Novak & Powell Financial Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011548
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$212.1M
Holdings
171
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Novak & Powell Financial Services, Inc. disclosed 171 positions worth $212.1M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 7.1% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 6 — including a new stake in $AMD. The portfolio is most concentrated in Other (63.3% of disclosed assets). All figures are sourced directly from Novak & Powell Financial Services, Inc.’s Form 13F-HR filing with the SEC under CIK 2011548.
AI Fund Analysis
Stable
$QQQ7.1% weight
Held 7 quarters
VANGUARD GROWTH ETF - GROW
6.5% weight
Held 7 quarters
$AAPL5.3% weight
Held 7 quarters
VANGUARD LARGE-CAP ETF - L
4.6% weight
Held 7 quarters
$SPY3.6% weight
Held 7 quarters
$EPD7 quarters accumulating
$QCOM7 quarters accumulating
STATE STREET SPDR S&P INTE
7 quarters accumulating
ALERIAN MLP ETF - ALERIAN
7 quarters accumulating
$SCCO7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$15.1M20,546 sh VANGUARD GROWTH ETF - GROWTH ETF
—Quality
$13.8M159,980 sh- 76.4#84
Quality
$11.2M38,819 sh VANGUARD LARGE-CAP ETF - LARGE CAP ETF
—Quality
$9.8M28,465 sh- —
Quality
$7.6M10,212 sh VANGUARD VALUE ETF - VALUE ETF
—Quality
$5.9M27,008 sh- 58.1
Quality
$5.4M34,457 sh - 73.8
Quality
$4.5M9,068 sh - 79.8
Quality
$4.2M11,378 sh VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF
—Quality
$4.1M17,135 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $15.1M | 20,546 |
| VANGUARD GROWTH ETF - GROWTH ETF | — | $13.8M | 159,980 |
| Apple Inc.$AAPL | 76.4#84 | $11.2M | 38,819 |
| VANGUARD LARGE-CAP ETF - LARGE CAP ETF | — | $9.8M | 28,465 |
| SPDR S&P 500 ETF TRUST$SPY | — | $7.6M | 10,212 |
| VANGUARD VALUE ETF - VALUE ETF | — | $5.9M | 27,008 |
 DOVER Corp$DOV | 58.1 | $5.4M | 34,457 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $4.5M | 9,068 |
 MICROSOFT CORP$MSFT | 79.8 | $4.2M | 11,378 |
| VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | — | $4.1M | 17,135 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Novak & Powell Financial Services, Inc.'s 171 positions.
Showing top 10 of 171 holdings.
Sector Allocation
Other
$134.3M
Technology
$28.6M
Financials
$14.5M
Industrials
$10.3M
Healthcare
$6.6M
Consumer Discretionary
$4.4M
Energy
$3.3M
Consumer Staples
$3.2M
Top Holdings — Novak & Powell Financial Services, Inc. (Q2 2026)
Top 150 of 171 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $15.1M | 7.1% | +0% | — |
| 2 | — | VANGUARD GROWTH ETF - GROWTH ETF | $13.8M | 6.5% | +519% | — |
| 3 | $AAPL | Apple Inc. | $11.2M | 5.3% | -0% | 76.4 |
| 4 | — | VANGUARD LARGE-CAP ETF - LARGE CAP ETF | $9.8M | 4.6% | -1% | — |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $7.6M | 3.6% | -0% | — |
| 6 | — | VANGUARD VALUE ETF - VALUE ETF | $5.9M | 2.8% | -0% | — |
| 7 | $DOV | DOVER Corp | $5.4M | 2.5% | -1% | 58.1 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $4.5M | 2.1% | +18% | 73.8 |
