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Manager record

Novak & Powell Financial Services, Inc.

St. Petersburg, FL · CIK 2011548 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$212.14MReported 13F valueQ2 2026 · as filed
171Holdings listed
+14.3%vs prior quartervalue change includes market moves
5Quarters on record
Aug 11Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $144.1M$144.1MQ2 2025146 holdingsQ3 2025: $190.2M$190.2MQ3 2025163 holdingsQ4 2025: $191.7M$191.7MQ4 2025166 holdingsQ1 2026: $185.6M$185.6MQ1 2026164 holdingsQ2 2026: $212.1M$212.1MQ2 2026171 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 11 2026 13F-HR · period Q2 2026

$212.14M · 171 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$185.63M · 164 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$191.72M · 166 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$190.18M · 163 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$144.13M · 146 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 11, 2026 · Change methodology