PW Nova Financial Services LLC

CIK

2127408

Location

NEWTOWN, PA

Portfolio Value

Micro $2,291,181

Diversification

Diversified

Filing Date

Global Rank

#3,916 / 8,232 ▲ 1675

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

+2.0%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.6%

SPY

+9.1%

Annualised alpha

+2.0%

Max drawdown

−8.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

110 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−8.2 pts

Top 5

30.3%

−18.8 pts

Top 10

44.4%

−17.6 pts

HHI

304

Diversified−351

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.2%	$56,805,655	17
Unclassified	13.7%	$26,639,701	5
Financial Services	10.2%	$19,809,530	23
Industrials	9.2%	$17,914,993	13
Healthcare	8.7%	$16,896,203	11
Consumer Defensive	8.6%	$16,653,718	8
Consumer Cyclical	7.4%	$14,504,459	8
Communication Services	6.0%	$11,611,115	9
Energy	3.7%	$7,297,870	6
Utilities	1.3%	$2,474,428	3
Basic Materials	1.2%	$2,291,181	3
Real Estate	0.9%	$1,831,234	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+24,951	51,184	$6,361,147
AAPL	Apple Inc.	+16,868	54,758	$13,897,032
NVDA	Nvidia Corp	+15,585	64,708	$11,285,075
MRK	Merck & Co., Inc.	+15,130	28,381	$3,413,950
CSCO	Cisco Systems, Inc.	+14,731	35,699	$2,769,885
UBER	Uber Technologies, Inc	+13,156	21,031	$1,512,759
AMZN	Amazon Com Inc	+12,221	25,027	$5,212,373
PFLT	PennantPark Floating Rate Capital Ltd.	+10,238	21,547	$173,237
JPM	Jpmorgan Chase & Co	+7,872	18,810	$5,533,149
CVX	Chevron Corp	+7,698	12,272	$2,539,076
PANW	Palo Alto Networks Inc	+7,448	12,419	$1,991,014
GOOGL	Alphabet Inc.	+7,368	9,675	$2,782,143
ORCL	Oracle Corp	+7,196	9,205	$1,354,147
AVGO	Broadcom Inc.	+6,489	26,264	$8,128,970
T	At&T Inc.	+6,405	15,447	$447,808
MSFT	Microsoft Corp	+5,883	17,212	$6,371,366
DIS	Walt Disney Co	+4,917	14,265	$1,374,860
JNJ	Johnson & Johnson	+4,650	13,883	$3,393,560
LLY	ELI LILLY & Co	+4,249	5,822	$5,354,900
COST	Costco Wholesale Corp /New	+3,596	4,907	$4,889,482
META	Meta Platforms, Inc.	+3,433	4,685	$2,680,429
ETN	Eaton Corp plc	+3,422	4,512	$1,613,807
QQQ	Invesco Qqq Trust, Series 1	+3,342	33,535	$19,355,731
V	Visa Inc.	+3,214	5,274	$1,594,013
VZ	Verizon Communications Inc	+3,156	16,154	$810,930
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GIS	General Mills Inc	−707	9,711	$361,443
PNC	Pnc Financial Services Group, Inc.	−220	4,103	$853,793
MAR	Marriott International Inc /Md/	−108	851	$278,336
AMGN	Amgen Inc	−79	5,172	$1,819,768
PLD	Prologis, Inc.	−35	3,997	$528,323
BLK	BlackRock, Inc.	−9	804	$773,214
LYV	Live Nation Entertainment, Inc.	−7	2,381	$363,126
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLD	Spdr Gold Trust	9,849	$4,237,926
PLTR	Palantir Technologies Inc.	24,807	$3,628,767
PWR	Quanta Services, Inc.	6,097	$3,347,374
GEV	GE Vernova Inc.	2,793	$2,438,009
VRT	Vertiv Holdings Co	9,475	$2,374,245
CRWD	CrowdStrike Holdings, Inc.	5,606	$2,188,638
GS	Goldman Sachs Group Inc	1,876	$1,587,077
NFLX	Netflix Inc	16,463	$1,582,917
MTZ	Mastec Inc	4,429	$1,424,986
HAL	Halliburton Co	35,543	$1,385,821
TMUS	T-Mobile US, Inc.	6,517	$1,368,765
MPC	Marathon Petroleum Corp	5,322	$1,299,525
LOW	Lowes Companies Inc	5,420	$1,280,637
CEG	Constellation Energy Corp	4,169	$1,164,193
SLV	iShares Silver Trust	16,248	$1,107,138
BRK-B	Berkshire Hathaway Inc	2,263	$1,084,429
WFC	Wells Fargo & Company/Mn	13,486	$1,073,620
RTX	RTX Corp	5,147	$992,856
OUNZ	VanEck Merk Gold ETF	20,721	$933,481
NLY	Annaly Capital Management Inc	42,631	$901,645
ACM	Aecom	10,185	$863,891
C	Citigroup Inc	7,521	$852,956
HYT	Blackrock Corporate High Yield Fund, Inc.	85,729	$730,411
STLD	Steel Dynamics Inc	4,021	$723,780
CRWV	CoreWeave, Inc.	9,051	$701,180
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IDXX	Idexx Laboratories Inc /De	300	$202,959
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $2,291,181 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APD	Air Products & Chemicals, Inc. Basic Materials	Added	3,899	+331	$1,132,620	+28.5%	49.43%
STLD	Steel Dynamics Inc Basic Materials	NEW	4,021	NEW	$723,780	NEW	31.59%
LIN	Linde PLC Basic Materials	Added	877	+378	$434,781	+104.3%	18.98%