Nova R Wealth, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Nova R Wealth, Inc. reported 90 stock positions worth $313.4 million. Its top holding was Vanguard Intermediate-Term T (VGIT) at 12.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.7%) and Avantis US Large Cap Value (AVLV, 6.5%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 48 and reduced 34. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1064%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001729457
- Portfolio Value
- $313.4M (Q1 2026)
- SEC Filing
- 0001729457-26-000002 ↗ filed Apr 17, 2026
Holdings Value
Holdings 90 stocks · $313.4M
| VGIT Vanguard Intermediate-Term T | 12.86% | 676,743 | $40.3M | Add +10.7% |
| IVV iShares Core S&P 500 ETF | 7.66% | 36,758 | $24.0M | Reduce -1.1% |
| AVLV Avantis US Large Cap Value | 6.48% | 251,854 | $20.3M | Add +41.7% |
| DFSD Dimensional Short Duration | 5.95% | 389,213 | $18.6M | Add +7.1% |
| VTIP Vanguard Short-Term Tips | 5.83% | 365,519 | $18.3M | Add +7.7% |
| VTI VG Morningstar TS MKT ETF-US | 5.83% | 56,911 | $18.3M | Add +1064.3% |
| JMOM JPMorgan US Momentum Factor | 5.27% | 242,989 | $16.5M | Add +57.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.02% | 139,207 | $12.6M | Reduce -3.6% |
| IDEV iShares Core MSCI Dev MKTS | 3.03% | 113,746 | $9.5M | Add +1817.8% |
| ISRG Intuitive Surgical Inc. | 2.91% | 19,787 | $9.1M | Reduce -2.6% |
| AVGE Avantis All Eqty Mrkts ETF | 2.74% | 97,677 | $8.6M | Reduce -2.2% |
| VONE Vanguard Russell 1000 | 2.60% | 27,581 | $8.1M | Reduce -0.3% |
| LRGF iShares US Equity Factor ETF | 2.16% | 102,384 | $6.8M | Add +0.2% |
| AAPL Apple Inc. | 2.03% | 25,030 | $6.4M | Reduce -2.3% |
| XBMEX BlackRock Health Sciences | 1.90% | 154,617 | $6.0M | Reduce -33.0% |
| DFUS Dimensional US Eq MKT ETF | 1.56% | 68,985 | $4.9M | Add +166.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 10,066 | $4.8M | Reduce -4.2% |
| VEA Vanguard Ftse Developed ETF | 1.53% | 74,889 | $4.8M | Reduce -2.0% |
| IEMG iShares Core MSCI Emerging | 1.34% | 60,070 | $4.2M | Reduce -3.3% |
| BPRE Bluerock Private Real Estate | 1.23% | 232,620 | $3.9M | Reduce -1.7% |
| SPTB SS SPDR P Treasury ETF | 1.08% | 111,867 | $3.4M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 1.04% | 15,691 | $3.3M | Reduce -0.2% |
| GRMN Garmin Ltd. | 0.87% | 11,739 | $2.7M | Add +0.3% |
| IQLT iShares MSCI International Q | 0.86% | 58,639 | $2.7M | Add +18.4% |
| WMT Walmart Inc. | 0.82% | 20,641 | $2.6M | Add +0.6% |
| AVDE Avantis International Equity | 0.79% | 29,233 | $2.5M | Reduce -0.1% |
| AMGN Amgen Inc. | 0.79% | 7,026 | $2.5M | Reduce -0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.76% | 44,061 | $2.4M | Reduce -3.2% |
| VFMO Vanguard US Momentum Factor | 0.76% | 12,037 | $2.4M | Reduce -0.4% |
| APH Amphenol Corp. Class A | 0.73% | 18,044 | $2.3M | Add +0.2% |
| NVDA Nvidia Corp. | 0.71% | 12,835 | $2.2M | Add +2.9% |
| SCHR Schwab Intermediate-Term US | 0.64% | 80,293 | $2.0M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 8,964 | $1.9M | Add +0.2% |
| NXPI NXP Semiconductors NV | 0.61% | 9,775 | $1.9M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 0.54% | 18,215 | $1.7M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 12,904 | $1.6M | Reduce -0.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.43% | 14,606 | $1.4M | Add +0.2% |
| STM Stmicroelectronics NV-NY SHS | 0.43% | 38,829 | $1.3M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.42% | 4,605 | $1.3M | Add +3.6% |
| MSFT Microsoft Corp. | 0.39% | 3,288 | $1.2M | Reduce -0.7% |
| TXN Texas Instruments Inc. | 0.36% | 5,812 | $1.1M | Reduce -0.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.36% | 4,669 | $1.1M | Reduce -3.5% |
| IWF iShares Russell 1000 Growth | 0.34% | 2,521 | $1.1M | Reduce -9.1% |
| PMO Franklin Muncipl Opps Tst-Ui | 0.31% | 93,059 | $959K | No change |
| CVX Chevron Corp. | 0.31% | 4,621 | $956K | Add +1.0% |
| MQY BlackRock Muniyield Quality | 0.28% | 79,784 | $876K | New |
