NovaPoint Capital, LLC holds a diversified book of 161 stocks worth $480.9M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed Corning Inc. Their largest long position is Corning Inc at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as NovaPoint Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $15.7B |
| Kestra Advisory Services, LLC | 80 / 80 | $7.3B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $5.8B |
| IFP Advisors, Inc | 80 / 80 | $1.3B |
| MML INVESTORS SERVICES, LLC | 79 / 80 | $10.9B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $81.9B |
| LPL Financial LLC | 78 / 80 | $74.4B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $71.8B |
Ranked by the share of each fund's own book sitting in the names it shares with NovaPoint Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning Inc COM | $20.8M | 81.6K | 4.3% | ▼−7.3% Reduced · −6K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $17.9M | 204.0K | 3.7% | ▲+2.1% Added · +4K sh | |
| 3 | Apple Inc COM | $17.1M | 59.2K | 3.6% | ▼−0.9% Reduced · −524 sh | |
| 4 | Nvidia Corporation COM | $15.0M | 75.0K | 3.1% | ▼−1.3% Reduced · −1K sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $12.9M | 256.0K | 2.7% | ▼−4.7% Reduced · −13K sh | |
| 6 | Ishares TR IBONDS DEC2026 | $12.7M | 523.7K | 2.6% | ▼−18% Reduced · −111K sh | |
| 7 | Home Depot Inc COM | $12.5M | 35.5K | 2.6% | ▲+1.6% Added · +544 sh | |
| 8 | Goldman Sachs Group Inc COM | $12.0M | 11.9K | 2.5% | ▲+0.4% Added · +49 sh | |
| 9 | Microsoft Corp COM | $12.0M | 32.2K | 2.5% | ▲+4.7% Added · +1K sh | |
| 10 | Amphenol Corp CL A | $11.8M | 67.1K | 2.5% | ▲+3.0% Added · +2K sh | |
| 11 | Broadcom Inc COM | $11.5M | 30.4K | 2.4% | ▲+1.0% Added · +315 sh | |
| 12 | Cummins Inc COM | $10.6M | 14.9K | 2.2% | ▲+1.1% Added · +161 sh | |
| 13 | Ishares TR RUS 1000 GRW ETF | $10.3M | 83.0K | 2.1% | ▲+274% Added · +61K sh | |
| 14 | Walmart Inc COM | $9.8M | 86.3K | 2.0% | ▲+1.8% Added · +2K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $9.6M | 26.0K | 2.0% | ▼−12% Reduced · −4K sh | |
| 16 | Texas Instrs Inc COM | $9.5M | 31.9K | 2.0% | ▲+3.7% Added · +1K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $8.7M | 17.5K | 1.8% | ▲+4.5% Added · +751 sh | |
| 18 | Johnson & Johnson COM | $8.2M | 32.2K | 1.7% | ▲+2.0% Added · +647 sh | |
| 19 | International Business Machs COM | $8.0M | 28.3K | 1.7% | ▲+6.3% Added · +2K sh | |
| 20 | Chubb Limited COM | $7.6M | 22.4K | 1.6% | ▲+3.1% Added · +669 sh | |
| 21 | Ishares TR CORE S&P500 ETF | $7.5M | 10.0K | 1.6% | ▼−2.8% Reduced · −287 sh | |
| 22 | Global X FDS ARTIFICIAL ETF | $7.4M | 112.9K | 1.5% | ▲+205% Added · +76K sh | |
| 23 | Eli Lilly & Co COM | $7.3M | 6.1K | 1.5% | ▲+4.2% Added · +243 sh | |
| 24 | Ross Stores Inc COM | $7.2M | 34.0K | 1.5% | ▲+1.4% Added · +489 sh | |
| 25 | Aflac Inc COM | $7.1M | 60.2K | 1.5% | ▲+2.4% Added · +1K sh | |
| 26 | Union Pac Corp COM | $7.0M | 25.9K | 1.5% | ▲+4.2% Added · +1K sh | |
| 27 | Mastercard Incorporated CL A | $6.9M | 13.4K | 1.4% | ▲+7.8% Added · +975 sh | |
| 28 | Garmin Ltd SHS | $6.8M | 28.8K | 1.4% | ▲+4.3% Added · +1K sh | |
| 29 | Ge Vernova Inc COM | $6.4M | 5.4K | 1.3% | ▲+0.2% Added · +13 sh | |
| 30 | Invesco QQQ TR UNIT SER 1 | $6.3M | 8.5K | 1.3% | ▲+14% Added · +1K sh | |
| 31 | L3harris Technologies Inc COM | $6.2M | 21.4K | 1.3% | ▲+5.7% Added · +1K sh | |
| 32 | General Dynamics Corp COM | $6.2M | 17.4K | 1.3% | ▲+1.3% Added · +224 sh | |
| 33 | Alphabet Inc CAP STK CL A | $5.3M | 14.8K | 1.1% | ▼−4.6% Reduced · −714 sh | |
| 34 | Oracle Corp COM | $5.3M | 35.9K | 1.1% | ▲+3.9% Added · +1K sh | |
| 35 | Procter & Gamble Co COM | $4.9M | 33.7K | 1.0% | ▲+4.3% Added · +1K sh | |
| 36 | S&P Global Inc COM | $4.9M | 12.1K | 1.0% | ▲+4.8% Added · +551 sh | |
| 37 | Pepsico Inc COM | $4.6M | 34.1K | 1.0% | ▲+4.1% Added · +1K sh | |
| 38 | Air Products And Chemicals I COM | $4.6M | 15.7K | 1.0% | ▲+5.8% Added · +857 sh | |
| 39 | Eog Res Inc COM | $4.1M | 31.7K | 0.9% | ▲+0.3% Added · +106 sh | |
| 40 | Abbott Laboratories COM | $4.1M | 44.9K | 0.8% | ▲+9.0% Added · +4K sh | |
| 41 | Chevron Corporation COM | $4.0M | 24.0K | 0.8% | ▲+1.4% Added · +326 sh | |
| 42 | Medtronic PLC SHS | $3.8M | 48.9K | 0.8% | ▲+11% Added · +5K sh | |
| 43 | SPDR Series Trust ST STR SP AERO | $3.8M | 13.3K | 0.8% | ▼−14% Reduced · −2K sh | |
| 44 | Vertiv Holdings Co COM CL A | $3.7M | 11.1K | 0.8% | ▲+2.0% Added · +219 sh | |
| 45 | First TR Exchng Traded FD VI FT VEST UQ EQT | $3.7M | 67.5K | 0.8% | ▼−16% Reduced · −13K sh | |
| 46 | SPDR Series Trust ST STR P400MID | $3.6M | 53.3K | 0.7% | ▲+0.8% Added · +452 sh | |
| 47 | Vanguard Index FDS MCAP VL IDXVIP | $3.3M | 16.9K | 0.7% | ▼−28% Reduced · −7K sh | |
| 48 | Amazon Com Inc COM | $3.2M | 13.3K | 0.7% | ▼−0.2% Reduced · −27 sh | |
| 49 | Sprott Asset Management LP PHYSICAL GOLD TR | $3.0M | 100.8K | 0.6% | ▼−28% Reduced · −40K sh | |
| 50 | Honeywell Intl Inc COM | $2.9M | 13.1K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1815025/holdings"
Use Arkolith to show NovaPoint Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 161 | $480.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 79 | $398.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 79 | $388.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 145 | $408.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 77 | $326.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 137 | $324.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 127 | $327.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 129 | $322.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.