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Filers›Asset Manager›PW Nova Financial Services LLC
DOSSIER · 13F-HR · Q1 2026

PW Nova Financial Services LLC

PW Nova Financial Services's asset manager based in Chicago, IL — $399M in tracked AUM across 193 positions as of Q1 2026.

PN
PW Nova Financial Services·Chicago, IL·Asset Manager
CIK 0002127408 · last filed Mar 31, 2026
Total AUM
$399M
▲ 1.9%
vs prior
Holdings
193
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PW Nova Financial Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$22M51K5.4%
02
QQQ
INVESCO QQQ TR
$19M34K4.9%
03
IWD
ISHARES TR
$16M74K4.0%
04
AAPL
APPLE INC
$14M55K3.5%
05
IJK
ISHARES TR
$12M119K3.0%
06
NVDA
NVIDIA CORPORATION
$11M65K2.8%
07
IJJ
ISHARES TR
$11M83K2.8%
08
AVGO
BROADCOM INC
$8M26K2.0%
09
IJT
ISHARES TR
$7M51K1.9%
10
MTUM
ISHARES TR
$7M30K1.8%

Filing history

Filing history loading…
AI Agent · grounded in PW
haiku-4-5 · 193 positions indexed
Sector mix
  • Tech50%
  • Financials6%
  • Health Care25%
  • Communications6%
  • Industrials19%
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