| APTV Aptiv PLC | 0.27% | 12,362 | $858K | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 0.27% | 7,770 | $858K | Reduce -3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 4,246 | $833K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.25% | 1,549 | $774K | Add +2.5% |
| ORLY O'reilly Automotive Inc. | 0.24% | 8,296 | $766K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 1,165 | $757K | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 1,578 | $689K | Add +0.1% |
| SPGI S&P Global Inc. | 0.21% | 1,518 | $646K | Add +0.7% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.20% | 19,949 | $630K | Add +18.6% |
| META Meta Platforms Inc. Class A | 0.20% | 1,068 | $611K | Add +1.1% |
| DUHP Dimensional US High Profi Et | 0.17% | 14,571 | $536K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.17% | 3,131 | $531K | Add +3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,968 | $515K | Reduce -9.8% |
| JPM JPMorgan Chase & Co. | 0.16% | 1,725 | $507K | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 3,084 | $493K | Add +1.1% |
| FIW First Trust Water ETF | 0.14% | 4,225 | $436K | Reduce -13.2% |
| CAT Caterpillar Inc. | 0.13% | 596 | $422K | Add +2.2% |
| BSV Vanguard Short-Term Bond ETF | 0.13% | 5,342 | $419K | Add +0.6% |
| V Visa Inc. Class A | 0.12% | 1,252 | $379K | Add +5.1% |
| SCHW Schwab (charles) Corp. | 0.12% | 3,890 | $366K | Reduce -0.3% |
| NG Novagold Resources Inc. | 0.11% | 39,063 | $351K | No change |
| HON Honeywell International Inc. | 0.11% | 1,509 | $341K | Reduce -0.5% |
| MCD McDonald's Corp. | 0.10% | 1,058 | $329K | Add +2.3% |
| VXUS Vanguard Total Intl Stock | 0.10% | 4,133 | $319K | Add +0.0% |
| CP Canadian Pacific Kansas City | 0.09% | 3,783 | $298K | Reduce -0.7% |
| MPC Marathon Petroleum Corp. | 0.09% | 1,212 | $296K | New |
| VLUE iShares MSCI USA Value Facto | 0.09% | 1,987 | $283K | Reduce -2.5% |
| ETN Eaton Corp. PLC | 0.09% | 788 | $282K | Add +2.2% |
| ADP Automatic Data Processing | 0.09% | 1,325 | $269K | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 0.08% | 3,221 | $260K | Add +0.1% |
| SO The Southern Co. | 0.08% | 2,642 | $255K | Add +0.8% |
| TSLA Tesla Inc. | 0.08% | 677 | $252K | Add +8.7% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 1,741 | $248K | Reduce -0.5% |
| DFAT Dimensional US Target Value | 0.08% | 3,949 | $247K | Add +0.3% |
| HD Home Depot Inc. | 0.08% | 731 | $240K | Add +9.6% |
| ABT Abbott Laboratories | 0.07% | 2,262 | $232K | Add +0.7% |
| ADT Adt Inc. | 0.07% | 35,257 | $232K | Add +0.7% |
| AVDV Avantis Intl S/C Value ETF | 0.07% | 2,316 | $231K | Add +0.1% |
| IQV Iqvia Holdings Inc. | 0.07% | 1,278 | $218K | Add +4.5% |
| KO The Coca-Cola Co. | 0.07% | 2,861 | $218K | New |
| PG The Procter & Gamble Co. | 0.07% | 1,470 | $212K | Add +3.0% |
| MPLX MPLX LP | 0.07% | 3,590 | $205K | New |
| OKE Oneok Inc. | 0.06% | 2,226 | $201K | New |
| SAN Banco Santander SA-Spon ADR | 0.04% | 10,845 | $122K | Add +0.9% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 7.66% | −1.62 |
| XBMEX BlackRock Health Sciences | Reduce -33.0% | 1.90% | −1.56 |
| ISRG Intuitive Surgical Inc. | Reduce -2.6% | 2.91% | −1.28 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.6% | 4.02% | −0.69 |
| VONE Vanguard Russell 1000 | Reduce -0.3% | 2.60% | −0.52 |
| AAPL Apple Inc. | Reduce -2.3% | 2.03% | −0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 1.54% | −0.39 |
| AVGE Avantis All Eqty Mrkts ETF | Reduce -2.2% | 2.74% | −0.39 |
| XMYDX BlackRock Muniyield Fund | Sold out | 0.00% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.04% | −0.28 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.0% | 1.53% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.7% | 0.39% | −0.20 |
| IEMG iShares Core MSCI Emerging | Reduce -3.3% | 1.34% | −0.19 |
| SPTB SS SPDR P Treasury ETF | Reduce -2.0% | 1.08% | −0.19 |
| NXPI NXP Semiconductors NV | Reduce -0.4% | 0.61% | −0.16 |
| IWF iShares Russell 1000 Growth | Reduce -9.1% | 0.34% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.2% | 0.76% | −0.13 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.12 |
| AVDE Avantis International Equity | Reduce -0.1% | 0.79% | −0.09 |
