Nova R Wealth, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Nova R Wealth, Inc. 13F Holdings
CIK 0001729457 · OVERLAND PARK, KS
As of Sep 30, 2025, Nova R Wealth, Inc. reported
80 positions worth $235.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 535,986 | $32.2M | 13.64% |
| ISHARES CORE S&P 500 ETF | IVV | — | 40,179 | $26.9M | 11.40% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 305,579 |
|
4.7M6.24% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 289,092 |
4.6M | 6.21% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 155,167 |
3.5M | 5.74% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 182,529 |
3.2M | 5.59% |
| JPMORGAN US MOMENTUM FACTOR ETF | JMOM | — | 150,468 |
0.2M | 4.33% |
| BLACKROCK HEALTH SCIENCES TR | — | — | 253,725 | $9.4M | 4.01% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 20,856 | $9.3M | 3.95% |
| AMERICAN CENTY ETF TR | — | — | 102,073 | $8.5M | 3.61% |
| ISHARES US EQUITY FACTOR ETF | LRGF | — | 100,836 | $7.0M | 2.95% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 10,588 | $5.3M | 2.26% |
| VANGUARD RUSSELL 1000 INDEX FUND | VONE | — | 16,277 | $4.9M | 2.09% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 65,518 | $4.3M | 1.83% |
| SPDR SERIES TRUST | SPTB | — | 103,278 | $3.2M | 1.34% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 49,344 | $3.0M | 1.25% |
| GARMIN LTD | GRMN | Technology | 11,682 | $2.9M | 1.22% |
| AMPHENOL CORP-CL A | APH | Technology | 19,039 | $2.4M | 1.00% |
| VANGUARD US MOMENTUM FACTOR ETF | VFMO | — | 12,297 | $2.4M | 1.00% |
| NXP SEMICONDUCTORS NV | NXPI | Technology | 9,788 | $2.2M | 0.95% |
| NVIDIA CORP | NVDA | Technology | 11,937 | $2.2M | 0.94% |
| ISHARES MSCI INTL QUALITY FACTOR ETF | IQLT | — | 47,295 | $2.1M | 0.89% |
| MICROSOFT CORP | MSFT | Technology | 3,863 | $2.0M | 0.85% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 8,933 |
.9M | 0.82% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 24,289 |
.9M | 0.81% |