Nova R Wealth, Inc. ETF holdings
Overland Park, KS
Reported $273.3M in 39 ETFs in its Form 13F for June 30, 2026.
ETF value
$273.3M
ETFs held
39
Change from prior quarter
+11.4%
With price moves
ETFs as a share of its 13F
79.8%
of $342.7M
Top 10 of 39 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VGIT | Vanguard Intermediate-Term Treasury ETF | $45.9M | 777,537 | +100,794 shares |
| IVV | iShares Core S&P 500 ETF | $27.3M | 36,391 | −367 shares |
| AVLV | Avantis US Large Cap Value ETF | $23.6M | 259,158 | +7,304 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $22.1M | 59,634 | +2,723 shares |
| JMOM | JPMorgan U.S. Momentum Factor ETF | $21.3M | 249,662 | +6,673 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $19.4M | 406,451 | +17,238 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $19.4M | 385,525 | +20,006 shares |
| IEFA | iShares Core MSCI EAFE ETF | $13.4M | 138,277 | −930 shares |
| IDEV | iShares Core MSCI International Developed Markets ETF | $10.4M | 117,014 | +3,268 shares |
| AVGE | Avantis All Equity Markets ETF | $9.5M | 95,762 | −1,915 shares |
29 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001729457. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Nova R Wealth, Inc. own?
Nova R Wealth, Inc. reported 39 ETF positions worth $273.3M in its Form 13F for June 30, 2026. The largest was VGIT, at $45.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.