Nova R Wealth, Inc.
Nova R Wealth, Inc. reported 86 holdings worth US$343M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Nova R Wealth, Inc. reported 86 holdings worth US$343M as of Jun 30, 2026. Largest: Intuitive Surgical, Inc., Apple Inc and Berkshire Hathaway Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$343M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Intuitive Surgical, Inc. | 19,881 | US$7.91M | 2.3% |
| Apple Inc | 25,007 | US$7.24M | 2.1% |
| Berkshire Hathaway Inc. | 9,976 | US$4.99M | 1.5% |
| Amazon.com, Inc. | 15,278 | US$3.64M | 1.1% |
| Amphenol Corporation | 17,997 | US$3.17M | 0.93% |
| Stmicroelectronics Nv | 38,305 | US$2.87M | 0.84% |
| Nvidia Corporation | 13,181 | US$2.64M | 0.77% |
| Amgen Inc. | 6,843 | US$2.48M | 0.72% |
| Walmart Inc. | 20,721 | US$2.35M | 0.68% |
| Texas Instruments Incorporated | 5,795 | US$1.73M | 0.50% |
| Alphabet Inc (google) Class C | 4,552 | US$1.63M | 0.47% |
| Nextera Energy, Inc. | 18,143 | US$1.59M | 0.46% |
| Microsoft Corp. | 3,485 | US$1.3M | 0.38% |
| Mastercard Incorporated | 1,503 | US$772K | 0.23% |
| Chevron Corporation | 4,654 | US$771K | 0.23% |
| O'reilly Automotive, Inc. | 8,368 | US$771K | 0.22% |
| Meta Platforms, Inc. | 1,127 | US$635K | 0.19% |
| S&p Global Inc. | 1,530 | US$623K | 0.18% |
| Caterpillar, Inc. | 583 | US$621K | 0.18% |
| Jp Morgan Chase & Co. | 1,703 | US$558K | 0.16% |
| Tjx Companies, Inc. (the) | 3,118 | US$472K | 0.14% |
| Exxon Mobil Corporation | 3,067 | US$419K | 0.12% |
| Visa Inc. | 1,202 | US$412K | 0.12% |
| Charles Schwab Corporation (the) | 3,930 | US$363K | 0.11% |
| Canadian Pacific Kansas City Limited | 3,853 | US$334K | 0.10% |
| Marathon Petroleum Corporation | 1,223 | US$313K | 0.09% |
| Advanced Micro Devices Inc | 525 | US$305K | 0.09% |
| Automatic Data Processing, Inc. | 1,354 | US$303K | 0.09% |
| Mcdonald's Corporation | 1,035 | US$280K | 0.08% |
| Tesla, Inc. | 659 | US$277K | 0.08% |
| Southern Company (the) | 2,682 | US$257K | 0.07% |
| Novagold Resources Inc. | 39,063 | US$233K | 0.07% |
| Adt Inc. | 35,552 | US$231K | 0.07% |
| Iqvia Holdings, Inc. | 1,126 | US$218K | 0.06% |
| Abbott Laboratories | 2,321 | US$211K | 0.06% |
| Procter & Gamble Company (the) | 1,431 | US$210K | 0.06% |
| Home Depot, Inc. (the) | 575 | US$203K | 0.06% |
| Banco Santander, S.a. | 11,086 | US$153K | 0.04% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Mplx Lp | 0 | US$0 | 0.00% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
Source
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