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Tamara Clingan

Nova Wealth Management, Inc.

Assets Managed
$153.542M
Holdings
545
Last Quarter
2026 - Q1
Filed Date
1mo 12d ago
Growth Rate
5.25%(2Q avg: 3.99%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Nova Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 545 positions.

Assets under management

The assets under management (AUM) of Nova Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 153.542M in assets, with a quarterly growth rate of 5.25% and a 2-quarter average growth rate of 3.99%. The portfolio is managed by Tamara Clingan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 12.22%
5.34%
$8.192M
73,076 shares@ $112.11 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -7.86%
2.76%
$4.227M
16,989 shares@ $248.84 avg price
UCON
First Trust Tcw Unconstraine
Recent Activity
Decreased -15.31%
2.6%
$3.984M
160,823 shares@ $24.77 avg price
QGRO
American Century Us Quality
Recent Activity
Increased 3.52%
2.59%
$3.972M
37,693 shares@ $105.37 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 38.38%
2.44%
$3.733M
28,092 shares@ $132.91 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.74%
2.3%
$3.531M
20,249 shares@ $174.4 avg price
IUS
Invesco Rafi Strategic Us Et
Recent Activity
Increased 12.09%
2.01%
$3.083M
53,240 shares@ $57.92 avg price
LVHI
Franklin International Low V
Recent Activity
Increased 37.02%
1.93%
$2.95M
72,777 shares@ $40.54 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 29.05%
1.86%
$2.855M
13,724 shares@ $208.06 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -4.53%
1.85%
$2.835M
8,912 shares@ $318.07 avg price

1-10 of 545