WealthPoint Financial, LLC
All holdings · as of Dec 31, 2025
| 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% |
| NVIDIA Corp | $1.61M | 1.4% |
| SSGA ACTIVE TR | $1.56M | 1.4% |
| SPDR INDEX SHS FDS | $1.53M | 1.3% |
| ISHARES TR | $1.45M | 1.3% |
| WORLD GOLD TR | $1.38M | 1.2% |
| WISDOMTREE TR | $1.32M | 1.1% |
| ISHARES TR | $1.11M | 1.0% |
| ISHARES TR | $1.06M | 0.9% |
| BLACKROCK ETF TRUST II | $1.03M | 0.9% |
| EXXON MOBIL CORP | $1.02M | 0.9% |
| SPDR INDEX SHS FDS | $997.2K | 0.9% |
| WISDOMTREE TR | $964.2K | 0.8% |
| SPDR SERIES TRUST | $855.7K | 0.7% |
| GLOBAL X FDS | $842.4K | 0.7% |
| JPMORGAN CHASE & CO | $800.5K | 0.7% |
| Meta Platforms Inc | $796.9K | 0.7% |
| Alphabet Inc. | $787.8K | 0.7% |
| Duke Energy Corp | $771.4K | 0.7% |
| WISDOMTREE TR | $652.2K | 0.6% |
| SPDR SERIES TRUST | $645.5K | 0.6% |
| SPDR GOLD TR | $584.2K | 0.5% |
| SPDR SERIES TRUST | $579.2K | 0.5% |
| ConocoPhillips | $559.4K | 0.5% |
| SSGA ACTIVE TR | $545.4K | 0.5% |
| PROCTER & GAMBLE Co | $536.0K | 0.5% |