| 9 | $MSFT | MICROSOFT CORP | $4.2M | 2.0% | -1% | 79.8 |
| 10 | — | VANGUARD DIVIDEND APPRECIATION ETF - DIV APP ETF | $4.1M | 1.9% | -9% | — |
| 11 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF - UT SER 1 | $4.0M | 1.9% | -4% | — |
| 12 | — | VANGUARD TOTAL STOCK MARKET ETF - TOTAL STK MKT | $3.9M | 1.9% | -2% | — |
| 13 | — | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND - SHS | $3.6M | 1.7% | +0% | — |
| 14 | — | ISHARES CORE S&P MID-CAP ETF - CORE MC | $3.6M | 1.7% | +6% | — |
| 15 |  $META | Meta Platforms, Inc. | $3.2M | 1.5% | +116% | 79.6 |
| 16 | — | ISHARES CORE S&P SMALL-CAP ETF - CORE SC | $3.1M | 1.5% | +4% | — |
| 17 |  $NVDA | NVIDIA CORP | $3.1M | 1.5% | -1% | 85.9 |
| 18 |  $IAU | ISHARES GOLD TRUST | $2.8M | 1.3% | -1% | — |
| 19 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND - DJ INTERNT IDX | $2.8M | 1.3% | -1% | — |
| 20 |  $JNJ | JOHNSON & JOHNSON | $2.6M | 1.2% | -1% | 69 |
| 21 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - CAP MKT | $2.3M | 1.1% | -1% | — |
| 22 | — | FIRST TRUST TECHNOLOGY ALPHADEX FUND - TECH ALPHADEX | $2.2M | 1.0% | -1% | — |
| 23 | — | ISHARES S&P SMALL-CAP 600 GROWTH ETF - CAP MKT | $2.1M | 1.0% | +0% | — |
| 24 | — | ISHARES BIOTECHNOLOGY ETF - ISHARES BIOTECH | $2.1M | 1.0% | +3% | — |
| 25 | — | VANGUARD TOTAL BOND MARKET ETF - TOTAL BND MRKT | $2.1M | 1.0% | +92% | — |
| 26 | — | VANGUARD HEALTH CARE ETF - HEALTH CAR ETF | $2.0M | 0.9% | +2% | — |
| 27 | — | ISHARES S&P MID-CAP 400 VALUE ETF - CAP MKT | $1.9M | 0.9% | +2% | — |
| 28 | — | VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | $1.9M | 0.9% | +0% | — |
| 29 | — | ISHARES S&P MID-CAP 400 GROWTH ETF - CAP MKT | $1.9M | 0.9% | +2% | — |
| 30 | — | VANGUARD FINANCIALS ETF - FINANCIALS ETF | $1.9M | 0.9% | +3% | — |
| 31 | — | VANGUARD SMALL-CAP GROWTH ETF - SML CP GRW ETF | $1.9M | 0.9% | +77% | — |
| 32 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - INT-TERM CORP | $1.8M | 0.8% | +9% | — |
| 33 | — | VANGUARD REAL ESTATE ETF - REAL ESTATE ETF | $1.7M | 0.8% | +0% | — |
| 34 | — | VANGUARD MID-CAP GROWTH ETF - MCAP GR IDXVIP | $1.7M | 0.8% | +2% | — |
| 35 | — | VANGUARD FTSE ALL-WORLD EX-US ETF - ALLWRLD EX US | $1.7M | 0.8% | +1% | — |
| 36 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.6M | 0.7% | +1% | 61.4 |
| 37 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.7% | +0% | 70.7 |
| 38 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.6% | +0% | 64.6 |
| 39 | — | ISHARES TR DOW JONES US ETF - DOW JONES US ETF | $1.3M | 0.6% | +0% | — |
| 40 | — | VANGUARD MID-CAP VALUE ETF - MCAP VL IDXVIP | $1.3M | 0.6% | -14% | — |
| 41 |  $BA | BOEING CO | $1.3M | 0.6% | -2% | 61.6 |
| 42 | — | VANGUARD UTILITIES ETF - UTILITIES ETF | $1.2M | 0.6% | +0% | — |
| 43 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - SHRT TRM CORP BD | $1.1M | 0.5% | -58% | — |
| 44 | — | VANGUARD FTSE EUROPE ETF - FTSE EUROPE ETF | $1.1M | 0.5% | +2% | — |
