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CIK: 0002040860
Total reported value
$137.2M
$137.2M
117 檔
17.1%
According to the latest 13F quarterly dataset, WealthPoint Financial, LLC managed an equity portfolio of $137.2M at the end of Q4 2025, spanning 117 distinct U.S. exchange-listed positions.
During Q4 2025, WealthPoint Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.75% | +3.94% | — | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 4.25% | +0.14% | — | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.18% | -0.67% | — | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.61% | +0.39% | — | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 3.57% | — | — | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.81% | -1.48% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.39% | +0.31% | — | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.37% | -0.19% | — | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 2.35% | -0.31% | — | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.24% | — | — | |
| 11 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 2.23% | -0.03% | — | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 2.14% | +0.03% | — | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.09% | +0.20% | — | |
| 14 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 2.07% | -0.85% | — | |
| 15 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.06% | -0.11% | — | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.02% | +1.40% | — | |
| 17 | BPRE | Bluerock Private Real Estate | Stock-Financials | 1.92% | -0.63% | — | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.76% | -1.66% | EXIT | |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.71% | +0.36% | — | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.68% | +0.06% | — | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.64% | -0.44% | — | |
| 22 | MTGP | Wisdomtree Mtge Plus Bond | ETF-Other | 1.50% | -0.14% | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | +0.01% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.23% | — | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.43% | -0.51% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.01% | — | |
| 27 | XLSR | Ss US Sector Rotation | ETF-Other | 1.36% | +0.13% | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.33% | -0.22% | — | |
| 29 | MBB | Ishares Mbs ETF | ETF-Other | 1.26% | -0.07% | — | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.20% | -0.04% | — | |
| 31 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 1.15% | -0.05% | — | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.96% | -1.00% | EXIT | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.92% | -0.07% | — | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.89% | -0.60% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -1.15% | EXIT | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.87% | +0.11% | — | |
| 37 | USMF | Wisdomtree US Multifactor Fu | ETF-Other | 0.84% | -0.18% | — | |
| 38 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.74% | +0.04% | — | |
| 39 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.73% | -0.02% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.06% | — | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.13% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.10% | — | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.67% | -0.13% | — | |
| 44 | QSIG | Wisdomtree US Short Term Cor | ETF-Other | 0.57% | -0.06% | — | |
| 45 | EMHC | Ss Spdr Bb Em Usd Bond ETF | ETF-Other | 0.56% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.07% | — | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | +0.02% | — | |
| 48 | COP | Conocophillips | Stock-Energy | 0.49% | -0.14% | — | |
| 49 | FISR | Ss Fi Sector Rotation | ETF-Other | 0.47% | -0.35% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.06% | — |
According to official SEC Form 13F filings, WealthPoint Financial, LLC reported a total U.S. public equity portfolio value of $137.2M across 117 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, IVE) accounted for 17.1% of total reported equity market value during Q4 2025.
During Q4 2025, WealthPoint Financial, LLC's top holdings by market value included SPYM (4.8%)、DYNF (4.3%)、IVE (4.2%). The largest single position, SPYM, represented 4.8% of total portfolio value.
In Q4 2025, WealthPoint Financial, 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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