WealthPoint Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Bluerock Private Real Estate FundBPRE | $2.21M | 1.9% |
| ISHARES TR | $2.32M | 2.0% |
| WISDOMTREE TR | $2.37M | 2.1% |
| BONDBLOXX ETF TRUST | $2.38M | 2.1% |
| SCHWAB STRATEGIC TR | $2.41M | 2.1% |
| WISDOMTREE TR | $2.46M | 2.1% |
| LPL Financial Holdings Inc. | $2.57M | 2.2% |
| ISHARES INC | $2.57M | 2.2% |
| WISDOMTREE TR | $2.70M | 2.3% |
| SCHWAB STRATEGIC TR | $2.72M | 2.4% |
| SPDR S&P 500 ETF TR | $2.74M | 2.4% |
| ISHARES TR | $3.23M | 2.8% |
| INVESCO EXCHANGE TRADED FD T | $4.10M | 3.6% |
| ISHARES TR | $4.15M | 3.6% |
| ISHARES TR | $4.81M | 4.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $4.88M | 4.2% |
| SPDR SERIES TRUST | $5.46M | 4.7% |