Nova Wealth Management, Inc.
Annual return '25
+8.5%
SPY '25
+17.7%
Alpha
-9.2ptsvs SPY
Invested
$153.5M
Holdings
544
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPMO
INVESCO S&P 500 MOMENTUM ETF
Q4 2025: Increased +10.5% (58.9k → 65.1k shares)
5.3%
02
$IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
Q4 2025: Sold 1.6% (18.8k → 18.4k shares)
2.8%
03
$UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Q4 2025: Sold 24.4% (251.4k → 189.9k shares)
2.6%
04
$QGRO
AMERICAN CENTURY U.S. QUALITY GROWTH ETF
Q4 2025: Increased +2.6% (35.5k → 36.4k shares)
2.6%
05
$XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Q4 2025: Increased +112.4% (9.6k → 20.3k shares)
2.4%
06
$NVDA
NVIDIA CORPORATION COM
Q4 2025: Sold 7.7% (22.8k → 21.0k shares)
2.3%
07
$IUS
INVESCO RAFI STRATEGIC US ETF
Q4 2025: Increased +6.5% (44.6k → 47.5k shares)
2.0%
08
$LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
Q4 2025: Increased +64.6% (32.3k → 53.1k shares)
1.9%
09
$FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
Q4 2025: Increased +10.3% (9.6k → 10.6k shares)
1.9%
10
$OEF
ISHARES S&P 100 ETF
Q4 2025: Sold 6.2% (10.0k → 9.3k shares)
1.8%
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 13:05 UTC.