PW Nova Financial Services LLC

Registered adviser

CIK

2127408

Location

NEWTOWN, PA

Portfolio Value

Small $464,348,492

Diversification

Diversified

Filing Date

Global Rank

#4,023 / 8,819 ▲ 120 · as of Jun 2026

Top Industry

Semiconductors 13.5%

Period ended 29 days ago

Filed Oct 15, 2026 · 14d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 333595

Roster of Oct 1, 2026

Regulatory AUM

$654,328,582

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$654,328,582	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$307,933,000	Individuals and high net worth (92%)
Jan 2025 to Mar 2025	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

9.2 effective positions (12 or fewer)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.7 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 61.0%; sector active share 45.5% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

205 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

33.1%

+1.8 pts

Top 5

47.7%

+2.4 pts

Top 10

58.4%

+2.1 pts

HHI

1,205

Diversified+118

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.2%	$270,078,724	86
Technology	16.7%	$77,733,841	24
Financial Services	5.0%	$23,177,116	26
Healthcare	4.3%	$19,865,634	11
Industrials	3.6%	$16,936,237	16
Communication Services	3.6%	$16,603,731	9
Consumer Defensive	3.2%	$15,024,933	9
Consumer Cyclical	3.0%	$14,014,278	9
Energy	1.1%	$5,152,476	5
Basic Materials	0.5%	$2,366,336	3
Utilities	0.4%	$2,042,859	3
Real Estate	0.3%	$1,352,327	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+82,554	111,809	$6,435,726
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+76,840	128,389	$6,577,368
IEMG	iShares Trust	+53,900	129,389	$0
IXUS	iShares Core MSCI Total International Stock ETF	+40,467	59,854	$5,685,531
VEU	Vanguard International Equity Index Funds	+34,412	105,873	$8,784,282
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+26,423	44,736	$2,252,457
IEFA	iShares Core MSCI EAFE ETF	+24,984	54,495	$5,279,475
IYH	iShares U.S. Healthcare ETF	+19,138	24,143	$1,727,673
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+18,900	28,646	$2,009,516
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+18,047	22,664	$1,393,836
SHY	iShares 1-3 Year Treasury Bond ETF	+15,743	48,091	$3,904,989
CRWD	CrowdStrike Holdings, Inc.	+15,173	20,790	$5,504,152
IJJ	iShares S&P Mid-Cap 400 Value ETF	+11,951	97,802	$13,468,313
IWD	iShares Russell 1000 Value ETF	+11,830	90,543	$22,448,325
—		+8,601	68,178	$0
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+7,918	9,456	$1,592,579
IJS	iShares S&P Small-Cap 600 Value ETF	+7,088	12,838	$1,644,547
IWF	iShares Russell 1000 Growth ETF	+7,035	216,947	$27,174,781
IAGG	iShares Core International Aggregate Bond ETF	+6,749	10,713	$527,079
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	+6,384	20,398	$1,770,546
IEI	iShares 3-7 Year Treasury Bond ETF	+5,234	25,780	$2,924,483
IJK	iShares S&P Mid-Cap 400 Growth ETF	+5,097	127,630	$13,989,524
ABBV	AbbVie Inc.	+4,208	7,868	$2,058,190
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+4,184	12,291	$1,255,894
GSY	Invesco Ultra Short Duration ETF	+4,114	131,468	$6,564,197
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYT	Blackrock Corporate High Yield Fund, Inc.	−28,714	57,199	$448,440
HAL	Halliburton Co	−27,202	8,017	$254,940
DJD	Victory Portfolios II	−15,778	10,689	$0
NLY	Annaly Capital Management Inc	−13,369	29,525	$557,727
NFLX	Netflix Inc	−12,087	4,485	$312,066
ICF	iShares Select U.S. REIT ETF	−11,749	23,385	$1,470,916
SLV	iShares Silver Trust	−9,003	7,225	$393,834
RSPT	Victory Portfolios II	−8,934	76,914	$0
EFA	iShares MSCI EAFE ETF	−7,221	24,837	$2,580,315
NVDA	Nvidia Corp	−6,985	60,477	$13,811,737
CVX	Chevron Corp	−5,814	7,028	$1,435,187
EUAD	Spinnaker ETF Series	−5,153	12,884	$539,710
SCHD	Schwab U.S. Dividend Equity ETF	−5,100	13,693	$445,433
OUNZ	VanEck Merk Gold ETF	−4,958	15,579	$621,602
WMT	Walmart Inc.	−4,890	45,503	$4,728,671
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	−4,292	40,434	$1,594,716
ORCL	Oracle Corp	−4,086	5,270	$723,571
WFC	Wells Fargo & Company	−3,814	8,486	$679,304
VTWV	VANGUARD RUSSELL 2000 VALUE INDEX FUND	−3,635	21,625	$3,994,786
SGOV	iShares 0-3 Month Treasury Bond ETF	−3,560	69,896	$7,037,129
RQI	Cohen & Steers Quality Income Realty Fund Inc	−3,132	15,419	$168,067
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−3,063	69,375	$8,718,356
—		−3,051	7,695	$0
AAPL	Apple Inc.	−2,808	51,534	$17,161,852
AVGO	Broadcom Inc.	−2,626	23,496	$8,251,560
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
ULST	State Street(R) Ultra Short Term Bond ETF	132,746	$5,343,026
VFMO	VANGUARD U.S. MOMENTUM FACTOR ETF	9,918	$2,252,080
ANET	Arista Networks, Inc.	10,810	$2,200,807
PAVE	Global X U.S. Infrastructure Development ETF	27,093	$1,422,382
ADM	Archer-Daniels-Midland Co	15,290	$1,213,720
STT	State Street Corp	5,578	$973,863
TRV	Travelers Companies, Inc.	2,726	$971,846
VRTX	Vertex Pharmaceuticals Inc	1,727	$902,892
SNOW	Snowflake Inc.	2,624	$891,005
PTA	Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund	14,379	$250,050
SNDK	Sandisk Corp	116	$201,827
WM	Waste Management Inc	984	$200,657
LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	10,085	$195,043
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	9,286	$3,420,776
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	23,708	$1,398,297
GDX	VanEck Gold Miners ETF	13,867	$1,046,265
CPAI	Northern Lights Fund Trust III	14,115	$733,415
ACM	Aecom	10,328	$720,894
AXP	American Express Co	2,121	$717,428
IHI	iShares U.S. Medical Devices ETF	10,679	$527,649
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	6,663	$409,507
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,848	$292,039
SCHP	Schwab U.S. TIPS ETF	9,131	$241,971
NLR	VanEck Uranium and Nuclear ETF	2,018	$234,047
IXP	iShares Global Comm Services ETF	2,040	$230,214
IYF	iShares U.S. Financials ETF	1,710	$218,042
PYLD		7,800	$206,856
IJH	iShares Core S&P Mid-Cap ETF	2,671	$205,960
VTV	VANGUARD VALUE INDEX FUND	937	$204,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

