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Manager record

PW Nova Financial Services LLC

Newtown, PA · CIK 2127408 · 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.

$466.21MReported 13F valueQ2 2026 · as filed
208Holdings listed
+16.9%vs prior quartervalue change includes market moves
3Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $264.1M$264.1MQ4 2025110 holdingsQ1 2026: $398.7M$398.7MQ1 2026193 holdingsQ2 2026: $466.2M$466.2MQ2 2026208 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
Jul 29 2026 13F-HR · period Q2 2026

$466.21M · 208 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$398.71M · 193 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q4 2025

$264.07M · 110 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 Jul 29, 2026 · Change methodology