WealthPoint Financial, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), WealthPoint Financial, LLC reported 117 stock positions worth $114.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 4.7% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 4.2%) and iShares S&P 500 Value ETF (IVE, 4.2%).
- Most Recent 13F
- Q2 2026
- Location
- CRAMERTON, NC
- CIK
- 0002040860
- Portfolio Value
- $114.9M (Q4 2025)
- SEC Filing
- 0002040860-26-000001 ↗ filed Feb 19, 2026
Holdings Value
Holdings 117 stocks · $114.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.75% | 68,027 | $5.5M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 4.25% | 80,308 | $4.9M | — |
| IVE iShares S&P 500 Value ETF | 4.18% | 22,661 | $4.8M | — |
| IVW iShares S&P 500 Growth ETF | 3.61% | 33,654 | $4.1M | — |
| XLG Invesco S&P 500 Top 50 ETF | 3.57% | 69,239 | $4.1M | — |
| EFV iShares MSCI Eafe Value ETF | 2.81% | 45,296 | $3.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.39% | 4,023 | $2.7M | — |
| SCHZ Schwab US Aggregate Bond ETF | 2.37% | 116,565 | $2.7M | — |
| AGGY Wisdomtree Yield Enhanced US | 2.35% | 61,227 | $2.7M | — |
| IEMG iShares Core MSCI Emerging | 2.24% | 38,267 | $2.6M | — |
| LPLA LPL Financial Holdings Inc. | 2.23% | 7,190 | $2.6M | — |
| EPS Wisdomtree US Large Cap Fund | 2.14% | 34,691 | $2.5M | — |
| SCHG Schwab US Large-Cap Growth | 2.09% | 73,756 | $2.4M | — |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 2.07% | 51,526 | $2.4M | — |
| DGRW Wisdomtree U.S. Quality Divi | 2.06% | 26,473 | $2.4M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.02% | 49,952 | $2.3M | — |
| BPRE Bluerock Private Real Estate | 1.92% | 147,266 | $2.2M | — |
| QUAL iShares MSCI USA Quality Fac | 1.76% | 10,176 | $2.0M | — |
| BAI Ishrs AI in and Tech Act ETF | 1.71% | 58,930 | $2.0M | — |
| SPMO Invesco S&P 500 Momentum ETF | 1.68% | 16,143 | $1.9M | — |
| THRO iShares U.S. Thematic Rotati | 1.64% | 48,793 | $1.9M | — |
| MTGP Wisdomtree Mtge Plus Bond | 1.50% | 38,686 | $1.7M | — |
| MSFT Microsoft Corp. | 1.49% | 3,533 | $1.7M | — |
| AAPL Apple Inc. | 1.45% | 6,120 | $1.7M | — |
| AVEM Avantis Emerging Markets Eq | 1.43% | 21,278 | $1.6M | — |
| NVDA Nvidia Corp. | 1.40% | 8,643 | $1.6M | — |
| XLSR SS US Sector Rotation | 1.36% | 25,052 | $1.6M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.33% | 34,533 | $1.5M | — |
| MBB iShares MBS ETF | 1.26% | 15,212 | $1.4M | — |
| GLDM SPDR Gold Minishares Trust | 1.20% | 16,141 | $1.4M | — |
| WTV Wisdomtree U.S. Value Fund | 1.15% | 14,118 | $1.3M | — |
| IAGG iShares Intl Aggregate Bond | 0.96% | 22,133 | $1.1M | — |
| TLH iShares 10-20 Year Treasury | 0.92% | 10,420 | $1.1M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.89% | 19,468 | $1.0M | — |
| XOM Exxon Mobil Corp. | 0.89% | 8,455 | $1.0M | — |
| SPEM State Street SP PTF Em ETF | 0.87% | 21,304 | $997K | — |
| USMF Wisdomtree US Multifactor Fu | 0.84% | 18,810 | $964K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.74% | 32,326 | $856K | — |
| SHLD Global X Defense Tech ETF | 0.73% | 13,002 | $842K | — |
| JPM JPMorgan Chase & Co. | 0.70% | 2,484 | $800K | — |
| META Meta Platforms Inc. Class A | 0.69% | 1,207 | $797K | — |
| GOOGL Alphabet Inc. Class A | 0.69% | 2,517 | $788K | — |
| DUK Duke Energy Corp. | 0.67% | 6,581 | $771K | — |
| QSIG Wisdomtree US Short Term Cor | 0.57% | 13,314 | $652K | — |
| EMHC SS SPDR BB Em Usd Bond ETF | 0.56% | 25,352 | $645K | — |
| GLD SPDR Gold Shares | 0.51% | 1,474 | $584K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.50% | 12,361 | $579K | — |
| COP Conocophillips | 0.49% | 5,975 | $559K | — |
| FISR SS Fi Sector Rotation | 0.47% | 21,049 | $545K | — |
| PG The Procter & Gamble Co. | 0.47% | 3,740 | $536K | — |
| QGRW Wisdomtree US Quality Growth | 0.46% | 8,937 | $524K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.44% | 12,121 | $500K | — |
