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CIK: 0001815025
Total reported value
$480.9M
$480.9M
137 檔
13.9%
According to the latest 13F quarterly dataset, NovaPoint Capital, LLC managed an equity portfolio of $480.9M at the end of Q1 2025, spanning 137 distinct U.S. exchange-listed positions.
In Q1 2025, NovaPoint Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.98% | -0.19% | -1.07% | |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.79% | — | -1.31% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | -0.11% | +4.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.24% | -2.83% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 3.52% | -0.28% | +2.13% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.04% | -0.38% | -26.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.36% | -0.41% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | -0.21% | +12.61% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 2.08% | -0.61% | +1.57% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.81% | -0.01% | +0.37% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.76% | -0.13% | +0.78% | |
| 12 | AFL | Aflac Inc | Stock-Financials | 1.72% | -0.15% | +1.33% | |
| 13 | CB | Chubb Limited | Stock-Financials | 1.68% | -0.18% | +2.91% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.68% | -0.23% | +1.13% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.66% | -0.40% | +2.08% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.54% | +0.04% | +4.91% | |
| 17 | GRMN | Garmin Ltd. | Stock-Tech | 1.54% | -0.19% | -4.76% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 1.51% | -0.20% | +1.78% | |
| 19 | UNP | Union Pacific CORP | Stock-Industrials | 1.40% | -0.04% | +3.11% | |
| 20 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.36% | -0.25% | — | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.35% | +0.48% | +2.57% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.35% | -0.39% | -7.16% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.35% | -0.21% | +2.29% | |
| 24 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 1.34% | -0.56% | — | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.33% | — | +2.59% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.23% | +3.78% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.32% | -0.14% | +3.67% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.27% | +0.06% | +2.63% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.25% | -0.18% | +4.69% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.32% | +3.19% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.18% | +0.22% | +1.41% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 1.18% | -0.20% | +1.53% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 1.18% | -1.41% | EXIT | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 1.14% | +0.40% | — | |
| 35 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.12% | -0.12% | +1.97% | |
| 36 | GLW | Corning Inc | Stock-Tech | 1.10% | +1.33% | +2.43% | |
| 37 | PHYS | Sprott Physical Gold Trust | Stock-Other | 1.09% | -0.62% | -12.41% | |
| 38 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.09% | -0.31% | +3.93% | |
| 39 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.07% | -0.46% | +3.00% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.06% | — | +4.94% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | -0.13% | -50.36% | |
| 42 | EOG | Eog Resources Inc | Stock-Energy | 0.93% | -0.29% | +2.53% | |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.93% | -0.29% | +5.38% | |
| 44 | OMC | Omnicom Group | Stock-Comm Services | 0.93% | -0.15% | -0.20% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.92% | -0.16% | +1.82% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | -0.10% | -10.55% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.89% | -0.40% | +3.24% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.88% | +0.22% | +0.43% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.85% | -0.03% | -0.24% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.13% | +0.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | HD | Home Depot Inc | — | NEW | New buy |
| 6 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | NVDA | Nvidia CORP | — | NEW | New buy |
| 9 | WMT | Walmart Inc | — | NEW | New buy |
| 10 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 11 | MA | Mastercard Inc - A | — | NEW | New buy |
| 12 | AFL | Aflac Inc | — | NEW | New buy |
| 13 | CB | Chubb Limited | — | NEW | New buy |
| 14 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | NEW | New buy |
| 16 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 17 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 18 | SPGI | S&p Global Inc | — | NEW | New buy |
| 19 | UNP | Union Pacific CORP | — | NEW | New buy |
| 20 | FDEC | Ft Vest U.s. Equity Buffer E | — | NEW | New buy |
| 21 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 22 | VOE | Vanguard Mid-cap Value ETF | — | NEW | New buy |
| 23 | ABT | Abbott Laboratories | — | NEW | New buy |
| 24 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | — | NEW | New buy |
| 25 | ACN | Accenture plc | — | NEW | New buy |
| 26 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | AVGO | Broadcom Inc | — | NEW | New buy |
| 29 | ORCL | Oracle CORP | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | CMI | Cummins Inc | — | NEW | New buy |
| 32 | GD | General Dynamics CORP | — | NEW | New buy |
| 33 | HON | Honeywell International Inc | — | NEW | New buy |
| 34 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 35 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 36 | GLW | Corning Inc | — | NEW | New buy |
| 37 | PHYS | Sprott Physical Gold Trust | — | NEW | New buy |
| 38 | ROST | Ross Stores Inc | — | NEW | New buy |
| 39 | LHX | L3harris Technologies Inc | — | NEW | New buy |
| 40 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 41 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 42 | EOG | Eog Resources Inc | — | NEW | New buy |
| 43 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 44 | OMC | Omnicom Group | — | NEW | New buy |
| 45 | MDT | Medtronic plc | — | NEW | New buy |
| 46 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | NEW | New buy |
| 50 | COST | Costco Wholesale CORP | — | NEW | New buy |
According to official SEC Form 13F filings, NovaPoint Capital, LLC reported a total U.S. public equity portfolio value of $480.9M across 137 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, IBDQ, SPYM) accounted for 13.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $19.4M
During Q1 2025, NovaPoint Capital, LLC's top holdings by market value included BRK-B (6.0%)、IBDQ (3.8%)、SPYM (3.7%). The largest single position, BRK-B, represented 6.0% of total portfolio value.
In Q1 2025, NovaPoint Capital, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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