Nova R Wealth, Inc. reported 44 positions worth $61.83M for the quarter ended Sep 30, 2026, up 2.9% on the prior quarter. It opened 3 new positions, added to 20, trimmed 17 and exited 1. Its largest holding is Apple Inc. at 13.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRK Merck & Co., Inc. | +1,475 | – | $214.40K | 0.347% |
| KO Coca Cola Co | +2,417 | – | $208.04K | 0.336% |
| TRV Travelers Companies, Inc. | +577 | – | $205.65K | 0.333% |
| AMD Advanced Micro Devices Inc | +57 | +10.9% | $34.85K | 0.575% |
| AMZN Amazon Com Inc | +99 | +0.6% | $24.67K | 6.2% |
| PG PROCTER & GAMBLE Co | +66 | +4.6% | $9.59K | 0.352% |
| NVDA Nvidia Corp | +33 | +0.3% | $7.54K | 4.88% |
| JPM Jpmorgan Chase & Co | +22 | +1.3% | $7.28K | 0.923% |
| MSFT Microsoft Corp | +14 | +0.4% | $7.18K | 2.9% |
| BRK-B Berkshire Hathaway Inc | +13 | +0.1% | $6.47K | 8.04% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HD Home Depot, Inc. | -575 | -100.0% | $202.68K | Exited |
| AAPL Apple Inc. | -384 | -1.5% | $127.88K | 13.26% |
| APH Amphenol Corp | -796 | -2.2% | $67.10K | 4.8% |
| WMT Walmart Inc. | -366 | -1.8% | $38.04K | 3.42% |
| ISRG Intuitive Surgical Inc | -77 | -0.4% | $31.31K | 13.02% |
| TSLA Tesla, Inc. | -40 | -6.1% | $14.19K | 0.355% |
| STM STMicroelectronics N.V. | -264 | -0.7% | $14.09K | 3.28% |
| GOOGL Alphabet Inc. | -39 | -0.9% | $13.42K | 2.51% |
| SO Southern Co | -159 | -5.9% | $13.18K | 0.338% |
| TJX Tjx Companies Inc | -73 | -2.3% | $9.66K | 0.652% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HD Home Depot, Inc. | -575 | $202.68K | 0.337% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 24.6K | $8.20M | 13.26% | -384 | -1.5% | Reduced | 0% |
| 2 | ISRG Intuitive Surgical Inc | Healthcare | 19.8K | $8.05M | 13.02% | -77 | -0.4% | Reduced | 0.01% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 9,989 | $4.97M | 8.04% | +13 | +0.1% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 15.4K | $3.83M | 6.2% | +99 | +0.6% | Added | 0% |
| 5 | GRMN Garmin Ltd | Technology | 11.7K | $3.36M | 5.43% | -31 | -0.3% | Reduced | 0.01% |
| 6 | NVDA Nvidia Corp | Technology | 13.2K | $3.02M | 4.88% | +33 | +0.3% | Added | 0% |
| 7 | APH Amphenol Corp | Industrials | 35.2K | $2.97M | 4.8% | -796 | -2.2% | Reduced | 0% |
| 8 | AMGN Amgen Inc | Healthcare | 6,852 | $2.89M | 4.67% | +9 | +0.1% | Added | 0% |
| 9 | NXPI NXP Semiconductors N.V. | Technology | 9,751 | $2.32M | 3.75% | +21 | +0.2% | Added | 0% |
| 10 | WMT Walmart Inc. | Consumer Staples | 20.4K | $2.12M | 3.42% | -366 | -1.8% | Reduced | 0% |
| 11 | STM STMicroelectronics N.V. | Technology | 38.0K | $2.03M | 3.28% | -264 | -0.7% | Reduced | 0% |
| 12 | MSFT Microsoft Corp | Technology | 3,499 | $1.79M | 2.9% | +14 | +0.4% | Added | 0% |
| 13 | TXN Texas Instruments Inc | Technology | 5,806 | $1.63M | 2.63% | +11 | +0.2% | Added | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 4,513 | $1.55M | 2.51% | -39 | -0.9% | Reduced | 0% |
| 15 | NEE Nextera Energy Inc | Utilities | 18.2K | $1.38M | 2.23% | +46 | +0.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Nova R Wealth.
As of its Q3 2026 13F filing, Nova R Wealth, Inc.’s five largest positions were Apple Inc. (AAPL) at 13.3%, Intuitive Surgical Inc (ISRG) at 13.0%, Berkshire Hathaway Inc (BRK-B) at 8.0%, Amazon Com Inc (AMZN) at 6.2%, Garmin Ltd (GRMN) at 5.4% of the reported portfolio.
Nova R Wealth, Inc. reported a 13F portfolio worth $61.83M across 44 positions for Q3 2026. That is up 2.9% from the previous quarter.
Its largest purchases by value were Merck & Co., Inc. ($214.40K), Coca Cola Co ($208.04K), Travelers Companies, Inc. ($205.65K). It opened 3 new positions.
Its largest sales by value were Home Depot, Inc. ($202.68K), Apple Inc. ($127.88K), Amphenol Corp ($67.10K). It exited 1 positions entirely.
From the Form 13F-HR reports Nova R Wealth, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.