13F filer
Nova Financial
Next 13F (Dec 31 quarter) due by Tue, Feb 16, 2027 You’ll get an email when it’s filed
13F Value
$237.9M
Positions
865
Top Position
JPST14.6%
Top 5
27.7%
Latest filing changes
No increased positions
No new positions
No reduced positions
No exited positions
Holdings865
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | JPST | 14.6% | $34.7M | — | 688.1K | — | ETF | |
| 2 | IWF | 4.3% | $10.3M | — | 82.4K | — | ETF | |
| 3 | AAPL | 3.2% | $7.5M | — | 22.6K | — | Common Stock | |
| 4 | JGRO | 2.9% | $7.0M | — | 72.3K | — | ETF | |
| 5 | JEPI | 2.7% | $6.5M | — | 115.9K | — | ETF | |
| 6 | IAUFiling details
| 2.6% | $6.2M | — | 78.8K | — | ETF | |
| 7 | SPY | 2.5% | $6.0M | — | 7.8K | — | ETF | |
| 8 | MSFT | 2.0% | $4.7M | — | 9.2K | — | Common Stock | |
| 9 | NVDA | 1.9% | $4.5M | — | 19.9K | — | Common Stock | |
| 10 | AMZN | 1.7% | $4.2M | — | 16.7K | — | Common Stock | |
| 11 | C | 1.6% | $3.8M | — | 29.0K | — | Common Stock | |
| 12 | MO | 1.5% | $3.6M | — | 53.0K | — | Common Stock | |
| 13 | XOMFiling details
| 1.5% | $3.5M | — | 21.2K | — | Common Stock | |
| 14 | WPM | 1.4% | $3.3M | — | 24.9K | — | Common Stock | |
| 15 | DFAU | 1.4% | $3.2M | — | 61.8K | — | ETF | |
| 16 | URI | 1.3% | $3.2M | — | 3.2K | — | Common Stock | |
| 17 | PYPL | 1.3% | $3.0M | — | 57.4K | — | Common Stock | |
| 18 | JEPQ | 1.2% | $2.9M | — | 48.1K | — | ETF | |
| 19 | IWD | 1.1% | $2.6M | — | 10.4K | — | ETF | |
| 20 | SCCO | 1.1% | $2.6M | — | 12.6K | — | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.