| 45 |  $AMZN | AMAZON COM INC | $1.1M | 0.5% | -1% | 68.7 |
| 46 | $QCOM | QUALCOMM INC/DE | $1.1M | 0.5% | +0% | 70.5 |
| 47 | — | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF - DORSEY WRT 5 ETF | $990,403 | 0.5% | -0% | — |
| 48 |  $AMGN | AMGEN INC | $973,180 | 0.5% | -5% | 79.2 |
| 49 | — | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF - ST S&P INTL ETF | $932,604 | 0.4% | +1% | — |
| 50 |  $ECL | ECOLAB INC. | $875,909 | 0.4% | +0% | 63.3 |
| 51 | — | ISHARES S&P 500 VALUE ETF - S&P 500 VALUE | $858,013 | 0.4% | +7% | — |
| 52 |  $INTC | INTEL CORP | $833,449 | 0.4% | -11% | 45.6 |
| 53 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $828,328 | 0.4% | +0% | 73.7 |
| 54 | — | ALERIAN MLP ETF - ALERIAN MLP | $828,187 | 0.4% | +1% | — |
| 55 | — | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES - TOTAL FUND | $818,135 | 0.4% | +5% | — |
| 56 |  $XOM.R34088 | EXXON MOBIL CORP | $813,948 | 0.4% | -3% | 57.9 |
| 57 | $SCCO | SOUTHERN COPPER CORP/ | $807,695 | 0.4% | +1% | 83.1 |
| 58 | — | ISHARES CORE S&P 500 ETF - CORE S&P | $790,878 | 0.4% | +0% | — |
| 59 |  $GLW | CORNING INC /NY | $769,053 | 0.4% | +2% | 73.7 |
| 60 |  $PM | Philip Morris International Inc. | $748,745 | 0.3% | +0% | 75.9 |
| 61 |  $TSLA | Tesla, Inc. | $748,668 | 0.3% | +2% | 53.9 |
| 62 |  $MMM | 3M CO | $728,388 | 0.3% | +0% | 64.9 |
| 63 |  $UNH | UNITEDHEALTH GROUP INC | $707,208 | 0.3% | +0% | 62.7 |
| 64 |  $STBA | S&T BANCORP INC | $678,237 | 0.3% | +0% | 50.2 |
| 65 |  $WMT | Walmart Inc. | $674,234 | 0.3% | +0% | 60.2 |
| 66 | — | ISHARES TR ISHARES SEMICDTR - ISHARES SEMICDTR | $672,798 | 0.3% | +0% | — |
| 67 | — | VANGUARD MATERIALS ETF - MATERIALS ETF | $671,843 | 0.3% | -2% | — |
| 68 |  $DNP | DNP SELECT INCOME FUND INC | $649,189 | 0.3% | +1% | — |
| 69 |  $MRK | Merck & Co., Inc. | $639,273 | 0.3% | +0% | 59.9 |
| 70 |  $BIP | Brookfield Infrastructure Partners L.P. | $631,277 | 0.3% | -0% | — |
| 71 |  $EVRG | Evergy, Inc. | $624,003 | 0.3% | +1% | 53.2 |
| 72 |  $TXN | TEXAS INSTRUMENTS INC | $611,139 | 0.3% | -4% | 73.4 |
| 73 | — | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF - ST BLOO HIGH ETF | $599,261 | 0.3% | +2% | — |
| 74 |  $DUK | Duke Energy CORP | $580,162 | 0.3% | -0% | 56.4 |
| 75 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $577,537 | 0.3% | +0% | — |
| 76 |  $SO | SOUTHERN CO | $567,061 | 0.3% | +0% | 62 |
| 77 | — | FIRST TRUST HEALTH CARE ALPHADEX FUND - HLTH CARE ALPH | $542,354 | 0.3% | -0% | — |
| 78 |  $MCD | MCDONALDS CORP | $535,093 | 0.3% | +0% | 69 |
| 79 | — | ISHARES TR EXPANDED TECH - EXPANDED TECH | $500,565 | 0.2% | -3% | — |
| 80 | — | VANGUARD SHORT-TERM TREASURY ETF - SHORT TERM TREAS | $500,520 | 0.2% | +0% | — |
| 81 |  $NEE | NEXTERA ENERGY INC | $496,603 | 0.2% | -0% | 64.6 |
| 82 |  $GE | GENERAL ELECTRIC CO | $496,003 | 0.2% | -0% | 73.8 |
| 83 |  $SFL | SFL Corp Ltd. | $491,245 | 0.2% | +4% | — |
| 84 |  $DIS | Walt Disney Co | $486,509 | 0.2% | +0% | 60.1 |
| 85 | — | VANGUARD HIGH DIVIDEND YIELD ETF - HIGH DIV YLD | $484,892 | 0.2% | -1% | — |
| 86 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $483,335 | 0.2% | +0% | 61.7 |
| 87 |  $CTAS | CINTAS CORP | $478,940 | 0.2% | +0% | 68.7 |
| 88 | — | ISHARES TR U.S. TECH ETF - U.S. TECH ETF | $477,756 | 0.2% | +0% | — |
| 89 |  $AMD | ADVANCED MICRO DEVICES INC | $476,346 | 0.2% | NEW | 79.8 |
| 90 |  $SBAC | SBA COMMUNICATIONS CORP | $474,501 | 0.2% | +0% | 63.7 |
| 91 |  $RJF | RAYMOND JAMES FINANCIAL INC | $467,149 | 0.2% | +0% | 66.3 |
| 92 | — | DIMENSIONAL U.S. SMALL CAP ETF - US SMALL CAP ETF | $466,591 | 0.2% | +16% | — |
| 93 |  $CAT | CATERPILLAR INC | $448,083 | 0.2% | +28% | 66.5 |
| 94 | — | NEOS S&P 500 HIGH INCOME ETF - NEOS S&P 500 HI | $444,420 | 0.2% | +0% | — |
| 95 |  $GEV | GE Vernova Inc. | $443,238 | 0.2% | +14% | 81.1 |
| 96 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF - S&P 500 DV ARIST | $438,100 | 0.2% | +132% | — |
| 97 |  $GLD | SPDR GOLD TRUST | $432,478 | 0.2% | +1% | — |
| 98 | — | FIRST TRUST CAPITAL STRENGTH ETF - CAP STRENGTH ETF | $427,871 | 0.2% | +0% | — |
| 99 |  $EA | ELECTRONIC ARTS INC. | $422,663 | 0.2% | +0% | 62.9 |
| 100 |  $AMAT | APPLIED MATERIALS INC /DE | $409,621 | 0.2% | -65% | 72.3 |
| 101 |  $MTB | M&T BANK CORP | $405,175 | 0.2% | +0% | 58.6 |
| 102 | — | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF - INTL DVD ETF | $401,798 | 0.2% | +1% | — |
| 103 |  $BAC | BANK OF AMERICA CORP /DE/ | $401,350 | 0.2% | +0% | 67.6 |
| 104 | — | ISHARES TR RUS TP200 GR ETF - RUS TP200 GR ETF | $401,056 | 0.2% | +0% | — |
| 105 |  $CVX | CHEVRON CORP | $400,993 | 0.2% | +0% | 62.8 |
| 106 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES - FUND MKT | $400,675 | 0.2% | NEW | — |
| 107 |  $COST | COSTCO WHOLESALE CORP /NEW | $399,839 | 0.2% | -3% | 66.2 |
| 108 |  $ORCL | ORACLE CORP | $399,790 | 0.2% | NEW | 66.2 |
| 109 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ST STR INDL ETF | $396,040 | 0.2% | -0% | — |
| 110 | — | VANGUARD SMALL-CAP INDEX FUND ETF SHARES - FUND MKT | $394,662 | 0.2% | NEW | — |
| 111 | — | FT VEST GOLD TARGET INCOME ETF - FT VEST GOLD | $391,716 | 0.2% | +1% | — |
| 112 |  $GS | GOLDMAN SACHS GROUP INC | $389,619 | 0.2% | +0% | 73.5 |
| 113 |  $MO | ALTRIA GROUP, INC. | $388,665 | 0.2% | +0% | 67.4 |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $385,931 | 0.2% | -9% | 70.3 |
| 115 | — | VANGUARD INFORMATION TECHNOLOGY ETF - INF TECH ETF | $384,257 | 0.2% | +698% | — |
| 116 |  $EFX | EQUIFAX INC | $376,389 | 0.2% | -40% | 64.8 |
| 117 | — | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND - NY ARCA BIOTECH | $374,810 | 0.2% | +0% | — |
| 118 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | $365,383 | 0.2% | +0% | — |
| 119 | — | FIRST TRUST ETF II INDLS PROD DURABLE - INDLS PROD DUR | $364,207 | 0.2% | +0% | — |
| 120 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - EMERGING MKT | $362,922 | 0.2% | NEW | — |
