WealthPoint Financial, LLC 13F Holdings · Q2 2026
WealthPoint Financial, LLC reported 126 securities worth $137.16M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (9.64%), DYNF (3.79%), IVW (3.67%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $13.2M | 9.64% | 150,414 | Added |
| 2 | DYNF | BLACKROCK ETF TRUST | $5.2M | 3.79% | 76,506 | Added |
| 3 | IVW | ISHARES TR | $5.0M | 3.67% | 36,630 | Added |
| 4 | IVE | ISHARES TR | $4.7M | 3.42% | 20,661 | Trimmed |
| 5 | IUSB | ISHARES TR | $4.7M | 3.39% | 100,866 | Added |
| 6 | ACWX | ISHARES TR | $3.7M | 2.67% | 48,167 | Added |
| 7 | CORO | BLACKROCK ETF TRUST | $3.4M | 2.48% | 93,045 | Added |
| 8 | SPY | STATE STR SPDR SP 500 ETF T | $3.4M | 2.48% | 4,549 | Added |
| 9 | SCHG | SCHWAB STRATEGIC TR | $3.0M | 2.19% | 88,625 | Added |
| 10 | EPS | WISDOMTREE TR | $3.0M | 2.16% | 38,025 | Added |
| 11 | AGGY | WISDOMTREE TR | $2.9M | 2.15% | 67,808 | Added |
| 12 | SCHZ | SCHWAB STRATEGIC TR | $3.0M | 2.15% | 127,721 | Added |
| 13 | BAI | BLACKROCK ETF TRUST | $2.8M | 2.06% | 53,602 | Trimmed |
| 14 | DGRW | WISDOMTREE TR | $2.6M | 1.93% | 27,675 | Trimmed |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 1.66% | 14,093 | Trimmed |
| 16 | AAPL | APPLE INC | $2.2M | 1.60% | 7,573 | Added |
| 17 | LPLA | LPL FINL HLDGS INC | $2.1M | 1.57% | 7,625 | Added |
| 18 | XLSR | SSGA ACTIVE TR | $2.1M | 1.55% | 32,875 | Added |
| 19 | MTGP | WISDOMTREE TR | $1.9M | 1.42% | 43,951 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $1.9M | 1.41% | 9,690 | Added |
| 21 | BLCR | BLACKROCK ETF TRUST | $1.9M | 1.38% | 37,652 | Added |
| 22 | SPDW | SPDR INDEX SHS FDS | $1.8M | 1.32% | 35,888 | Trimmed |
| 23 | XTEN | BONDBLOXX ETF TRUST | $1.7M | 1.27% | 38,263 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.7M | 1.22% | 4,473 | Added |
| 25 | MBB | ISHARES TR | $1.6M | 1.19% | 17,281 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR