PW Nova Financial Services LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2127408
Institutional-grade research for retail investors
13F Reported Value
ⓘ$398.7M
Holdings
193
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PW Nova Financial Services LLC disclosed 193 positions worth $398.7M in its Form 13F-HR for Q1 2026, followed by $QQQ. During the quarter the fund opened 83 new positions and exited 1 and a full exit from $IDXX. The portfolio is most concentrated in Other (52.3% of disclosed assets). All figures are sourced directly from PW Nova Financial Services LLC’s Form 13F-HR filing with the SEC under CIK 2127408.
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$21.7M50,953 sh- —
Quality
$19.4M33,535 sh ISHARES TR
—Quality
$15.9M74,372 sh- 76.1
Quality
$13.9M54,758 sh ISHARES TR
—Quality
$12.0M119,077 sh- 90.2
Quality
$11.3M64,708 sh ISHARES TR
—Quality
$11.0M82,843 sh- 86.4
Quality
$8.1M26,264 sh ISHARES TR
—Quality
$7.4M51,092 shISHARES TR
—Quality
$7.2M29,883 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $21.7M | 50,953 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $19.4M | 33,535 |
| ISHARES TR | — | $15.9M | 74,372 |
 Apple Inc.$AAPL | 76.1 | $13.9M | 54,758 |
| ISHARES TR | — | $12.0M | 119,077 |
 NVIDIA CORP$NVDA | 90.2 | $11.3M | 64,708 |
| ISHARES TR | — | $11.0M | 82,843 |
 Broadcom Inc.$AVGO | 86.4 | $8.1M | 26,264 |
| ISHARES TR | — | $7.4M | 51,092 |
| ISHARES TR | — | $7.2M | 29,883 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PW Nova Financial Services LLC's 193 positions.
Showing top 10 of 193 holdings.
Sector Allocation
Other
$208.5M
Technology
$75.1M
Financials
$34.5M
Consumer Discretionary
$23.0M
Healthcare
$16.9M
Industrials
$13.9M
Energy
$8.7M
Communication Services
$6.1M
Full Holdings — PW Nova Financial Services LLC (Q1 2026)
All 193 disclosed positions 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 | — | ISHARES TR | $21.7M | 5.5% | +2% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $19.4M | 4.8% | +11% | — |
| 3 | — | ISHARES TR | $15.9M | 4.0% | +2% | — |
| 4 | $AAPL | Apple Inc. | $13.9M | 3.5% | +45% | 76.1 |
| 5 | — | ISHARES TR | $12.0M | 3.0% | +1% | — |
| 6 | $NVDA | NVIDIA CORP | $11.3M | 2.8% | +32% | 90.2 |
| 7 | — | ISHARES TR | $11.0M | 2.8% | +1% | — |
| 8 | $AVGO | Broadcom Inc. | $8.1M | 2.0% | +33% | 86.4 |
| 9 | — | ISHARES TR | $7.4M | 1.9% | +1% | — |
| 10 | — | ISHARES TR | $7.2M | 1.8% | -0% | — |
| 11 | — | VANGUARD SPECIALIZED FUNDS | $6.6M | 1.7% | +0% | — |
| 12 |  $MSFT | MICROSOFT CORP | $6.4M | 1.6% | +52% | 83.7 |
| 13 |  $WMT | Walmart Inc. | $6.4M | 1.6% | +95% | 63.2 |
| 14 | — | VANGUARD WORLD FD | $6.3M | 1.6% | +5% | — |
| 15 | — | ISHARES TR | $6.2M | 1.6% | +18% | — |
| 16 | — | ISHARES TR | $6.1M | 1.5% | NEW | — |
| 17 |  $IVZ | Invesco Ltd. | $5.9M | 1.5% | NEW | — |
| 18 |  $JPM | JPMORGAN CHASE & CO | $5.5M | 1.4% | +72% | 35.6 |
| 19 | — | VANGUARD INDEX FDS | $5.4M | 1.4% | +2% | — |
