PW Nova Financial Services LLC

13F filer · CIK 0002127408

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$466MU.S. long equity reported on 13F

Positions12013 new · 7 closed

Net flow last quarter+$2.09MBuys minus sells

Top 10 positions weight21.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026120 positions
QQQInvesco QQQ Trust, Series 1	$24.5M	5.26%	Not reported	-0.7%	Q4 2025
AAPLApple Inc.	$15.7M	3.37%	0.00%	-0.8%	Q4 2025
NVDANvidia Corp	$13.5M	2.90%	0.00%	+4.3%	Q4 2025
AVGOBroadcom Inc.	$9.87M	2.12%	0.00%	-0.5%	Q4 2025
GOOGAlphabet Inc.	$6.63M	1.42%	Not reported	-0.3%	Q4 2025
JPMJPMorgan Chase & Co	$6.55M	1.41%	0.00%	+6.5%	Q4 2025
SMHMarket Vectors ETF Trust	$6.47M	1.39%	Not reported	+1.0%	Q4 2025
LLYELI LILLY & Co	$6.3M	1.35%	0.00%	-9.8%	Q4 2025
MSFTMicrosoft Corp	$6.22M	1.33%	0.00%	-3.2%	Q4 2025
AMZNAmazon Com Inc	$5.89M	1.26%	0.00%	-1.3%	Q4 2025
WMTWalmart Inc.	$5.71M	1.22%	0.00%	-1.6%	Q4 2025
COSTCostco Wholesale Corp	$4.57M	0.98%	0.00%	-0.4%	Q4 2025
PWRQuanta Services, Inc.	$4.38M	0.94%	0.00%	-0.1%	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$4.29M	0.92%	0.00%	+0.2%	Q1 2026
PANWPalo Alto Networks Inc	$4.18M	0.90%	0.00%	-1.3%	Q4 2025
CSCOCisco Systems, Inc.	$4.16M	0.89%	0.00%	-0.7%	Q4 2025
MRKMerck & Co., Inc.	$3.61M	0.77%	0.00%	-1.1%	Q4 2025
GLDSPDR Gold Trust	$3.42M	0.73%	0.00%	-5.7%	Q1 2026
GOOGLAlphabet Inc.	$3.42M	0.73%	0.00%	-1.1%	Q4 2025
JNJJohnson & Johnson	$3.32M	0.71%	0.00%	-5.8%	Q4 2025
GEVGE Vernova Inc.	$3.28M	0.70%	0.00%	0.0%	Q1 2026
VRTVertiv Holdings Co	$3.16M	0.68%	0.00%	-0.3%	Q1 2026
PLTRPalantir Technologies Inc.	$2.85M	0.61%	0.00%	-1.4%	Q1 2026
AMDAdvanced Micro Devices Inc	$2.8M	0.60%	0.00%	-0.2%	Q4 2025
METAMeta Platforms, Inc.	$2.64M	0.57%	Not reported	+0.1%	Q4 2025
HDHome Depot, Inc.	$2.6M	0.56%	0.00%	+5.9%	Q4 2025
LMTLockheed Martin Corp	$2.42M	0.52%	0.00%	-0.3%	Q4 2025
ICFICF International, Inc.	$2.38M	0.51%	Not reported	+0.1%	Q4 2025
TSLATesla, Inc.	$2.37M	0.51%	0.00%	-4.2%	Q4 2025
ETNEaton Corp plc	$2.13M	0.46%	0.00%	+10.8%	Q4 2025
BSVNBank7 Corp.	$2.13M	0.46%	0.29%	Not reported	Q4 2025
CVXChevron Corp	$2.13M	0.46%	0.00%	+4.6%	Q4 2025
BACBank of America Corp	$1.97M	0.42%	0.00%	-0.3%	Q4 2025
GSGoldman Sachs Group Inc	$1.9M	0.41%	0.00%	Not reported	Q1 2026
AMGNAmgen Inc	$1.87M	0.40%	0.00%	-0.3%	Q4 2025
MTZMastec Inc	$1.84M	0.40%	0.01%	+0.1%	Q1 2026
VVisa Inc.	$1.82M	0.39%	0.00%	+0.4%	Q4 2025
KOCoca Cola Co	$1.69M	0.36%	0.00%	-15.0%	Q4 2025
MCDMcdonalds Corp	$1.54M	0.33%	0.00%	-0.5%	Q4 2025
UBERUber Technologies, Inc	$1.52M	0.33%	0.00%	-0.1%	Q4 2025
PGPROCTER & GAMBLE Co	$1.49M	0.32%	0.00%	+1.1%	Q4 2025
ORCLOracle Corp	$1.37M	0.29%	0.00%	+1.6%	Q4 2025
MPCMarathon Petroleum Corp	$1.32M	0.28%	0.00%	-3.0%	Q1 2026
DISWalt Disney Co	$1.31M	0.28%	0.00%	-4.9%	Q4 2025
XOMExxonMobil Holdings Corp	$1.21M	0.26%	0.00%	+0.1%	Q4 2025
HALHalliburton Co	$1.2M	0.26%	0.00%	-0.9%	Q1 2026
LOWLowes Companies Inc	$1.2M	0.26%	0.00%	Not reported	Q1 2026
NFLXNetflix Inc	$1.18M	0.25%	0.00%	+0.7%	Q1 2026
SPYSPDR S&P 500 ETF Trust	$1.14M	0.24%	Not reported	-1.1%	Q4 2025
APDAir Products & Chemicals, Inc.	$1.14M	0.24%	0.00%	-0.3%	Q4 2025

