account_balance

Investment manager · 13F filer · SEC CIK 2158449

Nova Financial LLC

Reported value$238Mas of Sep 30, 2026
Positions865
Top 10 weight38.5%JPST alone is 15%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

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
JPST J P Morgan Exchange Traded F 14.6%
IWF iShares Tr 4.3%
AAPL Apple Inc. 3.2%
JGRO J P Morgan Exchange Traded F 2.9%
JEPI J P Morgan Exchange Traded F 2.7%
IAU iShares Gold Trust 2.6% SPY SPDR S&P 500 ETF Trust 2.5% MSFT Microsoft Corp 2.0% NVDA NVIDIA Corp 1.9% AMZN Amazon.com Inc 1.7% C Citigroup Inc 1.6% MO Altria Group, Inc. 1.5%

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.

This is data, not investment advice. About StockToast · Your watchlist