NovaPoint Capital, LLC

ATLANTA, GA · CIK 1815025 · 13F filing filed 2026-08-06

SEC-registered investment adviser since 2019 · limited liability company

Assets managed$536.2m
Staff6 · 6 in investment roles
Main clients (by assets)Other advisers 48%, High net worth individuals 41%, Individuals 11%
Form ADV · 2026-03-27SEC adviser record

Others nearbyAtlanta, GA

$480.9m reported value +20.6% vs Q1 2026

161positions

30.1%in top 10

83 new 51 added 26 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CORNING INC COM GLW	GLW	81,611	$20.8m4.33%	4.33%	Reduced -6.4k	-6,424 -7.3%
2	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	204,030	$17.9m3.73%	3.73%	Added +4.3k	+4,261 2.1%
3	APPLE INC COM AAPL	AAPL	59,151	$17.1m3.56%	3.56%	Reduced -524	-524 -0.9%
4	NVIDIA CORPORATION COM NVDA	NVDA	74,996	$15.0m3.12%	3.12%	Reduced -1.0k	-1,013 -1.3%
5	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	256,023	$12.9m2.68%	2.68%	Reduced -12.6k	-12,574 -4.7%
6	ISHARES TR IBONDS DEC2026 IBDR	IBDR	523,659	$12.7m2.64%	2.64%	Reduced -111.2k	-111,217 -17.5%
7	HOME DEPOT INC COM HD	HD	35,501	$12.5m2.60%	2.60%	Added +544	+544 1.6%
8	GOLDMAN SACHS GROUP INC COM GS	GS	11,897	$12.0m2.50%	2.50%	Added +49	+49 0.4%
9	MICROSOFT CORP COM MSFT	MSFT	32,225	$12.0m2.50%	2.50%	Added +1.4k	+1,440 4.7%
10	AMPHENOL CORP CL A APH	APH	67,081	$11.8m2.46%	2.46%	Added +2.0k	+1,966 3.0%
11	BROADCOM INC COM AVGO	AVGO	30,369	$11.5m2.39%	2.39%	Added +315	+315 1.1%
12	CUMMINS INC COM CMI	CMI	14,878	$10.6m2.21%	2.21%	Added +161	+161 1.1%
13	ISHARES TR RUS 1000 GRW ETF IWF	IWF	82,960	$10.3m2.14%	2.14%	Reduced -5.8k	-5,784 -6.5%
14	WALMART INC COM WMT	WMT	86,334	$9.8m2.03%	2.03%	Added +1.5k	+1,502 1.8%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	25,988	$9.6m2.00%	2.00%	Reduced -3.6k	-3,628 -12.2%
16	TEXAS INSTRS INC COM TXN	TXN	31,913	$9.5m1.98%	1.98%	Added +1.2k	+1,153 3.8%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	17,483	$8.7m1.82%	1.82%	Added +751	+751 4.5%
18	JOHNSON & JOHNSON COM JNJ	JNJ	32,178	$8.2m1.70%	1.70%	Added +647	+647 2.0%
19	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	28,333	$8.0m1.66%	1.66%	Added +1.7k	+1,681 6.3%
20	CHUBB LIMITED COM CB	CB	22,372	$7.6m1.59%	1.59%	Added +669	+669 3.1%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	10,012	$7.5m1.56%	1.56%	Reduced -287	-287 -2.8%
22	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	112,860	$7.4m1.54%	1.54%	Added +75.8k	+75,827 204.8%
23	ELI LILLY & CO COM LLY	LLY	6,061	$7.3m1.51%	1.51%	Added +243	+243 4.2%
24	ROSS STORES INC COM ROST	ROST	34,046	$7.2m1.51%	1.51%	Added +489	+489 1.5%
25	AFLAC INC COM AFL	AFL	60,167	$7.1m1.47%	1.47%	Added +1.4k	+1,414 2.4%
26	UNION PAC CORP COM UNP	UNP	25,913	$7.0m1.47%	1.47%	Added +1.1k	+1,056 4.2%
27	MASTERCARD INCORPORATED CL A MA	MA	13,434	$6.9m1.43%	1.43%	Added +975	+975 7.8%
28	GARMIN LTD SHS GRMN	GRMN	28,808	$6.8m1.42%	1.42%	Added +1.2k	+1,202 4.3%
29	GE VERNOVA INC COM GEV	GEV	5,410	$6.4m1.32%	1.32%	Added +13	+13 0.2%
