High Point Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), High Point Wealth Management, LLC reported 245 stock positions worth $104.5 million. Its top holding was iShares Ustechnology ETF (IYW) at 10.1% of the portfolio, followed by Fidelity MSCI Info Tech Indx (FTEC, 5.6%) and Fidelity High Dividend ETF (FDVV, 5.5%).
- Most Recent 13F
- Q2 2026
- Location
- CHESTER, NJ
- CIK
- 0002106882
- Portfolio Value
- $104.5M (Q4 2025)
- SEC Filing
- 0002106882-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 245 stocks · $104.5M
| IYW iShares Ustechnology ETF | 10.05% | 52,598 | $10.5M | — |
| FTEC Fidelity MSCI Info Tech Indx | 5.55% | 25,838 | $5.8M | — |
| FDVV Fidelity High Dividend ETF | 5.51% | 101,609 | $5.8M | — |
| CIBR First Trust Nasdaq Cybersecu | 3.85% | 56,291 | $4.0M | — |
| XSW SS SPDR S&P Soft & Serv ETF | 3.69% | 20,617 | $3.9M | — |
| PEG Public Service Enterprise GP | 3.27% | 42,610 | $3.4M | — |
| SO The Southern Co. | 2.97% | 35,556 | $3.1M | — |
| HDV iShares Core High Dividend E | 2.91% | 25,037 | $3.0M | — |
| IVV iShares Core S&P 500 ETF | 2.38% | 3,635 | $2.5M | — |
| SKYY First Trust Cloud Computing | 2.17% | 17,450 | $2.3M | — |
| ED Consolidated Edison Inc. | 2.10% | 22,047 | $2.2M | — |
| IVE iShares S&P 500 Value ETF | 2.00% | 9,849 | $2.1M | — |
| IHI iShares U.S. Medical Devices | 1.87% | 31,383 | $2.0M | — |
| FBCG Fidelity Blue Chip Grow ETF | 1.68% | 31,995 | $1.8M | — |
| WELL Welltower Inc. | 1.67% | 9,390 | $1.7M | — |
| FUTY Fidelity MSCI US Utilities | 1.50% | 28,368 | $1.6M | — |
| FCLD Fidelity Cloud Computing ETF | 1.48% | 52,109 | $1.5M | — |
| IUSG iShares Core S&P U.S. Growth | 1.46% | 9,062 | $1.5M | — |
| SOXX iShares Semiconductor ETF | 1.42% | 4,940 | $1.5M | — |
| NOBL Proshares S&P 500 Dividend A | 1.31% | 13,157 | $1.4M | — |
| PM Philip Morris International | 1.28% | 8,349 | $1.3M | — |
| XLE SS Energy Select Sector | 1.23% | 28,684 | $1.3M | — |
| RSP Invesco S&P 500 Equal Weight | 1.10% | 6,020 | $1.2M | — |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 1.08% | 39,613 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 1.06% | 3,529 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 1.03% | 3,443 | $1.1M | — |
| AMZN Amazon.com Inc. | 1.02% | 4,618 | $1.1M | — |
| HOOD Robinhood Markets Inc. Class A | 0.88% | 8,150 | $922K | — |
| VGT Vanguard Info Tech ETF | 0.88% | 1,217 | $917K | — |
| IYH iShares U.S. Healthcare ETF | 0.86% | 13,768 | $896K | — |
| FHLC Fidelity MSCI Health Care | 0.84% | 11,754 | $873K | — |
| MSFT Microsoft Corp. | 0.81% | 1,750 | $846K | — |
| XLP SS Consumer Staples Sel Sect | 0.74% | 9,905 | $769K | — |
| V Visa Inc. Class A | 0.72% | 2,154 | $755K | — |
| XLF SS Financial Select Sector | 0.62% | 11,817 | $647K | — |
| SNOW Snowflake Inc. | 0.62% | 2,950 | $647K | — |
| DUK Duke Energy Corp. | 0.60% | 5,340 | $626K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.60% | 14,613 | $624K | — |
| IGV iShares Expanded Tech-Softwa | 0.59% | 5,875 | $621K | — |
