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High Point Wealth Management

Latest statistics and disclosures from High Point Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002106882

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Positions held by High Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for High Point Wealth Management

High Point Wealth Management holds 247 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Dj Us Technology Etf (IYW)	9.9	$11M	53k	199.68	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	5.5	$5.8M	26k	224.67	View chart
Fidelity High Dividend Etf Etf (FDVV)	5.4	$5.8M	102k	56.69	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	3.8	$4.0M	56k	71.45	View chart
State Street Spdr S&p Software & Services Etf Etf (XSW)	3.6	$3.9M	21k	187.14	View chart
Public Svc Enterprise Grp Stock (PEG)	3.2	$3.4M	43k	80.30	View chart
Southern Stock (SO)	2.9	$3.1M	36k	87.20	View chart
Ishares Tr High Divid Equity Etf (HDV)	2.9	$3.0M	25k	121.61	View chart
Ishares S&p 500 Index Etf (IVV)	2.3	$2.5M	3.6k	684.88	View chart
First Trust Cloud Computing Etf Etf (SKYY)	2.1	$2.3M	18k	130.08	View chart
Consolidated Edison Stock (ED)	2.1	$2.2M	22k	99.32	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.0	$2.1M	9.8k	212.07	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	1.8	$2.0M	31k	62.15	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	1.6	$1.8M	32k	54.84	View chart
Health Care Reit Reit (WELL)	1.6	$1.7M	9.4k	185.62	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	1.5	$1.6M	28k	55.22	View chart
Fidelity Cloud Computing Etf Etf (FCLD)	1.5	$1.5M	52k	29.72	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	1.4	$1.5M	9.1k	167.94	View chart
Ishares Semiconductor Etf Etf (SOXX)	1.4	$1.5M	4.9k	301.16	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	1.3	$1.4M	13k	104.07	View chart
Philip Morris Intl Stock (PM)	1.3	$1.3M	8.3k	160.40	View chart
Energy Select Sector Spdr Etf (XLE)	1.2	$1.3M	29k	44.71	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	1.1	$1.2M	6.0k	191.57	View chart
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX)	1.1	$1.1M	40k	28.52	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$1.1M	3.5k	313.80	View chart
Google Stock (GOOGL)	1.0	$1.1M	3.4k	313.01	View chart
Bank America Corp 7.25cnv Pfd L Convertible Preferred (BAC.PL)	1.0	$1.1M	860.00	1252.00	View chart
Amazon.com Stock (AMZN)	1.0	$1.1M	4.6k	230.82	View chart
Wells Fargo & Co Perp Pfd Cnv A Convertible Preferred (WFC.PL)	0.9	$933k	770.00	1212.00	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.9	$922k	8.2k	113.10	View chart
Vanguard Information Technology Etf (VGT)	0.9	$917k	1.2k	753.56	View chart
Ishares Tr Dow Jones U S Healthcare Etf (IYH)	0.8	$896k	14k	65.10	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.8	$873k	12k	74.28	View chart
Microsoft Stock (MSFT)	0.8	$846k	1.8k	483.56	View chart
Consumer Staples Select Sector Spdr Etf (XLP)	0.7	$769k	9.9k	77.68	View chart
Visa Stock (V)	0.7	$755k	2.2k	350.65	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.6	$647k	12k	54.77	View chart
Snowflake Stock (SNOW)	0.6	$647k	3.0k	219.36	View chart
Duke Energy Corp Stock (DUK)	0.6	$626k	5.3k	117.22	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.6	$624k	15k	42.69	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.6	$621k	5.9k	105.68	View chart
Defiance Quantum Etf Etf (QTUM)	0.5	$575k	5.2k	109.66	View chart
Nuveen S&p 500 Buy-write Incom Cef (BXMX)	0.5	$574k	39k	14.70	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$573k	1.8k	322.16	View chart