| 20 | — | SPDR SERIES TRUST | $5.4M | 1.4% | NEW | — |
| 21 |  $GOOGL | Alphabet Inc. | $5.4M | 1.4% | +3% | 80.2 |
| 22 | — | VANGUARD INTL EQUITY INDEX F | $5.4M | 1.4% | +25% | — |
| 23 |  $LLY | ELI LILLY & Co | $5.4M | 1.3% | +270% | 89.3 |
| 24 |  $AMZN | AMAZON COM INC | $5.2M | 1.3% | +95% | 74.6 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.9M | 1.2% | +274% | 67 |
| 26 | — | ISHARES INC | $4.8M | 1.2% | +5% | — |
| 27 |  $GLD | SPDR GOLD TRUST | $4.2M | 1.1% | NEW | — |
| 28 | — | VANGUARD SCOTTSDALE FDS | $4.2M | 1.1% | -0% | — |
| 29 | $IVZ | Invesco Ltd. | $3.8M | 0.9% | -0% | — |
| 30 | — | VANECK ETF TRUST | $3.7M | 0.9% | +0% | — |
| 31 |  $PLTR | Palantir Technologies Inc. | $3.6M | 0.9% | NEW | 85.8 |
| 32 |  $MRK | Merck & Co., Inc. | $3.4M | 0.9% | +114% | 70.9 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $3.4M | 0.8% | +50% | 72.8 |
| 34 |  $PWR | QUANTA SERVICES, INC. | $3.3M | 0.8% | NEW | 62.6 |
| 35 | — | ISHARES TR | $3.2M | 0.8% | +0% | — |
| 36 | — | ISHARES TR | $2.9M | 0.7% | +10% | — |
| 37 |  $LMT | LOCKHEED MARTIN CORP | $2.9M | 0.7% | +67% | 65 |
| 38 |  $GOOG | Alphabet Inc. | $2.8M | 0.7% | +319% | 80.2 |
| 39 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.7% | +70% | 72.3 |
| 40 |  $META | Meta Platforms, Inc. | $2.7M | 0.7% | +274% | 80.9 |
| 41 | — | VANGUARD INDEX FDS | $2.6M | 0.7% | +2% | — |
| 42 | — | ISHARES TR | $2.5M | 0.6% | +25% | — |
| 43 |  $CVX | CHEVRON CORP | $2.5M | 0.6% | +168% | 54.7 |
| 44 |  $GEV | GE Vernova Inc. | $2.4M | 0.6% | NEW | 70.1 |
| 45 |  $VRT | Vertiv Holdings Co | $2.4M | 0.6% | NEW | 82.7 |
| 46 |  $HD | HOME DEPOT, INC. | $2.3M | 0.6% | +51% | 69.2 |
| 47 | — | ISHARES TR | $2.3M | 0.6% | +20% | — |
| 48 | — | VANGUARD WORLD FD | $2.2M | 0.6% | -1% | — |
| 49 |  $CRWD | CrowdStrike Holdings, Inc. | $2.2M | 0.6% | NEW | 55 |
| 50 |  $TSLA | Tesla, Inc. | $2.2M | 0.6% | +85% | 50.1 |
| 51 | — | ISHARES TR | $2.2M | 0.5% | +2% | — |
| 52 | $IVZ | Invesco Ltd. | $2.1M | 0.5% | +16% | — |
| 53 | — | VANGUARD SCOTTSDALE FDS | $2.1M | 0.5% | +3% | — |
| 54 | — | ISHARES TR | $2.1M | 0.5% | +14% | — |
| 55 | — | SELECT SECTOR SPDR TR | $2.1M | 0.5% | +113% | — |
| 56 | $META | Meta Platforms, Inc. | $2.0M | 0.5% | +4% | 80.9 |
| 57 |  $PANW | Palo Alto Networks Inc | $2.0M | 0.5% | +150% | 66.5 |
| 58 |  $KO | COCA COLA CO | $1.9M | 0.5% | +4% | 74 |
| 59 |  $AMGN | AMGEN INC | $1.8M | 0.5% | -2% | 79.5 |
| 60 |  $MCD | MCDONALDS CORP | $1.8M | 0.4% | +5% | 73.9 |
| 61 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.7M | 0.4% | +4% | 68.4 |
| 62 |  $ETN | Eaton Corp plc | $1.6M | 0.4% | +314% | — |
| 63 | — | ISHARES TR | $1.6M | 0.4% | +32% | — |
| 64 | — | INVESCO EXCHANGE TRADED FD T | $1.6M | 0.4% | NEW | — |
| 65 |  $V | VISA INC. | $1.6M | 0.4% | +156% | 83.5 |
| 66 |  $GS | GOLDMAN SACHS GROUP INC | $1.6M | 0.4% | NEW | — |
| 67 |  $NFLX | NETFLIX INC | $1.6M | 0.4% | NEW | 86.7 |
