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WealthPoint Financial, LLC

Q1 2026 13F Holdings

  • Location
    cramerton, NC
  • Num holdings

    117

  • Value ($000)

    $114,939

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0002040860
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$5.46M
5 %

68,027

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$4.88M
4 %

80,308

I
IVE

ISHARES TR

SP 500 VAL ETF
464287408
$4.81M
4 %

22,661

I
IVW

ISHARES TR

SP 500 GRWT ETF
464287309
$4.15M
4 %

33,654

X
XLG

INVESCO EXCHANGE TRADED FD T

SP 500 TOP 50
46137V233
$4.1M
4 %

69,239

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$3.23M
3 %

45,296

S
SPY

SPDR SP 500 ETF TR

TR UNIT
78462F103
$2.74M
2 %

4,023

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$2.72M
2 %

116,565

A
AGGY

WISDOMTREE TR

YIELD ENHANCD US
97717X511
$2.7M
2 %

61,227

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$2.57M
2 %

38,267

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