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	0.5	$568k	832.00	682.29	View chart
American Elec Pwr Stock (AEP)	0.5	$566k	4.9k	115.32	View chart
Entergy Corp Stock (ETR)	0.5	$565k	6.1k	92.43	View chart
Apple Stock (AAPL)	0.5	$528k	1.9k	271.85	View chart
Avago Technologies Stock (AVGO)	0.5	$522k	1.5k	345.99	View chart
Johnson & Johnson Stock (JNJ)	0.5	$514k	2.5k	206.97	View chart
Ameren Corp Stock (AEE)	0.5	$495k	5.0k	99.86	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$490k	1.0k	487.96	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.5	$490k	10k	47.79	View chart
Constellation Energy Corp Stock (CEG)	0.5	$486k	1.4k	353.31	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.4	$465k	2.1k	226.14	View chart
Nuveen S&p 500 Dynamic Overwri Cef (SPXX)	0.4	$452k	25k	18.04	View chart
Goldman Sachs Group Stock (GS)	0.4	$446k	508.00	878.76	View chart
Abbvie Stock (ABBV)	0.4	$444k	1.9k	228.49	View chart
Vanguard Value Etf Etf (VTV)	0.4	$440k	2.3k	190.99	View chart
Uber Technologies Stock (UBER)	0.4	$433k	5.3k	81.71	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$407k	617.00	660.07	View chart
Gilead Sciences Stock (GILD)	0.4	$389k	3.2k	122.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$387k	616.00	627.37	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$385k	812.00	473.53	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.3	$359k	1.1k	335.23	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.3	$354k	2.0k	177.75	View chart
Firstenergy Corp Stock (FE)	0.3	$354k	7.9k	44.77	View chart
Ishares Gold Trust Etf Etf (IAU)	0.3	$353k	4.3k	81.17	View chart
Global X Data Center And Digital Infrastructure Etf Etf (DTCR)	0.3	$353k	17k	21.10	View chart
Ishares S&p North Amer Technology Etf (IGM)	0.3	$352k	2.7k	129.15	View chart
Altria Group Stock (MO)	0.3	$343k	5.9k	57.66	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$335k	931.00	360.31	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.3	$334k	1.0k	321.66	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	0.3	$326k	7.2k	45.51	View chart
United Bankshares Inc W. Va Stock (UBSI)	0.3	$316k	8.2k	38.40	View chart
Coca Cola Stock (KO)	0.3	$303k	4.3k	69.90	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.3	$296k	9.6k	30.96	View chart
Fidelity Metaverse Etf Etf (FMET)	0.3	$288k	8.0k	36.07	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$271k	540.00	502.65	View chart
Oracle Corporation Stock (ORCL)	0.2	$243k	1.2k	194.93	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$242k	2.0k	120.32	View chart
Fidelity U.s. Multifactor Etf Etf (FLRG)	0.2	$235k	6.2k	37.95	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.2	$220k	2.0k	110.19	View chart
Ishares Tips Bond Etf Etf (TIP)	0.2	$220k	2.0k	109.91	View chart
Ishares Dow Jones Us Consumer Goods Etf (IYK)	0.2	$220k	3.3k	66.92	View chart
Fidelity Fundamental Large Cap Growth Etf Etf (FFLG)	0.2	$210k	7.0k	29.94	View chart
Vanguard Financials Etf Etf (VFH)	0.2	$209k	1.6k	133.49	View chart
Ishares Tr Lrge Core Indx Etf Etf (ILCB)	0.2	$189k	2.0k	94.38	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$186k	1.6k	119.44	View chart
Merck & Co Stock (MRK)	0.2	$186k	1.8k	105.26	View chart
Exelon Corp Stock (EXC)	0.2	$186k	4.3k	43.59	View chart
Us Bancorp Del Stock (USB)	0.2	$183k	3.4k	53.36	View chart
Realty Income Corp Reit (O)	0.2	$179k	3.2k	56.37	View chart
Morgan Stanley Stock (MS)	0.2	$174k	981.00	177.53	View chart