| 68 | — | ISHARES TR | $1.5M | 0.4% | NEW | — |
| 69 |  $UBER | Uber Technologies, Inc | $1.5M | 0.4% | +167% | 79.3 |
| 70 |  $XOM | EXXON MOBIL CORP | $1.5M | 0.4% | +28% | 61.8 |
| 71 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.4% | +14% | 72.9 |
| 72 |  $MTZ | MASTEC INC | $1.4M | 0.4% | NEW | 59.7 |
| 73 |  $HAL | HALLIBURTON CO | $1.4M | 0.3% | NEW | 50.9 |
| 74 |  $DIS | Walt Disney Co | $1.4M | 0.3% | +53% | 68.9 |
| 75 |  $TMUS | T-Mobile US, Inc. | $1.4M | 0.3% | NEW | 72.7 |
| 76 |  $ORCL | ORACLE CORP | $1.4M | 0.3% | +358% | 67.2 |
| 77 |  $MPC | Marathon Petroleum Corp | $1.3M | 0.3% | NEW | 50.7 |
| 78 | — | VANECK ETF TRUST | $1.3M | 0.3% | NEW | — |
| 79 |  $LOW | LOWES COMPANIES INC | $1.3M | 0.3% | NEW | 63.5 |
| 80 | — | VANGUARD INDEX FDS | $1.2M | 0.3% | +276% | — |
| 81 |  $CEG | Constellation Energy Corp | $1.2M | 0.3% | NEW | 62.5 |
| 82 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.3% | NEW | — |
| 83 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.3% | +9% | 41.2 |
| 84 |  $SLV | iShares Silver Trust | $1.1M | 0.3% | NEW | — |
| 85 | — | ISHARES TR | $1.1M | 0.3% | NEW | — |
| 86 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.3% | NEW | 64.5 |
| 87 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.3% | NEW | — |
| 88 |  $PEP | PEPSICO INC | $1.0M | 0.3% | +8% | 62.7 |
| 89 | — | ISHARES TR | $1.0M | 0.3% | -1% | — |
| 90 |  $WTRG | Essential Utilities, Inc. | $1.0M | 0.3% | +6% | 70.9 |
| 91 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0M | 0.3% | +255% | — |
| 92 | — | ISHARES TR | $1.0M | 0.3% | +176% | — |
| 93 |  $RTX | RTX Corp | $992,951 | 0.3% | NEW | 70 |
| 94 |  $AMD | ADVANCED MICRO DEVICES INC | $982,771 | 0.3% | +28% | 78.8 |
| 95 | — | SPINNAKER ETF SERIES | $978,702 | 0.3% | NEW | — |
| 96 |  $OUNZ | VanEck Merk Gold ETF | $933,481 | 0.2% | NEW | — |
| 97 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $901,646 | 0.2% | NEW | — |
| 98 | — | ISHARES TR | $899,950 | 0.2% | +32% | — |
| 99 | — | SELECT SECTOR SPDR TR | $884,564 | 0.2% | NEW | — |
| 100 | — | VANGUARD MALVERN FDS | $871,727 | 0.2% | +7% | — |
| 101 |  $ACM | AECOM | $863,892 | 0.2% | NEW | 58.2 |
| 102 | — | VANGUARD INDEX FDS | $862,757 | 0.2% | NEW | — |
| 103 | — | ISHARES TR | $861,239 | 0.2% | +26% | — |
| 104 |  $SBUX | STARBUCKS CORP | $859,990 | 0.2% | +4% | 54.6 |
| 105 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $853,702 | 0.2% | -5% | 70.9 |
| 106 |  $C | CITIGROUP INC | $852,957 | 0.2% | NEW | 54.8 |
| 107 |  $VZ | VERIZON COMMUNICATIONS INC | $810,922 | 0.2% | +24% | 71.6 |
| 108 |  $ABBV | AbbVie Inc. | $796,014 | 0.2% | +16% | 59.3 |
| 109 |  $CRM | Salesforce, Inc. | $783,758 | 0.2% | +5% | 75.2 |
| 110 |  $BLK | BlackRock, Inc. | $773,215 | 0.2% | -1% | 70.3 |
| 111 | — | SPDR SERIES TRUST | $771,239 | 0.2% | NEW | — |
| 112 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $730,408 | 0.2% | NEW | — |
| 113 |  $STLD | STEEL DYNAMICS INC | $723,780 | 0.2% | NEW | 56 |
