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Filers›Asset Manager›NovaPoint Capital, LLC
DOSSIER · 13F-HR · Q4 2025

NovaPoint Capital, LLC

NovaPoint's asset manager based in Greenwich, CT — $388M in tracked AUM across 79 positions as of Q4 2025.

N
NovaPoint·Greenwich, CT·Asset Manager
CIK 0001815025 · last filed Dec 31, 2025
Total AUM
$388M
▼ 0.7%
vs prior
Holdings
79
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

NovaPoint Capital, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$16M198K4.1%
02
IBDR
ISHARES TR
$16M652K4.1%
03
AAPL
APPLE INC
$16M58K4.0%
04
MSFT
MICROSOFT CORP
$14M29K3.6%
05
NVDA
NVIDIA CORPORATION
$14M73K3.5%
06
HD
HOME DEPOT INC
$12M34K3.0%
07
IWF
ISHARES TR
$11M23K2.8%
08
SPDW
SPDR INDEX SHS FDS
$10M233K2.7%
09
GS
GOLDMAN SACHS GROUP INC
$10M12K2.6%
10
VTI
VANGUARD INDEX FDS
$10M30K2.6%

Filing history

Filing history loading…
AI Agent · grounded in NovaPoint
haiku-4-5 · 79 positions indexed
Sector mix
  • Tech26%
  • Financials6%
  • Health Care9%
  • Industrials38%
  • Energy16%
  • Other5%
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