Long-term investor
Nova R Wealth, Inc. @novarwealthinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001729457).
Record
- Tracked since 2025-06-30 (434 days), 85 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +9.2% · 1 year +14.0% · all +14.0%
- Max drawdown -1.5% · Sharpe 0.99 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VGIT · 13.4% · long · since 2025-06-30
- IVV · 8.0% · long · since 2025-06-30
- AVLV · 6.9% · long · since 2025-06-30
- VTI · 6.4% · long · since 2025-06-30
- JMOM · 6.2% · long · since 2025-06-30
- DFSD · 5.7% · long · since 2025-06-30
- VTIP · 5.6% · long · since 2025-06-30
- IEFA · 3.9% · long · since 2025-06-30
- IDEV · 3.0% · long · since 2025-12-31
- AVGE · 2.8% · long · since 2025-06-30
- VONE · 2.6% · long · since 2025-06-30
- ISRG · 2.3% · long · since 2025-06-30