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NOVUS ADVISORS, LLC — 13F Holdings & Portfolio

CIK 2042508 · latest 13F-HR filed 2026-07-28

Backtest portfolio

NOVUS ADVISORS, LLC manages $48.0M in 13F-reported U.S. long-equity assets across 49 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (12.64%), XLSR (7.66%), SPYM (6.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions and exited 3; 23 existing positions rose in reported value and 7 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$48.0M

Long-equity book

Holdings
49

Distinct positions

Period
2026-06-30

Filed 2026-07-28

Q/Q Activity
+5 / −3 / ↑23 / ↓7

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPY12.6% · +13%XLSR7.7% · -2%SPYM7.0% · +2%SPDW6.9% · -24%SPEM6.2% · +5%FISR4.8% · -28%JNK3.3% · +145%CERY2.8% · +2%IVV2.7% · -13%TFI2.7% · +1%SPSM2.6% · -5%IEFA2.3% · -0%SPTL2.0% · +60%SPMD2.0% · -2%SCHZ1.8% · -1%EMHC1.8% · +3%SRLN1.7% · +3%IUSB1.6% · +5%GLD1.5% · +10%GWX1.5% · -1%SPLB1.5% · -3%UNP1.4% · 0%NZUS1.3% · newQUAL1.3% · -12%DYNF1.3% · -9%IVW1.2% · -0%XOM1.2% · 0%IXUS1.1% · -0%VOO1.0% · -1%MBB1.0% · +0%EBND1.0% · +5%EFV0.9% · -20%IVE0.9% · +2%IWF0.9% · +296%VTV0.8% · -0%AMZN0.7% · -1%EFG0.7% · -8%VO0.7% · +300%GOVT0.6% · +20%IEMG0.6% · -26%VB0.6% · -1%SPAB0.6% · -48%XTEN0.6% · +5%NVDA0.5% · newIYW0.5% · newMUB0.5% · 0%IJR0.5% · newESGU0.5% · newMRVL0.4% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 29, 2026.

Assets Under Management
$91.3M
Discretionary
$59.3M
Employees
5
Accounts
377
Address
607 PENDLETON STREET
SUITE 101-B
GREENVILLE, SC 29601
Phone
(864) 272-3579
Website
Name Title / Status Ownership Type
BELSHE, JENNIFER, MARIE ControlMEMBER & CCO
since Mar 2011
50–75%Individual
CONNELLY, CHRISTOPHER, GEORGE ControlMEMBER
since Mar 2011
50–75%Individual
Ownership & leadership changes · 3 filings with changes since May 10, 2013

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2018 filing
  • ChangedBELSHE, JENNIFER, MARIE · ownership 25–50% → 50–75%
  • ChangedCONNELLY, CHRISTOPHER, GEORGE · ownership 25–50% → 50–75%
Apr 1, 2016 filing
  • No longer listedMARTIN, EMMET, FRANCIS · MEMBER & CCO · 25–50% · control person · listed since Mar 2011
  • ChangedBELSHE, JENNIFER, MARIE · title MEMBER → MEMBER & CCO
Nov 14, 2013 filing
  • ChangedBELSHE, JENNIFER, MARIE · title PRINCIPAL → MEMBER
  • ChangedCONNELLY, CHRISTOPHER, GEORGE · title PRINCIPAL → MEMBER
  • ChangedMARTIN, EMMET, FRANCIS · title PRINCIPAL / CHIEF COMPLIANCE OFFICER → MEMBER & CCO
May 10, 2013 filing (earliest on record)
  • ListedBELSHE, JENNIFER, MARIE · PRINCIPAL · 25–50% · control person
  • ListedCONNELLY, CHRISTOPHER, GEORGE · PRINCIPAL · 25–50% · control person
  • ListedMARTIN, EMMET, FRANCIS · PRINCIPAL / CHIEF COMPLIANCE OFFICER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 23 →

