Wealthpoint Financial, LLC Top Holdings and 13F Report (2026)

About Wealthpoint Financial, LLC

Investment Activity

Wealthpoint Financial, LLC has $114.94 million in total holdings as of March 31, 2026.
Wealthpoint Financial, LLC owns shares of 117 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
This quarter, Wealthpoint Financial, LLC has purchased 117 new stocks and bought additional shares in 0 stocks.
Wealthpoint Financial, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $5,457,126
iShares U.S. Equity Factor Rotation Active ETF: $4,883,529
iShares S&P 500 Value ETF: $4,805,718
iShares S&P 500 Growth ETF: $4,148,192
Invesco S&P 500 Top 50 ETF: $4,104,488

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$5,457,126	0.0%	68,027	4.7%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,883,529	0.0%	80,308	4.2%	ETF
IVE iShares S&P 500 Value ETF	$4,805,718	0.0%	22,661	4.2%	ETF
IVW iShares S&P 500 Growth ETF	$4,148,192	0.0%	33,654	3.6%	ETF
XLG Invesco S&P 500 Top 50 ETF	$4,104,488	0.0%	69,239	3.6%	ETF
EFV iShares MSCI EAFE Value ETF	$3,234,587	0.0%	45,296	2.8%	ETF
SPY SPDR S&P 500 ETF Trust	$2,743,364	0.0%	4,023	2.4%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$2,724,124	0.0%	116,565	2.4%	ETF
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$2,697,051	0.0%	61,227	2.3%	Finance
IEMG iShares Core MSCI Emerging Markets ETF	$2,572,308	0.0%	38,267	2.2%	ETF
LPLA LPL Financial	$2,568,052	0.0%	7,190	2.2%	Finance
EPS WisdomTree U.S. LargeCap Fund	$2,458,204	0.0%	34,691	2.1%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$2,405,921	0.0%	73,756	2.1%	ETF
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$2,381,532	0.0%	51,526	2.1%	ETF
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$2,367,517	0.0%	26,473	2.1%	Manufacturing
IUSB iShares Core Total USD Bond Market ETF	$2,324,766	0.0%	49,952	2.0%	Manufacturing
BLUEROCK PVT REAL ESTATE FD	$2,208,990	0.0%	147,266	1.9%	COM
QUAL iShares MSCI USA Quality Factor ETF	$2,021,157	0.0%	10,176	1.8%	ETF
BLACKROCK ETF TRUST	$1,962,369	0.0%	58,930	1.7%	ISHARES A I INNO
SPMO Invesco S&P 500 Momentum ETF	$1,926,183	0.0%	16,143	1.7%	ETF
BTHM BlackRock Future U.S. Themes ETF	$1,881,458	0.0%	48,793	1.6%	ETF
MTGP WisdomTree Mortgage Plus Bond Fund	$1,723,286	0.0%	38,686	1.5%	Finance
MSFT Microsoft	$1,708,584	0.0%	3,533	1.5%	Computer and Technology
AAPL Apple	$1,663,810	0.0%	6,120	1.4%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$1,638,832	0.0%	21,278	1.4%	ETF
NVDA NVIDIA	$1,611,969	0.0%	8,643	1.4%	Computer and Technology
XLSR SPDR SSGA US Sector Rotation ETF	$1,560,990	0.0%	25,052	1.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,533,631	0.0%	34,533	1.3%	ETF
MBB iShares MBS ETF	$1,448,487	0.0%	15,212	1.3%	ETF
GLDM SPDR Gold MiniShares Trust	$1,377,957	0.0%	16,141	1.2%	Finance
WTV WisdomTree U.S. Value Fund	$1,317,209	0.0%	14,118	1.1%	Finance
IAGG iShares Core International Aggregate Bond ETF	$1,106,871	0.0%	22,133	1.0%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$1,059,443	0.0%	10,420	0.9%	ETF
BINC iShares Flexible Income Active ETF	$1,027,326	0.0%	19,468	0.9%	ETF
XOM ExxonMobil	$1,017,482	0.0%	8,455	0.9%	Energy
SPEM SPDR Portfolio Emerging Markets ETF	$997,240	0.0%	21,304	0.9%	ETF
USMF WisdomTree U.S. Multifactor Fund	$964,201	0.0%	18,810	0.8%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$855,669	0.0%	32,326	0.7%	ETF
GLOBAL X FDS	$842,400	0.0%	13,002	0.7%	DEFENSE TECH ETF
JPM JPMorgan Chase & Co.	$800,466	0.0%	2,484	0.7%	Finance
META Meta Platforms	$796,862	0.0%	1,207	0.7%	Computer and Technology
GOOGL Alphabet	$787,797	0.0%	2,517	0.7%	Computer and Technology
DUK Duke Energy	$771,371	0.0%	6,581	0.7%	Utilities
SFIG WisdomTree Fundamental U.S. Short-Term Corporate Bond Fund	$652,187	0.0%	13,314	0.6%	ETF
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF	$645,462	0.0%	25,352	0.6%	ETF
GLD SPDR Gold Shares	$584,161	0.0%	1,474	0.5%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$579,236	0.0%	12,361	0.5%	ETF