| QTUM Defiance Quantum ETF | 0.55% | 5,246 | $575K | — |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.55% | 39,066 | $574K | — |
| JPM JPMorgan Chase & Co. | 0.55% | 1,779 | $573K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 832 | $568K | — |
| AEP American Electric Power | 0.54% | 4,905 | $566K | — |
| ETR Entergy Corp. | 0.54% | 6,109 | $565K | — |
| AAPL Apple Inc. | 0.51% | 1,942 | $528K | — |
| AVGO Broadcom Inc. | 0.50% | 1,510 | $522K | — |
| JNJ Johnson & Johnson | 0.49% | 2,484 | $514K | — |
| AEE Ameren Corporation | 0.47% | 4,958 | $495K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.47% | 1,005 | $490K | — |
| PAVE Global X US Infrastructure | 0.47% | 10,257 | $490K | — |
| CEG Constellation Energy | 0.46% | 1,374 | $485K | — |
| COIN Coinbase Global Inc. Class A | 0.45% | 2,058 | $465K | — |
| XSSPX Nuveen S&P 500 Dynam Overwr | 0.43% | 25,052 | $452K | — |
| GS Goldman Sachs Group Inc. | 0.43% | 508 | $446K | — |
| ABBV Abbvie Inc. | 0.42% | 1,943 | $444K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 2,305 | $440K | — |
| UBER Uber Technologies Inc. | 0.41% | 5,303 | $433K | — |
| META Meta Platforms Inc. Class A | 0.39% | 617 | $407K | — |
| GILD Gilead Sciences Inc. | 0.37% | 3,165 | $388K | — |
| VOO Vanguard S&P 500 ETF | 0.37% | 616 | $386K | — |
| IWF iShares Russell 1000 Growth | 0.37% | 812 | $385K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.34% | 1,070 | $359K | — |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 1,990 | $354K | — |
| FE Firstenergy Corp. | 0.34% | 7,897 | $354K | — |
| IAU iShares Gold Trust | 0.34% | 4,345 | $353K | — |
| DTCR Global X Data Center & Digit | 0.34% | 16,704 | $352K | — |
| IGM iShares Expanded Tech Sector | 0.34% | 2,728 | $352K | — |
| MO Altria Group Inc. | 0.33% | 5,945 | $343K | — |
| SMH Vaneck Semiconductor ETF | 0.32% | 931 | $335K | — |
| XSD SS SPDR S&P Semiconductor | 0.32% | 1,037 | $334K | — |
| RSPT Invesco S&P 500 Equal Weight | 0.31% | 7,169 | $326K | — |
| UBSI United Bankshares Inc. | 0.30% | 8,218 | $316K | — |
| KO The Coca-Cola Co. | 0.29% | 4,336 | $303K | — |
| PFF iShares Preferred & Income S | 0.28% | 9,558 | $296K | — |
| FMET Fidelity Metaverse ETF | 0.28% | 7,992 | $288K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 540 | $271K | — |
| ORCL Oracle Corp. | 0.23% | 1,247 | $243K | — |
| XOM Exxon Mobil Corp. | 0.23% | 2,009 | $242K | — |
| FLRG Fidelity US Multifactor ETF | 0.23% | 6,200 | $235K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.21% | 2,000 | $220K | — |
| TIP iShares Tips Bond ETF | 0.21% | 2,000 | $220K | — |
| IYK iShares US Consumer Staples | 0.21% | 3,283 | $220K | — |
| FFLG Fidelity Fndmntl L/C GRW ETF | 0.20% | 7,017 | $210K | — |
| VFH Vanguard Financials ETF | 0.20% | 1,566 | $209K | — |
| ILCB iShares Morningstar U.S. Equ | 0.18% | 2,000 | $189K | — |
| XLY SS Consumer Disc Select Sect | 0.18% | 1,555 | $186K | — |
| MRK Merck & Co. Inc. | 0.18% | 1,764 | $186K | — |
| EXC Exelon Corp. | 0.18% | 4,254 | $185K | — |
| USB US Bancorp | 0.18% | 3,432 | $183K | — |
