Nova R Wealth, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Nova R Wealth, Inc. reported 80 stock positions worth $235.9 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 13.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.4%) and Dimensional Short Duration (DFSD, 6.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 7, added to 45 and reduced 26. The biggest buy was Vanguard Intermediate-Term T (VGIT, shares +70%) and the biggest sale Apple (AAPL, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001729457
- Portfolio Value
- $235.9M (Q3 2025)
- SEC Filing
- 0001729457-25-000006 ↗ filed Oct 23, 2025
Holdings Value
Holdings 80 stocks · $235.9M
| VGIT Vanguard Intermediate-Term T | 13.64% | 535,986 | $32.2M | Add +70.0% |
| IVV iShares Core S&P 500 ETF | 11.40% | 40,179 | $26.9M | Reduce -0.2% |
| DFSD Dimensional Short Duration | 6.24% | 305,579 | $14.7M | Add +122.8% |
| VTIP Vanguard Short-Term Tips | 6.21% | 289,092 | $14.6M | Add +80.2% |
| IEFA iShares Core MSCI Eafe ETF | 5.74% | 155,167 | $13.5M | Add +1.2% |
| AVLV Avantis US Large Cap Value | 5.59% | 182,529 | $13.2M | Add +3.0% |
| JMOM JPMorgan US Momentum Factor | 4.33% | 150,468 | $10.2M | Add +1.6% |
| XBMEX BlackRock Health Sciences | 4.01% | 253,725 | $9.4M | Reduce -9.8% |
| ISRG Intuitive Surgical Inc. | 3.95% | 20,856 | $9.3M | Reduce -2.1% |
| AVGE Avantis All Eqty Mrkts ETF | 3.61% | 102,073 | $8.5M | Reduce -1.5% |
| LRGF iShares US Equity Factor ETF | 2.95% | 100,836 | $7.0M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.26% | 10,588 | $5.3M | Add +0.6% |
| VONE Vanguard Russell 1000 | 2.09% | 16,277 | $4.9M | Reduce -2.7% |
| IEMG iShares Core MSCI Emerging | 1.83% | 65,518 | $4.3M | Reduce -0.3% |
| SPTB SS SPDR P Treasury ETF | 1.34% | 103,278 | $3.2M | Reduce -9.4% |
| VEA Vanguard Ftse Developed ETF | 1.25% | 49,344 | $3.0M | Add +0.9% |
| GRMN Garmin Ltd. | 1.22% | 11,682 | $2.9M | Add +0.3% |
| APH Amphenol Corp. Class A | 1.00% | 19,039 | $2.4M | Reduce -0.3% |
| VFMO Vanguard US Momentum Factor | 1.00% | 12,297 | $2.4M | Reduce -2.5% |
| NXPI NXP Semiconductors NV | 0.95% | 9,788 | $2.2M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.94% | 11,937 | $2.2M | Add +4.5% |
| IQLT iShares MSCI International Q | 0.89% | 47,295 | $2.1M | Add +4.3% |
| MSFT Microsoft Corp. | 0.85% | 3,863 | $2.0M | Add +7.4% |
| VIG Vanguard Dividend Apprec ETF | 0.82% | 8,933 | $1.9M | Add +0.5% |
| AVDE Avantis International Equity | 0.81% | 24,289 | $1.9M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 0.78% | 33,954 | $1.8M | Add +3.2% |
| IJR iShares Core S&P Small-Cap E | 0.77% | 15,277 | $1.8M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.59% | 18,283 | $1.4M | Add +0.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.57% | 14,198 | $1.4M | Add +0.2% |
| AAPL Apple Inc. | 0.56% | 5,195 | $1.3M | Reduce -84.3% |
| IWF iShares Russell 1000 Growth | 0.55% | 2,770 | $1.3M | Reduce -2.7% |
| MTUM iShares MSCI USA Momentum Fa | 0.51% | 4,731 | $1.2M | Reduce -3.3% |
| STM Stmicroelectronics NV-NY SHS | 0.47% | 39,351 | $1.1M | Reduce -0.6% |
| APTV Aptiv PLC | 0.46% | 12,466 | $1.1M | New |
| TXN Texas Instruments Inc. | 0.45% | 5,807 | $1.1M | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 0.45% | 10,715 | $1.1M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.43% | 4,169 | $1.0M | Add +6.6% |
| PMO Franklin Muncipl Opps Tst-Ui | 0.41% | 93,059 | $961K | No change |
| MA Mastercard Inc. Class A | 0.40% | 1,675 | $953K | Add +4.2% |
| XMYDX BlackRock Muniyield Fund | 0.39% | 86,694 | $915K | No change |
| ORLY O'reilly Automotive Inc. | 0.37% | 8,091 | $872K | Add +59.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 1,160 | $773K | Add +8.3% |
| SPGI S&P Global Inc. | 0.31% | 1,508 | $734K | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.31% | 997 | $732K | Add +4.7% |
