What does WealthPoint Financial, LLC hold?

WealthPoint Financial, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2040860.

What is WealthPoint Financial, LLC's AUM?

WealthPoint Financial, LLC reported approximately $137.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $147.1M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source WealthPoint Financial, LLC's holdings?

All WealthPoint Financial, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2040860. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is WealthPoint Financial, LLC's 13F data updated on 13F Pro?

WealthPoint Financial, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

WealthPoint Financial, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040860

Institutional-grade research for retail investors

Sector Allocation

Other64.4%$88.4M
Financials20.0%$27.4M
Technology7.8%$10.6M
Industrials1.7%$2.3M
Consumer Staples1.3%$1.7M
Consumer Discretionary1.2%$1.7M
Healthcare1.2%$1.6M
Utilities1.0%$1.4M
Energy0.6%$844,685
Communication Services0.5%$621,964

AUM History

13fpro.ai/research/fund/wealthpoint-financial-llc-2040860

Largest positions — Q2 2026

SPDR
$13.2M
BLACKROCK
$5.2M
ISHARES
$5.0M
ISHARES
$4.7M
ISHARES
$4.7M
ISHARES
$3.7M
BLACKROCK
$3.4M
SPY
$3.4M
SCHWAB
$3.0M
WT
$3.0M
SCHWAB
$3.0M
WT
$2.9M
BLACKROCK
$2.8M
WT
$2.6M
IVZ
$2.3M
AAPL
$2.2M
LPLA
$2.1M
SSGA
$2.1M
WT
$1.9M
NVDA
$1.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/wealthpoint-financial-llc-2040860

WealthPoint Financial, LLC 13F holdings — Q2 2026

$137.2M portfolio (+19.3% QoQ) · 126 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio

1
SPDR SERIES TRUST - ST STR P500ETF
$13.2M
9.6% of stocks
+121%This quarter—Since filed—Held
AIQuality—Est. buy—
2
BLACKROCK ETF TRUST - ISHARES US EQUIT
$5.2M
3.8% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - SP 500 GRWT ETF
$5.0M
3.7% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - SP 500 VAL ETF
$4.7M
3.4% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - CORE UNIVRSL USD
$4.7M
3.4% of stocks
+102%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - MSCI ACWI EX US
$3.7M
2.7% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
7
BLACKROCK ETF TRUST - ISHA IN CTRY ETF
$3.4M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
8
SPDR S&P 500 ETF TRUST
$SPY
$3.4M
2.5% of stocks
+13%This quarter-0.4%Since filed3+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
9
SCHWAB STRATEGIC TR - US LCAP GR ETF
$3.0M
2.2% of stocks
+20%This quarter—Since filed—Held
AIQuality—Est. buy—
10
WisdomTree, Inc.
$WT
$3.0M
2.2% of stocks
+10%This quarter-2.3%Since filed3+ qtrsHeld
AIQuality61.3#798Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500ETF	$13.2M	9.6%	+121%	—	—	—	—
2	BLACKROCK ETF TRUST - ISHARES US EQUIT	$5.2M	3.8%	-5%	—	—	—	—
3	ISHARES TR - SP 500 GRWT ETF	$5.0M	3.7%	+9%	—	—	—	—
4	ISHARES TR - SP 500 VAL ETF	$4.7M	3.4%	-9%	—	—	—	—
5	ISHARES TR - CORE UNIVRSL USD	$4.7M	3.4%	+102%	—	—	—	—
6	ISHARES TR - MSCI ACWI EX US	$3.7M	2.7%	New	—	New this quarter	—	—
7	BLACKROCK ETF TRUST - ISHA IN CTRY ETF	$3.4M	2.5%	New	—	New this quarter	—	—
8	SPDR S&P 500 ETF TRUST$SPY	$3.4M	2.5%	+13%	-0.4%	3+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
9	SCHWAB STRATEGIC TR - US LCAP GR ETF	$3.0M	2.2%	+20%	—	—	—	—
10	WisdomTree, Inc.$WT	$3.0M	2.2%	+10%	-2.3%	3+ qtrs	61.3#798	Estimated buy price is Pro: unlock with a free trial

All holdings — WealthPoint Financial, LLC (Q2 2026)

