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WealthPoint Financial, LLC

All holdings · as of Dec 31, 2025

117 positions

CompanyClassValueShares% of portfolio
FIFTH THIRD BANCORP$241.6K5,1610.2%
PEPSICO INC$239.0K1,6650.2%
Prologis Inc$238.3K1,8670.2%
PFIZER INC$235.5K9,4560.2%
UNITEDHEALTH GROUP INC$233.1K7060.2%
MCDONALD'S CORP$233.0K7630.2%
VANGUARD INDEX FDS$232.7K6940.2%
THE GOLDMAN SACHS GROUP, INC.$229.4K2610.2%
US BANCORP \DE$226.0K4,2340.2%
SPDR SERIES TRUST$225.6K5,2170.2%
ISHARES TR$223.5K3,3860.2%
VANGUARD BD INDEX FDS$223.0K2,8630.2%
Becton Dickinson & Co$220.5K1,1360.2%
Ferguson Enterprises Inc. /DE$216.8K9740.2%
DOMINION ENERGY, INC$214.1K3,6550.2%
Bank of New York Mellon Corp/The$211.8K1,8240.2%
ELI LILLY & Co$207.6K1930.2%
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