Nova Wealth Management, Inc.

All 13F Filings

Location
Bonita Springs, FL
Most recent 13F
Q1 2026
Holdings value ($000)
153,542
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
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.
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 23.8 K 15.5% 37 0 37
ETFs 129.7 K 84.5% 7.603 K 0 7.603 K
Swipe for more columns

Fund Snapshot

Q1 2026
Latest filed
4/14/2026
Total value ($000)
153,542
Holdings
545
QoQ value change ($000)
7,653 (5.2%)
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.