| CVX Chevron Corp. | 0.30% | 4,539 | $705K | Reduce -8.5% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.29% | 22,435 | $693K | Add +32.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 2,106 | $691K | Add +2.8% |
| AMZN Amazon.com Inc. | 0.26% | 2,839 | $623K | Reduce -84.6% |
| V Visa Inc. Class A | 0.24% | 1,691 | $577K | Add +2.8% |
| AMGN Amgen Inc. | 0.24% | 1,997 | $564K | Reduce -72.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 2,171 | $552K | Add +2.6% |
| DUHP Dimensional US High Profi Et | 0.23% | 14,501 | $548K | Add +0.3% |
| FIW First Trust Water ETF | 0.23% | 4,860 | $546K | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.22% | 1,662 | $524K | Add +13.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.22% | 3,537 | $511K | Add +0.5% |
| ADP Automatic Data Processing | 0.19% | 1,536 | $451K | Add +0.1% |
| WMT Walmart Inc. | 0.18% | 4,154 | $428K | Reduce -81.1% |
| SCHW Schwab (charles) Corp. | 0.16% | 3,979 | $380K | Add +1.1% |
| ABT Abbott Laboratories | 0.16% | 2,802 | $375K | Add +3.0% |
| ETN Eaton Corp. PLC | 0.15% | 947 | $354K | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.15% | 575 | $352K | Add +50.9% |
| NG Novagold Resources Inc. | 0.15% | 39,063 | $344K | No change |
| HON Honeywell International Inc. | 0.14% | 1,594 | $335K | Add +3.0% |
| ADT Adt Inc. | 0.14% | 37,534 | $327K | Add +0.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 1,035 | $319K | New |
| XOM Exxon Mobil Corp. | 0.13% | 2,791 | $315K | Reduce -24.0% |
| VXUS Vanguard Total Intl Stock | 0.13% | 4,117 | $302K | Add +0.1% |
| CP Canadian Pacific Kansas City | 0.12% | 3,867 | $288K | No change |
| MSTR Strategy Inc. | 0.12% | 859 | $277K | Reduce -1.6% |
| VLUE iShares MSCI USA Value Facto | 0.11% | 2,125 | $266K | Reduce -0.9% |
| TSLA Tesla Inc. | 0.11% | 595 | $265K | New |
| PG The Procter & Gamble Co. | 0.11% | 1,698 | $261K | Add +5.6% |
| SO The Southern Co. | 0.11% | 2,620 | $248K | Add +0.1% |
| KO The Coca-Cola Co. | 0.10% | 3,726 | $247K | Add +0.3% |
| EVRG Evergy Inc. | 0.10% | 3,161 | $240K | Add +1.9% |
| MCD McDonald's Corp. | 0.10% | 768 | $233K | Reduce -33.7% |
| MPC Marathon Petroleum Corp. | 0.10% | 1,202 | $232K | New |
| IQV Iqvia Holdings Inc. | 0.10% | 1,211 | $230K | New |
| DFAT Dimensional US Target Value | 0.10% | 3,920 | $228K | Add +0.5% |
| ORCL Oracle Corp. | 0.10% | 808 | $227K | Reduce -15.8% |
Portfolio Sells Q2 2025 → Q3 2025
| AAPL Apple Inc. | Reduce -84.3% | 0.56% | −2.60 |
| AMZN Amazon.com Inc. | Reduce -84.6% | 0.26% | −1.61 |
| ISRG Intuitive Surgical Inc. | Reduce -2.1% | 3.95% | −1.43 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −1.01 |
| WMT Walmart Inc. | Reduce -81.1% | 0.18% | −0.82 |
| XBMEX BlackRock Health Sciences | Reduce -9.8% | 4.01% | −0.76 |
| AMGN Amgen Inc. | Reduce -72.0% | 0.24% | −0.69 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.40 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.33 |
| SPTB SS SPDR P Treasury ETF | Reduce -9.4% | 1.34% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -0.2% | 11.40% | −0.22 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.14 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -1.5% | 3.61% | −0.12 |
| MPLX MPLX LP | Sold out | 0.00% | −0.11 |
| TXN Texas Instruments Inc. | Reduce -0.4% | 0.45% | −0.11 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.11 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.10 |
| VONE Vanguard Russell 1000 | Reduce -2.7% | 2.09% | −0.10 |
| STM Stmicroelectronics NV-NY SHS | Reduce -0.6% | 0.47% | −0.09 |
| MCD McDonald's Corp. | Reduce -33.7% | 0.10% | −0.06 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 0.95% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -24.0% | 0.13% | −0.05 |
| MSTR Strategy Inc. | Reduce -1.6% | 0.12% | −0.05 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -3.3% | 0.51% | −0.03 |
| CVX Chevron Corp. | Reduce -8.5% | 0.30% | −0.03 |
| FIW First Trust Water ETF | Reduce -1.4% | 0.23% | −0.02 |