Q1 2026Reported Apr 16, 2026113 positions
QQQInvesco QQQ Trust, Series 1	$19.4M	4.85%	Not reported	+11.1%	Q4 2025
AAPLApple Inc.	$13.9M	3.49%	0.00%	+44.5%	Q4 2025
NVDANvidia Corp	$11.3M	2.83%	0.00%	+31.7%	Q4 2025
AVGOBroadcom Inc.	$8.13M	2.04%	0.00%	+32.8%	Q4 2025
MSFTMicrosoft Corp	$6.37M	1.60%	0.00%	+51.9%	Q4 2025
WMTWalmart Inc.	$6.36M	1.60%	0.00%	+95.1%	Q4 2025
JPMJPMorgan Chase & Co	$5.53M	1.39%	0.00%	+72.0%	Q4 2025
GOOGAlphabet Inc.	$5.4M	1.35%	Not reported	+2.6%	Q4 2025
LLYELI LILLY & Co	$5.36M	1.34%	0.00%	+270.1%	Q4 2025
AMZNAmazon Com Inc	$5.21M	1.31%	0.00%	+95.4%	Q4 2025
COSTCostco Wholesale Corp	$4.89M	1.23%	0.00%	+274.3%	Q4 2025
GLDSPDR Gold Trust	$4.24M	1.06%	0.00%	New	Q1 2026
SMHMarket Vectors ETF Trust	$3.74M	0.94%	Not reported	+0.3%	Q4 2025
PLTRPalantir Technologies Inc.	$3.63M	0.91%	0.00%	New	Q1 2026
MRKMerck & Co., Inc.	$3.41M	0.86%	0.00%	+114.2%	Q4 2025
JNJJohnson & Johnson	$3.39M	0.85%	0.00%	+50.4%	Q4 2025
PWRQuanta Services, Inc.	$3.35M	0.84%	0.00%	New	Q1 2026
LMTLockheed Martin Corp	$2.88M	0.72%	0.00%	+67.5%	Q4 2025
GOOGLAlphabet Inc.	$2.78M	0.70%	0.00%	+319.4%	Q4 2025
CSCOCisco Systems, Inc.	$2.77M	0.69%	0.00%	+70.3%	Q4 2025
METAMeta Platforms, Inc.	$2.68M	0.67%	Not reported	+274.2%	Q4 2025
CVXChevron Corp	$2.54M	0.64%	0.00%	+168.3%	Q4 2025
GEVGE Vernova Inc.	$2.44M	0.61%	0.00%	New	Q1 2026
VRTVertiv Holdings Co	$2.37M	0.60%	0.00%	New	Q1 2026
HDHome Depot, Inc.	$2.29M	0.58%	0.00%	+51.0%	Q4 2025
CRWDCrowdStrike Holdings, Inc.	$2.19M	0.55%	0.00%	New	Q1 2026
TSLATesla, Inc.	$2.19M	0.55%	0.00%	+85.2%	Q4 2025
ICFICF International, Inc.	$2.17M	0.54%	Not reported	+1.9%	Q4 2025
PANWPalo Alto Networks Inc	$1.99M	0.50%	0.00%	+149.8%	Q4 2025
KOCoca Cola Co	$1.86M	0.47%	0.00%	+3.8%	Q4 2025
AMGNAmgen Inc	$1.82M	0.46%	0.00%	-1.5%	Q4 2025
MCDMcdonalds Corp	$1.77M	0.44%	0.00%	+4.8%	Q4 2025
BACBank of America Corp	$1.69M	0.42%	0.00%	+4.4%	Q4 2025
ETNEaton Corp plc	$1.61M	0.40%	0.00%	+313.9%	Q4 2025
VVisa Inc.	$1.59M	0.40%	0.00%	+156.0%	Q4 2025
GSGoldman Sachs Group Inc	$1.59M	0.40%	0.00%	New	Q1 2026
NFLXNetflix Inc	$1.58M	0.40%	0.00%	New	Q1 2026
UBERUber Technologies, Inc	$1.51M	0.38%	0.00%	+167.1%	Q4 2025
XOMExxonMobil Holdings Corp	$1.5M	0.38%	0.00%	+28.0%	Q4 2025
PGPROCTER & GAMBLE Co	$1.45M	0.36%	0.00%	+13.9%	Q4 2025
MTZMastec Inc	$1.42M	0.36%	0.01%	New	Q1 2026
HALHalliburton Co	$1.39M	0.35%	0.00%	New	Q1 2026
DISWalt Disney Co	$1.37M	0.34%	0.00%	+52.6%	Q4 2025
TMUST-Mobile US, Inc.	$1.37M	0.34%	0.00%	New	Q1 2026
ORCLOracle Corp	$1.35M	0.34%	0.00%	+358.2%	Q4 2025
MPCMarathon Petroleum Corp	$1.3M	0.33%	0.00%	New	Q1 2026
LOWLowes Companies Inc	$1.28M	0.32%	0.00%	New	Q1 2026
CEGConstellation Energy Corp	$1.16M	0.29%	0.00%	New	Q1 2026
APDAir Products & Chemicals, Inc.	$1.13M	0.28%	0.00%	+9.3%	Q4 2025
SLViShares Silver Trust	$1.11M	0.28%	0.00%	New	Q1 2026

