Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NovaPoint Capital, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

NovaPoint Capital, LLC (CIK 1815025) reported $398.6M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBDR ($15.4M, 3.86%), SPLG ($15.3M, 3.84%), AAPL ($15.1M, 3.80%), NVDA ($13.3M, 3.33%), SPDW ($12.3M, 3.08%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IBDRISHARES TR$15.4M3.86%634,876Trimmed
2SPLGSPDR SERIES TRUST$15.3M3.84%199,769Added
3AAPLAPPLE INC$15.1M3.80%59,675Added
4NVDANVIDIA CORPORATION$13.3M3.33%76,009Added
5SPDWSPDR INDEX SHS FDS$12.3M3.08%268,597Added
6GLWCORNING INC$12.0M3.00%88,035Added
7HDHOME DEPOT INC$11.5M2.88%34,957Added
8MSFTMICROSOFT CORP$11.4M2.86%30,785Added
9WMTWALMART INC$10.5M2.65%84,832Added
10GSGOLDMAN SACHS GROUP INC$10.0M2.51%11,848Added
11VTIVANGUARD INDEX FDS$9.5M2.38%29,616Trimmed
12IWFISHARES TR$9.5M2.37%22,186Trimmed
13AVGOBROADCOM INC$9.3M2.33%30,054Added
14APHAMPHENOL CORP$8.2M2.06%65,115Added
15BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M2.01%16,732Trimmed
16CMICUMMINS INC$7.9M1.99%14,717Added
17JNJJOHNSON JOHNSON$7.7M1.93%31,531Added
18ROSTROSS STORES INC$7.3M1.82%33,557Added
19CBCHUBB LTD SWITZ$7.1M1.77%21,703Added
20LHXL3HARRIS TECHNOLOGIES INC$7.0M1.75%20,254Added
21IVVISHARES TR$6.7M1.69%10,299Added
22AFLAFLAC INC$6.4M1.62%58,753Added
23IBMINTERNATIONAL BUSINESS MACHS$6.5M1.62%26,652Added
24GRMNGARMIN LTD$6.4M1.61%27,606Added
25MAMASTERCARD INCORPORATED$6.2M1.56%12,459Added

Source: SEC Form 13F filings · as of 2026-03-31