Nova Financial LLC

Q3 2026 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
865
Total value ($000)
$237,873
Net value change ($000)
—
New positions
855
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
JPST 34,662 —
IWF 10,323 —
AAPL 7,512 —
JGRO 6,987 —
JEPI 6,518 —
IAU 6,151 —
SPY 5,955 —
MSFT 4,718 —
NVDA 4,534 —
AMZN 4,160 —
Top Reduces (Value $000, Stocks/ETFs)
—
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