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WealthPoint Financial

Latest statistics and disclosures from WealthPoint Financial's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002040860

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Positions held by WealthPoint Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WealthPoint Financial

WealthPoint Financial holds 117 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	4.7	$5.5M	68k	80.22	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.2	$4.9M	80k	60.81	View chart
Ishares Tr Sp 500 Val Etf (IVE)	4.2	$4.8M	23k	212.07	View chart
Ishares Tr Sp 500 Grwt Etf (IVW)	3.6	$4.1M	34k	123.26	View chart
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)	3.6	$4.1M	69k	59.28	View chart
Ishares Tr Eafe Value Etf (EFV)	2.8	$3.2M	45k	71.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$2.7M	4.0k	681.92	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.4	$2.7M	117k	23.37	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	2.3	$2.7M	61k	44.05	View chart
Ishares Core Msci Emkt (IEMG)	2.2	$2.6M	38k	67.22	View chart
Lpl Financial Holdings (LPLA)	2.2	$2.6M	7.2k	357.17	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	2.1	$2.5M	35k	70.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	2.1	$2.4M	74k	32.62	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	2.1	$2.4M	52k	46.22	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.1	$2.4M	27k	89.43	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.0	$2.3M	50k	46.54	View chart
Bluerock Pvt Real Estate (BPRE)	1.9	$2.2M	147k	15.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$2.0M	10k	198.62	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.7	$2.0M	59k	33.30	View chart
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)	1.7	$1.9M	16k	119.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.6	$1.9M	49k	38.56	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	1.5	$1.7M	39k	44.55	View chart
Microsoft Corporation (MSFT)	1.5	$1.7M	3.5k	483.61	View chart
Apple (AAPL)	1.4	$1.7M	6.1k	271.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$1.6M	21k	77.02	View chart
NVIDIA Corporation (NVDA)	1.4	$1.6M	8.6k	186.51	View chart
Ssga Active Tr State Street Us (XLSR)	1.4	$1.6M	25k	62.31	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.3	$1.5M	35k	44.41	View chart
Ishares Tr Mbs Etf (MBB)	1.3	$1.4M	15k	95.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.2	$1.4M	16k	85.37	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	1.1	$1.3M	14k	93.30	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.0	$1.1M	22k	50.01	View chart
Ishares Tr 10 20 Yr Trs Etf (TLH)	0.9	$1.1M	10k	101.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$1.0M	20k	52.77	View chart
Exxon Mobil Corporation (XOM)	0.9	$1.0M	8.5k	120.34	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$997k	21k	46.81	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.8	$964k	19k	51.26	View chart
Spdr Series Trust State Street Spd (SPTL)	0.7	$856k	32k	26.47	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$842k	13k	64.79	View chart
JPMorgan Chase & Co. (JPM)	0.7	$801k	2.5k	322.25	View chart
Meta Platforms Cl A (META)	0.7	$797k	1.2k	660.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$788k	2.5k	312.99	View chart
Duke Energy Corp Com New (DUK)	0.7	$771k	6.6k	117.21	View chart
Wisdomtree Tr Us Sht Trm Corp (QSIG)	0.6	$652k	13k	48.99	View chart
Spdr Series Trust State Street Spd (EMHC)	0.6	$646k	25k	25.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$584k	1.5k	396.31	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$579k	12k	46.86	View chart
ConocoPhillips (COP)	0.5	$559k	6.0k	93.62	View chart
Ssga Active Tr State Street Fix (FISR)	0.5	$545k	21k	25.91	View chart
Procter & Gamble Company (PG)	0.5	$536k	3.7k	143.31	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.5	$524k	8.9k	58.67	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.4	$500k	12k	41.27	View chart
Broadcom (AVGO)	0.4	$492k	1.4k	346.16	View chart
Ssga Active Tr State Street Us (SPIN)	0.4	$485k	15k	32.41	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$464k	1.9k	250.31	View chart
