Nova R Wealth, Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 342,778
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 86 | 342,778 | 13F-HR | Nova R Wealth, Inc. |
| Q1 2026 | 4/17/2026 | 90 | 313,409 | 13F-HR | Nova R Wealth, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
80
(0.0% of total reported value)
· QoQ Δ:
+80
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 70.12 K | 20.5% | 1.499 K | 0 | 1.499 K |
| ETFs | 272.6 K | 79.5% | 28.21 K | 0 | 28.21 K |
| Debt | 0 | 0.0% | 0 | 419 | -419 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
342,778
Holdings
86
QoQ value change ($000)
29,369
(9.4%)
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.