Sort

126 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	SCHWAB STRATEGIC TR - US AGGREGATE B	—	$3.0M	2.1%	128K	+10%	—	—	13F
12	$WT	WisdomTree, Inc.	Financials	$2.9M	2.1%	68K	+11%	3+ qtrs	61.3	13F
13	—	BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund	—	$2.8M	2.1%	54K	-9%	—	—	13F
14	$WT	WisdomTree, Inc.	Financials	$2.6M	1.9%	28K	+5%	3+ qtrs	61.3	13F
15	$IVZ	Invesco Ltd.	Financials	$2.3M	1.7%	14K	-13%	3+ qtrs	—	13F
16	$AAPL	Apple Inc.	Technology	$2.2M	1.6%	7,573	+24%	3+ qtrs	75.7	13F
17	$LPLA	LPL Financial Holdings Inc.	Financials	$2.1M	1.6%	7,625	+6%	3+ qtrs	72.5	13F
18	—	SSGA ACTIVE TR - STATE STREET US	—	$2.1M	1.6%	33K	+31%	—	—	13F
19	$WT	WisdomTree, Inc.	Financials	$1.9M	1.4%	44K	+14%	3+ qtrs	61.3	13F
20	$NVDA	NVIDIA CORP	Technology	$1.9M	1.4%	9,690	+12%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund	—	$1.9M	1.4%	38K	New	—	—	13F
22	—	SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund	—	$1.8M	1.3%	36K	+4%	—	—	13F
23	—	BONDBLOXX ETF TRUST - BLOOMBERG TEN YRetf/fund	—	$1.7M	1.3%	38K	-26%	—	—	13F
24	$MSFT	MICROSOFT CORP	Technology	$1.7M	1.2%	4,473	+27%	3+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	ISHARES TR - MBS ETFetf/fund	—	$1.6M	1.2%	17K	+14%	—	—	13F
26	—	GLOBAL X FDS - DEFENSE TECH ETF	—	$1.6M	1.2%	27K	+108%
27	$WT	WisdomTree, Inc.	Financials	$1.6M	1.1%	15K	+8%
28	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$1.5M	1.1%	16K	-25%
29	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$1.5M	1.1%	30K	+39%
30	—	ISHARES TR - US TREAS BD ETF	—	$1.5M	1.1%	66K	New
31	—	BLACKROCK ETF TRUST - ISHA US THEM ETF	—	$1.5M	1.1%	35K	-29%
32	$BPRE	Bluerock Private Real Estate Fund	Other	$1.5M	1.1%	113K	-23%
33	—	BLACKROCK ETF TRUST - ISHA SYST AL ETF	—	$1.4M	1.0%	50K	New
34	—	ISHARES TR - 1020 YR TRS ETF	—	$1.2M	0.9%	12K	+18%
35	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$1.2M	0.8%	45K	+38%
36	$GOOGL	Alphabet Inc.	Technology	$1.1M	0.8%	3,134	+25%
37	—	BLACKROCK ETF TRUST II - ISHA GLO USD ETF	—	$1.1M	0.8%	22K	New
38	—	SPDR SERIES TRUST - ST STR USD ETF	—	$922K	0.7%	36K	+43%
39	$WT	WisdomTree, Inc.	Financials	$907K	0.7%	17K	-11%
40	$DUK	Duke Energy CORP	Utilities	$801K	0.6%	6,328	-4%
41	$AVGO	Broadcom Inc.	Technology	$800K	0.6%	2,118	+49%
42	$WT	WisdomTree, Inc.	Financials	$754K	0.6%	11K	+28%
43	—	SPDR SERIES TRUST - ST BLOO HIGH ETF	—	$753K	0.6%	7,812	New
44	$WT	WisdomTree, Inc.	Financials	$732K	0.5%	15K	+14%
45	$TFC	TRUIST FINANCIAL CORP	Financials	$721K	0.5%	14K	New
46	—	SSGA ACTIVE ETF TR - ST STR BL LN ETF	—	$707K	0.5%	18K	+45%
47	—	ISHARES TR - MSCI USA MMENTM	—	$675K	0.5%	1,968	+6%
48	—	SSGA ACTIVE TR - STATE STREET US	—	$671K	0.5%	21K	+39%
49	$JPM	JPMORGAN CHASE & CO	Financials	$668K	0.5%	2,042	-18%
50	—	SPDR SERIES TRUST - STATE STRET SPDR	—	$663K	0.5%	20K	+81%
51	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$647K	0.5%	11K	-9%
52	—	SPDR INDEX SHS FDS - ST STR INFRA ETF	—	$622K	0.5%	8,211	+35%
53	$CSCO	CISCO SYSTEMS, INC.	Technology	$618K	0.5%	5,258	+6%
54	$META	Meta Platforms, Inc.	Technology	$610K	0.4%	1,083	-10%
55	$PH	Parker-Hannifin Corp	Industrials	$609K	0.4%	622	+23%
56	—	SSGA ACTIVE TR - ST STR SECTO ETF	—	$597K	0.4%	23K	+10%
57	$WT	WisdomTree, Inc.	Financials	$592K	0.4%	9,970	+8%
58	$GLD	SPDR GOLD TRUST	Financials	$570K	0.4%	1,547	+5%
59	$CAT	CATERPILLAR INC	Industrials	$554K	0.4%	520	-18%
60	$WT	WisdomTree, Inc.	Financials	$552K	0.4%	9,765	+11%
61	—	SPDR SERIES TRUST - ST PORT HIGH ETF	—	$537K	0.4%	23K	+50%
62	$JNJ	JOHNSON & JOHNSON	Healthcare	$531K	0.4%	2,091	+4%
63	$COP	CONOCOPHILLIPS	Energy	$523K	0.4%	5,029	-16%
64	$WMT	Walmart Inc.	Consumer Staples	$519K	0.4%	4,579	+29%
65	—	SPDR SERIES TRUST - ST STR P400MID	—	$518K	0.4%	7,669	+30%
66	$WT	WisdomTree, Inc.	Financials	$514K	0.4%	11K	+14%
67	$GLDM	World Gold Trust	Financials	$502K	0.4%	6,315	-61%