Amazon (AMZN)	0.4	$456k	2.0k	230.82	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.4	$456k	9.2k	49.62	View chart
Merck & Co (MRK)	0.4	$456k	4.3k	105.26	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.4	$456k	9.8k	46.44	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$453k	8.8k	51.60	View chart
Home Depot (HD)	0.4	$450k	1.3k	344.02	View chart
Parker-Hannifin Corporation (PH)	0.4	$446k	507.00	879.21	View chart
Qualcomm (QCOM)	0.4	$439k	2.6k	171.05	View chart
Prudential Financial (PRU)	0.4	$438k	3.9k	112.87	View chart
Abbvie (ABBV)	0.4	$436k	1.9k	228.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$431k	16k	27.43	View chart
Spdr Index Shs Fds Sp Gblinf Etf (GII)	0.4	$423k	6.1k	69.77	View chart
Johnson & Johnson (JNJ)	0.4	$416k	2.0k	206.94	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.4	$408k	13k	30.40	View chart
Wal-Mart Stores (WMT)	0.3	$396k	3.6k	111.41	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.3	$394k	4.9k	80.81	View chart
Bank of America Corporation (BAC)	0.3	$391k	7.1k	55.00	View chart
Cisco Systems (CSCO)	0.3	$381k	5.0k	77.03	View chart
Blackrock (BLK)	0.3	$363k	339.00	1071.00	View chart
Caterpillar (CAT)	0.3	$363k	633.00	573.16	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$361k	7.2k	50.32	View chart
Spdr Series Trust State Street Spd (SPHY)	0.3	$361k	15k	23.67	View chart
Wells Fargo & Company (WFC)	0.3	$360k	3.9k	93.19	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.3	$348k	16k	21.37	View chart
MetLife (MET)	0.3	$343k	4.3k	78.94	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$341k	5.9k	57.91	View chart
Tesla Motors (TSLA)	0.3	$316k	703.00	449.72	View chart
At&t (T)	0.3	$315k	13k	24.84	View chart
Spdr Series Trust Bloomberg Enhncd (CERY)	0.3	$314k	11k	28.55	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.3	$313k	3.3k	96.28	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.3	$312k	7.2k	43.54	View chart
Philip Morris International (PM)	0.3	$310k	1.9k	160.40	View chart
Verizon Communications (VZ)	0.3	$304k	7.5k	40.73	View chart
Flexshares Tr Hig Yld Vl Etf (HYGV)	0.3	$303k	7.4k	40.73	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$297k	1.1k	258.86	View chart
Spdr Index Shs Fds Sp Intl Etf (DWX)	0.3	$291k	6.6k	43.94	View chart
Spdr Index Shs Fds Sp Intl Smlcp (GWX)	0.3	$290k	7.1k	40.86	View chart
Coca-Cola Company (KO)	0.3	$288k	4.1k	69.91	View chart
Southern Company (SO)	0.2	$283k	3.3k	87.20	View chart
Spdr Series Trust State Street Spd (RWR)	0.2	$274k	2.8k	98.23	View chart
Spdr Series Trust State Street Spd (PSK)	0.2	$259k	8.2k	31.69	View chart
General Dynamics Corporation (GD)	0.2	$254k	753.00	336.84	View chart
International Business Machines (IBM)	0.2	$253k	855.00	296.06	View chart
CSX Corporation (CSX)	0.2	$246k	6.8k	36.25	View chart
Kinder Morgan (KMI)	0.2	$245k	8.9k	27.49	View chart
Fifth Third Ban (FITB)	0.2	$242k	5.2k	46.81	View chart
Pepsi (PEP)	0.2	$239k	1.7k	143.55	View chart
Prologis (PLD)	0.2	$238k	1.9k	127.64	View chart
Pfizer (PFE)	0.2	$236k	9.5k	24.90	View chart
UnitedHealth (UNH)	0.2	$233k	706.00	330.11	View chart
McDonald's Corporation (MCD)	0.2	$233k	763.00	305.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$233k	694.00	335.27	View chart
Goldman Sachs (GS)	0.2	$229k	261.00	879.00	View chart
Us Bancorp Del Com New (USB)	0.2	$226k	4.2k	53.37	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$226k	5.2k	43.25	View chart
Ishares Tr Core Sp Mcp Etf (IJH)	0.2	$224k	3.4k	66.00	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$223k	2.9k	77.88	View chart
Becton, Dickinson and (BDX)	0.2	$221k	1.1k	194.07	View chart
Ferguson Enterprises Common Stock New (FERG)	0.2	$217k	974.00	222.63	View chart
Dominion Resources (D)	0.2	$214k	3.7k	58.59	View chart
Bank of New York Mellon Corporation (BK)	0.2	$212k	1.8k	116.10	View chart
Eli Lilly & Co. (LLY)	0.2	$208k	193.00	1075.40	View chart

Past Filings by WealthPoint Financial

SEC 13F filings are viewable for WealthPoint Financial going back to 2025

WealthPoint Financial 2025 Q4 filed Feb. 19, 2026

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