13F Filings History of Nova R Wealth, Inc.

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$274,317,715
Signature - Title
Eric Rodgers - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Nova R Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nova R Wealth, Inc. reported 88 stock holdings with total value $274,317,715 as of Q4 2025. Top holdings included VGIT, IVV, DFSD, VTIP, and AVLV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $274,317,715 +$41,805,569 -$8,479,824 +$33,325,745 VGIT, IVV, DFSD, VTIP, AVLV 13F-HR 14 Jan 2026, 13:29
Q3 2025 80 $235,853,162 +$32,243,014 -$20,974,888 +$11,268,126 VGIT, IVV, DFSD, VTIP, IEFA 13F-HR 23 Oct 2025, 17:11
Q2 2025 82 $215,095,278 +$7,922,092 -$6,001,568 +$1,920,524 IVV, VGIT, IEFA, AVLV, ISRG 13F-HR 17 Jul 2025, 14:21
Q1 2025 77 $201,899,333 +$10,656,858 -$5,423,523 +$5,233,335 IVV, VGIT, BME, AVLV, ISRG 13F-HR 23 Apr 2025, 16:01
Q4 2024 81 $198,361,614 +$6,698,555 -$8,639,640 -$1,941,085 IVV, VGIT, BME, ISRG, AVLV 13F-HR 30 Jan 2025, 10:21
Q3 2024 81 $203,090,177 +$2,207,171 -$3,292,863 -$1,085,692 IVV, VGIT, BME, AVLV, ISRG 13F-HR 15 Oct 2024, 14:21
Q2 2024 82 $193,987,221 +$6,695,110 -$6,686,554 +$8,556 IVV, VGIT, BME, AVLV, ISRG 13F-HR 18 Jul 2024, 10:59
Q1 2024 81 $191,531,965 +$28,839,757 -$5,725,478 +$23,114,279 IVV, VGIT, BME, AVLV, IEFA 13F-HR 12 Apr 2024, 16:54
Q4 2023 63 $158,775,846 +$5,912,467 -$4,554,185 +$1,358,282 IVV, VGIT, BME, AVLV, IEFA 13F-HR 19 Jan 2024, 12:25
Q3 2023 56 $144,863,142 +$8,748,146 -$6,520,775 +$2,227,371 VGIT, IVV, BME, AVLV, IEFA 13F-HR 18 Oct 2023, 20:08
Q2 2023 60 $148,931,142 +$4,289,369 -$9,877,437 -$5,588,068 IVV, BME, VGIT, ISRG, IEFA 13F-HR 27 Jul 2023, 16:24
Q1 2023 72 $147,858,962 +$7,080,133 -$402,614 +$6,677,519 BME, VGIT, IVV, IEFA, AVLV 13F-HR 17 Apr 2023, 15:16
Q4 2022 69 $135,969,980 +$9,161,371 -$6,154,844 +$3,006,527 BME, VGIT, IVV, IEFA, ISRG 13F-HR 31 Jan 2023, 10:43
Q3 2022 69 $122,274,000 +$12,754,948 -$5,529,714 +$7,225,234 BME, VGIT, IVV, VTIP, ISRG 13F-HR 25 Oct 2022, 14:09
Q2 2022 73 $121,565,000 +$32,766,780 -$7,839,475 +$24,927,305 BME, VGIT, IVV, IWF, ISRG 13F-HR 15 Jul 2022, 11:27
Q1 2022 73 $117,066,000 +$12,425,986 -$10,112,643 +$2,313,343 BME, IVV, IWF, ISRG, AAPL 13F-HR 10 May 2022, 10:15
Q4 2021 76 $122,967,000 $0 $0 $0 BME, ISRG, IVV, AAPL, LRGF 13F-HR 27 Jan 2022, 15:25