Notify me when Nova R Wealth, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 80 | $236M | +$32.2M | -$21M | +$11.3M | VGIT, IVV, DFSD, VTIP, IEFA | 13F-HR | 10/23/2025, 05:11 PM |
| Q2 2025 | 82 | $215M | +$7.92M | -$6M | +$1.92M | IVV, VGIT, IEFA, AVLV, ISRG | 13F-HR | 7/17/2025, 02:21 PM |
| Q1 2025 | 77 | $202M | +$10.7M | -$5.42M | +$5.23M | IVV, VGIT, BME, AVLV, ISRG | 13F-HR | 4/23/2025, 04:01 PM |
| Q4 2024 | 81 | $198M | +$6.7M | -$8.64M | -$1.94M | IVV, VGIT, BME, ISRG, AVLV | 13F-HR | 1/30/2025, 10:21 AM |
| Q3 2024 | 81 | $203M | +$2.21M | -$3.29M | -$1.09M | IVV, VGIT, BME, AVLV, ISRG | 13F-HR | 10/15/2024, 02:21 PM |
| Q2 2024 | 82 | $194M | +$6.7M | -$6.69M | +$8.56K | IVV, VGIT, BME, AVLV, ISRG | 13F-HR | 7/18/2024, 10:59 AM |
| Q1 2024 | 81 | $192M | +$28.8M | -$5.73M | +$23.1M | IVV, VGIT, BME, AVLV, IEFA | 13F-HR | 4/12/2024, 04:54 PM |
| Q4 2023 | 63 | $159M | +$5.91M | -$4.55M | +$1.36M | IVV, VGIT, BME, AVLV, IEFA | 13F-HR | 1/19/2024, 12:25 PM |
| Q3 2023 | 56 | $145M | +$8.75M | -$5.62M | +$3.13M | VGIT, IVV, BME, AVLV, IEFA | 13F-HR | 10/18/2023, 08:08 PM |
| Q2 2023 | 64 | $149M | +$4.61M | -$4.75M | -$135K | IVV, BME, VGIT, ISRG, IEFA | 13F-HR | 7/27/2023, 04:24 PM |
| Q1 2023 | 72 | $148M | +$7.08M | -$185K | +$6.89M | BME, VGIT, IVV, IEFA, AVLV | 13F-HR | 4/17/2023, 03:16 PM |
| Q4 2022 | 74 | $137M | +$9.77M | -$5.82M | +$3.94M | BME, VGIT, IVV, IEFA, ISRG | 13F-HR | 1/31/2023, 09:43 AM |
| Q3 2022 | 67 | $122M | +$12.6M | -$4.15M | +$8.43M | BME, VGIT, IVV, VTIP, ISRG | 13F-HR | 10/25/2022, 02:09 PM |
| Q2 2022 | 73 | $122M | +$32.8M | -$4.64M | +$28.1M | BME, VGIT, IVV, IWF, ISRG | 13F-HR | 7/15/2022, 11:27 AM |
| Q1 2022 | 72 | $117M | +$12.4M | -$6.29M | +$6.13M | BME, IVV, IWF, ISRG, AAPL | 13F-HR | 5/10/2022, 10:15 AM |
| Q4 2021 | 78 | $123M | BME, ISRG, IVV, AAPL, LRGF | 13F-HR | 1/27/2022, 02:25 PM |