Novak & Powell Financial Services, Inc.
All 13F Filings
- Location
- St. Petersburg, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 212,143
- Description
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- Website
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- 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 | 8/11/2026 | 171 | 212,143 | 13F-HR | Novak & Powell Financial Services, Inc. |
| 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 | 66.03 K | 31.1% | 6.154 K | 0 | 6.154 K |
| ETFs | 146.1 K | 68.9% | 21.82 K | 0 | 21.82 K |
| Debt | 0 | 0.0% | 0 | 1.473 K | -1.473 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
212,143
Holdings
171
QoQ value change ($000)
26,517
(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.