NovaPoint Capital, LLC - Portfolio overview

NovaPoint Capital, LLC has 147 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IBDR - ISHARES TR, 3.36%
2. SPYM - SPDR SERIES TRUST, 3.34%
3. AAPL - APPLE INC, 3.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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