30	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	8,527	$6.3m1.31%	1.31%	Added +1.0k	+1,021 13.6%
31	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	21,414	$6.2m1.29%	1.29%	Added +1.2k	+1,160 5.7%
32	GENERAL DYNAMICS CORP COM GD	GD	17,403	$6.2m1.28%	1.28%	Added +224	+224 1.3%
33	ALPHABET INC CAP STK CL A GOOGL	GOOGL	14,805	$5.3m1.10%	1.10%	Reduced -714	-714 -4.6%
34	ORACLE CORP COM ORCL	ORCL	35,887	$5.3m1.09%	1.09%	Added +1.4k	+1,352 3.9%
35	PROCTER AND GAMBLE CO COM PG	PG	33,681	$4.9m1.03%	1.03%	Added +1.4k	+1,384 4.3%
36	S&P GLOBAL INC COM SPGI	SPGI	12,117	$4.9m1.03%	1.03%	Added +551	+551 4.8%
37	PEPSICO INC COM PEP	PEP	34,094	$4.6m0.96%	0.96%	Added +1.4k	+1,355 4.1%
38	AIR PRODS & CHEMS INC COM APD	APD	15,698	$4.6m0.96%	0.96%	Added +857	+857 5.8%
39	EOG RES INC COM EOG	EOG	31,727	$4.1m0.86%	0.86%	Added +106	+106 0.3%
40	ABBOTT LABS COM ABT	ABT	44,885	$4.1m0.85%	0.85%	Added +3.7k	+3,718 9.0%
41	CHEVRON CORP NEW COM CVX	CVX	24,003	$4.0m0.83%	0.83%	Added +326	+326 1.4%
42	MEDTRONIC PLC SHS MDT	MDT	48,884	$3.8m0.80%	0.80%	Added +4.8k	+4,828 11.0%
43	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	13,338	$3.8m0.79%	0.79%	Reduced -2.2k	-2,214 -14.2%
44	VERTIV HOLDINGS CO COM CL A VRT	VRT	11,080	$3.7m0.77%	0.77%	Added +219	+219 2.0%
45	FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT FDEC	FDEC	67,509	$3.7m0.76%	0.76%	Reduced -13.2k	-13,241 -16.4%
46	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	53,272	$3.6m0.75%	0.75%	Added +452	+452 0.9%
47	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	16,936	$3.3m0.70%	0.70%	Reduced -6.6k	-6,554 -27.9%
48	AMAZON COM INC COM AMZN	AMZN	13,284	$3.2m0.66%	0.66%	Reduced -27	-27 -0.2%
49	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	100,763	$3.0m0.63%	0.63%	Reduced -39.6k	-39,573 -28.2%
50	HONEYWELL INTL INC COM HON	HON	13,058	$2.9m0.61%	0.61%	New
51	HONEYWELL AEROSPACE INC COM HONA	HONA	13,058	$2.9m0.60%	0.60%	New
52	EATON CORP PLC SHS ETN	ETN	6,600	$2.8m0.58%	0.58%	Added +376	+376 6.0%
53	COSTCO WHSL CORP NEW COM COST	COST	2,826	$2.6m0.55%	0.55%	Added +97	+97 3.5%
54	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	49,751	$2.5m0.52%	0.52%	Reduced -14.0k	-13,985 -21.9%
55	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	42,751	$2.5m0.51%	0.51%	Reduced -261	-261 -0.6%
56	INNOVATOR ETFS TRUST US EQTY BUF DEC BDEC	BDEC	43,128	$2.3m0.48%	0.48%	Reduced -5.4k	-5,401 -11.1%
57	ISHARES TR RUS 1000 VAL ETF IWD	IWD	9,417	$2.3m0.47%	0.47%	Reduced -781	-781 -7.7%
58	INNOVATOR ETFS TRUST EQUITY DEF PROTN ZFEB	ZFEB	85,026	$2.2m0.46%	0.46%	Reduced -75.9k	-75,863 -47.1%
59	NEXTERA ENERGY INC COM NEE	NEE	23,974	$2.1m0.44%	0.44%	Added +3.0k	+2,980 14.2%
60	DOMINION ENERGY INC COM D	D	30,742	$2.1m0.44%	0.44%	Added +1.4k	+1,373 4.7%
61	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	9,834	$2.1m0.44%	0.44%	Reduced -1.3k	-1,307 -11.7%
62	SOUTHERN CO COM SO	SO	20,713	$2.0m0.41%	0.41%	Added +680	+680 3.4%
63	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	8,353	$2.0m0.41%	0.41%	New
64	OMNICOM GROUP INC COM OMC	OMC	24,117	$1.8m0.37%	0.37%	Reduced -3.6k	-3,602 -13.0%
