Nova R Wealth, Inc.
•CIK: 1729457•Filing: Q4 2025
**Nova R Wealth, Inc.** manages $274M across a diversified portfolio of 88 positions. The strategy exhibits a notable allocation toward fixed income and broad market exposure, evidenced by the top holdings including VGIT at $36.6M and IVV at $25.5M. Further diversification is seen with significant allocations to international equities (IEFA at $12.9M) and specialized sectors like healthcare (ISRG at $11.5M). This structure suggests a mandate balancing core fixed income stability with targeted growth opportunities.
Total AUM
$274.3M
QoQ Performance
+16.3%
Positions
65
Top 10 Concentration
59.4%
Latest Filing
Q4 2025
Top Holdings Allocation
VGIT
IVV
DFSD
VTIP
VGIT13.4%
IVV9.3%
DFSD6.4%
VTIP6.1%
AVLV4.9%
IEFA4.7%
ISRG4.2%
JMOM3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.4%
ETF9.6%
Technology5.9%
Financial2.8%
Consumer2.5%
Healthcare0.9%
Utilities0.6%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW14 new positions
↑40 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023