PW Nova Financial Services LLC
All 13F Filings
- Location
- Newtown, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 490,568
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 205 | 490,568 | 13F-HR | PW Nova Financial Services LLC |
| Q2 2026 | 7/29/2026 | 208 | 466,208 | 13F-HR | PW Nova Financial Services LLC |
| Q1 2026 | 4/15/2026 | 193 | 398,713 | 13F-HR | PW Nova Financial Services LLC |
| Q4 2025 | 4/9/2026 | 110 | 264,070 | 13F-HR | PW Nova Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.1 K | 39.8% | 789 | 0 | 789 |
| ETFs | 292.6 K | 59.7% | 23.33 K | 0 | 23.33 K |
| Debt | 2.857 K | 0.6% | 246 | 0 | 246 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
490,568
Holdings
205
QoQ value change ($000)
24,360
(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.