Nova R Wealth, Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 274,318
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/14/2026 | 88 | 274,318 | 13F-HR | Nova R Wealth, Inc. |
| Q3 2025 | 10/23/2025 | 80 | 235,853 | 13F-HR | Nova R Wealth, Inc. |
| Q2 2025 | 7/17/2025 | 82 | 215,095 | 13F-HR | Nova R Wealth, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 235.8 K | 85.9% | 37.36 K | 0 | 37.36 K |
| ETFs | 38.15 K | 13.9% | 694 | 0 | 694 |
| Debt | 418 | 0.2% | 418 | 0 | 418 |
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Fund Snapshot
Q4 2025
Latest filed
1/14/2026
Total value ($000)
274,318
Holdings
88
QoQ value change ($000)
38,465
(16.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.