Pinnacle West Cap Corp Stock (PNW)	0.2	$168k	1.9k	88.72	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.2	$168k	1.4k	117.72	View chart
Tjx Cos Stock (TJX)	0.1	$149k	968.00	153.62	View chart
Procter & Gamble Stock (PG)	0.1	$140k	980.00	143.26	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$139k	659.00	210.30	View chart
Mastercard Stock (MA)	0.1	$135k	237.00	571.16	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$132k	853.00	154.86	View chart
Netflix Stock (NFLX)	0.1	$125k	1.3k	93.76	View chart
Capital One Financial Corp Stock (COF)	0.1	$121k	499.00	242.36	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$121k	2.0k	59.27	View chart
Fidelity Small-mid Multifactor Etf Etf (FSMD)	0.1	$119k	2.7k	44.13	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$112k	1.6k	71.61	View chart
Equinix Reit (EQIX)	0.1	$112k	146.00	764.33	View chart
Spdr Gold Shares Etf (GLD)	0.1	$109k	276.00	396.31	View chart
Nvidia Corporation Stock (NVDA)	0.1	$109k	586.00	186.55	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$108k	873.00	123.33	View chart
Invesco Building & Construction Etf Etf (PKB)	0.1	$107k	1.2k	92.59	View chart
Salesforce Stock (CRM)	0.1	$103k	388.00	264.81	View chart
Block H & R Stock (HRB)	0.1	$100k	2.3k	43.58	View chart
Pepsico Stock (PEP)	0.1	$94k	658.00	143.43	View chart
Vanguard Health Care Etf Etf (VHT)	0.1	$89k	309.00	288.23	View chart
Costco Wholesale Corp Stock (COST)	0.1	$89k	103.00	864.29	View chart
Fidelity Momentum Factor Etf Etf (FDMO)	0.1	$86k	1.0k	83.97	View chart
Mcdonalds Corp Stock (MCD)	0.1	$85k	277.00	305.63	View chart
Circle Internet Group Inc Com Cl A Stock (CRCL)	0.1	$83k	1.0k	79.30	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	0.1	$82k	2.0k	41.08	View chart
Intuitive Surgical Stock (ISRG)	0.1	$82k	144.00	566.36	View chart
Old Dominion Freight Lns With Stock Split Shares Stock (ODFL)	0.1	$81k	515.00	156.81	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$78k	504.00	155.12	View chart
Ford Mtr Stock (F)	0.1	$75k	5.7k	13.12	View chart
Oneok Stock (OKE)	0.1	$74k	1.0k	73.50	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.1	$66k	1.0k	66.00	View chart
National Grid Transco Adr (NGG)	0.1	$61k	791.00	77.39	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$61k	872.00	69.39	View chart
Ameriprise Finl Stock (AMP)	0.1	$60k	122.00	489.27	View chart
Eli Lilly & Co Stock (LLY)	0.1	$59k	55.00	1074.67	View chart
Waste Connections Stock (WCN)	0.1	$59k	335.00	175.44	View chart
Starbucks Corp Stock (SBUX)	0.1	$58k	688.00	84.26	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.1	$57k	681.00	84.29	View chart
Bank America Corp Stock (BAC)	0.1	$56k	1.0k	54.98	View chart
Cisco Sys Stock (CSCO)	0.1	$55k	712.00	76.98	View chart
Qualcomm Stock (QCOM)	0.1	$55k	319.00	171.24	View chart
American Express Stock (AXP)	0.1	$54k	145.00	369.21	View chart
Chevron Corp Stock (CVX)	0.0	$53k	347.00	152.38	View chart
Te Connectivity Stock (TEL)	0.0	$53k	232.00	227.46	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.0	$52k	1.1k	49.21	View chart
Unitedhealth Group Stock (UNH)	0.0	$51k	153.00	330.46	View chart
Vaneck Preferred Securities Ex Financials Etf Etf (PFXF)	0.0	$50k	2.8k	17.66	View chart
Ishares Tr Dow Jones U S Finl Svcs Etf (IYG)	0.0	$50k	541.00	92.29	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$50k	1.1k	46.94	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$49k	84.00	582.18	View chart
Ishares Dj Us Health Care Providers Etf (IHF)	0.0	$48k	1.0k	47.94	View chart
Hershey Stock (HSY)	0.0	$47k	259.00	182.17	View chart
