Institutions / WealthPoint Financial, LLC
WealthPoint Financial, LLC
CIK 2040860 · Institution · as of Dec 31, 2025
Portfolio value
$114.94M
Positions
117
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 117 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $5.46M | 4.7% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $4.88M | 4.2% |
| iShares Tr | $4.81M | 4.2% |
| iShares Tr | $4.15M | 3.6% |
| Invesco Exchange Traded Fd T | $4.10M | 3.6% |
| iShares Tr | $3.23M | 2.8% |
| SPDR S&P 500 ETF Tr | $2.74M | 2.4% |
| Schwab Strategic Tr | $2.72M | 2.4% |
| WisdomTree Tr | $2.70M | 2.3% |
| iShares Inc | $2.57M | 2.2% |
| LPL Financial Holdings Inc. | $2.57M | 2.2% |
| WisdomTree Tr | $2.46M | 2.1% |
| Schwab Strategic Tr | $2.41M | 2.1% |
| Bondbloxx ETF Trust | $2.38M | 2.1% |
| WisdomTree Tr | $2.37M | 2.1% |
| iShares Tr | $2.32M | 2.0% |
| Bluerock Private Real Estate FundBPRE | $2.21M | 1.9% |
| iShares MSCI UAE ETF | $2.02M | 1.8% |
| BlackRock ETF Trust | $1.96M | 1.7% |
| Invesco Exch Traded Fd Tr II | $1.93M | 1.7% |
| BlackRock ETF Trust | $1.88M | 1.6% |
| WisdomTree Tr | $1.72M | 1.5% |
| Microsoft Corp | $1.71M | 1.5% |
| Apple Inc. | $1.66M | 1.4% |
| American Centy ETF Tr | $1.64M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.