Novak & Powell Financial Services, Inc.
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 185,626
- Description
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- Website
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- Founded
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- 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 | 5/14/2026 | 164 | 185,626 | 13F-HR | Novak & Powell Financial Services, Inc. |
| Q4 2025 | 2/10/2026 | 166 | 191,717 | 13F-HR | Novak & Powell Financial Services, Inc. |
| Q3 2025 | 11/14/2025 | 163 | 190,178 | 13F-HR | Novak & Powell Financial Services, Inc. |
| Q2 2025 | 8/11/2025 | 146 | 144,131 | 13F-HR | Novak & Powell Financial Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 59.88 K | 32.3% | 0 | 61.19 K | -61.19 K |
| ETFs | 124.3 K | 67.0% | 55.17 K | 0 | 55.17 K |
| Debt | 1.473 K | 0.8% | 0 | 57 | -57 |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
185,626
Holdings
164
QoQ value change ($000)
-6,091
(-3.2%)
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.