Nova Wealth Management, Inc.

Q1 2026 13F-HR Holdings

Location
Bonita Springs, FL
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR - NEW HOLDINGS
Num holdings
545
Total value ($000)
$153,542
Net value change ($000)
+7,653 (5.2%)
New positions
69
Sold out positions
106
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HAWX 1,297 235.0%
FSMD 1,292 9228.6%
PLTR 1,052 74.1%
SPHB 1,012 NEW
LVHI 994 50.8%
XLK 810 27.7%
JSMD 519 49.9%
AVGO 516 57.7%
FTEC 466 19.5%
IYW 451 20.4%
Top Reduces (Value $000, Stocks/ETFs)
DBEF -1,300 -62.2%
XSMO -1,241 -40.2%
IMCG -948 -54.0%
IWY -880 -17.2%
UCON -796 -16.7%
NVDA -392 -10.0%
OEF -367 -11.5%
DJUL -327 -11.0%
VFH -321 -21.9%
GOOGL -305 -20.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type