PW Nova Financial Services LLC

NEWTOWN, PA · CIK 2127408 · 13F filing filed 2026-04-16

SEC-registered investment adviser since 2024 · limited liability company

Assets managed$654.3m
Staff6 · 6 in investment roles
Main clients (by assets)High net worth individuals 72%, Individuals 24%, State and local governments 2%
Websitejwnova.com
Form ADV · 2026-04-17SEC adviser record

$398.7m reported value +51.0% vs Q4 2025

193positions

32.1%in top 10

90 new 87 added 15 reduced 7 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 GRW ETF IWF	IWF	50,953	$21.7m5.45%	5.45%	Added +825	+825 1.6%
2	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	33,535	$19.4m4.85%	4.85%	Added +3.3k	+3,342 11.1%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	74,372	$15.9m3.99%	3.99%	Added +1.6k	+1,588 2.2%
4	APPLE INC COM AAPL	AAPL	54,758	$13.9m3.49%	3.49%	Added +16.9k	+16,868 44.5%
5	ISHARES TR S&P MC 400GR ETF IJK	IJK	119,077	$12.0m3.01%	3.01%	Added +1.4k	+1,417 1.2%
6	NVIDIA CORPORATION COM NVDA	NVDA	64,708	$11.3m2.83%	2.83%	Added +15.6k	+15,585 31.7%
7	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	82,843	$11.0m2.75%	2.75%	Added +1.0k	+1,017 1.2%
8	BROADCOM INC COM AVGO	AVGO	26,264	$8.1m2.04%	2.04%	Added +6.5k	+6,489 32.8%
9	ISHARES TR S&P SML 600 GWT IJT	IJT	51,092	$7.4m1.85%	1.85%	Added +417	+417 0.8%
10	ISHARES TR MSCI USA MMENTM MTUM	MTUM	29,883	$7.2m1.80%	1.80%	Reduced -74	-74 -0.2%
11	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	30,826	$6.6m1.66%	1.66%	Added +152	+152 0.5%
12	MICROSOFT CORP COM MSFT	MSFT	17,212	$6.4m1.60%	1.60%	Added +5.9k	+5,883 51.9%
13	WALMART INC COM WMT	WMT	51,184	$6.4m1.60%	1.60%	Added +25.0k	+24,951 95.1%
14	VANGUARD WORLD FD INF TECH ETF VGT	VGT	9,066	$6.3m1.59%	1.59%	Added +413	+413 4.8%
15	ISHARES TR US AER DEF ETF ITA	ITA	28,226	$6.2m1.55%	1.55%	Added +4.3k	+4,254 17.8%
16	ISHARES TR 0-3 MNTH TREASRY · principal SGOV · principal	SGOV	60,386	$6.1m1.52%	1.52%	New
17	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR · principal GSY · principal	GSY	117,085	$5.9m1.47%	1.47%	New
18	JPMORGAN CHASE & CO COM JPM	JPM	18,810	$5.5m1.39%	1.39%	Added +7.9k	+7,872 72.0%
19	VANGUARD INDEX FDS SMALL CP ETF VB	VB	20,692	$5.4m1.36%	1.36%	Added +352	+352 1.7%
20	SPDR SER TR BLOOMBERG 1-3 MO · principal BIL · principal	BIL	59,091	$5.4m1.36%	1.36%	New
21	ALPHABET INC CAP STK CL C GOOG	GOOG	18,828	$5.4m1.35%	1.35%	Added +483	+483 2.6%
22	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	71,430	$5.4m1.35%	1.35%	Added +14.2k	+14,203 24.8%
23	ELI LILLY & CO COM LLY	LLY	5,822	$5.4m1.34%	1.34%	Added +4.2k	+4,249 270.1%
24	AMAZON COM INC COM AMZN	AMZN	25,027	$5.2m1.31%	1.31%	Added +12.2k	+12,221 95.4%
25	COSTCO WHSL CORP NEW COM COST	COST	4,907	$4.9m1.23%	1.23%	Added +3.6k	+3,596 274.3%
26	ISHARES INC CORE MSCI EMKT IEMG	IEMG	69,238	$4.8m1.21%	1.21%	Added +3.2k	+3,231 4.9%
27	SPDR GOLD TR GOLD SHS GLD	GLD	9,849	$4.2m1.06%	1.06%	New
28	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	25,324	$4.2m1.06%	1.06%	Reduced -25	-25 -0.1%
29	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	82,979	$3.8m0.94%	0.94%	Reduced -16	-16 -0.0%
