Nova Wealth Management, Inc.

CIK 0002051980 · BONITA SPRINGS, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Nova Wealth Management, Inc. reported 570 positions worth $181.2M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SPMO (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$181.2M
2026 Q2
Positions
570
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.3%
Est. Net Flow (Q)
2026 Q2
10 / 570 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPMOINVESCO S&P 500 MOMENTUM ETFSH$11.9M6.56%73,567
2UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETFSH$5.4M3.00%218,384
3IWYISHARES RUSSELL TOP 200 GROWTH ETFSH$4.7M2.58%16,098
4XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETFSH$4.4M2.42%23,035
5QTUMDEFIANCE QUANTUM ETFSH$4.3M2.38%26,027
6NVDANVIDIA CORPORATION COMSH$4.0M2.20%19,931
7FDMOFIDELITY MOMENTUM FACTOR ETFSH$3.8M2.12%39,016
8FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFSH$3.7M2.06%13,076
9IUSINVESCO RAFI STRATEGIC US ETFSH$3.7M2.05%56,618
10LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETFSH$3.4M1.90%84,759

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Nova Wealth Management, Inc. hold as of Q2 2026?

Nova Wealth Management, Inc. reported 570 positions worth $181.2M in its Q2 2026 13F filing. Largest positions: SPMO (6.6%), UCON (3.0%), IWY (2.6%), XLK (2.4%) and QTUM (2.4%).

What did Nova Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Nova Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.