| 114 |  $HON | HONEYWELL INTERNATIONAL INC | $715,300 | 0.2% | +32% | 65.7 |
| 115 |  $CRWV | CoreWeave, Inc. | $701,181 | 0.2% | NEW | 46.5 |
| 116 | — | VANGUARD BD INDEX FDS | $684,557 | 0.2% | +138% | — |
| 117 |  $AXP | AMERICAN EXPRESS CO | $649,424 | 0.2% | NEW | 73.2 |
| 118 | — | VANGUARD STAR FDS | $628,601 | 0.2% | NEW | — |
| 119 |  $TOL | Toll Brothers, Inc. | $616,913 | 0.1% | +27% | 68.3 |
| 120 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $606,109 | 0.1% | +0% | — |
| 121 | — | SCHWAB STRATEGIC TR | $578,717 | 0.1% | NEW | — |
| 122 | — | ISHARES TR | $560,177 | 0.1% | -19% | — |
| 123 |  $PFE | PFIZER INC | $551,109 | 0.1% | +3% | 69 |
| 124 | — | SCHWAB STRATEGIC TR | $530,305 | 0.1% | NEW | — |
| 125 | — | SELECT SECTOR SPDR TR | $529,812 | 0.1% | NEW | — |
| 126 |  $PLD | Prologis, Inc. | $528,277 | 0.1% | -1% | 67.5 |
| 127 | — | SELECT SECTOR SPDR TR | $527,472 | 0.1% | +70% | — |
| 128 | — | ISHARES TR | $522,190 | 0.1% | NEW | — |
| 129 | — | ISHARES TR | $509,619 | 0.1% | NEW | — |
| 130 | — | FIRST TR EXCHANGE-TRADED FD | $489,664 | 0.1% | NEW | — |
| 131 | — | ISHARES TR | $472,379 | 0.1% | +17% | — |
| 132 |  $KMB | KIMBERLY CLARK CORP | $469,519 | 0.1% | +1% | 61.7 |
| 133 | — | VANGUARD INDEX FDS | $461,451 | 0.1% | +5% | — |
| 134 | — | SPDR SERIES TRUST | $453,640 | 0.1% | -1% | — |
| 135 |  $T | AT&T INC. | $447,813 | 0.1% | +71% | 71.9 |
| 136 |  $BMY | BRISTOL MYERS SQUIBB CO | $446,263 | 0.1% | +8% | 70.1 |
| 137 |  $LIN | LINDE PLC | $434,781 | 0.1% | +76% | — |
| 138 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $433,304 | 0.1% | NEW | — |
| 139 |  $NOW | ServiceNow, Inc. | $428,864 | 0.1% | NEW | 76 |
| 140 | — | ISHARES TR | $423,997 | 0.1% | NEW | — |
| 141 |  $RFMZ | RiverNorth Flexible Municipal Income Fund II, Inc. | $412,574 | 0.1% | NEW | — |
| 142 | — | VANGUARD SCOTTSDALE FDS | $403,399 | 0.1% | NEW | — |
| 143 |  $BSX | BOSTON SCIENTIFIC CORP | $396,204 | 0.1% | NEW | 79.9 |
| 144 | — | FRANKLIN TEMPLETON ETF TR | $371,850 | 0.1% | NEW | — |
| 145 |  $GE | GENERAL ELECTRIC CO | $366,549 | 0.1% | NEW | 74.8 |
| 146 |  $LYV | Live Nation Entertainment, Inc. | $363,126 | 0.1% | -0% | 55 |
| 147 |  $GIS | GENERAL MILLS INC | $361,443 | 0.1% | -7% | 64.1 |
| 148 | — | SELECT SECTOR SPDR TR | $360,011 | 0.1% | NEW | — |
| 149 |  $WTW | WILLIS TOWERS WATSON PLC | $347,677 | 0.1% | NEW | — |
| 150 |  $ACN | Accenture plc | $346,016 | 0.1% | +9% | — |
| 151 |  $UNH | UNITEDHEALTH GROUP INC | $345,016 | 0.1% | +81% | 66.8 |
| 152 |  $DE | DEERE & CO | $340,492 | 0.1% | NEW | 57.4 |
| 153 | — | VANGUARD SCOTTSDALE FDS | $339,375 | 0.1% | NEW | — |
| 154 | — | VANGUARD INTL EQUITY INDEX F | $326,665 | 0.1% | +22% | — |
| 155 |  $PTA | Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund | $312,846 | 0.1% | NEW | — |
| 156 |  $ET | Energy Transfer LP | $310,968 | 0.1% | NEW | 64.5 |
| 157 | — | ISHARES TR | $305,383 | 0.1% | +32% | — |
