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WealthPoint Financial, LLC

Q1 2026 13F Holdings

  • Location
    cramerton, NC
  • Num holdings

    121

  • Value ($000)

    $119,480

  • Date Filed
    06/26/2026
  • Form type
    restatement
  • 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
$6.81M
6 %

88,982

I
IVE

ISHARES TR

S&P 500 VAL ETF
464287408
$4.88M
4 %

23,121

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$4.36M
4 %

74,975

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$3.92M
3 %

34,632

A
AGGY

WISDOMTREE TR

YIELD ENHANCD US
97717X511
$2.94M
3 %

67,644

---

BLACKROCK ETF TRUST

ISHARES INTL CTR
09290C764
$2.83M
2 %

87,931

S
SCHZ

SCHWAB STRATEGIC TR

US AGGREGATE B
808524839
$2.8M
2 %

120,602

A
ACWX

ISHARES TR

MSCI ACWI EX US
464288240
$2.65M
2 %

38,748

S
SPY

STATE STR SPDR SP 500 ETF T

TR UNIT
78462F103
$2.6M
2 %

3,993

E
EPS

WISDOMTREE TR

US LARGECAP FUND
97717W588
$2.55M
2 %

37,406

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