PW Nova Financial Services LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed April 9, 2026), PW Nova Financial Services LLC reported 110 stock positions worth $264.1 million. Its top holding was iShares Russell 1000 Growth (IWF) at 9.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.0%) and iShares Russell 1000 Value E (IWD, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- NEWTOWN, PA
- CIK
- 0002127408
- Portfolio Value
- $264.1M (Q4 2025)
- SEC Filing
- 0002085853-26-000327 ↗ filed Apr 9, 2026
Holdings Value
Holdings 110 stocks · $264.1M
| IWF iShares Russell 1000 Growth | 8.96% | 50,128 | $23.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 7.01% | 30,193 | $18.5M | — |
| IWD iShares Russell 1000 Value E | 5.85% | 72,784 | $15.4M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 4.38% | 117,660 | $11.6M | — |
| IJJ iShares S&P Mid-Cap 400 Valu | 4.12% | 81,826 | $10.9M | — |
| AAPL Apple Inc. | 3.89% | 37,890 | $10.3M | — |
| NVDA Nvidia Corp. | 3.51% | 49,123 | $9.3M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.87% | 29,957 | $7.6M | — |
| IJT iShares S&P Small-Cap 600 GR | 2.74% | 50,675 | $7.2M | — |
| AVGO Broadcom Inc. | 2.60% | 19,775 | $6.9M | — |
| VIG Vanguard Dividend Apprec ETF | 2.56% | 30,674 | $6.8M | — |
| VGT Vanguard Info Tech ETF | 2.48% | 8,653 | $6.5M | — |
| GOOG Alphabet Inc. Class C | 2.19% | 18,345 | $5.8M | — |
| MSFT Microsoft Corp. | 2.03% | 11,329 | $5.4M | — |
| ITA iShares U.S. Aerospace & Def | 2.02% | 23,972 | $5.3M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.01% | 20,340 | $5.3M | — |
| IEMG iShares Core MSCI Emerging | 1.72% | 66,007 | $4.6M | — |
| VEU Vanguard Ftse All-World Ex-U | 1.62% | 57,227 | $4.3M | — |
| VTWV Vanguard Russell 2000 Value | 1.55% | 25,349 | $4.1M | — |
| RSPT Invesco S&P 500 Equal Weight | 1.44% | 82,995 | $3.8M | — |
| SMH Vaneck Semiconductor ETF | 1.38% | 9,736 | $3.6M | — |
| JPM JPMorgan Chase & Co. | 1.35% | 10,938 | $3.6M | — |
| EFA iShares MSCI Eafe ETF | 1.19% | 32,433 | $3.1M | — |
| WMT Walmart Inc. | 1.12% | 26,233 | $3.0M | — |
| AMZN Amazon.com Inc. | 1.10% | 12,806 | $2.9M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 5,882 | $2.9M | — |
| DVY iShares Select Dividend ETF | 0.95% | 17,529 | $2.5M | — |
| VCR Vanguard Consumer Discre ETF | 0.93% | 6,298 | $2.5M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.79% | 26,081 | $2.1M | — |
| ICF iShares Select U.S. REIT ETF | 0.78% | 34,449 | $2.1M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.78% | 24,719 | $2.0M | — |
| BSV Vanguard Short-Term Bond ETF | 0.75% | 25,075 | $2.0M | — |
| IEI iShares 3-7 Year Treasury Bo | 0.73% | 16,051 | $1.9M | — |
| JNJ Johnson & Johnson | 0.72% | 9,233 | $1.9M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 33,281 | $1.9M | — |
| RSP Invesco S&P 500 Equal Weight | 0.70% | 9,618 | $1.9M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.70% | 20,340 | $1.8M | — |
| AMGN Amgen Inc. | 0.65% | 5,251 | $1.7M | — |
| LLY Eli Lilly & Co. | 0.64% | 1,573 | $1.7M | — |
| MCD McDonald's Corp. | 0.63% | 5,445 | $1.7M | — |
| KO The Coca-Cola Co. | 0.61% | 23,489 | $1.6M | — |
| HD Home Depot Inc. | 0.60% | 4,619 | $1.6M | — |
| CSCO Cisco Systems Inc. | 0.60% | 20,968 | $1.6M | — |
| LMT Lockheed Martin Corp. | 0.53% | 2,841 | $1.4M | — |
| MRK Merck & Co. Inc. | 0.53% | 13,251 | $1.4M | — |
| TSLA Tesla Inc. | 0.53% | 3,178 | $1.4M | — |
| PG The Procter & Gamble Co. | 0.47% | 8,803 | $1.2M | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.47% | 23,261 | $1.2M | — |
| COST Costco Wholesale Corp. | 0.42% | 1,311 | $1.1M | — |