30	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	9,763	$3.7m0.94%	0.94%	Added +27	+27 0.3%
31	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	24,807	$3.6m0.91%	0.91%	New
32	MERCK & CO INC COM MRK	MRK	28,381	$3.4m0.86%	0.86%	Added +15.1k	+15,130 114.2%
33	JOHNSON & JOHNSON COM JNJ	JNJ	13,883	$3.4m0.85%	0.85%	Added +4.7k	+4,650 50.4%
34	QUANTA SVCS INC COM PWR	PWR	6,097	$3.3m0.84%	0.84%	New
35	ISHARES TR MSCI EAFE ETF EFA	EFA	32,460	$3.2m0.79%	0.79%	Added +27	+27 0.1%
36	ISHARES TR SELECT DIVID ETF DVY	DVY	19,364	$2.9m0.74%	0.74%	Added +1.8k	+1,835 10.5%
37	LOCKHEED MARTIN CORP COM LMT	LMT	4,758	$2.9m0.72%	0.72%	Added +1.9k	+1,917 67.5%
38	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,675	$2.8m0.70%	0.70%	Added +7.4k	+7,368 319.4%
39	CISCO SYS INC COM CSCO	CSCO	35,699	$2.8m0.69%	0.69%	Added +14.7k	+14,731 70.2%
40	META PLATFORMS INC CL A META	META	4,685	$2.7m0.67%	0.67%	Added +3.4k	+3,433 274.2%
41	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,986	$2.6m0.66%	0.66%	Added +104	+104 1.8%
42	ISHARES TR 1 3 YR TREAS BD · principal SHY · principal	SHY	30,801	$2.5m0.64%	0.64%	New
43	CHEVRON CORP NEW COM CVX	CVX	12,272	$2.5m0.64%	0.64%	Added +7.7k	+7,698 168.3%
44	GE VERNOVA INC COM GEV	GEV	2,793	$2.4m0.61%	0.61%	New
45	VERTIV HOLDINGS CO COM CL A VRT	VRT	9,475	$2.4m0.60%	0.60%	New
46	HOME DEPOT INC COM HD	HD	6,974	$2.3m0.58%	0.58%	Added +2.4k	+2,355 51.0%
47	ISHARES TR 3 7 YR TREAS BD · principal IEI · principal	IEI	19,253	$2.3m0.57%	0.57%	New
48	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	6,238	$2.2m0.56%	0.56%	Reduced -60	-60 -0.9%
49	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	5,606	$2.2m0.55%	0.55%	New
50	TESLA INC COM TSLA	TSLA	5,887	$2.2m0.55%	0.55%	Added +2.7k	+2,709 85.2%
51	ISHARES TR COHEN STEER REIT ICF	ICF	35,091	$2.2m0.54%	0.54%	Added +642	+642 1.9%
52	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	11,182	$2.1m0.54%	0.54%	Added +1.6k	+1,564 16.3%
53	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	26,761	$2.1m0.53%	0.53%	Added +680	+680 2.6%
54	ISHARES TR CORE MSCI EAFE IEFA	IEFA	23,205	$2.1m0.53%	0.53%	Added +2.9k	+2,865 14.1%
55	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	45,057	$2.1m0.52%	0.52%	Added +23.9k	+23,890 112.9%
56	VANGUARD BD INDEX FDS SHORT TRM BOND · principal BSV · principal	BSV	26,058	$2.0m0.51%	0.51%	New
57	PALO ALTO NETWORKS INC COM PANW	PANW	12,419	$2.0m0.50%	0.50%	Added +7.4k	+7,448 149.8%
58	COCA COLA CO COM KO	KO	24,392	$1.9m0.47%	0.47%	Added +903	+903 3.8%
59	AMGEN INC COM AMGN	AMGN	5,172	$1.8m0.46%	0.46%	Reduced -79	-79 -1.5%
60	MCDONALDS CORP COM MCD	MCD	5,708	$1.8m0.44%	0.44%	Added +263	+263 4.8%
61	BANK AMERICA CORP COM BAC	BAC	34,746	$1.7m0.42%	0.42%	Added +1.5k	+1,465 4.4%
62	EATON CORP PLC SHS ETN	ETN	4,512	$1.6m0.40%	0.40%	Added +3.4k	+3,422 313.9%
63	ISHARES TR ISHS 1-5YR INVS · principal IGSB · principal	IGSB	30,684	$1.6m0.40%	0.40%	New
64	INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV DJD	DJD	26,919	$1.6m0.40%	0.40%	New
65	VISA INC COM CL A V	V	5,274	$1.6m0.40%	0.40%	Added +3.2k	+3,214 156.0%
66	GOLDMAN SACHS GROUP INC COM GS	GS	1,876	$1.6m0.40%	0.40%	New