Q4 2025Reported Apr 9, 202667 positions
QQQInvesco QQQ Trust, Series 1	$18.5M	7.01%	Not reported	New	Q4 2025
AAPLApple Inc.	$10.3M	3.89%	0.00%	New	Q4 2025
NVDANvidia Corp	$9.28M	3.51%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$6.87M	2.60%	0.00%	New	Q4 2025
GOOGAlphabet Inc.	$5.79M	2.19%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$5.36M	2.03%	0.00%	New	Q4 2025
SMHMarket Vectors ETF Trust	$3.64M	1.38%	Not reported	New	Q4 2025
JPMJPMorgan Chase & Co	$3.56M	1.35%	0.00%	New	Q4 2025
WMTWalmart Inc.	$2.96M	1.12%	0.00%	New	Q4 2025
AMZNAmazon Com Inc	$2.9M	1.10%	0.00%	New	Q4 2025
ICFICF International, Inc.	$2.06M	0.78%	Not reported	New	Q4 2025
BSVNBank7 Corp.	$1.98M	0.75%	0.27%	New	Q4 2025
JNJJohnson & Johnson	$1.91M	0.72%	0.00%	New	Q4 2025
BACBank of America Corp	$1.86M	0.71%	0.00%	New	Q4 2025
AMGNAmgen Inc	$1.72M	0.65%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$1.7M	0.64%	0.00%	New	Q4 2025
MCDMcdonalds Corp	$1.65M	0.63%	0.00%	New	Q4 2025
KOCoca Cola Co	$1.62M	0.61%	0.00%	New	Q4 2025
HDHome Depot, Inc.	$1.6M	0.60%	0.00%	New	Q4 2025
CSCOCisco Systems, Inc.	$1.59M	0.60%	0.00%	New	Q4 2025
LMTLockheed Martin Corp	$1.41M	0.53%	0.00%	New	Q4 2025
MRKMerck & Co., Inc.	$1.41M	0.53%	0.00%	New	Q4 2025
TSLATesla, Inc.	$1.39M	0.53%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.25M	0.47%	0.00%	New	Q4 2025
COSTCostco Wholesale Corp	$1.12M	0.42%	0.00%	New	Q4 2025
DISWalt Disney Co	$1.05M	0.40%	0.00%	New	Q4 2025
CRMSalesforce, Inc.	$1.01M	0.38%	0.00%	New	Q4 2025
WTRGEssential Utilities, Inc.	$924K	0.35%	0.01%	New	Q4 2025
PNCPNC Financial Services Group, Inc.	$914K	0.35%	0.00%	New	Q4 2025
APDAir Products & Chemicals, Inc.	$894K	0.34%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$892K	0.34%	0.00%	New	Q4 2025
PEPPepsico Inc	$885K	0.34%	0.00%	New	Q4 2025
BLKBlackRock, Inc.	$882K	0.33%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$845K	0.32%	0.00%	New	Q4 2025
AMDAdvanced Micro Devices Inc	$844K	0.32%	0.00%	New	Q4 2025
METAMeta Platforms, Inc.	$815K	0.31%	Not reported	New	Q4 2025
SBUXStarbucks Corp	$772K	0.29%	0.00%	New	Q4 2025
GOOGLAlphabet Inc.	$727K	0.28%	0.00%	New	Q4 2025
ABBVAbbVie Inc.	$720K	0.27%	0.00%	New	Q4 2025
VVisa Inc.	$714K	0.27%	0.00%	New	Q4 2025
CVXChevron Corp	$713K	0.27%	0.00%	New	Q4 2025
CSQCalamos Strategic Total Return Fund	$678K	0.26%	Not reported	New	Q4 2025
UBERUber Technologies, Inc	$653K	0.25%	0.00%	New	Q4 2025
VZVerizon Communications Inc	$527K	0.20%	0.00%	New	Q4 2025
PLDPrologis, Inc.	$520K	0.20%	0.00%	New	Q4 2025
KMBKimberly Clark Corp	$490K	0.19%	0.00%	New	Q4 2025
TOLToll Brothers, Inc.	$482K	0.18%	0.00%	New	Q4 2025
PFEPfizer Inc	$479K	0.18%	0.00%	New	Q4 2025
GISGeneral Mills Inc	$476K	0.18%	0.00%	New	Q4 2025
HONHoneywell International Inc	$469K	0.18%	0.00%	New	Q4 2025

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