| AVGO Broadcom Inc. | 0.43% | 1,420 | $492K | — |
| SPIN SS US Equity Prem Inc. ETF | 0.42% | 14,957 | $485K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.40% | 1,854 | $464K | — |
| AMZN Amazon.com Inc. | 0.40% | 1,976 | $456K | — |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.40% | 9,192 | $456K | — |
| MRK Merck & Co. Inc. | 0.40% | 4,329 | $456K | — |
| QHY Wisdomtree US High Yield Cor | 0.40% | 9,809 | $456K | — |
| DON Wisdomtree US Midcap Dividen | 0.39% | 8,773 | $453K | — |
| HD Home Depot Inc. | 0.39% | 1,307 | $450K | — |
| PH Parker Hannifin Corp. | 0.39% | 507 | $446K | — |
| QCOM Qualcomm Inc. | 0.38% | 2,565 | $439K | — |
| PRU Prudential Financial Inc. | 0.38% | 3,878 | $438K | — |
| ABBV Abbvie Inc. | 0.38% | 1,908 | $436K | — |
| SCHD Schwab US DVD Equity ETF | 0.38% | 15,729 | $431K | — |
| GII State Street SPDR S&P Global | 0.37% | 6,063 | $423K | — |
| JNJ Johnson & Johnson | 0.36% | 2,009 | $416K | — |
| IQDF NT Intl Qual Div ETF | 0.36% | 13,430 | $408K | — |
| WMT Walmart Inc. | 0.34% | 3,557 | $396K | — |
| QDF NT Qual Div ETF | 0.34% | 4,881 | $394K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 7,110 | $391K | — |
| CSCO Cisco Systems Inc. | 0.33% | 4,951 | $381K | — |
| BLK BlackRock Inc. | 0.32% | 339 | $363K | — |
| CAT Caterpillar Inc. | 0.32% | 633 | $363K | — |
| USFR Wisdomtree Floating Rate Tre | 0.31% | 7,177 | $361K | — |
| SPHY SS SPDR P High Yield ETF | 0.31% | 15,249 | $361K | — |
| WFC Wells Fargo & Co. | 0.31% | 3,861 | $360K | — |
| EBND State Street SPDR Bloomberg | 0.30% | 16,265 | $348K | — |
| MET Metlife Inc. | 0.30% | 4,346 | $343K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.30% | 5,894 | $341K | — |
| TSLA Tesla Inc. | 0.28% | 703 | $316K | — |
| T AT&T Inc. | 0.27% | 12,667 | $315K | — |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.27% | 10,990 | $314K | — |
| EMB iShares JP Morgan Usd Emergi | 0.27% | 3,252 | $313K | — |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.27% | 7,175 | $312K | — |
| PM Philip Morris International | 0.27% | 1,930 | $310K | — |
| VZ Verizon Communications Inc. | 0.26% | 7,468 | $304K | — |
| HYGV NT HY Val-SCRD BD ETF | 0.26% | 7,445 | $303K | — |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.26% | 1,146 | $297K | — |
| DWX State Street SPDR S&P Intern | 0.25% | 6,614 | $291K | — |
| GWX State Street SPDR S&P Intern | 0.25% | 7,099 | $290K | — |
| KO The Coca-Cola Co. | 0.25% | 4,126 | $288K | — |
| SO The Southern Co. | 0.25% | 3,250 | $283K | — |
| RWR SS SPDR Dow Jones REIT ETF | 0.24% | 2,793 | $274K | — |
| PSK SS SPDR Ice Pref Sec ETF | 0.23% | 8,168 | $259K | — |
| GD General Dynamics Corp. | 0.22% | 753 | $254K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 855 | $253K | — |
| CSX CSX Corp. | 0.21% | 6,775 | $246K | — |
| KMI Kinder Morgan Inc. | 0.21% | 8,914 | $245K | — |
| FITB Fifth Third Bancorp | 0.21% | 5,161 | $242K | — |
| PEP Pepsico Inc. | 0.21% | 1,665 | $239K | — |
| PLD Prologis Inc. | 0.21% | 1,867 | $238K | — |
| PFE Pfizer Inc. | 0.20% | 9,456 | $235K | — |
| UNH Unitedhealth Group Inc. | 0.20% | 706 | $233K | — |
| MCD McDonald's Corp. | 0.20% | 763 | $233K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 694 | $233K | — |
| GS Goldman Sachs Group Inc. | 0.20% | 261 | $229K | — |
| USB US Bancorp | 0.20% | 4,234 | $226K | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.20% | 5,217 | $226K | — |
| IJH iShares Core S&P Midcap ETF | 0.19% | 3,386 | $223K | — |
| BIV Vanguard Intermediate-Term B | 0.19% | 2,863 | $223K | — |
| BDX Becton Dickinson and Co. | 0.19% | 1,136 | $220K | — |
| FERG Ferguson Enterprises Inc. | 0.19% | 974 | $217K | — |
| D Dominion Energy Inc. | 0.19% | 3,655 | $214K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.18% | 1,824 | $212K | — |
| LLY Eli Lilly & Co. | 0.18% | 193 | $208K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.