67	NETFLIX INC COM NFLX	NFLX	16,463	$1.6m0.40%	0.40%	New
68	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	4,689	$1.5m0.39%	0.39%	New
69	UBER TECHNOLOGIES INC COM UBER	UBER	21,031	$1.5m0.38%	0.38%	Added +13.2k	+13,156 167.1%
70	EXXON MOBIL CORP COM XOM	XOM	8,816	$1.5m0.38%	0.38%	Added +1.9k	+1,929 28.0%
71	PROCTER AND GAMBLE CO COM PG	PG	10,029	$1.4m0.36%	0.36%	Added +1.2k	+1,226 13.9%
72	MASTEC INC COM MTZ	MTZ	4,429	$1.4m0.36%	0.36%	New
73	HALLIBURTON CO COM HAL	HAL	35,543	$1.4m0.35%	0.35%	New
74	DISNEY WALT CO COM DIS	DIS	14,265	$1.4m0.34%	0.34%	Added +4.9k	+4,917 52.6%
75	T-MOBILE US INC COM TMUS	TMUS	6,517	$1.4m0.34%	0.34%	New
76	ORACLE CORP COM ORCL	ORCL	9,205	$1.4m0.34%	0.34%	Added +7.2k	+7,196 358.2%
77	MARATHON PETE CORP COM MPC	MPC	5,322	$1.3m0.33%	0.33%	New
78	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	13,964	$1.3m0.32%	0.32%	New
79	LOWES COS INC COM LOW	LOW	5,420	$1.3m0.32%	0.32%	New
80	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,036	$1.2m0.31%	0.31%	Added +1.5k	+1,495 276.3%
81	CONSTELLATION ENERGY CORP COM CEG	CEG	4,169	$1.2m0.29%	0.29%	New
82	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	14,088	$1.2m0.29%	0.29%	New
83	AIR PRODS & CHEMS INC COM APD	APD	3,899	$1.1m0.28%	0.28%	Added +331	+331 9.3%
84	ISHARES SILVER TR ISHARES SLV	SLV	16,248	$1.1m0.28%	0.28%	New
85	ISHARES TR CORE DIV GRWTH DGRO	DGRO	15,558	$1.1m0.27%	0.27%	New
86	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,263	$1.1m0.27%	0.27%	New
87	WELLS FARGO CO NEW COM WFC	WFC	13,486	$1.1m0.27%	0.27%	New
88	PEPSICO INC COM PEP	PEP	6,735	$1.0m0.26%	0.26%	Added +516	+516 8.3%
89	ISHARES TR CORE S&P500 ETF IVV	IVV	1,592	$1.0m0.26%	0.26%	Reduced -10	-10 -0.6%
90	ESSENTIAL UTILS INC COM WTRG	WTRG	25,365	$1.0m0.26%	0.26%	Added +1.5k	+1,470 6.2%
91	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,546	$1.0m0.25%	0.25%	Added +1.1k	+1,111 255.4%
92	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	11,574	$1.0m0.25%	0.25%	Added +7.4k	+7,373 175.5%
93	RTX CORPORATION COM RTX	RTX	5,147	$993.0k0.25%	0.25%	New
94	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,831	$982.8k0.25%	0.25%	Added +1.1k	+1,055 27.9%
95	SPINNAKER ETF SERIES SELECT STOXX EUR EUAD	EUAD	24,023	$978.7k0.25%	0.25%	New
96	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	20,721	$933.5k0.23%	0.23%	New
97	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	42,631	$901.6k0.23%	0.23%	New
98	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	16,910	$900.0k0.23%	0.23%	Added +4.1k	+4,088 31.9%
99	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	10,790	$884.6k0.22%	0.22%	New
100	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	17,452	$871.7k0.22%	0.22%	Added +1.2k	+1,156 7.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR SHY	SHY	24,719	$2.0m24.7k shares
VANGUARD BD INDEX FDS BSV	BSV	25,075	$2.0m25.1k shares
ISHARES TR IEI	IEI	16,051	$1.9m16.1k shares
ISHARES TR IGSB	IGSB	23,261	$1.2m23.3k shares
ISHARES TR LQD	LQD	6,249	$688.0k6.2k shares
VANGUARD BD INDEX FDS BND	BND	3,906	$289.0k3.9k shares
IDEXX LABS INC IDXX	IDXX	300	$201.0k300 shares