13F Insight
DOSSIER · 13F-HR · Q2 2026

Nova R Wealth, Inc.

$343M in tracked AUM across 86 positions as of Q2 2026.

NR
CIK 0001729457 · last filed Jun 30, 2026
Total AUM
$343M
as of Q2 2026
Holdings
86
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Nova R Wealth, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VGIT
VANGUARD SCOTTSDALE FDS
$46M778K13.4%02
IVV
ISHARES TR
$27M36K8.0%03
AVLV
AMERICAN CENTY ETF TR
$24M259K6.9%04
VTI
VANGUARD INDEX FDS
$22M60K6.4%05
JMOM
J P MORGAN EXCHANGE TRADED F
$21M250K6.2%06
DFSD
DIMENSIONAL ETF TRUST
$19M406K5.7%07
VTIP
VANGUARD MALVERN FDS
$19M386K5.6%08
IEFA
ISHARES TR
$13M138K3.9%09
IDEV
ISHARES TR
$10M117K3.0%10
AVGE
AMERICAN CENTY ETF TR
$9M96K2.8%

Filing history

2026Q2Jun 30
$343M▲ 9.4%
86 positionsView →2026Q1Mar 31
$313M▲ 14.3%
90 positionsView →2025Q4Dec 31
$274M▲ 16.3%
88 positionsView →2025Q3Sep 30
$236M▲ 9.7%
80 positionsView →2025Q2Jun 30
$215M▲ 6.5%
82 positionsLocked2025Q1Mar 31
$202M▲ 1.8%
77 positionsLocked2024Q4Dec 31
$198M▼ 2.3%
81 positionsLocked2024Q3Sep 30
$203M▲ 4.7%
81 positionsLocked2024Q2Jun 30
$194M▲ 1.3%
82 positionsLocked2024Q1Mar 31
$192M▲ 20.6%
81 positionsLocked2023Q4Dec 31
$159M▲ 9.6%
63 positionsLocked2023Q3Sep 30
$145M▼ 2.9%
56 positionsLocked
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