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
Swipe for more columns
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
Swipe for more columns

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.