13F Filings History of Novak & Powell Financial Services, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$191,716,988
Signature - Title
David Novak - Principal / CCO
Location
St. Petersburg, FL
Summary
This page shows a list of all the recent 13F filings made by Novak & Powell Financial Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Novak & Powell Financial Services, Inc. reported 163 stock holdings with total value $191,716,988 as of Q4 2025. Top holdings included VUG, QQQ, AAPL, VV, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 163 $191,716,988 +$5,889,390 -$7,116,861 -$1,227,471 VUG, QQQ, AAPL, VV, SPY 13F-HR 09 Feb 2026, 18:15
Q3 2025 163 $190,178,004 +$38,508,925 -$2,618,372 +$35,890,553 VUG, QQQ, AAPL, VV, MSFT 13F-HR 14 Nov 2025, 15:39
Q2 2025 146 $144,131,368 +$1,347,438 -$29,979,355 -$28,631,917 VUG, QQQ, VV, AAPL, SPY 13F-HR 11 Aug 2025, 10:09
Q1 2025 152 $160,347,798 +$5,027,364 -$7,504,772 -$2,477,408 VUG, QQQ, AAPL, VV, SPY 13F-HR 14 May 2025, 21:42
Q4 2024 150 $167,732,460 +$6,957,394 -$11,432,347 -$4,474,953 VUG, QQQ, AAPL, VV, SPY 13F-HR 14 Feb 2025, 19:44
Q3 2024 156 $171,662,829 +$4,937,743 -$4,118,080 +$819,663 VUG, QQQ, AAPL, VV, SPY 13F-HR 14 Nov 2024, 08:35
Q2 2024 152 $160,692,518 +$15,957,423 -$2,267,020 +$13,690,403 VUG, AAPL, VV, QQQ, SPY 13F-HR 15 Aug 2024, 06:23
Q1 2024 145 $112,209,779 +$4,909,638 -$13,502,416 -$8,592,778 VV, QQQ, AAPL, SPY, MSFT 13F-HR 15 May 2024, 07:48
Q4 2023 150 $149,905,885 $0 $0 $0 VUG, QQQ, AAPL, VV, SPY 13F-HR 21 Feb 2024, 10:44