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CIK: 0002106882
Total reported value
$122.2M
$122.2M
247 檔
24.5%
According to the latest 13F quarterly dataset, High Point Wealth Management, LLC managed an equity portfolio of $122.2M at the end of Q4 2025, spanning 247 distinct U.S. exchange-listed positions.
During Q4 2025, High Point Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 247 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 9.86% | +1.34% | — | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 5.45% | +1.10% | — | |
| 3 | FDVV | Fidelity High Dividend ETF | ETF-Other | 5.41% | -0.42% | — | |
| 4 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 3.78% | +0.49% | — | |
| 5 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 3.62% | -0.08% | — | |
| 6 | PEG | Public Service Enterprise Gp | Stock-Utilities | 3.21% | -0.51% | — | |
| 7 | SO | Southern Co/the | Stock-Utilities | 2.91% | -0.52% | — | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.86% | -0.46% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.34% | -0.06% | — | |
| 10 | SKYY | First Trust Cloud Computing | ETF-Other | 2.13% | +0.05% | — | |
| 11 | ED | Consolidated Edison Inc | Stock-Utilities | 2.06% | -0.41% | — | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.96% | -0.11% | — | |
| 13 | IHI | Ishares U.s. Medical Devices | ETF-Other | 1.83% | -0.57% | — | |
| 14 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 1.65% | -0.22% | — | |
| 15 | WELL | Welltower Inc | Stock-Real Estate | 1.64% | +0.02% | — | |
| 16 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.47% | -0.03% | — | |
| 17 | FCLD | Fidelity Cloud Computing ETF | ETF-Other | 1.45% | +0.23% | — | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.43% | +0.03% | — | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.40% | +1.63% | — | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.29% | -0.12% | — | |
| 21 | PM | Philip Morris International | Stock-Consumer Staples | 1.26% | -0.09% | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.20% | -0.45% | — | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.08% | -0.06% | — | |
| 24 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | Stock-Other | 1.06% | +0.18% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.04% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.06% | — | |
| 27 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 1.01% | -0.07% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | -0.03% | — | |
| 29 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.88% | -0.09% | — | |
| 30 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.87% | — | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.86% | +0.07% | — | |
| 32 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.84% | -0.08% | — | |
| 33 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.82% | -0.06% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.10% | — | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.72% | -0.13% | — | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.07% | — | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.61% | -0.06% | — | |
| 38 | SNOW | Snowflake Inc | Stock-Tech | 0.61% | +0.18% | — | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.59% | -0.07% | — | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.59% | -0.10% | — | |
| 41 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.58% | -0.05% | — | |
| 42 | QTUM | Defiance Quantum ETF | ETF-Other | 0.54% | +0.21% | — | |
| 43 | XBXMX | Nuveen S&p 500 Buy-wr Inc | Stock-Other | 0.54% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.04% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.01% | — | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.53% | -0.07% | — | |
| 47 | ETR | Entergy CORP | Stock-Utilities | 0.53% | -0.15% | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.50% | -0.02% | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.02% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.07% | — |
According to official SEC Form 13F filings, High Point Wealth Management, LLC reported a total U.S. public equity portfolio value of $122.2M across 247 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IYW, FTEC, FDVV) accounted for 24.5% of total reported equity market value during Q4 2025.
During Q4 2025, High Point Wealth Management, LLC's top holdings by market value included IYW (9.9%)、FTEC (5.5%)、FDVV (5.4%). The largest single position, IYW, represented 9.9% of total portfolio value.
In Q4 2025, High Point Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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