Travelers Companies Stock (TRV)	0.0	$47k	162.00	289.23	View chart
Hinge Health Inc Cl A Stock (HNGE)	0.0	$47k	1.0k	46.45	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$45k	169.00	268.35	View chart
Autodesk Stock (ADSK)	0.0	$44k	150.00	296.01	View chart
Intuit Stock (INTU)	0.0	$43k	65.00	662.42	View chart
American Tower Corp Reit (AMT)	0.0	$43k	244.00	175.49	View chart
Tesla Stock (TSLA)	0.0	$43k	95.00	450.29	View chart
Fastenal Stock (FAST)	0.0	$42k	1.1k	40.13	View chart
Conocophillips Stock (COP)	0.0	$42k	449.00	93.70	View chart
Deere & Co Stock (DE)	0.0	$41k	88.00	464.58	View chart
Fidelity Disruptive Technology Etf Etf (FDTX)	0.0	$41k	1.0k	40.74	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.0	$41k	259.00	156.63	View chart
Honeywell Intl Stock (HON)	0.0	$40k	205.00	195.03	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$39k	389.00	100.89	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.0	$39k	500.00	77.53	View chart
Sba Communications Cp Reit (SBAC)	0.0	$39k	200.00	193.43	View chart
Ishares Iboxx High Yield Corporate Bond Etf Etf (HYG)	0.0	$39k	477.00	80.62	View chart
Align Technology Stock (ALGN)	0.0	$38k	244.00	156.15	View chart
Pulte Group Stock (PHM)	0.0	$38k	320.00	117.37	View chart
Colgate Palmolive Stock (CL)	0.0	$37k	467.00	78.94	View chart
Unilever Adr	0.0	$35k	534.00	65.40	View chart
Automatic Data Processing Stock (ADP)	0.0	$34k	133.00	257.34	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$34k	56.00	605.86	View chart
First Cash Financial Stock (FCFS)	0.0	$33k	207.00	159.61	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$31k	305.00	102.87	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$30k	551.00	53.85	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$29k	708.00	40.35	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$28k	534.00	52.62	View chart
Pinnacle Finl Partners Stock	0.0	$27k	284.00	95.56	View chart
Canadian National Railway Stock (CNI)	0.0	$27k	269.00	98.77	View chart
First Tr Exchange Traded Fd Amex Biotechnology Index Etf (FBT)	0.0	$27k	128.00	206.70	View chart
Prologis Reit (PLD)	0.0	$26k	205.00	127.84	View chart
Union Pac Corp Stock (UNP)	0.0	$26k	113.00	231.41	View chart
Ebay Stock (EBAY)	0.0	$26k	300.00	87.10	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$26k	286.00	89.20	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$25k	260.00	96.30	View chart
Texas Instrs Stock (TXN)	0.0	$25k	143.00	173.38	View chart
Fidelity Msci Financials Index Etf Etf (FNCL)	0.0	$24k	304.00	77.62	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.0	$24k	139.00	168.77	View chart
Vaneck Video Gaming And Esports Etf Etf (ESPO)	0.0	$22k	214.00	103.66	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$22k	740.00	29.89	View chart
Phillips 66 Stock (PSX)	0.0	$22k	171.00	129.06	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$22k	57.00	385.18	View chart
U Haul Holding Company Stock (UHAL)	0.0	$22k	430.00	50.41	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$21k	784.00	26.91	View chart
Prudential Finl Stock (PRU)	0.0	$20k	175.00	112.88	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$19k	61.00	307.74	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$19k	204.00	91.30	View chart
Paypal Hldgs Stock (PYPL)	0.0	$18k	300.00	58.38	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$18k	90.00	194.19	View chart
Novartis Adr (NVS)	0.0	$17k	123.00	137.60	View chart
Fidelity Fundamental Large Cap Core Etf Etf (FFLC)	0.0	$16k	306.00	53.44	View chart
