NovaPoint Capital, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 398,595
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 297.9 K | 74.7% | 0 | 48.07 K | -48.07 K |
| ETFs | 80.06 K | 20.1% | 58.71 K | 0 | 58.71 K |
| Debt | 20.66 K | 5.2% | 0 | 382 | -382 |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
398,595
Holdings
79
QoQ value change ($000)
10,259
(2.6%)
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.