| 121 |  $UTG | REAVES UTILITY INCOME FUND | $339,521 | 0.2% | +1% | — |
| 122 |  $ADP | AUTOMATIC DATA PROCESSING INC | $331,537 | 0.2% | +0% | 69.8 |
| 123 | — | ISHARES TR US CONSM STAPLES - US CONSM STAPLES | $331,475 | 0.2% | +34% | — |
| 124 |  $DE | DEERE & CO | $331,072 | 0.2% | +0% | 55.4 |
| 125 | — | NEOS NASDAQ 100 HIGH INCOME ETF - NASDAQ 100 HIGH | $329,725 | 0.2% | +0% | — |
| 126 | — | ISHARES INCORPORATED CORE MSCI EMKT - CORE MSCI EMKT | $329,168 | 0.2% | +11% | — |
| 127 |  $IVZ | Invesco Ltd. | $327,764 | 0.1% | -24% | — |
| 128 | — | ISHARES TR MSCI EMG MKT ETF - MSCI EMG MKT ETF | $321,025 | 0.1% | -46% | — |
| 129 | $IVZ | Invesco Ltd. | $319,820 | 0.1% | +0% | — |
| 130 |  $SYK | STRYKER CORP | $314,840 | 0.1% | +0% | 72.1 |
| 131 | — | INVESCO NEXT GEN CONNECTIVITY ETF - NEXT GEN CON ETF | $309,223 | 0.1% | +0% | — |
| 132 | $IVZ | Invesco Ltd. | $301,736 | 0.1% | +0% | — |
| 133 |  $PFE | PFIZER INC | $298,454 | 0.1% | -1% | 62 |
| 134 |  $ABBV | AbbVie Inc. | $297,690 | 0.1% | +0% | 72.6 |
| 135 |  $D | DOMINION ENERGY, INC | $296,376 | 0.1% | +1% | 69.9 |
| 136 |  $VZ | VERIZON COMMUNICATIONS INC | $291,191 | 0.1% | -6% | 65.8 |
| 137 |  $UNP | UNION PACIFIC CORP | $287,408 | 0.1% | +0% | 69.7 |
| 138 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF - INTL CORE EQT MK | $280,294 | 0.1% | +0% | — |
| 139 |  $KR | KROGER CO | $275,305 | 0.1% | +0% | 52.6 |
| 140 | $IVZ | Invesco Ltd. | $272,951 | 0.1% | +0% | — |
| 141 | — | VANGUARD MID-CAP ETF - MID CAP ETF | $266,949 | 0.1% | +300% | — |
| 142 |  $PSX | Phillips 66 | $263,759 | 0.1% | -4% | 57.8 |
| 143 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $262,243 | 0.1% | +2% | 63.9 |
| 144 |  $BALL | BALL Corp | $262,080 | 0.1% | NEW | 61.1 |
| 145 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $260,391 | 0.1% | NEW | — |
| 146 |  $MFM | ABERDEEN MUNICIPAL INCOME FUND | $256,440 | 0.1% | NEW | — |
| 147 |  $AVGO | Broadcom Inc. | $255,737 | 0.1% | NEW | 84.5 |
| 148 | — | GLOBAL X CYBERSECURITY ETF - CYBRSCURTY ETF | $255,150 | 0.1% | NEW | — |
| 149 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - EMGR CRE EQT MNG | $248,980 | 0.1% | +0% | — |
| 150 | — | ISHARES TR EXPND TEC SC ETF - EXPND TEC SC ETF | $245,370 | 0.1% | NEW | — |
New Positions (15)
$AMD ADVANCED MICRO DEVICES INC$476,346 VANGUARD MID-CAP INDEX FUND ETF SHARES - FUND MKT$400,675
$ORCL ORACLE CORP$399,790 VANGUARD SMALL-CAP INDEX FUND ETF SHARES - FUND MKT$394,662
ISHARES CORE MSCI EMERGING MARKETS ETF - EMERGING MKT$362,922
$BALL BALL Corp$262,080$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$260,391$MFM ABERDEEN MUNICIPAL INCOME FUND$256,440$AVGO Broadcom Inc.$255,737 GLOBAL X CYBERSECURITY ETF - CYBRSCURTY ETF$255,150
ISHARES TR EXPND TEC SC ETF - EXPND TEC SC ETF$245,370
$NSC NORFOLK SOUTHERN CORP$217,618 ISHARES S&P 500 GROWTH ETF - S&P 500 GROWTH$208,771
$GOOGL Alphabet Inc.$207,824
$ES EVERSOURCE ENERGY$205,825
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