WealthPoint Financial, LLC

Est. AUM

$114.9M

13F long equity, this entity only

Positions

117

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	68027	4.75%	SOLE
2	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.9M	80308	4.25%	SOLE
3	ISHARES TR	SP 500 VAL ETF	$4.8M	22661	4.18%	SOLE
4	ISHARES TR	SP 500 GRWT ETF	$4.1M	33654	3.61%	SOLE
5	INVESCO EXCHANGE TRADED FD T	SP 500 TOP 50	$4.1M	69239	3.57%	SOLE
6	ISHARES TR	EAFE VALUE ETF	$3.2M	45296	2.81%	SOLE
7	SPDR SP 500 ETF TR	TR UNIT	$2.7M	4023	2.39%	SOLE
8	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.7M	116565	2.37%	SOLE
9	WISDOMTREE TR	YIELD ENHANCD US	$2.7M	61227	2.35%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$2.6M	38267	2.24%	SOLE
11	LPL FINL HLDGS INC	COM	$2.6M	7190	2.23%	SOLE
12	WISDOMTREE TR	US LARGECAP FUND	$2.5M	34691	2.14%	SOLE
13	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.4M	73756	2.09%	SOLE
14	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$2.4M	51526	2.07%	SOLE
15	WISDOMTREE TR	US QTLY DIV GRT	$2.4M	26473	2.06%	SOLE
16	ISHARES TR	CORE UNIVRSL USD	$2.3M	49952	2.02%	SOLE
17	BLUEROCK PVT REAL ESTATE FD	COM	$2.2M	147266	1.92%	SOLE
18	ISHARES TR	MSCI USA QLT FCT	$2.0M	10176	1.76%	SOLE
19	BLACKROCK ETF TRUST	ISHARES A I INNO	$2.0M	58930	1.71%	SOLE
20	INVESCO EXCH TRADED FD TR II	SP 500 MOMNTM	$1.9M	16143	1.68%	SOLE
21	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.9M	48793	1.64%	SOLE
22	WISDOMTREE TR	MORTGAGE PLUS BD	$1.7M	38686	1.50%	SOLE
23	MICROSOFT CORP	COM	$1.7M	3533	1.49%	SOLE
24	APPLE INC	COM	$1.7M	6120	1.45%	SOLE
25	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.6M	21278	1.43%	SOLE
26	NVIDIA CORPORATION	COM	$1.6M	8643	1.40%	SOLE
27	SSGA ACTIVE TR	STATE STREET US	$1.6M	25052	1.36%	SOLE
28	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.5M	34533	1.33%	SOLE
29	ISHARES TR	MBS ETF	$1.4M	15212	1.26%	SOLE
30	WORLD GOLD TR	SPDR GLD MINIS	$1.4M	16141	1.20%	SOLE
31	WISDOMTREE TR	WISDOMTREE US VA	$1.3M	14118	1.15%	SOLE
32	ISHARES TR	CORE INTL AGGR	$1.1M	22133	0.96%	SOLE
33	ISHARES TR	10 20 YR TRS ETF	$1.1M	10420	0.92%	SOLE
34	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.0M	19468	0.89%	SOLE
35	EXXON MOBIL CORP	COM	$1.0M	8455	0.88%	SOLE
36	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$997K	21304	0.87%	SOLE
37	WISDOMTREE TR	US MULTIFACTOR	$964K	18810	0.84%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$856K	32326	0.74%	SOLE
39	GLOBAL X FDS	DEFENSE TECH ETF	$842K	13002	0.73%	SOLE
40	JPMORGAN CHASE CO	COM	$800K	2484	0.70%	SOLE
41	META PLATFORMS INC	CL A	$797K	1207	0.69%	SOLE
42	ALPHABET INC	CAP STK CL A	$788K	2517	0.69%	SOLE
43	DUKE ENERGY CORP NEW	COM NEW	$771K	6581	0.67%	SOLE
44	WISDOMTREE TR	US SHT TRM CORP	$652K	13314	0.57%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$645K	25352	0.56%	SOLE
46	SPDR GOLD TR	GOLD SHS	$584K	1474	0.51%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$579K	12361	0.50%	SOLE
48	CONOCOPHILLIPS	COM	$559K	5975	0.49%	SOLE
49	SSGA ACTIVE TR	STATE STREET FIX	$545K	21049	0.47%	SOLE
50	PROCTER AND GAMBLE CO	COM	$536K	3740	0.47%	SOLE

1–50 of 117

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.