| O Realty Income Corp. | 0.17% | 3,177 | $179K | — |
| MS Morgan Stanley | 0.17% | 981 | $174K | — |
| PNW Pinnacle West Capital | 0.16% | 1,890 | $168K | — |
| XLC SS Comm Select Sector SPDR | 0.16% | 1,423 | $168K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 968 | $149K | — |
| PG The Procter & Gamble Co. | 0.13% | 980 | $140K | — |
| IWD iShares Russell 1000 Value E | 0.13% | 659 | $139K | — |
| MA Mastercard Inc. Class A | 0.13% | 237 | $135K | — |
| XLV SS Health Care Select Sector | 0.13% | 853 | $132K | — |
| NFLX Netflix Inc. | 0.12% | 1,330 | $125K | — |
| COF Capital One Financial Corp. | 0.12% | 499 | $121K | — |
| XLG Invesco S&P 500 Top 50 ETF | 0.12% | 2,035 | $121K | — |
| FSMD Fidelity Small-Mid Multifact | 0.11% | 2,688 | $119K | — |
| CRWV Coreweave Inc. Class A | 0.11% | 1,570 | $112K | — |
| EQIX Equinix Inc. | 0.11% | 146 | $112K | — |
| GLD SPDR Gold Shares | 0.10% | 276 | $109K | — |
| NVDA Nvidia Corp. | 0.10% | 586 | $109K | — |
| IVW iShares S&P 500 Growth ETF | 0.10% | 873 | $108K | — |
| PKB Invesco Building & Construct | 0.10% | 1,152 | $107K | — |
| CRM Salesforce Inc. | 0.10% | 388 | $103K | — |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.10% | 2,283 | $99K | — |
| PEP Pepsico Inc. | 0.09% | 658 | $94K | — |
| VHT Vanguard Health Care ETF | 0.09% | 309 | $89K | — |
| COST Costco Wholesale Corp. | 0.09% | 103 | $89K | — |
| FDMO Fidelity Momentum Factor ETF | 0.08% | 1,018 | $85K | — |
| MCD McDonald's Corp. | 0.08% | 277 | $85K | — |
| CRCL Circle Internet Group Inc. | 0.08% | 1,040 | $82K | — |
| SGOL Abrdn Physical Gold Shares | 0.08% | 2,000 | $82K | — |
| ISRG Intuitive Surgical Inc. | 0.08% | 144 | $82K | — |
| ODFL Old Dominion Freight Line | 0.08% | 515 | $81K | — |
| XLI SS Industrial Select Sector | 0.07% | 504 | $78K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 5,711 | $75K | — |
| OKE Oneok Inc. | 0.07% | 1,000 | $74K | — |
| IJH iShares Core S&P Midcap ETF | 0.06% | 1,000 | $66K | — |
| NGG National Grid PLC-SP ADR | 0.06% | 791 | $61K | — |
| DGRO iShares Core Dividend Growth | 0.06% | 872 | $61K | — |
| AMP Ameriprise Financial Inc. | 0.06% | 122 | $60K | — |
| LLY Eli Lilly & Co. | 0.06% | 55 | $59K | — |
| WCN Waste Connections Inc. | 0.06% | 335 | $59K | — |
| SBUX Starbucks Corp. | 0.06% | 688 | $58K | — |
| KBWB Invesco KBW Bank ETF | 0.05% | 681 | $57K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 1,026 | $56K | — |
| CSCO Cisco Systems Inc. | 0.05% | 712 | $55K | — |
| QCOM Qualcomm Inc. | 0.05% | 319 | $55K | — |
| AXP American Express Co. | 0.05% | 145 | $54K | — |
| CVX Chevron Corp. | 0.05% | 347 | $53K | — |
| TEL Te Connectivity PLC | 0.05% | 232 | $53K | — |
| FSTA Fidelity MSCI Cons Stap Indx | 0.05% | 1,055 | $52K | — |
| UNH Unitedhealth Group Inc. | 0.05% | 153 | $51K | — |
| PFXF Vaneck Pref Sec X-Financials | 0.05% | 2,836 | $50K | — |
| IYG iShares U.S. Financial Servi | 0.05% | 541 | $50K | — |
| PRF Invesco Rafi US 1000 ETF | 0.05% | 1,060 | $50K | — |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 84 | $49K | — |