65	AMERICAN ELEC PWR CO INC COM AEP	AEP	12,652	$1.7m0.36%	0.36%	Added +814	+814 6.9%
66	PINNACLE WEST CAP CORP COM PNW	PNW	14,787	$1.6m0.33%	0.33%	Added +1.0k	+1,046 7.6%
67	DUKE ENERGY CORP NEW COM NEW DUK	DUK	12,467	$1.6m0.33%	0.33%	Added +733	+733 6.2%
68	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	786	$1.6m0.33%	0.33%	New
69	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	13,358	$1.6m0.32%	0.32%	Added +93	+93 0.7%
70	TESLA INC COM TSLA	TSLA	3,596	$1.5m0.31%	0.31%	New
71	ATMOS ENERGY CORP COM ATO	ATO	8,563	$1.5m0.31%	0.31%	New
72	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	54,469	$1.4m0.29%	0.29%	Added +5.5k	+5,487 11.2%
73	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	66,724	$1.4m0.29%	0.29%	Added +1.5k	+1,540 2.4%
74	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	63,431	$1.4m0.29%	0.29%	Added +3.3k	+3,274 5.4%
75	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	54,642	$1.4m0.29%	0.29%	Added +2.4k	+2,388 4.6%
76	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	46,363	$1.4m0.28%	0.28%	Added +391	+391 0.8%
77	PALO ALTO NETWORKS INC COM PANW	PANW	3,190	$1.1m0.23%	0.23%	New
78	PROLOGIS INC. COM PLD	PLD	7,480	$1.0m0.21%	0.21%	New
79	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,873	$939.0k0.20%	0.20%	New
80	DIGITAL RLTY TR INC COM DLR	DLR	4,931	$885.5k0.18%	0.18%	New
81	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	6,540	$835.8k0.17%	0.17%	New
82	ALPHABET INC CAP STK CL C GOOG	GOOG	2,365	$835.4k0.17%	0.17%	New
83	STRYKER CORPORATION COM SYK	SYK	2,544	$800.9k0.17%	0.17%	New
84	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	992	$757.0k0.16%	0.16%	New
85	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.16%	0.16%	New
86	ARISTA NETWORKS INC COM SHS ANET	ANET	4,347	$738.5k0.15%	0.15%	New
87	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GJUN	GJUN	17,822	$734.1k0.15%	0.15%	Reduced -22.8k	-22,818 -56.1%
88	JPMORGAN CHASE & CO COM JPM	JPM	2,111	$690.9k0.14%	0.14%	New
89	LOWES COS INC COM LOW	LOW	3,121	$688.1k0.14%	0.14%	New
90	INTEL CORP COM INTC	INTC	4,895	$683.5k0.14%	0.14%	New
91	COCA COLA CO COM KO	KO	8,380	$681.1k0.14%	0.14%	New
92	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	6,754	$679.9k0.14%	0.14%	New
93	VISA INC COM CL A V	V	1,899	$651.4k0.14%	0.14%	New
94	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	14,263	$646.7k0.13%	0.13%	Added +156	+156 1.1%
95	EXXON MOBIL CORP COM XOM	XOM	4,366	$597.0k0.12%	0.12%	New
96	INNOVATOR ETFS TRUST INNOVATOR GW 100 NFEB	NFEB	18,564	$563.2k0.12%	0.12%	Reduced -1.5k	-1,470 -7.3%
97	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAY	PMAY	13,196	$545.0k0.11%	0.11%	New
98	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	755	$518.2k0.11%	0.11%	New
99	ISHARES TR US SML CP VALUE SVAL	SVAL	12,218	$510.5k0.11%	0.11%	Reduced -4.4k	-4,353 -26.3%
100	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	3,122	$487.0k0.10%	0.10%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		12,414	$5.6m12.4k shares