68	$ABBV	AbbVie Inc.	Healthcare	$502K	0.4%	1,993	+4%
69	—	SPDR SERIES TRUST - SST SPDR BLOOMBE	—	$491K	0.4%	23K	+44%
70	$AMZN	AMAZON COM INC	Consumer Discretionary	$483K	0.3%	2,026	+3%
71	$PM	Philip Morris International Inc.	Consumer Staples	$467K	0.3%	2,579	+34%
72	—	FLEXSHARES TR - INTL QLTDV IDX	—	$459K	0.3%	13K	-1%
73	$FLEX	FLEX LTD.	Technology	$448K	0.3%	4,983	+2%
74	—	SPDR SERIES TRUST - ST STR DOW REIT	—	$439K	0.3%	3,884	+39%
75	$HD	HOME DEPOT, INC.	Consumer Discretionary	$427K	0.3%	1,212	-7%
76	$PG	PROCTER & GAMBLE Co	Consumer Staples	$416K	0.3%	2,837	-24%
77	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$412K	0.3%	13K	-17%
78	—	SPDR INDEX SHS FDS - ST SP INTL ETF	—	$411K	0.3%	8,941	+35%
79	$WT	WisdomTree, Inc.	Financials	$406K	0.3%	8,056	+12%
80	—	SPDR INDEX SHS FDS - ST INTL CAP ETF	—	$393K	0.3%	8,987	+27%
81	—	SPDR SERIES TRUST - ST STR PFD ETF	—	$382K	0.3%	13K	+53%
82	$BNY	Bank of New York Mellon Corp	Financials	$381K	0.3%	2,636	+45%
83	$TSLA	Tesla, Inc.	Consumer Discretionary	$369K	0.3%	878	+25%
84	$BAC	BANK OF AMERICA CORP /DE/	Financials	$369K	0.3%	6,472	-9%
85	$BLK	BlackRock, Inc.	Financials	$368K	0.3%	382	+13%
86	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$365K	0.3%	3,378	-13%
87	$MET	METLIFE INC	Financials	$357K	0.3%	4,218	-3%
88	$MRK	Merck & Co., Inc.	Healthcare	$347K	0.3%	2,700	-38%
89	$WT	WisdomTree, Inc.	Financials	$345K	0.3%	7,474	+4%
90	$T	AT&T INC.	Communication Services	$342K	0.3%	17K	+30%
91	—	SPDR SERIES TRUST - ST STR SP500DIV	—	$340K	0.3%	7,126	+37%
92	$WFC	WELLS FARGO & COMPANY/MN	Financials	$338K	0.3%	4,092	+6%
93	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$325K	0.2%	1,156	+35%
94	$KO	COCA COLA CO	Consumer Staples	$324K	0.2%	3,988	-3%
95	$KMI	KINDER MORGAN, INC.	Energy	$322K	0.2%	10K	+13%
96	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$319K	0.2%	12K	New
97	$SO	SOUTHERN CO	Utilities	$316K	0.2%	3,302	+2%
98	$CMI	CUMMINS INC	Industrials	$302K	0.2%	423	New
99	—	SPDR SERIES TRUST - ST STR CONV ETF	—	$296K	0.2%	2,749	New
100	—	SPDR SERIES TRUST - ST LONG BD ETF	—	$290K	0.2%	13K	New
101	$CSX	CSX CORP	Industrials	$290K	0.2%	6,092	-10%
102	$DAL	DELTA AIR LINES, INC.	Industrials	$288K	0.2%	3,076	New
103	$FITB	FIFTH THIRD BANCORP	Financials	$285K	0.2%	5,058	-2%
104	—	FLEXSHARES TR - HIG YLD VL ETF	—	$284K	0.2%	7,059	-5%
105	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$280K	0.2%	6,619	-11%
106	$PLD	Prologis, Inc.	Real Estate	$280K	0.2%	2,063	+10%
107	$QCOM	QUALCOMM INC/DE	Technology	$279K	0.2%	1,511	-41%
108	$USB	US BANCORP \DE\	Financials	$278K	0.2%	4,610	+9%
109	$D	DOMINION ENERGY, INC	Utilities	$272K	0.2%	3,984	+9%
110	—	ISHARES TR - CORE SP MCP ETF	—	$265K	0.2%	3,439	+2%
111	$GD	GENERAL DYNAMICS CORP	Industrials	$265K	0.2%	748	-0.7%
112	$GS	GOLDMAN SACHS GROUP INC	Financials	$264K	0.2%	261	—
113	$LLY	ELI LILLY & Co	Healthcare	$262K	0.2%	218	+13%
114	—	SPDR SERIES TRUST - ST INTER ETF	—	$258K	0.2%	9,082	New
115	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$257K	0.2%	694	—
116	—	VANGUARD BD INDEX FDS - INTERMED TERM	—	$256K	0.2%	3,337	+17%
117	$WT	WisdomTree, Inc.	Financials	$243K	0.2%	8,455	New
118	$DELL	Dell Technologies Inc.	Technology	$229K	0.2%	530	New
119	$APH	AMPHENOL CORP /DE/	Technology	$221K	0.2%	1,253	New
120	$MCD	MCDONALDS CORP	Consumer Discretionary	$216K	0.2%	801	+5%
121	$LAMR	LAMAR ADVERTISING CO/NEW	Real Estate	$214K	0.2%	1,369	New
122	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$213K	0.2%	865	New
123	$FERG	Ferguson Enterprises Inc. /DE/	Consumer Discretionary	$206K	0.1%	870	-11%
124	$C	CITIGROUP INC	Financials	$201K	0.1%	1,438	New
125	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$201K	0.1%	3,841	-80%
126	$TXN	TEXAS INSTRUMENTS INC	Technology	$200K	0.1%	672	New

