WealthPoint Financial, LLC

CIK 2040860 · View on SEC EDGAR ↗

Portfolio value
$137.2M
#7,663 of 9,443 by 13F value · top 81.2%
Positions
126
As of
June 30, 2026

Portfolio value QoQ: +14.8% 13F does not disclose cash

Top 10 holdings weight
35.89%
Top 25 holdings weight
59.77%
Positions above 1%
33
Effective number of positions
42.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 10.04% Est. buys $19,711,098 · sells $12,884,769

New positions
11
Increased
76
Decreased
37
Closed
6
On this page

Sector breakdown

Technology
5.6%
Financials
2.8%
Financial Services
2.3%
Industrials
2.0%
Communication Services
1.3%
Healthcare
1.2%
Utilities
1.0%
Retail
1.0%
Energy
0.6%
Consumer Staples
0.6%
Communications
0.5%
Telecommunication
0.5%
Consumer Discretionary
0.4%
Real Estate
0.4%
Consumer products
0.3%
Other/Unmapped
79.7%

Full portfolio 126 positions

Type Streak 8Q trend
SPYM $13,218,388 9.64% 150,414 $6,407,706 Up ×2
DYNF $5,203,173 3.79% 76,506 $841,128 Up ×1
IVW $5,037,724 3.67% 36,630 $1,120,498 Up ×2
IVE $4,691,287 3.42% 20,661 $-190,712 Down ×1
IUSB iShares Core Universal USD Bond ETF $4,654,966 3.39% 100,866 $2,272,440 Up ×2
ACWX iShares MSCI ACWI ex U.S. ETF $3,665,990 2.67% 48,167 $1,012,914 Up ×1
CORO iShares International Country Rotation Active ETF $3,405,447 2.48% 93,045 $578,202 Up ×1
SPY SPY $3,397,057 2.48% 4,549 $800,249 Up ×1
SCHG $2,999,070 2.19% 88,625 $616,178 Up ×2
EPS $2,957,965 2.16% 38,025 $410,242 Up ×2
SCHZ $2,954,187 2.15% 127,721 $153,809 Up ×2
AGGY $2,948,287 2.15% 67,808 $9,135 Up ×2
BAI $2,825,897 2.06% 53,602 $800,362 Down ×1
DGRW WisdomTree U.S. Quality Dividend Growth Fund $2,646,250 1.93% 27,675 $207,380 Down ×1
SPMO $2,276,583 1.66% 14,093 $363,650 Down ×1
AAPL Apple Inc. - Common Stock $2,191,463 1.60% 7,573 $558,255 Up ×2
LPLA LPL Financial Holdings Inc. - Common Stock $2,147,810 1.57% 7,625 $234,531 Up ×1
XLSR $2,132,273 1.55% 32,875 $437,200 Up ×2
MTGP $1,941,049 1.42% 43,951 $81,482 Up ×2
NVDA NVIDIA Corporation - Common Stock $1,938,841 1.41% 9,690 $268,566 Up ×2
BLCR iShares Large Cap Core Active ETF $1,896,531 1.38% 37,652 $466,781 Up ×1
SPDW $1,808,411 1.32% 35,888 $-28,976 Down ×1
XTEN $1,744,028 1.27% 38,263 $-784,096 Down ×1
MSFT Microsoft Corporation - Common Stock $1,668,700 1.22% 4,473 $217,196 Up ×2
MBB iShares MBS ETF $1,633,400 1.19% 17,281 $124,550 Up ×2
SHLD $1,614,618 1.18% 27,041 $182,304 Up ×2
WTV $1,553,264 1.13% 15,270 $144,629 Up ×2
AVEM $1,537,086 1.12% 15,930 $-405,295 Down ×1
SPEM $1,531,808 1.12% 29,583 $325,470 Up ×2
GOVT $1,512,956 1.10% 66,416 $131,300 Up ×1
THRO $1,497,340 1.09% 34,733 $-332,350 Down ×1
