—

WealthPoint Financial, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2026
  • Location
    cramerton, NC
  • CIK
    0002040860
  • All SEC filings

Q1 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

117

$114.94M
KRE, DYNF, IVE, IVW
13F-HR
Apr 23, 2026
000204086026000002

117

$114.94M
KRE, DYNF, IVE, IVW
13F-HR
Feb 19, 2026
000204086026000001
Wealthpoint Financial, Llc 13F Filings