| 158 | — | ISHARES TR | $302,036 | 0.1% | +24% | — |
| 159 |  $CAT | CATERPILLAR INC | $298,262 | 0.1% | +17% | 67.8 |
| 160 |  $ASML | ASML HOLDING NV | $294,545 | 0.1% | NEW | — |
| 161 | — | SELECT SECTOR SPDR TR | $289,019 | 0.1% | NEW | — |
| 162 |  $SO | SOUTHERN CO | $288,744 | 0.1% | NEW | 65.1 |
| 163 | — | JANUS DETROIT STR TR | $286,971 | 0.1% | NEW | — |
| 164 |  $ABR | ARBOR REALTY TRUST INC | $285,270 | 0.1% | NEW | — |
| 165 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $278,337 | 0.1% | -11% | 65.9 |
| 166 | — | ISHARES TR | $276,481 | 0.1% | NEW | — |
| 167 | — | VANECK ETF TRUST | $271,708 | 0.1% | NEW | — |
| 168 |  $EXE | EXPAND ENERGY Corp | $266,765 | 0.1% | NEW | 83.9 |
| 169 | — | ISHARES TR | $265,834 | 0.1% | NEW | — |
| 170 |  $BA | BOEING CO | $263,822 | 0.1% | +16% | 51.8 |
| 171 | — | VANGUARD WHITEHALL FDS | $259,027 | 0.1% | -1% | — |
| 172 | — | SELECT SECTOR SPDR TR | $247,848 | 0.1% | NEW | — |
| 173 | — | SCHWAB STRATEGIC TR | $246,914 | 0.1% | +10% | — |
| 174 | — | ISHARES TR | $241,645 | 0.1% | +17% | — |
| 175 | — | ISHARES TR | $240,975 | 0.1% | NEW | — |
| 176 | — | SELECT SECTOR SPDR TR | $228,858 | 0.1% | NEW | — |
| 177 | — | EA SERIES TRUST | $228,816 | 0.1% | NEW | — |
| 178 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $223,540 | 0.1% | NEW | — |
| 179 |  $MO | ALTRIA GROUP, INC. | $222,654 | 0.1% | NEW | 72.1 |
| 180 | — | ISHARES TR | $222,254 | 0.1% | +10% | — |
| 181 |  $MA | Mastercard Inc | $216,353 | 0.1% | NEW | 81.7 |
| 182 | — | PIMCO ETF TR | $209,600 | 0.1% | NEW | — |
| 183 |  $LDP | Cohen & Steers Ltd Duration Preferred & Income Fund, Inc. | $201,397 | 0.1% | NEW | — |
| 184 | — | ISHARES TR | $201,199 | 0.1% | NEW | — |
| 185 |  $HCA | HCA Healthcare, Inc. | $200,654 | 0.1% | NEW | 70.5 |
| 186 |  $KEY | KEYCORP /NEW/ | $200,500 | 0.1% | NEW | 70.4 |
| 187 |  $CCZ | COMCAST CORP | $200,146 | 0.1% | NEW | 70.4 |
| 188 |  $ELDN | Eledon Pharmaceuticals, Inc. | $178,766 | 0.0% | +0% | — |
| 189 |  $PFLA | PennantPark Floating Rate Capital Ltd. | $173,234 | 0.0% | +91% | — |
| 190 |  $HPS | JOHN HANCOCK PREFERRED INCOME FUND III | $151,134 | 0.0% | +2% | — |
| 191 |  $BBAI | BigBear.ai Holdings, Inc. | $140,800 | 0.0% | NEW | 12.7 |
| 192 |  $AGNC | AGNC Investment Corp. | $115,997 | 0.0% | NEW | — |
| 193 | — | ALLIANCEBERNSTEIN GLOBAL HIG | $104,904 | 0.0% | NEW | — |
New Positions (83)
ISHARES TR$6.1M
SPDR SERIES TRUST$5.4M
$GLD SPDR GOLD TRUST$4.2M$PLTR Palantir Technologies Inc.$3.6M$PWR QUANTA SERVICES, INC.$3.3M$GEV GE Vernova Inc.$2.4M$VRT Vertiv Holdings Co$2.4M$CRWD CrowdStrike Holdings, Inc.$2.2M INVESCO EXCHANGE TRADED FD T$1.6M
$GS GOLDMAN SACHS GROUP INC$1.6M$NFLX NETFLIX INC$1.6M ISHARES TR$1.5M
$MTZ MASTEC INC$1.4M$HAL HALLIBURTON CO$1.4M$TMUS T-Mobile US, Inc.$1.4MExited Positions (1)
$IDXX IDEXX LABORATORIES INC /DEBrowse Top Institutional Investors
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