| IHF iShares U.S. Healthcare Prov | 0.05% | 1,000 | $48K | — |
| HSY The Hershey Co. | 0.05% | 259 | $47K | — |
| TRV The Travelers Cos Inc. | 0.04% | 162 | $47K | — |
| HNGE Hinge Health Inc. Class A | 0.04% | 1,000 | $46K | — |
| ACN Accenture PLC Class A | 0.04% | 169 | $45K | — |
| ADSK Autodesk Inc. | 0.04% | 150 | $44K | — |
| INTU Intuit Inc. | 0.04% | 65 | $43K | — |
| AMT American Tower Corp. | 0.04% | 244 | $43K | — |
| TSLA Tesla Inc. | 0.04% | 95 | $43K | — |
| FAST Fastenal Co. | 0.04% | 1,054 | $42K | — |
| COP Conocophillips | 0.04% | 449 | $42K | — |
| DE Deere & Co. | 0.04% | 88 | $41K | — |
| FDTX Fidelity Disrupt Tech ETF | 0.04% | 1,000 | $41K | — |
| PPA Invesco Aerospace & Defense | 0.04% | 259 | $41K | — |
| HON Honeywell International Inc. | 0.04% | 205 | $40K | — |
| KMB Kimberly-Clark Corp. | 0.04% | 389 | $39K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.04% | 500 | $39K | — |
| SBAC SBA Communications Corp. | 0.04% | 200 | $39K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.04% | 477 | $38K | — |
| ALGN Align Technology Inc. | 0.04% | 244 | $38K | — |
| PHM Pultegroup Inc. | 0.04% | 320 | $38K | — |
| CL Colgate-Palmolive Co. | 0.04% | 467 | $37K | — |
| UL Unilever PLC-Sponsored ADR | 0.03% | 534 | $35K | — |
| ADP Automatic Data Processing | 0.03% | 133 | $34K | — |
| MDY State Street SPDR S&P Midcap | 0.03% | 56 | $34K | — |
| FCFS Firstcash Holdings Inc. | 0.03% | 207 | $33K | — |
| LEN Lennar Corp. Class A | 0.03% | 305 | $31K | — |
| MDLZ Mondelez International Inc. Class A | 0.03% | 551 | $30K | — |
| XLRE SS Real Estate Select Sector | 0.03% | 708 | $29K | — |
| IFRA iShares US Infrastructure | 0.03% | 534 | $28K | — |
| PNFP Pinnacle Financial Partners | 0.03% | 284 | $27K | — |
| CNI Canadian Natl Railway Co. | 0.03% | 269 | $27K | — |
| FBT First Trust Nyse Arca Biotec | 0.03% | 128 | $26K | — |
| PLD Prologis Inc. | 0.03% | 205 | $26K | — |
| UNP Union Pacific Corp. | 0.03% | 113 | $26K | — |
| EBAY eBay Inc. | 0.03% | 300 | $26K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 286 | $26K | — |
| ITB iShares U.S. Home Constructi | 0.02% | 260 | $25K | — |
| TXN Texas Instruments Inc. | 0.02% | 143 | $25K | — |
| FNCL Fidelity MSCI Financial Indx | 0.02% | 304 | $24K | — |
| IBB iShares Biotechnology ETF | 0.02% | 139 | $23K | — |
| ESPO Vaneck Videogaming Esports | 0.02% | 214 | $22K | — |
| CMCSA Comcast Corp. Class A | 0.02% | 740 | $22K | — |
| PSX Phillips 66 | 0.02% | 171 | $22K | — |
| IWV iShares Russell 3000 ETF | 0.02% | 57 | $22K | — |
| UHAL U-Haul Holding Co. | 0.02% | 430 | $22K | — |
| SCHX Schwab US Large-Cap ETF | 0.02% | 784 | $21K | — |
| PRU Prudential Financial Inc. | 0.02% | 175 | $20K | — |
| MAR Marriott International Class A | 0.02% | 61 | $19K | — |
| ONEQ Fidelity Nasdaq Comp Indx | 0.02% | 204 | $19K | — |
| PYPL PayPal Holdings Inc. | 0.02% | 300 | $18K | — |
| BDX Becton Dickinson and Co. | 0.02% | 90 | $17K | — |
| NVS Novartis AG-Sponsored ADR | 0.02% | 123 | $17K | — |
