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
- —
- 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.