NovaPoint Capital, LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
480,881
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/6/2026 161 480,881 13F-HR NovaPoint Capital, LLC
Q1 2026 5/6/2026 79 398,595 13F-HR NovaPoint Capital, LLC
Q4 2025 1/21/2026 79 388,336 13F-HR NovaPoint Capital, LLC
Q3 2025 10/17/2025 145 408,672 13F-HR NovaPoint Capital, LLC
Q2 2025 7/16/2025 77 326,245 13F-HR NovaPoint Capital, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 358.6 K 74.6% 60.74 K 0 60.74 K
ETFs 104 K 21.6% 23.96 K 0 23.96 K
Debt 18.24 K 3.8% 0 2.416 K -2.416 K
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Fund Snapshot

Q2 2026
Latest filed
8/6/2026
Total value ($000)
480,881
Holdings
161
QoQ value change ($000)
82,286 (20.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.