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Eric Rodgers

Nova R Wealth, Inc.

Assets Managed
$342.778M
Holdings
85
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
9.38%(2Q avg: 11.82%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Nova R Wealth, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 85 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 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 342.778M in assets, with a quarterly growth rate of 9.38% and a 2-quarter average growth rate of 11.82%. The portfolio is managed by Eric Rodgers, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 14.9%
13.38%
$45.859M
777,537 shares@ $58.99 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.99%
7.96%
$27.253M
36,391 shares@ $748.9 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 2.91%
6.9%
$23.638M
259,158 shares@ $91.22 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.79%
6.44%
$22.067M
59,634 shares@ $370.05 avg price
JMOM
Jpmorgan Us Momentum Factor
Recent Activity
Increased 2.75%
6.23%
$21.336M
249,662 shares@ $85.47 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 4.43%
5.67%
$19.408M
406,451 shares@ $47.75 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 5.48%
5.65%
$19.365M
385,525 shares@ $50.23 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.66%
3.9%
$13.355M
138,277 shares@ $96.58 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 2.88%
3.04%
$10.415M
117,014 shares@ $89.02 avg price
AVGE
Avantis All Eqty Mrkts Etf
Recent Activity
Decreased -1.96%
2.77%
$9.49M
95,762 shares@ $99.1 avg price

1-10 of 85