Nova R Wealth, Inc.
SEC Form 13F institutional filer · CIK 0001729457
13F-HR · 47 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
80.1%
Nova R Wealth, Inc. — $161M AUM allocation strategy
Nova R Wealth, Inc. files SEC Form 13F and reports $161M of long US equity value across 47 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 9.4%, followed by Financials 8.2% and Health Care 7.2%.
The top 10 holdings account for 80% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Nova R Wealth, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$161M
total across 47 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
80% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +100K sh · +$7.29M+$VTI +52K sh · +$16.6M+$VOO +26.2K sh · +$1.47M
Biggest trims (shares)
−$BLK −76.1K sh · −$3.53M−$AAPL −581 sh · −$610K−$ISRG −524 sh · −$2.38M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Equipment5.7%—
- Technology Hardware, Storage & Peripherals4.0%—
- Asset Management & Custody Banks3.7%—
- Semiconductors3.3%—
- Multi-Sector Holdings3.0%—
- Broadline Retail2.0%—
- Consumer Electronics1.7%—
- Consumer Staples Merchandise Retail1.6%—
- Other holdings75.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ISRG | Intuitive Surgical Inc | 19.8K | $9.12M | -524 | 5.7% |
| $AAPL | Apple Inc | 25K | $6.35M | -581 | 3.9% |
| $BLK | BlackRock Inc | 155K | $5.95M | -76.1K | 3.7% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 10.1K | $4.82M | -439 | 3.0% |
| $AMZN | Amazon.com Inc | 15.7K | $3.27M | -38 | 2.0% |
| $GRMN | Garmin Ltd | 11.7K | $2.72M | +38 | 1.7% |
…and 41 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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