Adobe Sys Stock (ADBE)	0.0	$16k	45.00	350.00	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$16k	25.00	620.72	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$15k	70.00	208.73	View chart
Sl Green Rlty Corp Reit (SLG)	0.0	$14k	311.00	45.91	View chart
Materials Select Sector Spdr Etf (XLB)	0.0	$13k	296.00	45.35	View chart
Ishares Dj Us Pharma Index F Etf (IHE)	0.0	$13k	152.00	85.07	View chart
Micron Technology Stock (MU)	0.0	$13k	45.00	286.31	View chart
Ishares Silver Trust Etf (SLV)	0.0	$13k	196.00	64.42	View chart
Global Pmts Stock (GPN)	0.0	$12k	158.00	77.31	View chart
Douglas Emmett Reit (DEI)	0.0	$11k	1.0k	10.99	View chart
State Street Spdr S&p Kensho Future Security Etf Etf (FITE)	0.0	$10k	122.00	85.48	View chart
Humana Stock (HUM)	0.0	$10k	40.00	257.90	View chart
Pennymac Mtg Invt Tr Reit (PMT)	0.0	$10k	800.00	12.55	View chart
Village Super Mkt Inc Cl A Stock (VLGEA)	0.0	$9.4k	264.00	35.45	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.0	$8.9k	70.00	126.51	View chart
Markel Group Stock (MKL)	0.0	$8.6k	4.00	2149.75	View chart
Annaly Capital Management Reit (NLY)	0.0	$8.4k	375.00	22.36	View chart
Lear Corp Stock (LEA)	0.0	$8.3k	72.00	115.26	View chart
Ishares Dow Jones Us Utilities Etf (IDU)	0.0	$7.9k	73.00	108.18	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$7.0k	16.00	439.94	View chart
Diageo Adr (DEO)	0.0	$6.9k	80.00	86.28	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$6.9k	127.00	54.07	View chart
Ellington Financial Reit (EFC)	0.0	$6.8k	500.00	13.59	View chart
Amplify Blockchain Technology Etf Etf (BLOK)	0.0	$6.8k	119.00	56.73	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$6.2k	81.00	76.23	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$5.4k	500.00	10.72	View chart
Fidelity Enhanced Large Cap Core Etf Etf (FELC)	0.0	$4.6k	121.00	38.27	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$4.2k	135.00	31.21	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.0	$4.0k	10.00	397.70	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.0	$3.9k	147.00	26.55	View chart
Advanced Micro Devices Stock (AMD)	0.0	$3.6k	17.00	214.18	View chart
Eaton Corp Stock (ETN)	0.0	$3.5k	11.00	320.45	View chart
Eastman Chem Stock (EMN)	0.0	$3.4k	54.00	63.33	View chart
Disney Walt Stock (DIS)	0.0	$2.4k	21.00	111.90	View chart
Pacer Data & Infrastructure Real Estate Etf Etf (SRVR)	0.0	$2.1k	75.00	28.64	View chart
Solstice Advanced Matls Stock	0.0	$2.0k	42.00	48.57	View chart
Magnum Ice Cream Co Nv Ord Stock	0.0	$1.9k	120.00	15.85	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$1.6k	10.00	161.00	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.0	$1.5k	14.00	106.71	View chart
Simplify Us Equity Plus Bitcoin Strategy Etf Etf (SPBC)	0.0	$1.3k	30.00	44.73	View chart
Proshares Bitcoin Etf Etf (BITO)	0.0	$1.0k	84.00	12.15	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$952.000000	7.00	136.00	View chart
Weride Adr (WRD)	0.0	$868.000000	100.00	8.68	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$851.999200	17.00	50.12	View chart
Kraft Heinz Stock (KHC)	0.0	$630.999200	26.00	24.27	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$259.000000	10.00	25.90	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.0	$206.999800	7.00	29.57	View chart
Organon & Co Stock (OGN)	0.0	$36.000000	5.00	7.20	View chart

Past Filings by High Point Wealth Management

SEC 13F filings are viewable for High Point Wealth Management going back to 2025

High Point Wealth Management 2025 Q4 filed Jan. 29, 2026

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