Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
High Point Wealth Management, LLC (CIK 2106882) reported $122.2M across 250 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IYW ($12.8M, 10.47%), FTEC ($8.4M, 6.87%), FDVV ($6.5M, 5.35%), SOXX ($4.6M, 3.78%), CIBR ($4.6M, 3.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES DJ US TECHNOLOGY | $12.8M | 10.47% | 50,732 | Trimmed |
| 2 | FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $8.4M | 6.87% | 29,412 | Added |
| 3 | FDVV | FIDELITY HIGH DIVIDEND ETF | $6.5M | 5.35% | 108,405 | Added |
| 4 | SOXX | ISHARES SEMICONDUCTOR ETF | $4.6M | 3.78% | 7,205 | Added |
| 5 | CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $4.6M | 3.74% | 50,935 | Trimmed |
| 6 | PEG | PUBLIC SVC ENTERPRISE GROUP COM | $3.6M | 2.96% | 44,572 | Added |
| 7 | SO | SOUTHERN CO COM | $3.6M | 2.92% | 37,339 | Added |
| 8 | HDV | ISHARES TR HIGH DIVID EQUITY FD | $3.6M | 2.92% | 130,155 | Added |
| 9 | IVV | ISHARES S&P 500 INDEX | $2.7M | 2.17% | 3,547 | Added |
| 10 | WELL | HEALTH CARE REIT INC | $2.6M | 2.14% | 11,535 | Added |
| 11 | ED | CONSOLIDATED EDISON INC COM | $2.6M | 2.10% | 23,214 | Added |
| 12 | IVE | ISHARES S&P 500 VALUE ETF | $2.3M | 1.87% | 10,047 | Added |
| 13 | FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $2.1M | 1.75% | 36,594 | Added |
| 14 | SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2.1M | 1.74% | 15,836 | Trimmed |
| 15 | FCLD | FIDELITY CLOUD COMPUTING ETF | $1.7M | 1.40% | 44,166 | Trimmed |
| 16 | PM | PHILIP MORRIS INTL INC | $1.6M | 1.34% | 9,057 | Added |
| 17 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $1.6M | 1.33% | 53,804 | Added |
| 18 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | $1.6M | 1.33% | 26,095 | Trimmed |
| 19 | XLE | ENERGY SELECT SECTOR SPDR | $1.6M | 1.31% | 30,188 | Added |
| 20 | IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $1.6M | 1.27% | 8,261 | Added |
| 21 | AMZN | AMAZON.COM INC | $1.5M | 1.20% | 6,164 | Added |
| 22 | PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.3M | 1.09% | 22,565 | Added |
| 23 | BAC-PL | BANK AMERICA CORP 7.25CNV PFD L | $1.3M | 1.09% | 1,060 | Added |
| 24 | GOOGL | GOOGLE INC | $1.3M | 1.05% | 3,581 | Added |
| 25 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.3M | 1.04% | 22,719 | Added |
Source: SEC Form 13F filings · as of 2026-06-30