High Point Wealth Management, LLC Top Holdings and 13F Report (2026)

About High Point Wealth Management, LLC

Investment Activity

High Point Wealth Management, LLC has $103.61 million in total holdings as of March 31, 2026.
High Point Wealth Management, LLC owns shares of 250 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 8.23% of the portfolio was purchased this quarter.
About 7.27% of the portfolio was sold this quarter.
This quarter, High Point Wealth Management, LLC has purchased 247 new stocks and bought additional shares in 89 stocks.
High Point Wealth Management, LLC sold shares of 48 stocks and completely divested from 26 stocks this quarter.

Largest Holdings

iShares U.S. Technology ETF: $9,454,858
Fidelity MSCI Information Technology Index ETF: $5,977,522
Fidelity High Dividend ETF: $5,974,064
Public Service Enterprise Group: $3,591,213
Southern: $3,563,436

Largest New Holdings this Quarter

464287531 - iShares U.S. Digital Infrastructure and Real Estate ETF: $309,505 Holding
30034W106 - EVERGY INC COM: $210,696 Holding
880770102 - Teradyne: $59,292 Holding
25809K105 - DOORDASH INC CL A: $53,604 Holding
75513E101 - RTX: $30,864 Holding

Largest Purchases this Quarter

iShares Semiconductor ETF: 1,832 shares (about $602.13K)
Fidelity MSCI Information Technology Index ETF: 2,893 shares (about $601.89K)
Global X U.S. Infrastructure Development ETF: 11,561 shares (about $587.42K)
Nuveen S&P 500 Dynamic Overwrite Fund: 34,979 shares (about $562.12K)
iShares Gold Trust: 4,502 shares (about $396.90K)

Largest Sales this Quarter

SPDR S&P Software & Services ETF: 16,550 shares (about $2.35M)
Vanguard Information Technology ETF: 565 shares (about $394.40K)
Coinbase Global: 1,750 shares (about $305.57K)
Fidelity Cloud Computing ETF: 7,542 shares (about $204.61K)
ProShares S&P 500 Aristocrats ETF: 1,834 shares (about $194.42K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IYW iShares U.S. Technology ETF	$9,454,858	$87,444 â–¼	-0.9%	52,116	9.1%	Manufacturing
FTEC Fidelity MSCI Information Technology Index ETF	$5,977,522	$601,892 â–²	11.2%	28,731	5.8%	ETF
FDVV Fidelity High Dividend ETF	$5,974,064	$361,161 â–²	6.4%	108,147	5.8%	ETF
PEG Public Service Enterprise Group	$3,591,213	$141,906 â–²	4.1%	44,363	3.5%	Utilities
SO Southern	$3,563,436	$131,557 â–²	3.8%	36,919	3.4%	Utilities
HDV iShares Core High Dividend ETF	$3,497,886	$99,889 â–²	2.9%	25,773	3.4%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$3,371,529	$156,761 â–¼	-4.4%	53,790	3.3%	Manufacturing
ED Consolidated Edison	$2,603,473	$108,200 â–²	4.3%	23,003	2.5%	Utilities
IVV iShares Core S&P 500 ETF	$2,312,070	$62,047 â–¼	-2.6%	3,540	2.2%	ETF
SOXX iShares Semiconductor ETF	$2,225,774	$602,129 â–²	37.1%	6,772	2.1%	ETF
WELL Welltower	$2,196,871	$340,444 â–²	18.3%	11,112	2.1%	Finance
IVE iShares S&P 500 Value ETF	$2,051,314	$28,294 â–¼	-1.4%	9,715	2.0%	ETF
FUTY Fidelity MSCI Utilities Index ETF	$1,844,655	$168,942 â–²	10.1%	31,228	1.8%	ETF
XLE Energy Select Sector SPDR Fund	$1,819,753	$62,547 â–²	3.6%	29,705	1.8%	ETF
SKYY First Trust Cloud Computing ETF	$1,753,672	$154,633 â–¼	-8.1%	16,036	1.7%	Manufacturing
FBCG Fidelity Blue Chip Growth ETF	$1,603,597		0.0%	31,995	1.5%	ETF
IHI iShares U.S. Medical Devices ETF	$1,561,961	$112,300 â–¼	-6.7%	29,278	1.5%	ETF
PM Philip Morris International	$1,486,709	$106,312 â–²	7.7%	8,992	1.4%	Consumer Staples
IUSG iShares Core S&P U.S. Growth ETF	$1,280,101	$125,482 â–¼	-8.9%	8,253	1.2%	Manufacturing
AMZN Amazon.com	$1,270,239	$308,448 â–²	32.1%	6,099	1.2%	Retail/Wholesale
FCLD Fidelity Cloud Computing ETF	$1,209,102	$204,614 â–¼	-14.5%	44,567	1.2%	ETF
BANK AMERICA CORP 7.25CNV PFD L	$1,203,476	$178,734 â–²	17.4%	1,010	1.2%	Convertible Preferred
NOBL ProShares S&P 500 Aristocrats ETF	$1,200,353	$194,423 â–¼	-13.9%	11,323	1.2%	ETF
QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund	$1,188,238	$131,751 â–²	12.5%	44,553	1.1%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$1,108,592	$587,425 â–²	112.7%	21,818	1.1%	ETF
GOOGL Alphabet	$1,029,362	$39,392 â–²	4.0%	3,580	1.0%	Computer and Technology
WFC.PL Wells Fargo & Co. Pfd. Series L	$1,022,175	$132,825 â–²	14.9%	885	1.0%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,013,821	$141,432 â–¼	-12.2%	5,283	1.0%	ETF
GOOG Alphabet	$1,012,832	$574 â–²	0.1%	3,531	1.0%	Computer and Technology
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$964,703	$562,115 â–²	139.6%	60,031	0.9%	Financial Services
FHLC Fidelity MSCI Health Care Index ETF	$915,082	$88,089 â–²	10.7%	13,006	0.9%	ETF
IYH iShares U.S. Healthcare ETF	$851,128	$2,466 â–²	0.3%	13,808	0.8%	ETF
IAU iShares Gold Trust	$779,952	$396,897 â–²	103.6%	8,847	0.8%	Finance
VPN Global X Data Center & Digital Infrastructure ETF	$752,003	$351,778 â–²	87.9%	31,386	0.7%	Manufacturing
XLP Consumer Staples Select Sector SPDR Fund	$748,733	$63,289 â–¼	-7.8%	9,133	0.7%	ETF
DUK Duke Energy	$722,001	$22,783 â–²	3.3%	5,514	0.7%	Utilities
JPM JPMorgan Chase & Co.	$721,961	$198,583 â–²	37.9%	2,454	0.7%	Finance
MSFT Microsoft	$692,823	$45,152 â–²	7.0%	1,872	0.7%	Computer and Technology
ETR Entergy	$687,294	$899 â–²	0.1%	6,117	0.7%	Utilities
XLU Utilities Select Sector SPDR Fund	$674,223	$3,625 â–²	0.5%	14,692	0.7%	ETF
V Visa	$651,782	$907 â–²	0.1%	2,157	0.6%	Business Services
AEP American Electric Power	$644,501	$1,573 â–²	0.2%	4,917	0.6%	Utilities
DEFIANCE QUANTUM ETF	$637,640	$74,783 â–²	13.3%	5,943	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$620,982	$79,980 â–²	14.8%	955	0.6%	Finance
JNJ Johnson & Johnson	$609,467	$2,200 â–²	0.4%	2,493	0.6%	Medical
META Meta Platforms	$602,193	$249,341 â–²	70.7%	1,053	0.6%	Computer and Technology
ABBV AbbVie	$584,057	$161,404 â–²	38.2%	2,685	0.6%	Medical
XLF Financial Select Sector SPDR Fund	$579,170	$4,246 â–¼	-0.7%	11,731	0.6%	ETF
XSW SPDR S&P Software & Services ETF	$578,672	$2,354,812 â–¼	-80.3%	4,067	0.6%	ETF
GILD Gilead Sciences	$572,200	$131,135 â–²	29.7%	4,106	0.6%	Medical
GS The Goldman Sachs Group	$569,021	$139,507 â–²	32.5%	673	0.5%	Finance
AEE Ameren	$545,874	$879 â–²	0.2%	4,966	0.5%	Utilities
AAPL Apple	$493,267	$507 â–²	0.1%	1,944	0.5%	Computer and Technology
IGV iShares Expanded Tech-Software Sector ETF	$470,270		0.0%	5,875	0.5%	ETF
AVGO Broadcom	$467,220		0.0%	1,510	0.5%	Computer and Technology
PKB Invesco Building & Construction ETF	$459,848	$347,447 â–²	309.1%	4,713	0.4%	ETF
VGT Vanguard Information Technology ETF	$455,132	$394,401 â–¼	-46.4%	652	0.4%	ETF
SNOW Snowflake	$437,378	$7,541 â–¼	-1.7%	2,900	0.4%	Computer and Technology
VTV Vanguard Value ETF	$435,264	$17,073 â–¼	-3.8%	2,218	0.4%	ETF
HOOD Robinhood Markets	$412,196	$152,598 â–¼	-27.0%	5,948	0.4%	Finance
UBER Uber Technologies	$408,850	$27,405 â–²	7.2%	5,684	0.4%	Computer and Technology
VUG Vanguard Growth ETF	$395,505	$43,702 â–¼	-10.0%	905	0.4%	ETF
XOM ExxonMobil	$388,352	$47,505 â–²	13.9%	2,289	0.4%	Energy
CEG Constellation Energy	$383,814		0.0%	1,374	0.4%	Energy
FE FirstEnergy	$377,487	$22,596 â–¼	-5.6%	7,451	0.4%	Utilities
MO Altria Group	$348,000	$44,275 â–¼	-11.3%	5,274	0.3%	Consumer Staples
VOO Vanguard S&P 500 ETF	$347,122	$20,911 â–¼	-5.7%	581	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$346,408		0.0%	812	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$344,318	$963 â–²	0.3%	1,073	0.3%	ETF
UBSI United Bankshares	$343,754	$3,355 â–²	1.0%	8,299	0.3%	Finance
XSD SPDR S&P Semiconductor ETF	$343,502	$5,219 â–²	1.5%	1,053	0.3%	ETF
KO CocaCola	$337,331	$7,604 â–²	2.3%	4,436	0.3%	Consumer Staples
IGM iShares Expanded Tech Sector ETF	$323,299		0.0%	2,728	0.3%	ETF
IGN iShares U.S. Digital Infrastructure and Real Estate ETF	$309,505	$309,505 â–²	New Holding	3,165	0.3%	ETF
BRK.B Berkshire Hathaway	$258,768		0.0%	540	0.2%	Finance
FMET Fidelity Metaverse ETF	$251,176	$31 â–²	0.0%	7,993	0.2%	ETF
XLI Industrial Select Sector SPDR Fund	$249,814	$168,321 â–²	206.5%	1,545	0.2%	ETF
RSPT Invesco S&P 500 Equal Weight Technology ETF	$248,249	$76,217 â–¼	-23.5%	5,485	0.2%	ETF
IYK iShares U.S. Consumer Staples ETF	$230,593	$700 â–²	0.3%	3,293	0.2%	ETF
FLRG Fidelity U.S. Multifactor ETF	$228,998	$883 â–²	0.4%	6,224	0.2%	ETF
PNW Pinnacle West Capital	$227,437	$36,982 â–²	19.4%	2,257	0.2%	Utilities
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$217,980		0.0%	2,000	0.2%	Finance
EVERGY INC COM	$210,696	$210,696 â–²	New Holding	2,572	0.2%	Stock
EXC Exelon	$208,848	$294 â–²	0.1%	4,260	0.2%	Utilities
MRK Merck & Co., Inc.	$199,610	$12,634 â–¼	-6.0%	1,659	0.2%	Medical
SMH VanEck Semiconductor ETF	$196,475	$160,787 â–¼	-45.0%	512	0.2%	Manufacturing
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF	$195,155		0.0%	7,017	0.2%	ETF
USB U.S. Bancorp	$188,226	$9,726 â–²	5.4%	3,619	0.2%	Finance
ILCB iShares Morningstar U.S. Equity ETF	$179,720		0.0%	2,000	0.2%	ETF
O Realty Income	$178,191	$16,149 â–¼	-8.3%	2,913	0.2%	Finance
PG Procter & Gamble	$176,172	$34,657 â–²	24.5%	1,220	0.2%	Consumer Staples
GLD SPDR Gold Shares	$166,092	$47,332 â–²	39.9%	386	0.2%	Finance
TJX TJX Companies	$154,604		0.0%	968	0.1%	Retail/Wholesale
EQIX Equinix	$143,316		0.0%	146	0.1%	Finance
PFF iShares Preferred and Income Securities ETF	$141,621	$148,170 â–¼	-51.1%	4,671	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$140,779		0.0%	659	0.1%	ETF
PALANTIR TECHNOLOGIES INC CL A	$125,801	$165,297 â–¼	-56.8%	860	0.1%	Stock
MS Morgan Stanley	$121,078	$40,304 â–¼	-25.0%	736	0.1%	Finance
FSMD Fidelity Small-Mid Multifactor ETF	$120,668	$447 â–²	0.4%	2,698	0.1%	ETF
MA Mastercard	$118,482		0.0%	237	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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High Point Wealth Management, LLC Top Holdings and 13F Report (2026)

About High Point Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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High Point Wealth Management, LLC Top Holdings and 13F Report (2026)

About High Point Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofHigh Point Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools