Novak & Powell Financial Services, Inc.
Novak & Powell Financial Services, Inc. reported 171 positions worth $212.1M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: QQQ (7.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQ | SH | $15.1M | 7.13% | 20,546 | — | — | |
| ▸ 2 | VUG | SH | $13.8M | 6.50% | 159,980 | — | — | |
| ▸ 3 | AAPL | SH | $11.2M | 5.29% | 38,819 | — | — | |
| ▸ 4 | VV | SH | $9.8M | 4.61% | 28,465 | — | — | |
| ▸ 5 | SPY | SH | $7.6M | 3.59% | 10,212 | — | — | |
| ▸ 6 | VTV | SH | $5.9M | 2.77% | 27,008 | — | — | |
| ▸ 7 | VT | SH | $5.4M | 2.55% | 34,457 | — | — | |
| ▸ 8 | BRK-B | SH | $4.5M | 2.14% | 9,068 | — | — | |
| ▸ 9 | MSFT | SH | $4.2M | 2.00% | 11,378 | — | — | |
| ▸ 10 | VIG | SH | $4.1M | 1.91% | 17,135 | — | — |
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Frequently Asked Questions
What stocks does Novak & Powell Financial Services, Inc. hold as of Q2 2026?
Novak & Powell Financial Services, Inc. reported 171 positions worth $212.1M in its Q2 2026 13F filing. Largest positions: QQQ (7.1%), VUG (6.5%), AAPL (5.3%), VV (4.6%) and SPY (3.6%).
What did Novak & Powell Financial Services, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Novak & Powell Financial Services, 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.