Nova R Wealth, Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 313,409
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 68.62 K | 21.9% | 0 | 167.1 K | -167.1 K |
| ETFs | 244.4 K | 78.0% | 206.2 K | 0 | 206.2 K |
| Debt | 419 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
313,409
Holdings
90
QoQ value change ($000)
39,091
(14.3%)
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.