| FFLC Fidelity Fndmntl L/C Cor ETF | 0.02% | 306 | $16K | — |
| ADBE Adobe Inc. | 0.02% | 45 | $16K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 25 | $16K | — |
| PNC PNC Financial Services Group | 0.01% | 70 | $15K | — |
| SLG SL Green Realty Corp. | 0.01% | 311 | $14K | — |
| XLB SS Materials Select Sector | 0.01% | 296 | $13K | — |
| IHE iShares US Pharmaceuticals E | 0.01% | 152 | $13K | — |
| MU Micron Technology Inc. | 0.01% | 45 | $13K | — |
| SLV iShares Silver Trust | 0.01% | 196 | $13K | — |
| GPN Global Payments Inc. | 0.01% | 158 | $12K | — |
| DEI Douglas Emmett Inc. | 0.01% | 1,026 | $11K | — |
| FITE SS SPDR S&P Kensho FS ETF | 0.01% | 122 | $10K | — |
| HUM Humana Inc. | 0.01% | 40 | $10K | — |
| PMT Pennymac Mortgage Investment | 0.01% | 800 | $10K | — |
| VLGEA Village Super Market Class A | 0.01% | 264 | $9K | — |
| ZTS Zoetis Inc. | 0.01% | 70 | $9K | — |
| MKL Markel Group Inc. | 0.01% | 4 | $9K | — |
| NLY Annaly Capital Management Inc. | 0.01% | 375 | $8K | — |
| LEA Lear Corp. | 0.01% | 72 | $8K | — |
| IDU iShares US Utilities ETF | 0.01% | 73 | $8K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 16 | $7K | — |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 80 | $7K | — |
| BMY Bristol-Myers Squibb Co. | 0.01% | 127 | $7K | — |
| EFC Ellington Financial Inc. | 0.01% | 500 | $7K | — |
| BLOK Amplify Blockchain Tech ETF | 0.01% | 119 | $7K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.01% | 81 | $6K | — |
| AGNC AGNC Investment Corp. | 0.01% | 500 | $5K | — |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.00% | 121 | $5K | — |
| TEVA Teva Pharmaceutical-SP ADR | 0.00% | 135 | $4K | — |
| ALNY Alnylam Pharmaceuticals Inc. | 0.00% | 10 | $4K | — |
| CLOZ Eldridge BBB-B Clo ETF | 0.00% | 147 | $4K | — |
| AMD Advanced Micro Devices | 0.00% | 17 | $4K | — |
| ETN Eaton Corp. PLC | 0.00% | 11 | $4K | — |
| EMN Eastman Chemical Co. | 0.00% | 54 | $3K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.00% | 21 | $2K | — |
| SRVR Pacer Data & Infrastructure | 0.00% | 75 | $2K | — |
| SOLS Solstice Adv Materials Inc. | 0.00% | 42 | $2K | — |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 120 | $2K | — |
| SHOP Shopify Inc. Class A | 0.00% | 10 | $2K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.00% | 14 | $1K | — |
| SPBC Simplify US Eqty PL Bitcoin | 0.00% | 30 | $1K | — |
| BITO Proshares Bitcoin ETF-Usd | 0.00% | 84 | $1K | — |
| DDOG Datadog Inc. Class A | 0.00% | 7 | $952 | — |
| WRD Weride Inc.-ADR | 0.00% | 100 | $868 | — |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 17 | $852 | — |
| KHC The Kraft Heinz Co. | 0.00% | 26 | $631 | — |
| PINS Pinterest Inc. Class A | 0.00% | 10 | $259 | — |
| FETH Fidelity Ethereum Fund | 0.00% | 7 | $207 | — |
| OGN Organon & Co. | 0.00% | 5 | $36 | — |
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 860 | $1.1M | — |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 770 | $933K | — |
Total filed on the 13F, all lines: $106.5M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.