| IVV iShares Core S&P 500 ETF | 0.42% | 1,602 | $1.1M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 9,348 | $1.0M | — |
| CRM Salesforce Inc. | 0.38% | 3,992 | $1.0M | — |
| WTRG Essential Utilities Inc. | 0.35% | 23,895 | $924K | — |
| PNC PNC Financial Services Group | 0.35% | 4,323 | $914K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.35% | 21,167 | $914K | — |
| APD Air Products & Chemicals Inc. | 0.34% | 3,568 | $894K | — |
| PANW Palo Alto Networks Inc. | 0.34% | 4,971 | $892K | — |
| PEP Pepsico Inc. | 0.34% | 6,219 | $885K | — |
| BLK BlackRock Inc. | 0.33% | 813 | $882K | — |
| XOM Exxon Mobil Corp. | 0.32% | 6,887 | $845K | — |
| AMD Advanced Micro Devices | 0.32% | 3,776 | $844K | — |
| META Meta Platforms Inc. Class A | 0.31% | 1,252 | $815K | — |
| VTIP Vanguard Short-Term Tips | 0.31% | 16,296 | $806K | — |
| SBUX Starbucks Corp. | 0.29% | 9,189 | $772K | — |
| ITOT iShares Core S&P Total U.S. | 0.28% | 4,880 | $728K | — |
| GOOGL Alphabet Inc. Class A | 0.28% | 2,307 | $727K | — |
| ABBV Abbvie Inc. | 0.27% | 3,142 | $720K | — |
| V Visa Inc. Class A | 0.27% | 2,060 | $714K | — |
| CVX Chevron Corp. | 0.27% | 4,574 | $713K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.26% | 12,822 | $691K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 6,249 | $688K | — |
| CSQ Calamos Strat TTL RTRN FND | 0.26% | 35,397 | $678K | — |
| UBER Uber Technologies Inc. | 0.25% | 7,875 | $653K | — |
| VZ Verizon Communications Inc. | 0.20% | 12,998 | $527K | — |
| PLD Prologis Inc. | 0.20% | 4,032 | $520K | — |
| KMB Kimberly-Clark Corp. | 0.19% | 4,830 | $490K | — |
| TOL Toll Brothers Inc. | 0.18% | 3,557 | $482K | — |
| PFE Pfizer Inc. | 0.18% | 19,042 | $479K | — |
| GIS General Mills Inc. | 0.18% | 10,418 | $476K | — |
| HON Honeywell International Inc. | 0.18% | 2,397 | $469K | — |
| VNQ Vanguard Real Estate ETF | 0.17% | 4,977 | $441K | — |
| SDY SS SPDR S&P Dividend ETF | 0.17% | 3,124 | $438K | — |
| ACN Accenture PLC Class A | 0.16% | 1,600 | $416K | — |
| ORCL Oracle Corp. | 0.15% | 2,009 | $393K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.15% | 3,399 | $390K | — |
| BMY Bristol-Myers Squibb Co. | 0.14% | 6,840 | $366K | — |
| IXUS iShares Core Intl Stock ETF | 0.14% | 4,201 | $361K | — |
| ETN Eaton Corp. PLC | 0.14% | 1,090 | $357K | — |
| LYV Live Nation Entertainment Inc. | 0.13% | 2,388 | $347K | — |
| VOO Vanguard S&P 500 ETF | 0.13% | 541 | $340K | — |
| XLC SS Comm Select Sector SPDR | 0.12% | 2,804 | $328K | — |
| MAR Marriott International Class A | 0.11% | 959 | $301K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 435 | $297K | — |
| BND Vanguard Total Bond Market | 0.11% | 3,906 | $289K | — |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 4,969 | $273K | — |
| BA The Boeing Co. | 0.10% | 1,143 | $260K | — |
| IYH iShares U.S. Healthcare ETF | 0.10% | 3,946 | $258K | — |
| VYM Vanguard High DVD Yield ETF | 0.10% | 1,759 | $255K | — |
| UNH Unitedhealth Group Inc. | 0.09% | 704 | $237K | — |
| SCHP Schwab U.S. Tips ETF | 0.08% | 8,406 | $223K | — |
| T AT&T Inc. | 0.08% | 9,042 | $222K | — |
| CAT Caterpillar Inc. | 0.08% | 361 | $216K | — |
| LIN Linde PLC | 0.08% | 499 | $214K | — |
| IXP iShares Global Comm Services | 0.08% | 1,759 | $213K | — |
| MXI iShares Global Materials ETF | 0.08% | 2,180 | $213K | — |
| IBB iShares Biotechnology ETF | 0.08% | 1,225 | $207K | — |
| IDXX Idexx Laboratories Inc. | 0.08% | 300 | $201K | — |
| HPS John Hancock Prefer Inc. III | 0.06% | 10,374 | $151K | — |
| PFLT Pennantpark Floating Rate Ca | 0.04% | 11,309 | $106K | — |
| ELDN Eledon Pharmaceuticals Inc. | 0.04% | 58,041 | $94K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.