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WealthPoint Financial, LLC

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
WISDOMTREE TR$524.3K8,9370.5%
SSGA ACTIVE ETF TR$500.2K12,1210.4%
Broadcom Inc.$491.5K1,4200.4%
SSGA ACTIVE TR$484.7K14,9570.4%
iShares MSCI UAE ETF$464.1K1,8540.4%
Amazon.com Inc$456.1K1,9760.4%
WISDOMTREE TR$456.1K9,1920.4%
Merck & Co., Inc.$455.7K4,3290.4%
WISDOMTREE TR$455.5K9,8090.4%
WISDOMTREE TR$452.7K8,7730.4%
HOME DEPOT, INC.$449.6K1,3070.4%
Parker-Hannifin Corp$445.8K5070.4%
QUALCOMM INC/DE$438.7K2,5650.4%
PRUDENTIAL FINANCIAL INC$437.7K3,8780.4%
AbbVie Inc.$436.1K1,9080.4%
SCHWAB STRATEGIC TR$431.4K15,7290.4%
SPDR INDEX SHS FDS$423.0K6,0630.4%
JOHNSON & JOHNSON$415.8K2,0090.4%
FLEXSHARES TR$408.3K13,4300.4%
Walmart Inc.$396.3K3,5570.3%
FLEXSHARES TR$394.4K4,8810.3%
BANK OF AMERICA CORP /DE$391.1K7,1100.3%
CISCO SYSTEMS, INC.$381.4K4,9510.3%
BlackRock, Inc.$363.1K3390.3%
CATERPILLAR INC$362.8K6330.3%
WISDOMTREE TR$361.1K7,1770.3%
SPDR SERIES TRUST$360.9K15,2490.3%
WELLS FARGO & COMPANY/MN$359.8K3,8610.3%
SPDR SERIES TRUST$347.6K16,2650.3%
MetLife Inc$343.1K4,3460.3%
SPDR SERIES TRUST$341.3K5,8940.3%
Tesla Inc$316.2K7030.3%
AT&T INC.$314.6K12,6670.3%
SPDR SERIES TRUST$313.8K10,9900.3%
ISHARES TR$313.1K3,2520.3%
WISDOMTREE TR$312.4K7,1750.3%
Philip Morris International Inc.$309.6K1,9300.3%
VERIZON COMMUNICATIONS INC$304.2K7,4680.3%
FLEXSHARES TR$303.3K7,4450.3%
Arthur J. Gallagher & Co.$296.6K1,1460.3%
SPDR INDEX SHS FDS$290.6K6,6140.3%
SPDR INDEX SHS FDS$290.1K7,0990.3%
COCA COLA CO$288.4K4,1260.3%
SOUTHERN CO$283.4K3,2500.2%
SPDR SERIES TRUST$274.4K2,7930.2%
SPDR SERIES TRUST$258.8K8,1680.2%
GENERAL DYNAMICS CORP$253.6K7530.2%
INTERNATIONAL BUSINESS MACHINES CORP$253.1K8550.2%
CSX CORP$245.6K6,7750.2%
KINDER MORGAN, INC.$245.0K8,9140.2%
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