Nova R Wealth, Inc.

Institutional manager (13F) · CIK 1729457

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $299M

#	Issuer	Value	Shares
1	VANGUARD SCOTTSDALE FDS	$40M	676,743
2	ISHARES TR	$24M	36,758
3	AMERICAN CENTY ETF TR	$20M	251,854
4	DIMENSIONAL ETF TRUST	$19M	389,213
5	VANGUARD MALVERN FDS	$18M	365,519
6	VANGUARD INDEX FDS	$18M	56,911
7	J P MORGAN EXCHANGE TRADED F	$17M	242,989
8	ISHARES TR	$13M	139,207
9	ISHARES TR	$10M	113,746
10	INTUITIVE SURGICAL INC	$9M	19,787
11	AMERICAN CENTY ETF TR	$9M	97,677
12	VANGUARD SCOTTSDALE FDS	$8M	27,581
13	ISHARES TR	$7M	102,384
14	APPLE INC	$6M	25,030
15	BLACKROCK HEALTH SCIENCES TR	$6M	154,617
16	DIMENSIONAL ETF TRUST	$5M	68,985
17	BERKSHIRE HATHAWAY INC DEL	$5M	10,066
18	VANGUARD TAX-MANAGED FDS	$5M	74,889
19	ISHARES INC	$4M	60,070
20	BLUEROCK PVT REAL ESTATE FD	$4M	232,620
21	SPDR SERIES TRUST	$3M	111,867
22	AMAZON COM INC	$3M	15,691
23	GARMIN LTD	$3M	11,739
24	ISHARES TR	$3M	58,639
25	WALMART INC	$3M	20,641
26	AMERICAN CENTY ETF TR	$2M	29,233
27	AMGEN INC	$2M	7,026
28	VANGUARD INTL EQUITY INDEX F	$2M	44,061
29	VANGUARD WELLINGTON FD	$2M	12,037
30	AMPHENOL CORP	$2M	18,044
31	NVIDIA CORPORATION	$2M	12,835
32	SCHWAB STRATEGIC TR	$2M	80,293
33	VANGUARD SPECIALIZED FUNDS	$2M	8,964
34	NXP SEMICONDUCTORS N V	$2M	9,775
35	NEXTERA ENERGY INC	$2M	18,215
36	ISHARES TR	$2M	12,904
37	ISHARES TR	$1M	14,606
38	STMICROELECTRONICS N V	$1M	38,829
39	ALPHABET INC	$1M	4,605
40	MICROSOFT CORP	$1M	3,288
41	TEXAS INSTRS INC	$1M	5,812
42	ISHARES TR	$1M	4,669
43	ISHARES TR	$1M	2,521
44	PUTNAM MUN OPPORTUNITIES TR	$959k	93,059
45	CHEVRON CORPORATION	$956k	4,621
46	BLACKROCK MUNIYILD QULT FD I	$876k	79,784
47	APTIV PLC	$858k	12,362
48	AMERICAN CENTY ETF TR	$858k	7,770
49	VANGUARD INDEX FDS	$833k	4,246
50	MASTERCARD INCORPORATED	$774k	1,549

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.