BPRE Bluerock Private Real Estate Fund Common Shares of Beneficial Interest $1,467,297 1.07% 112,782 $-566,480 Down ×2
IALT iShares Systematic Alternatives Active ETF $1,393,608 1.02% 49,683 Up ×1
TLH $1,234,270 0.90% 12,300 $75,839 Up ×2
SPTL $1,171,458 0.85% 44,661 $202,329 Up ×2
GOOGL Alphabet Inc. - Class A Common Stock $1,120,020 0.82% 3,134 $255,328 Up ×2
GGOV $1,102,307 0.80% 21,919 Up ×1
EMHC $922,378 0.67% 36,257 $120,321 Up ×2
USMF $907,160 0.66% 16,724 $-93,575 Down ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $801,052 0.58% 6,328 $-51,334 Down ×2
AVGO Broadcom Inc. - Common Stock $799,910 0.58% 2,118 $213,572 Up ×2
QGRW $754,116 0.55% 11,421 $249,267 Up ×2
JNK $752,842 0.55% 7,812 $492,484 Up ×1
QSIG $732,237 0.53% 15,152 $26,417 Up ×2
TFC Truist Financial Corporation Common Stock $721,095 0.53% 14,474 Up ×1
SRLN $706,848 0.52% 17,544 $90,619 Up ×2
MTUM $674,689 0.49% 1,968 $195,909 Down ×1
SPIN $671,163 0.49% 20,859 $116,006 Up ×2
JPM JP Morgan Chase & Co. Common Stock $668,299 0.49% 2,042 $16,315 Down ×2
CERY $663,184 0.48% 19,838 $22,697 Up ×2
SPSM $646,769 0.47% 11,215 $109,644 Up ×1
GII $621,655 0.45% 8,211 $67,165 Up ×2
CSCO Cisco Systems, Inc. - Common Stock $617,589 0.45% 5,258 $107,963 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $610,189 0.44% 1,083 $-73,642 Down ×2
PH Parker-Hannifin Corporation Common Stock $608,581 0.44% 622 $60,550 Up ×2
FISR $596,593 0.43% 23,259 $-339,846 Down ×1
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund $591,757 0.43% 9,970 $72,612 Up ×2
GLD $569,884 0.42% 1,547 $-17,892 Up ×1
CAT Caterpillar, Inc. Common Stock $554,147 0.40% 520 $2,724 Down ×1
DON $551,918 0.40% 9,765 $50,424 Up ×2
SPHY $536,706 0.39% 22,897 $85,721 Up ×2
JNJ Johnson & Johnson Common Stock $531,167 0.39% 2,091 $55,206 Up ×1
COP ConocoPhillips Common Stock $522,802 0.38% 5,029 $-93,019 Up ×1
WMT Walmart Inc. - Common Stock $518,661 0.38% 4,579 $-15,630 Up ×2
SPMD $518,118 0.38% 7,669 $108,019 Up ×2
QHY $514,483 0.38% 11,231 $22,712 Up ×2
GLDM $501,537 0.37% 6,315 $14,729 Up ×1
ABBV AbbVie Inc. Common Stock $501,513 0.37% 1,993 $85,518 Up ×2
EBND $490,637 0.36% 23,453 $71,521 Up ×2
AMZN Amazon.com, Inc. - Common Stock $482,877 0.35% 2,026 $65,920 Up ×2
PM Philip Morris International Inc Common Stock $466,512 0.34% 2,579 $55,260 Up ×2
IQDF $458,922 0.33% 13,279 $29,382 Down ×1
QDF $448,071 0.33% 4,983 $48,746 Down ×1
RWR $438,775 0.32% 3,884 $96,992 Up ×2
HD Home Depot, Inc. (The) Common Stock $427,469 0.31% 1,212 $17,056 Down ×2
PG Procter & Gamble Company (The) Common Stock $416,038 0.30% 2,837 $-14,489 Down ×2
SCHD $411,818 0.30% 12,987 $39,792 Up ×1
DWX $410,925 0.30% 8,941 $49,211 Up ×2