Top Trims

Show all 7 →

New Positions

Show all 5 →

Exited Positions

Show all 3 →

NOVUS ADVISORS, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.1M 12.64% 8,121 SH
2 SSGA ACTIVE TR XLSR 78470P408 $3.7M 7.66% 56,666 SH
3 SPDR SERIES TRUST SPYM 78464A854 $3.3M 6.98% 38,097 SH
4 SPDR INDEX SHS FDS SPDW 78463X889 $3.3M 6.88% 65,512 SH
5 SPDR INDEX SHS FDS SPEM 78463X509 $3.0M 6.21% 57,570 SH
6 SSGA ACTIVE TR FISR 78470P507 $2.3M 4.83% 90,314 SH
7 SPDR SERIES TRUST JNK 78468R622 $1.6M 3.28% 16,319 SH
8 SPDR SERIES TRUST CERY 78468R440 $1.3M 2.81% 40,380 SH
9 ISHARES TR IVV 464287200 $1.3M 2.66% 1,702 SH
10 SPDR SERIES TRUST TFI 78468R721 $1.3M 2.65% 27,789 SH
11 SPDR SERIES TRUST SPSM 78468R853 $1.2M 2.60% 21,650 SH
12 ISHARES TR IEFA 46432F842 $1.1M 2.31% 11,495 SH
13 SPDR SERIES TRUST SPTL 78464A664 $954.2K 1.99% 36,380 SH
14 SPDR SERIES TRUST SPMD 78464A847 $941.3K 1.96% 13,933 SH
15 SCHWAB STRATEGIC TR SCHZ 808524839 $881.9K 1.84% 38,126 SH
16 SPDR SERIES TRUST EMHC 78468R515 $877.1K 1.83% 34,477 SH
17 SSGA ACTIVE ETF TR SRLN 78467V608 $794.5K 1.66% 19,720 SH
18 ISHARES TR IUSB 46434V613 $756.5K 1.58% 16,392 SH
19 SPDR GOLD TR GLD 78463V107 $737.9K 1.54% 2,003 SH
20 SPDR INDEX SHS FDS GWX 78463X871 $721.8K 1.50% 16,494 SH
21 SPDR SERIES TRUST SPLB 78464A367 $711.4K 1.48% 31,761 SH
22 UNION PAC CORP UNP 907818108 $670.2K 1.40% 2,464 SH
23 SPDR SERIES TRUST TIPX 78468R861 $639.9K 1.33% 33,803 SH
24 ISHARES TR QUAL 46432F339 $607.2K 1.27% 2,767 SH
25 BLACKROCK ETF TRUST DYNF 09290C103 $601.4K 1.25% 8,842 SH
26 ISHARES TR IVW 464287309 $592.6K 1.24% 4,309 SH
27 EXXON MOBIL CORP XOM 30231G102 $572.0K 1.19% 4,184 SH
28 ISHARES TR IXUS 46432F834 $517.5K 1.08% 5,422 SH
29 VANGUARD INDEX FDS VOO 922908363 $499.3K 1.04% 727 SH
30 ISHARES TR MBB 464288588 $472.0K 0.98% 4,994 SH
31 SPDR SERIES TRUST EBND 78464A391 $457.1K 0.95% 21,849 SH
32 ISHARES TR EFV 464288877 $453.4K 0.95% 5,923 SH
33 ISHARES TR IVE 464287408 $450.5K 0.94% 1,984 SH
34 ISHARES TR IWF 464287614 $442.0K 0.92% 3,560 SH
35 VANGUARD INDEX FDS VTV 922908744 $362.0K 0.75% 1,661 SH
36 AMAZON COM INC AMZN 023135106 $319.9K 0.67% 1,342 SH
37 ISHARES TR EFG 464288885 $312.6K 0.65% 2,513 SH
38 VANGUARD INDEX FDS VO 922908629 $312.3K 0.65% 3,876 SH
39 ISHARES TR GOVT 46429B267 $303.7K 0.63% 13,331 SH
40 ISHARES INC IEMG 46434G103 $296.2K 0.62% 3,576 SH
41 VANGUARD INDEX FDS VB 922908751 $282.5K 0.59% 932 SH
42 SPDR SERIES TRUST SPAB 78464A649 $279.9K 0.58% 10,967 SH
43 BONDBLOXX ETF TRUST XTEN 09789C812 $278.2K 0.58% 6,104 SH
44 NVIDIA CORPORATION NVDA 67066G104 $242.9K 0.51% 1,214 SH
45 ISHARES TR IYW 464287721 $236.1K 0.49% 936 SH
46 ISHARES TR MUB 464288414 $233.2K 0.49% 2,167 SH
47 ISHARES TR IJR 464287804 $221.0K 0.46% 1,490 SH
48 ISHARES TR ESGU 46435G425 $218.8K 0.46% 1,337 SH
49 MARVELL TECHNOLOGY INC MRVL 573874104 $201.4K 0.42% 676 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-28 $48.0M 49 0001754960-26-000641
2026-03-31 2026-04-28 $44.7M 47 0001754960-26-000339
2025-12-31 2026-02-13 $44.7M 47 0001754960-26-000171
Filer Information
Address
607 PENDLETON ST
SUITE 101-B
GREENVILLE, SC 29601
Phone
(864) 272-3579
Filing Manager
NOVUS ADVISORS, LLC
GREENVILLE, SC
Signatory
Aryn Sands
Agent