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WealthPoint Financial, LLC

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
SPDR INDEX SHS FDS$423.0K6,0630.4%
SCHWAB STRATEGIC TR$431.4K15,7290.4%
AbbVie Inc.$436.1K1,9080.4%
PRUDENTIAL FINANCIAL INC$437.7K3,8780.4%
QUALCOMM INC/DE$438.7K2,5650.4%
Parker-Hannifin Corp$445.8K5070.4%
HOME DEPOT, INC.$449.6K1,3070.4%
WISDOMTREE TR$452.7K8,7730.4%
WISDOMTREE TR$455.5K9,8090.4%
Merck & Co., Inc.$455.7K4,3290.4%
WISDOMTREE TR$456.1K9,1920.4%
Amazon.com Inc$456.1K1,9760.4%
iShares MSCI UAE ETF$464.1K1,8540.4%
SSGA ACTIVE TR$484.7K14,9570.4%
Broadcom Inc.$491.5K1,4200.4%
SSGA ACTIVE ETF TR$500.2K12,1210.4%
WISDOMTREE TR$524.3K8,9370.5%
PROCTER & GAMBLE Co$536.0K3,7400.5%
SSGA ACTIVE TR$545.4K21,0490.5%
ConocoPhillips$559.4K5,9750.5%
SPDR SERIES TRUST$579.2K12,3610.5%
SPDR GOLD TR$584.2K1,4740.5%
SPDR SERIES TRUST$645.5K25,3520.6%
WISDOMTREE TR$652.2K13,3140.6%
Duke Energy Corp$771.4K6,5810.7%
Alphabet Inc.$787.8K2,5170.7%
Meta Platforms Inc$796.9K1,2070.7%
JPMORGAN CHASE & CO$800.5K2,4840.7%
GLOBAL X FDS$842.4K13,0020.7%
SPDR SERIES TRUST$855.7K32,3260.7%
WISDOMTREE TR$964.2K18,8100.8%
SPDR INDEX SHS FDS$997.2K21,3040.9%
EXXON MOBIL CORP$1.02M8,4550.9%
BLACKROCK ETF TRUST II$1.03M19,4680.9%
ISHARES TR$1.06M10,4200.9%
ISHARES TR$1.11M22,1331.0%
WISDOMTREE TR$1.32M14,1181.1%
WORLD GOLD TR$1.38M16,1411.2%
ISHARES TR$1.45M15,2121.3%
SPDR INDEX SHS FDS$1.53M34,5331.3%
SSGA ACTIVE TR$1.56M25,0521.4%
NVIDIA Corp$1.61M8,6431.4%
AMERICAN CENTY ETF TR$1.64M21,2781.4%
Apple Inc.$1.66M6,1201.4%
MICROSOFT CORP$1.71M3,5331.5%
WISDOMTREE TR$1.72M38,6861.5%
BLACKROCK ETF TRUST$1.88M48,7931.6%
INVESCO EXCH TRADED FD TR II$1.93M16,1431.7%
BLACKROCK ETF TRUST$1.96M58,9301.7%
iShares MSCI UAE ETF$2.02M10,1761.8%
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