Nova Wealth Management, Inc.
All 13F Filings
- Location
- Bonita Springs, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 153,542
- 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 |
|---|---|---|---|---|---|
| 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 | 23.8 K | 15.5% | 37 | 0 | 37 |
| ETFs | 129.7 K | 84.5% | 7.603 K | 0 | 7.603 K |
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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.