Filer Snapshot

NovaPoint Capital, LLC

CIK 0001815025. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

26

Latest filing

06 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Latest 13F portfolio

$398.59M

79 holdings for Q1 2026

Open portfolio

Largest parsed holding

IBDR

$15.39M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 06 May 2026 for CIK 0001815025.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$398.59M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$398.59M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
IBDR SPYM AAPL NVDA SPDW
+15 moreGLW HD MSFT WMT GS VTI IWF AVGO APH BRKB CMI JNJ ROST CB LHX

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

IBDR SPYM AAPL NVDA SPDW GLW HD MSFT
+12 moreWMT GS VTI IWF AVGO APH BRKB CMI JNJ ROST CB LHX
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1170 Peachtree St. Ne, Suite 1200, Atlanta, GA, 30309
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
GA
Fiscal year end
31 December

Filer intelligence

What SEC filings say about NovaPoint Capital, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $398.59M across 79 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IBDR at $15.39M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 79 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 06 May 2026

Top 5 concentration

18%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$71.34M

Compared with $398.59M total 13F value.

Top 5 net change

+$2.37M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: ETN ยท Largest trim: ACN

IBDR SPYM AAPL NVDA SPDW Other holdings

IBDR

3.9%

Ishares Tr

$15.39M

SPYM

3.8%

Spdr Series Trust

$15.29M

AAPL

3.8%

Apple Inc

$15.14M

NVDA

3.3%

Nvidia Corporation

$13.26M

SPDW

3.1%

Spdr Index Shs Fds

$12.26M

Latest update

What changed recently for NovaPoint Capital, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

06 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 06 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

NovaPoint Capital, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0001815025 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
26
First seen
18 Jun 2020
Latest filing
06 May 2026
Entity
Company

Observed form types

13F-HR

CIK-linked evidence first

NovaPoint Capital, LLC SEC filings NovaPoint Capital, LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 26 SEC filings for NovaPoint Capital, LLC.

Open full filing history
13F-HR

13F-HR filing

Filing date
06 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
21 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
28 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
27 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
16 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
18 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .