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Novare Capital Management - Q3 2026 13F Filings

NO

Novare Capital Management LLC

CIK: 0001388409
Address: North Carolina Charlotte 2825 South Boulevard Suite 440
$1.42 B
Portfolio Value
212
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/12/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. SPY Spdr S&P 500 Etf Trust
+$8.09 M
2. IVV Ishares Core S&P 500 Etf
+$5.56 M
3. ADP Automatic Data Processing
+$4.39 M
4. SOXX Ishares Semiconductor Etf
+$3.65 M
5. GEV Ge Vernova
+$3.58 M

Top Sells

Q3 2026
1. VSLU Applied Finance Valuation Large Cap Etf
−$9.2 M
2. PEP Pepsico
−$5.57 M
3. RTX Rtx Corporation
−$4.45 M
4. AVGO Broadcom
−$4.25 M
5. EEM Ishares Msci Emerging Markets Etf
−$2.2 M

Asset Allocation

Stocks/ETFs
+0.95%
$1.42 B 99.96%
Options
$0 0.00%
Debt
-2.67%
$615,364 0.04%
Other
$0 0.00%

Sector Allocation (Stocks)

Novare Capital Management Q3 2026 Filing Summary

Novare Capital Management LLC filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 1.42 B reflecting a +0.95% change from the prior quarter, spanning 212 assets. The top 10 holdings comprised 37.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 10 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Novare Capital Management’s Q3 2026 Filing

Novare Capital Management submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Novare Capital Management reported a managed portfolio value of 1.42 B, consisting of 212 individual positions.

This page displays the raw filing documents. To see which stocks Novare Capital Management bought or sold during Q3 2026, please visit Novare Capital Management's Portfolio Analysis page.