NovaPoint Capital, LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q4 2025
Holdings value ($000)
388,336
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
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 345.9 K 89.1% 0 20.05 K -20.05 K
ETFs 21.36 K 5.5% 0 2.117 K -2.117 K
Debt 21.04 K 5.4% 1.835 K 0 1.835 K
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Fund Snapshot

Q4 2025
Latest filed
1/21/2026
Total value ($000)
388,336
Holdings
79
QoQ value change ($000)
-20,336 (-5.0%)
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.