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NovaPoint Capital, LLC - Portfolio Stock Holdings

NovaPoint Capital, LLC disclosed 160 stock positions in a recent SEC 13F filing. $479,717,732 of stock holdings were filed, with the largest holdings including GLW, SPYM, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $536,175,160 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.

Report Period:

June 30, 2026

No. of Stocks:

160

Est. Stock Holding Value:

$479,717,732

Top Stock Holdings By Sector

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Portfolio Stock Holdings - NovaPoint Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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