Nova R Wealth, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's principal executive officer, Eric T. Rodgers, as the authorized signatory for the report.
The information table details a portfolio consisting of 90 individual equity positions. The largest holding disclosed is Walmart Inc. Common Stock, held in 2,115,323 shares. Other notable individual stock positions include NextrA Energy Inc. Common Stock (1,377,668 shares), Visa Inc. Class A Common Stock (431,957 shares), and NVIDIA Corporation Common Stock (3,017,859 shares).
The portfolio is heavily diversified across various sectors, with significant allocations to exchange-traded funds (ETFs). Major ETF holdings include Vanguard Index Funds Morningstar Large Cap ETF (22,746,382 shares), Vanguard Index Funds Morningstar Small Cap ETF (4,623,866 shares), and Vanguard Index Funds Morningstar Total Stock Market ETF (22,746,382 shares). Other significant ETF positions include Vanguard Scottsdale Funds Intermediate Term Treas (46,735,107 shares), Vanguard Malvern Funds Stream InfraProIdx (18,670,974 shares), and Vanguard Tax-Managed Funds Van FTSE Dev Mk (4,788,915 shares).
The filing also lists positions in companies such as Abbott Laboratories, Amazon.com Inc., American Century Investments ETF Trust funds, Amgen Inc., Apple Inc., Berkshire Hathaway Inc., BlackRock Health Sciences Trust, BlackRock MuniYield Quality Fund, and Procter & Gamble Co.