COP ConocoPhillips	$559,359	0.0%	5,975	0.5%	Energy
FISR SPDR SSGA Fixed Income Sector Rotation ETF	$545,380	0.0%	21,049	0.5%	ETF
PG Procter & Gamble	$535,998	0.0%	3,740	0.5%	Consumer Staples
QGRW WisdomTree U.S. Quality Growth Fund	$524,322	0.0%	8,937	0.5%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$500,234	0.0%	12,121	0.4%	ETF
AVGO Broadcom	$491,544	0.0%	1,420	0.4%	Computer and Technology
SSGA ACTIVE TR	$484,706	0.0%	14,957	0.4%	STATE STREET US
MTUM iShares MSCI USA Momentum Factor ETF	$464,075	0.0%	1,854	0.4%	ETF
AMZN Amazon.com	$456,100	0.0%	1,976	0.4%	Retail/Wholesale
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$456,093	0.0%	9,192	0.4%	Manufacturing
MRK Merck & Co., Inc.	$455,683	0.0%	4,329	0.4%	Medical
WISDOMTREE TR	$455,516	0.0%	9,809	0.4%	US HGH YLD CORP
DON WisdomTree U.S. MidCap Dividend Fund	$452,687	0.0%	8,773	0.4%	Finance
HD Home Depot	$449,630	0.0%	1,307	0.4%	Retail/Wholesale
PH Parker-Hannifin	$445,758	0.0%	507	0.4%	Industrials
QCOM Qualcomm	$438,743	0.0%	2,565	0.4%	Computer and Technology
PRU Prudential Financial	$437,726	0.0%	3,878	0.4%	Finance
ABBV AbbVie	$436,065	0.0%	1,908	0.4%	Medical
SCHD Schwab US Dividend Equity ETF	$431,450	0.0%	15,729	0.4%	ETF
GII SPDR S&P Global Infrastructure ETF	$423,016	0.0%	6,063	0.4%	ETF
JNJ Johnson & Johnson	$415,751	0.0%	2,009	0.4%	Medical
IQDF FlexShares International Quality Dividend Index Fund	$408,272	0.0%	13,430	0.4%	ETF
WALMART INC	$396,284	0.0%	3,557	0.3%	COM
QDF FlexShares Quality Dividend Index Fund	$394,434	0.0%	4,881	0.3%	ETF
BAC Bank of America	$391,060	0.0%	7,110	0.3%	Finance
CSCO Cisco Systems	$381,353	0.0%	4,951	0.3%	Computer and Technology
BLACKROCK INC	$363,069	0.0%	339	0.3%	COM
CAT Caterpillar	$362,809	0.0%	633	0.3%	Industrials
USFR WisdomTree Floating Rate Treasury Fund	$361,122	0.0%	7,177	0.3%	Finance
SPHY SPDR Portfolio High Yield Bond ETF	$360,944	0.0%	15,249	0.3%	ETF
WFC Wells Fargo & Company	$359,818	0.0%	3,861	0.3%	Finance
EBND SPDR Bloomberg Emerging Markets Local Bond ETF	$347,583	0.0%	16,265	0.3%	ETF
MET MetLife	$343,089	0.0%	4,346	0.3%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$341,322	0.0%	5,894	0.3%	ETF
TSLA Tesla	$316,153	0.0%	703	0.3%	Auto/Tires/Trucks
T AT&T	$314,636	0.0%	12,667	0.3%	Computer and Technology
SPDR SERIES TRUST	$313,765	0.0%	10,990	0.3%	BLOOMBERG ENHNCD
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$313,103	0.0%	3,252	0.3%	ETF
DDWM WisdomTree Dynamic International Equity Fund	$312,400	0.0%	7,175	0.3%	Finance
PM Philip Morris International	$309,581	0.0%	1,930	0.3%	Consumer Staples
VZ Verizon Communications	$304,182	0.0%	7,468	0.3%	Computer and Technology
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$303,272	0.0%	7,445	0.3%	ETF
AJG Arthur J. Gallagher & Co.	$296,648	0.0%	1,146	0.3%	Finance
DWX SPDR S&P International Dividend ETF	$290,588	0.0%	6,614	0.3%	ETF
GWX SPDR S&P International Small Cap ETF	$290,065	0.0%	7,099	0.3%	ETF
KO CocaCola	$288,436	0.0%	4,126	0.3%	Consumer Staples
SO Southern	$283,398	0.0%	3,250	0.2%	Utilities
RWR SPDR Dow Jones REIT ETF	$274,356	0.0%	2,793	0.2%	ETF
PSK SPDR ICE Preferred Securities ETF	$258,844	0.0%	8,168	0.2%	ETF
GD General Dynamics	$253,644	0.0%	753	0.2%	Aerospace
IBM International Business Machines	$253,127	0.0%	855	0.2%	Computer and Technology
CSX CSX	$245,579	0.0%	6,775	0.2%	Transportation
KMI Kinder Morgan	$245,041	0.0%	8,914	0.2%	Energy

Showing largest 100 holdings. View all holdings.

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Wealthpoint Financial, LLC Top Holdings and 13F Report (2026)

About Wealthpoint Financial, LLC

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Wealthpoint Financial, LLC Top Holdings and 13F Report (2026)

About Wealthpoint Financial, LLC

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthpoint Financial, 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