205 tracked positions · $464,348,492 total · filing declares 205 positions · $490,568,438 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 205 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IWF	iShares Russell 1000 Growth ETF	Added	216,947	+7,035	$27,174,781	+4.3%	5.85%
QQQ	Invesco Qqq Trust, Series 1	Reduced	33,071	-235	$24,464,933	−0.3%	5.27%
IWD	iShares Russell 1000 Value ETF	Added	90,543	+11,830	$22,448,325	+17.6%	4.83%
AAPL	Apple Inc. Technology	Reduced	51,534	-2,808	$17,161,852	+9.1%	3.70%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	127,630	+5,097	$13,989,524	−2.8%	3.01%
NVDA	Nvidia Corp Technology	Reduced	60,477	-6,985	$13,811,737	+2.3%	2.97%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Added	97,802	+11,951	$13,468,313	+6.2%	2.90%
MTUM	iShares MSCI USA Momentum Factor ETF	Reduced	28,644	-1,025	$9,089,886	−10.6%	1.96%
VEU	Vanguard International Equity Index Funds	Added	105,873	+34,412	$8,784,282	+46.8%	1.89%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	69,375	-3,063	$8,718,356	+0.7%	1.88%
IJT	iShares S&P Small-Cap 600 Growth ETF	Added	52,796	+796	$8,464,782	−8.9%	1.82%
AVGO	Broadcom Inc. Technology	Reduced	23,496	-2,626	$8,251,560	−16.4%	1.78%
MSFT	Microsoft Corp Technology	Reduced	15,408	-1,256	$7,902,763	+27.1%	1.70%
VIG	Vanguard Specialized Funds	Added	31,691	+986	$7,393,827	+1.8%	1.59%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	69,896	-3,560	$7,037,129	−4.8%	1.52%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	128,389	+76,840	$6,577,368	+143.5%	1.42%
GSY	Invesco Ultra Short Duration ETF	Added	131,468	+4,114	$6,564,197	+2.8%	1.41%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	111,809	+82,554	$6,435,726	+278.0%	1.39%
GOOG	Alphabet Inc. Communication Services	Reduced	17,665	-1,109	$6,019,172	−9.3%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,977	-2,047	$5,947,330	−9.3%	1.28%
LLY	ELI LILLY & Co Healthcare	Reduced	5,053	-196	$5,846,725	−7.1%	1.26%
ITA	iShares U.S. Aerospace & Defense ETF	Reduced	27,761	-683	$5,751,523	−16.6%	1.24%
IXUS	iShares Core MSCI Total International Stock ETF	Added	59,854	+40,467	$5,685,531	+207.3%	1.22%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	22,805	-1,894	$5,681,865	−3.5%	1.22%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	20,790	+15,173	$5,504,152	+28.4%	1.19%
ULST	State Street(R) Ultra Short Term Bond ETF	NEW	132,746	NEW	$5,343,026	NEW	1.15%
SMH	VanEck Semiconductor ETF	Reduced	8,735	-1,129	$5,319,615	−17.8%	1.15%
IEFA	iShares Core MSCI EAFE ETF	Added	54,495	+24,984	$5,279,475	+85.2%	1.14%
VB	Vanguard Index Funds	Reduced	18,212	-2,408	$5,181,131	−17.1%	1.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	45,503	-4,890	$4,728,671	−17.2%	1.02%
PANW	Palo Alto Networks Inc Technology	Reduced	11,834	-424	$4,701,766	+12.5%	1.01%
PLTR	Palantir Technologies Inc. Technology	Reduced	21,885	-2,584	$4,093,589	+43.4%	0.88%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	4,457	-433	$4,057,385	−11.3%	0.87%
VTWV	VANGUARD RUSSELL 2000 VALUE INDEX FUND	Reduced	21,625	-3,635	$3,994,786	−19.1%	0.86%
MRK	Merck & Co., Inc. Healthcare	Reduced	26,895	-1,169	$3,908,112	+8.4%	0.84%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	48,091	+15,743	$3,904,989	+47.0%	0.84%
CSCO	Cisco Systems, Inc. Technology	Reduced	34,580	-866	$3,721,845	−10.6%	0.80%
PWR	Quanta Services, Inc. Industrials	Reduced	5,663	-426	$3,638,534	−17.0%	0.78%
VUG	VANGUARD GROWTH INDEX FUND	Added	38,723	+2,949	$3,489,329	+13.2%	0.75%
META	Meta Platforms, Inc. Communication Services	Added	4,720	+31	$3,422,849	+29.6%	0.74%
DVY	iShares Select Dividend ETF	Added	21,881	+2,433	$3,327,443	+9.5%	0.72%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,380	-187	$3,227,470	−5.6%	0.70%
JNJ	Johnson & Johnson Healthcare	Reduced	11,861	-1,211	$3,140,081	−5.4%	0.68%
IEI	iShares 3-7 Year Treasury Bond ETF	Added	25,780	+5,234	$2,924,483	+21.2%	0.63%
V	Visa Inc. Financial Services	Added	7,345	+2,048	$2,639,278	+45.2%	0.57%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,295	-526	$2,627,509	−6.2%	0.57%
EFA	iShares MSCI EAFE ETF	Reduced	24,837	-7,221	$2,580,315	−22.5%	0.56%
SOXX	iShares Semiconductor ETF	Added	4,504	+182	$2,561,154	−7.5%	0.55%
ETN	Eaton Corp plc Industrials	Added	5,800	+799	$2,492,318	+17.0%	0.54%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	31,017	+3,670	$2,369,698	+11.2%	0.51%

Showing the top 50 of 205 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.