Institutional Fund
Nova R Wealth, Inc.
Overland Park, KSCIK 17294575 filings on record
Portfolio Value
$313.41M
Q1 2026
Holdings
90
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+14.3%
from $274.32M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds12.9%
- Ishares Tr7.7%
- American Centy ETF Tr6.5%
- Dimensional ETF Trust5.9%
- Vanguard Malvern Fds5.8%
- Vanguard Index Fds5.8%
- Other55.4%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 676.7K | $40.30M | 12.9% | +65.3K | Added |
| 2 | Ishares Tr | 36.8K | $24.01M | 7.7% | −419 | Reduced |
| 3 | American Centy ETF Tr | 251.9K | $20.30M | 6.5% | +74.2K | Added |
| 4 | Dimensional ETF Trust | 389.2K | $18.64M | 5.9% | +25.7K | Added |
| 5 | Vanguard Malvern Fds | 365.5K | $18.26M | 5.8% | +26.2K | Added |
| 6 | Vanguard Index Fds | 56.9K | $18.26M | 5.8% | +52.0K | Added |
| 7 | J P Morgan Exchange Traded F | 243.0K | $16.50M | 5.3% | +88.3K | Added |
| 8 | Ishares Tr | 139.2K | $12.60M | 4.0% | −5.2K | Reduced |
| 9 | Ishares Tr | 113.7K | $9.51M | 3.0% | +107.8K | Added |
| 10 | Intuitive Surgical Inc | 19.8K | $9.12M | 2.9% | −524 | Reduced |
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