What changed in Q2 2026

Against the previous quarter's 13F: 20 new, 70 added to, 33 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (20)

ISHARES TR - MSCI ACWI EX US$3.7M
first bought this quarter
BLACKROCK ETF TRUST - ISHA IN CTRY ETF$3.4M
first bought this quarter
BLACKROCK ETF TRUST - ISHA LA CORE ETF$1.9M
first bought this quarter
ISHARES TR - US TREAS BD ETF$1.5M
first bought this quarter
BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.4M
first bought this quarter
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$1.1M
first bought this quarter

+14 more in the Excel export

Added to (70)

SPDR SERIES TRUST - ST STR P500ETF+121%
now $13.2M
ISHARES TR - CORE UNIVRSL USD+102%
now $4.7M
GLOBAL X FDS - DEFENSE TECH ETF+108%
now $1.6M
SSGA ACTIVE TR - STATE STREET US+31%
now $2.1M
SCHWAB STRATEGIC TR - US LCAP GR ETF+20%
now $3.0M
SPDR INDEX SHS FDS - ST PORT MARK ETF+39%
now $1.5M

+64 more in the Excel export

Trimmed (33)

BLACKROCK ETF TRUST II - ISHA FLEX IN ETF-80%
now $201K
$GLDMWorld Gold Trust-61%
now $502K · held 3+ qtrs
BLACKROCK ETF TRUST - ISHA US THEM ETF-29%
now $1.5M
BONDBLOXX ETF TRUST - BLOOMBERG TEN YR-26%
now $1.7M
AMERICAN CENTY ETF TR - AVANTIS EMGMKT-25%
now $1.5M
ISHARES TR - SP 500 VAL ETF-9%
now $4.7M

+27 more in the Excel export

Sold out (11)

ISHARES TRwas $3.2M
ISHARES INCwas $2.6M
ISHARES TRwas $2.0M
ISHARES TRwas $1.1M
$XOM.R34088EXXON MOBIL CORPwas $1.0M
ISHARES TRwas $313K

+5 more in the Excel export

Firm AUM (Form ADV): $147.1M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F WealthPoint Financial, LLC has filed, 2 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of WealthPoint Financial's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-2.2%

Value-weighted move of the 10 largest stock positions

Turnover

23%

Last quarter

Top 10 weight

36%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

WealthPoint Financial, LLC disclosed 126 positions worth $137.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 20 new positions and exited 11. The portfolio is most concentrated in Other (64.4% of disclosed assets). All figures are sourced directly from WealthPoint Financial, LLC’s Form 13F-HR filing with the SEC under CIK 2040860.

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AI-Powered Hedge Fund Analysis: WealthPoint Financial, LLC

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Every holding in WealthPoint Financial, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.