Nova R Wealth
Nova R Wealth reported 89 stocks worth $341M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VGIT (13.7%), IVV (8.0%) and AVLV (6.7%). Compared with Q2 2026, the fund opened new positions in DUHP, XOM and XFIV, added to VGIT, VTI and IDEV, trimmed IVV, AVLV and JMOM and sold out of XOM and HD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VGIT Vanguard Scottsdale Fds | $46.7M | 13.7% | 825K | +47K (+6%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $27.4M | 8.0% | 36K | −648 (−2%) | 8 of 8 | |
| 3 |  AVLV American Centy ETF TR | $23M | 6.7% | 254K | −4,994 (−2%) | 8 of 8 | |
| 4 |  VTI Vanguard Total Stock Market ETF | $22.7M | 6.7% | 61K | +1,146 (+2%) | 8 of 8 | |
| 5 |  JMOM J P Morgan Exchange Traded F | $20.4M | 6.0% | 245K | −4,432 (−2%) | 8 of 8 | |
| 6 |  VTIP Vanguard Shrt Inf Prot | $18.7M | 5.5% | 379K | −6,188 (−2%) | 8 of 8 | |
| 7 |  DFSD Dimensional Shrt Drt Fxd | $18.6M | 5.5% | 400K | −6,188 (−2%) | 8 of 8 | |
| 8 |  IEFA Ishares TR | $13M | 3.8% | 134K | −4,410 (−3%) | 8 of 8 | |
| 9 |  IDEV Ishares TR | $10.6M | 3.1% | 118K | +1,213 (+1%) | 4 of 8 | |
| 10 |  AVGE American Centy ETF TR | $9.4M | 2.8% | 96K | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 ISRG Intuitive Surgical Inc | Call | $6K | 200 | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Nova R Wealth 13F FAQ
What does Nova R Wealth own?
Nova R Wealth reported 89 stocks worth $341M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VGIT (13.7%), IVV (8.0%) and AVLV (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Nova R Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 31 added to, 37 trimmed and 3 sold out. New positions include DUHP, XOM and XFIV. It sold all of XOM and HD.
When will Nova R Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Nova R Wealth's portfolio worth?
The Q3 2026 filing reports $341M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.