Institutional filer · SEC 13F · Q1 2025
Nova Wealth Management, Inc.
The reported 13F portfolio of Nova Wealth Management, Inc. (CIK 2051980) - top holdings, how concentrated the book is, and what changed last quarter.
- $115.8M
- Reported book
- 549
- Positions
- #288
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Nova Wealth Management, Inc. ranks #288 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2025 the reported book is $115.8M across 549 positions, a broadly diversified portfolio.
- $115.8M
- reported 13F value
- 549
- disclosed positions
- 9.9%
- in FIRST TRUST SMITH UNCO
- #288
- of 360 filers
Top-5 share 22.9% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Nova Wealth Management, Inc. ranks #288 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Nova Wealth Management, Inc. sits by disclosed position count
Nova Wealth Management, Inc. reports 549 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Nova Wealth Management, Inc. vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
549 50th of 360 higher than 310 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Nova Wealth Management, Inc. reports $0.12B across 549 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2051980 · Q1 2025 $116M book
BOOK-LIGHT · POS-MID · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #288/360
- POS-MID 549 names
- CONC-MID 23% top-5
- LEAD-HEAVY 9.9% top
- PHOTO-FINISH Challenger Wealth
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2025
Photo-finish peer on reported book: Challenger Wealth Management
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Nova Wealth Management, Inc.
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$115.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Latest Quarter Trades · Q1 2025
New positions (200)
Frequently Asked Questions
- How big is Nova Wealth Management, Inc.'s 13F portfolio?
- Nova Wealth Management, Inc. reports $115.8M of long US-equity positions across 549 securities as of Q1 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Nova Wealth Management, Inc. sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Nova Wealth Management, Inc. ranks #288 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Nova Wealth Management, Inc.'s largest position?
- Nova Wealth Management, Inc.'s largest reported position is FIRST TRUST SMITH UNCONSTRAINED BOND ETF at $11.5M, about 9.9% of its reported book as of Q1 2025.
- What did Nova Wealth Management, Inc. trade last quarter?
- In its Q1 2025 filing, Nova Wealth Management, Inc. opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Nova Wealth Management, Inc.: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($115.8M here).
Similar holding count
Nearest filers by number of disclosed positions (549 here).
Using this filing
- The rankings sort every tracked filer the same way Nova Wealth Management, Inc. was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Challenger Wealth Management reported the nearest book value ($116.1M) this quarter, a useful scale comparison for Nova Wealth Management, Inc.. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.