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WealthPoint Financial, LLC

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
ELI LILLY & Co—$207.6K1930.2%
Bank of New York Mellon Corp/The—$211.8K1,8240.2%
DOMINION ENERGY, INC—$214.1K3,6550.2%
Ferguson Enterprises Inc. /DE—$216.8K9740.2%
Becton Dickinson & Co—$220.5K1,1360.2%
VANGUARD BD INDEX FDS—$223.0K2,8630.2%
ISHARES TR—$223.5K3,3860.2%
SPDR SERIES TRUST—$225.6K5,2170.2%
US BANCORP \DE—$226.0K4,2340.2%
THE GOLDMAN SACHS GROUP, INC.—$229.4K2610.2%
VANGUARD INDEX FDS—$232.7K6940.2%
MCDONALD'S CORP—$233.0K7630.2%
UNITEDHEALTH GROUP INC—$233.1K7060.2%
PFIZER INC—$235.5K9,4560.2%
Prologis Inc—$238.3K1,8670.2%
PEPSICO INC—$239.0K1,6650.2%
FIFTH THIRD BANCORP—$241.6K5,1610.2%
KINDER MORGAN, INC.—$245.0K8,9140.2%
CSX CORP—$245.6K6,7750.2%
INTERNATIONAL BUSINESS MACHINES CORP—$253.1K8550.2%
GENERAL DYNAMICS CORP—$253.6K7530.2%
SPDR SERIES TRUST—$258.8K8,1680.2%
SPDR SERIES TRUST—$274.4K2,7930.2%
SOUTHERN CO—$283.4K3,2500.2%
COCA COLA CO—$288.4K4,1260.3%
SPDR INDEX SHS FDS—$290.1K7,0990.3%
SPDR INDEX SHS FDS—$290.6K6,6140.3%
Arthur J. Gallagher & Co.—$296.6K1,1460.3%
FLEXSHARES TR—$303.3K7,4450.3%
VERIZON COMMUNICATIONS INC—$304.2K7,4680.3%
Philip Morris International Inc.—$309.6K1,9300.3%
WISDOMTREE TR—$312.4K7,1750.3%
ISHARES TR—$313.1K3,2520.3%
SPDR SERIES TRUST—$313.8K10,9900.3%
AT&T INC.—$314.6K12,6670.3%
Tesla Inc—$316.2K7030.3%
SPDR SERIES TRUST—$341.3K5,8940.3%
MetLife Inc—$343.1K4,3460.3%
SPDR SERIES TRUST—$347.6K16,2650.3%
WELLS FARGO & COMPANY/MN—$359.8K3,8610.3%
SPDR SERIES TRUST—$360.9K15,2490.3%
WISDOMTREE TR—$361.1K7,1770.3%
CATERPILLAR INC—$362.8K6330.3%
BlackRock, Inc.—$363.1K3390.3%
CISCO SYSTEMS, INC.—$381.4K4,9510.3%
BANK OF AMERICA CORP /DE—$391.1K7,1100.3%
FLEXSHARES TR—$394.4K4,8810.3%
Walmart Inc.—$396.3K3,5570.3%
FLEXSHARES TR—$408.3K13,4300.4%
JOHNSON & JOHNSON—$415.8K2,0090.4%
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