USFR $405,640 0.30% 8,056 $13,798 Up ×2
GWX $393,271 0.29% 8,987 $48,548 Up ×2
PSK $381,747 0.28% 12,504 $58,791 Up ×2
BK The Bank of New York Mellon Corporation Common Stock $381,127 0.28% 2,636 $65,060 Down ×1
TSLA Tesla, Inc. - Common Stock $369,287 0.27% 878 $74,861 Up ×2
BAC Bank of America Corporation Common Stock $368,753 0.27% 6,472 $44,822 Down ×2
BLK BlackRock, Inc. Common Stock $367,596 0.27% 382 $20,183 Up ×2
PRU Prudential Financial, Inc. Common Stock $364,552 0.27% 3,378 $27,836 Down ×2
MET MetLife, Inc. Common Stock $356,927 0.26% 4,218 $46,969 Down ×1
MRK Merck & Company, Inc. Common Stock (new) $347,005 0.25% 2,700 $10,094 Down ×2
DDWM $345,149 0.25% 7,474 $30,204 Up ×1
T AT&T Inc. $341,725 0.25% 16,508 $-89,415 Up ×2
SPYD $339,981 0.25% 7,126 $52,477 Up ×2
WFC Wells Fargo & Company Common Stock $338,149 0.25% 4,092 $25,088 Up ×2
IBM International Business Machines Corporation Common Stock $325,016 0.24% 1,156 $32,537 Down ×1
KO Coca-Cola Company (The) Common Stock $324,069 0.24% 3,988 $22,696 Up ×1
KMI Kinder Morgan, Inc. Common Stock $321,883 0.23% 10,068 $20,261 Up ×2
SPAB $318,694 0.23% 12,488 $-74,701 Down ×1
SO Southern Company (The) Common Stock $316,013 0.23% 3,302 $-414 Up ×2
CMI Cummins Inc. Common Stock $301,688 0.22% 423 $74,106
CWB $296,397 0.22% 2,749 $66,407 Up ×1
SPLB $289,923 0.21% 12,943 $-18,113 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IALT $1,393,608 49,683 1.02%
GGOV $1,102,307 21,919 0.80%
TFC $721,095 14,474 0.53%
LLY $261,662 218 0.19%
ELD $242,652 8,455 0.18%
DELL $228,674 530 0.17%
APH $220,929 1,253 0.16%
LAMR $213,609 1,369 0.16%
PNC $212,978 865 0.16%
C $201,320 1,438 0.15%
TXN $200,303 672 0.15%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SPYM Bought more +61K +$6.4M
IUSB Bought more +49K +$2.3M
IVW Bought more +2K +$1.1M
ACWX Bought more +9K +$1.0M
DYNF Bought more +2K +$841K
BAI Trimmed -8K +$800K
SPY Bought more +556 +$800K
XTEN Trimmed -17K -$784K
BINC Trimmed -13K -$696K
SCHG Bought more +7K +$616K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
XLG March 31, 2026 69,239 $4,104,488 No longer tracked
IEMG March 31, 2026 38,267 $2,572,308 No longer tracked
QUAL June 30, 2026 10,353 $1,985,809 No longer tracked
EFV June 30, 2026 23,839 $1,772,430 No longer tracked
XOM June 30, 2026 8,091 $1,372,674 22.5%
IAGG June 30, 2026 23,814 $1,191,653 No longer tracked
EMB March 31, 2026 3,252 $313,103
AJG March 31, 2026 1,146 $296,648 20.3%
PEP March 31, 2026 1,665 $239,005 -8.4%
UNH March 31, 2026 706 $233,058 45.0%
BDX March 31, 2026 1,136 $220,464 19.2%
LMT June 30, 2026 359 $217,156 14.5%
PFE June 30, 2026 7,678 $215,612 15.6%
LLY March 31, 2026 193 $207,552 37.9%