| VFMO Vanguard US Momentum Factor | Reduce -0.4% | 0.76% | −0.09 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -3.5% | 0.36% | −0.08 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.07 |
| APTV Aptiv PLC | Reduce -0.4% | 0.27% | −0.07 |
| BPRE Bluerock Private Real Estate | Reduce -1.7% | 1.23% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 0.51% | −0.06 |
| FIW First Trust Water ETF | Reduce -13.2% | 0.14% | −0.05 |
| AMGN Amgen Inc. | Reduce -0.0% | 0.79% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -9.8% | 0.16% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -0.3% | 0.12% | −0.03 |
| AVUV Avantis US Small Cap Value | Reduce -3.1% | 0.27% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 0.08% | −0.02 |
| VLUE iShares MSCI USA Value Facto | Reduce -2.5% | 0.09% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -0.3% | 0.36% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -0.7% | 0.09% | −0.01 |
| HON Honeywell International Inc. | Reduce -0.5% | 0.11% | +0.00 |
| NEE Nextera Energy Inc. | Reduce -0.4% | 0.54% | +0.00 |
| STM Stmicroelectronics NV-NY SHS | Reduce -1.2% | 0.43% | +0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| VTI VG Morningstar TS MKT ETF-US | Add +1064.3% | 5.83% | +5.23 |
| IDEV iShares Core MSCI Dev MKTS | Add +1817.8% | 3.03% | +2.85 |
| AVLV Avantis US Large Cap Value | Add +41.7% | 6.48% | +1.57 |
| JMOM JPMorgan US Momentum Factor | Add +57.1% | 5.27% | +1.42 |
| DFUS Dimensional US Eq MKT ETF | Add +166.0% | 1.56% | +0.86 |
| MQY BlackRock Muniyield Quality | New | 0.28% | +0.28 |
| MPC Marathon Petroleum Corp. | New | 0.09% | +0.09 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| MPLX MPLX LP | New | 0.07% | +0.07 |
| OKE Oneok Inc. | New | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +1.0% | 0.31% | +0.05 |
| IQLT iShares MSCI International Q | Add +18.4% | 0.86% | +0.04 |
| XOM Exxon Mobil Corp. | Add +3.4% | 0.17% | +0.04 |
| CAT Caterpillar Inc. | Add +2.2% | 0.13% | +0.01 |
| CGNG Cap Group New Geography Eq | Add +18.6% | 0.20% | +0.01 |
| GRMN Garmin Ltd. | Add +0.3% | 0.87% | +0.00 |
| ETN Eaton Corp. PLC | Add +2.2% | 0.09% | +0.00 |
| SO The Southern Co. | Add +0.8% | 0.08% | −0.00 |
| AVDV Avantis Intl S/C Value ETF | Add +0.1% | 0.07% | −0.01 |
| DFAT Dimensional US Target Value | Add +0.3% | 0.08% | −0.01 |
| PG The Procter & Gamble Co. | Add +3.0% | 0.07% | −0.01 |
| SAN Banco Santander SA-Spon ADR | Add +0.9% | 0.04% | −0.01 |
| HD Home Depot Inc. | Add +9.6% | 0.08% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Add +0.1% | 0.08% | −0.01 |
| MCD McDonald's Corp. | Add +2.3% | 0.10% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.0% | 0.10% | −0.01 |
| TJX TJX Companies Inc. | Add +1.1% | 0.16% | −0.01 |
| WMT Walmart Inc. | Add +0.6% | 0.82% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.6% | 0.13% | −0.02 |
| TSLA Tesla Inc. | Add +8.7% | 0.08% | −0.02 |
| ABT Abbott Laboratories | Add +0.7% | 0.07% | −0.03 |
| ADT Adt Inc. | Add +0.7% | 0.07% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.27% | −0.03 |
| DUHP Dimensional US High Profi Et | Add +0.3% | 0.17% | −0.03 |
| IQV Iqvia Holdings Inc. | Add +4.5% | 0.07% | −0.03 |
| V Visa Inc. Class A | Add +5.1% | 0.12% | −0.03 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 0.16% | −0.04 |
| ADP Automatic Data Processing | Add +0.1% | 0.09% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.4% | 0.24% | −0.05 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.20% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.22% | −0.06 |
| MA Mastercard Inc. Class A | Add +2.5% | 0.25% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.43% | −0.07 |
| SPGI S&P Global Inc. | Add +0.7% | 0.21% | −0.08 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.42% | −0.08 |
| SCHR Schwab Intermediate-Term US | Add +1.2% | 0.64% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 0.62% | −0.10 |
| NVDA Nvidia Corp. | Add +2.9% | 0.71% | −0.13 |
| APH Amphenol Corp. Class A | Add +0.2% | 0.73% | −0.16 |
| VTIP Vanguard Short-Term Tips | Add +7.7% | 5.83% | −0.29 |
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 |