PW Nova Financial Services LLC

CIK 0002127408 · NEWTOWN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

PW Nova Financial Services LLC reported 208 positions worth $466.2M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IWF (5.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$466.2M
2026 Q2
Positions
208
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.3%
Est. Net Flow (Q)
2026 Q2
10 / 208 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWFISHARES TRSH$26.1M5.59%209,912
2QQQINVESCO QQQ TRSH$24.5M5.26%33,306
3IWDISHARES TRSH$19.1M4.09%78,713
4AAPLAPPLE INCSH$15.7M3.37%54,342
5IJKISHARES TRSH$14.4M3.09%122,533
6NVDANVIDIA CORPORATIONSH$13.5M2.90%67,462
7IJJISHARES TRSH$12.7M2.72%85,851
8MTUMISHARES TRSH$10.2M2.18%29,669
9AVGOBROADCOM INCSH$9.9M2.12%26,122
10IJTISHARES TRSH$9.3M1.99%52,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does PW Nova Financial Services LLC hold as of Q2 2026?

PW Nova Financial Services LLC reported 208 positions worth $466.2M in its Q2 2026 13F filing. Largest positions: IWF (5.6%), QQQ (5.3%), IWD (4.1%), AAPL (3.4%) and IJK (3.1%).

What did PW Nova Financial Services LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did PW Nova Financial Services LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.