Nova R Wealth, Inc.
Annual return '25
+16.1%
SPY '25
+17.7%
Alpha
-1.6ptsvs SPY
Invested
$626.8M
Holdings
90
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
13.0%
02
$IVV
ISHARES TR
Held since at least Q1 2024
7.7%
03
$AVLV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.5%
04
$DFSD
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.0%
05
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
5.9%
06
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
5.9%
07
$JMOM
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
5.3%
08
$IEFA
ISHARES TR
Held since at least Q1 2024
4.1%
09
$IDEV
ISHARES TR
Held since at least Q1 2024
3.1%
10
$ISRG
INTUITIVE SURGICAL INC
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:56 UTC.