| AVUV Avantis US Small Cap Value | Reduce -2.5% | 0.45% | −0.01 |
| VFMO Vanguard US Momentum Factor | Reduce -2.5% | 1.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -2.7% | 0.55% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 1.83% | −0.00 |
| ORCL Oracle Corp. | Reduce -15.8% | 0.10% | −0.00 |
| VLUE iShares MSCI USA Value Facto | Reduce -0.9% | 0.11% | −0.00 |
| APH Amphenol Corp. Class A | Reduce -0.3% | 1.00% | +0.12 |
Portfolio Buys Q2 2025 → Q3 2025
| VGIT Vanguard Intermediate-Term T | Add +70.0% | 13.64% | +4.88 |
| DFSD Dimensional Short Duration | Add +122.8% | 6.24% | +3.18 |
| VTIP Vanguard Short-Term Tips | Add +80.2% | 6.21% | +2.46 |
| APTV Aptiv PLC | New | 0.46% | +0.46 |
| ORLY O'reilly Automotive Inc. | Add +59.9% | 0.37% | +0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +6.6% | 0.43% | +0.11 |
| NVDA Nvidia Corp. | Add +4.5% | 0.94% | +0.10 |
| MPC Marathon Petroleum Corp. | New | 0.10% | +0.10 |
| IQV Iqvia Holdings Inc. | New | 0.10% | +0.10 |
| GRMN Garmin Ltd. | Add +0.3% | 1.22% | +0.09 |
| CGNG Cap Group New Geography Eq | Add +32.2% | 0.29% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +50.9% | 0.15% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +13.8% | 0.22% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +3.2% | 0.78% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.3% | 0.33% | +0.02 |
| MSFT Microsoft Corp. | Add +7.4% | 0.85% | +0.02 |
| TJX TJX Companies Inc. | Add +0.5% | 0.22% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +2.1% | 0.77% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 0.29% | +0.00 |
| EVRG Evergy Inc. | Add +1.9% | 0.10% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.6% | 0.23% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.59% | −0.00 |
| DFAT Dimensional US Target Value | Add +0.5% | 0.10% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.1% | 0.13% | −0.00 |
| ETN Eaton Corp. PLC | Add +0.8% | 0.15% | −0.01 |
| SCHW Schwab (charles) Corp. | Add +1.1% | 0.16% | −0.01 |
| AVDE Avantis International Equity | Add +2.1% | 0.81% | −0.01 |
| SO The Southern Co. | Add +0.1% | 0.11% | −0.01 |
| DUHP Dimensional US High Profi Et | Add +0.3% | 0.23% | −0.01 |
| ADT Adt Inc. | Add +0.7% | 0.14% | −0.01 |
| PG The Procter & Gamble Co. | Add +5.6% | 0.11% | −0.01 |
| ABT Abbott Laboratories | Add +3.0% | 0.16% | −0.01 |
| MA Mastercard Inc. Class A | Add +4.2% | 0.40% | −0.02 |
| META Meta Platforms Inc. Class A | Add +4.7% | 0.31% | −0.02 |
| KO The Coca-Cola Co. | Add +0.3% | 0.10% | −0.02 |
| HON Honeywell International Inc. | Add +3.0% | 0.14% | −0.03 |
| IQLT iShares MSCI International Q | Add +4.3% | 0.89% | −0.03 |
| V Visa Inc. Class A | Add +2.8% | 0.24% | −0.03 |
| ADP Automatic Data Processing | Add +0.1% | 0.19% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.82% | −0.03 |
| AVLV Avantis US Large Cap Value | Add +3.0% | 5.59% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 1.25% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.57% | −0.05 |
| LRGF iShares US Equity Factor ETF | Add +0.2% | 2.95% | −0.05 |
| SPGI S&P Global Inc. | Add +1.1% | 0.31% | −0.05 |
| JMOM JPMorgan US Momentum Factor | Add +1.6% | 4.33% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 2.26% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.2% | 5.74% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $342.7M | VGIT, IVV, AVLV, VTI, JMOM |
| Q1 2026 | 90 | $313.4M | VGIT, IVV, AVLV, DFSD, VTIP |
| Q4 2025 | 88 | $274.3M | VGIT, IVV, DFSD, VTIP, AVLV |
| Q3 2025 | 80 | $235.9M | VGIT, IVV, DFSD, VTIP, IEFA |
| Q2 2025 | 82 | $215.1M | IVV, VGIT, IEFA, AVLV, ISRG |
| Q1 2025 | 77 | $201.9M | IVV, VGIT, XBMEX, AVLV, ISRG |
| Q4 2024 | 81 | $198.4M | IVV, VGIT, XBMEX, ISRG, AVLV |
| Q3 2024 | 81 | $203.1M | IVV, VGIT, XBMEX, AVLV, ISRG |
| Q2 2024 | 82 | $194.0M | IVV, VGIT, XBMEX, AVLV, ISRG |
| Q1 2024 | 81 | $191.5M | IVV, VGIT, XBMEX, AVLV, IEFA |