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Eric Rodgers

Nova R Wealth, Inc.

Assets Managed
$313.409M
Holdings
90
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
14.26%(2Q avg: 15.28%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Nova R Wealth, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Nova R Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 313.409M in assets, with a quarterly growth rate of 14.26% and a 2-quarter average growth rate of 15.28%. The portfolio is managed by Eric Rodgers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 10.68%
12.86%
$40.3M
676,743 shares@ $59.56 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.12%
7.67%
$24.011M
36,758 shares@ $653.21 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 41.74%
6.48%
$20.302M
251,854 shares@ $80.61 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 7.08%
5.95%
$18.636M
389,213 shares@ $47.88 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 7.71%
5.83%
$18.258M
365,519 shares@ $49.95 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1064.31%
5.83%
$18.258M
56,911 shares@ $320.81 avg price
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Increased 57.1%
5.27%
$16.504M
242,989 shares@ $67.93 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -3.6%
4.03%
$12.602M
139,207 shares@ $90.54 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 1817.83%
3.04%
$9.506M
113,746 shares@ $83.58 avg price
ISRG
Intuitive Surgical Inc
Recent Activity
Decreased -2.57%
2.92%
$9.122M
19,787 shares@ $461.01 avg price

1-10 of 90