrow_upwardAdded
  • XLV +515%
  • XLE +391%
  • IYH +382%
  • VGSH +282%
arrow_downwardTrimmed
  • CVX −45%
  • VCR −38%
  • ICF −33%
  • EFA −23%
remove_circleSold out
  • GLD $3.42M
  • VGIT $1.4M
  • GDX $1.05M
  • CPAI $733K

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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