Nova Wealth Management, Inc.

All 13F Filings

Location
Bonita Springs, FL
Most recent 13F
Q2 2026
Holdings value ($000)
181,159
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/13/2026 570 181,159 13F-HR - NEW HOLDINGS Nova Wealth Management, Inc.
Q1 2026 4/14/2026 545 153,542 13F-HR - NEW HOLDINGS Nova Wealth Management, Inc.
Q4 2025 1/14/2026 582 145,889 13F-HR - NEW HOLDINGS Nova Wealth Management, Inc.
Q3 2025 10/7/2025 588 142,010 13F-HR - NEW HOLDINGS Nova Wealth Management, Inc.
Q2 2025 7/7/2025 743 136,178 13F-HR - NEW HOLDINGS Nova Wealth Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 29.37 K 16.2% 5.563 K 0 5.563 K
ETFs 151.8 K 83.8% 22.05 K 0 22.05 K
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Fund Snapshot

Q2 2026
Latest filed
7/13/2026
Total value ($000)
181,159
Holdings
570
QoQ value change ($000)
27,617 (18.0%)
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.