Investor
WealthPoint Financial, LLC
CIK 0002040860 · filed 2026-04-23 · SEC filing
13F book
$114.9M
Positions
117
Largest name
4.7%
Spdr Series Trust
Est. mark
$0
Price effect on 117 names still held. Flow $0.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 68K | $5.46M | 4.7% | $0 | Held |
| Blackrock Etf Trust | — | 80.3K | $4.88M | 4.2% | $0 | Held |
| Ishares Tr | — | 22.7K | $4.81M | 4.2% | $0 | Held |
| Ishares Tr | — | 33.7K | $4.15M | 3.6% | $0 | Held |
| Invesco Exchange Traded Fd T | — | 69.2K | $4.1M | 3.6% | $0 | Held |
| Ishares Tr | — | 45.3K | $3.23M | 2.8% | $0 | Held |
| Spdr S&P 500 Etf Tr | — | 4.02K | $2.74M | 2.4% | $0 | Held |
| Schwab Us Aggregate Bond | — | 116.6K | $2.72M | 2.4% | $0 | Held |
| Wisdomtree Tr | — | 61.2K | $2.7M | 2.3% | $0 | Held |
| Ishares Inc | — | 38.3K | $2.57M | 2.2% | $0 | Held |
| Lpl Finl Hldgs Inc | — | 7.19K | $2.57M | 2.2% | $0 | Held |
| Wisdomtree Tr | — | 34.7K | $2.46M | 2.1% | $0 | Held |
| Schwab Strategic Tr | — | 73.8K | $2.41M | 2.1% | $0 | Held |
| Bondbloxx Etf Trust | — | 51.5K | $2.38M | 2.1% | $0 | Held |
| Wisdomtree Tr | — | 26.5K | $2.37M | 2.1% | $0 | Held |
| Ishares Tr | — | 50K | $2.32M | 2.0% | $0 | Held |
| Bluerock Pvt Real Estate Fd | — | 147.3K | $2.21M | 1.9% | $0 | Held |
| Ishares Tr | — | 10.2K | $2.02M | 1.8% | $0 | Held |
| Blackrock Etf Trust | — | 58.9K | $1.96M | 1.7% | $0 | Held |
| Invesco Exch Traded Fd Tr Ii | — | 16.1K | $1.93M | 1.7% | $0 | Held |
| Blackrock Etf Trust | — | 48.8K | $1.88M | 1.6% | $0 | Held |
| Wisdomtree Tr | — | 38.7K | $1.72M | 1.5% | $0 | Held |
| Microsoft Corp | MSFT | 3.53K | $1.71M | 1.5% | $0 | Held |
| Apple Inc. | AAPL | 6.12K | $1.66M | 1.4% | $0 | Held |
| American Centy Etf Tr | — | 21.3K | $1.64M | 1.4% | $0 | Held |
| Nvidia Corp | NVDA | 8.64K | $1.61M | 1.4% | $0 | Held |
| Ssga Active Tr | — | 25.1K | $1.56M | 1.4% | $0 | Held |
| Spdr Index Shs Fds | — | 34.5K | $1.53M | 1.3% | $0 | Held |
| Ishares Tr | — | 15.2K | $1.45M | 1.3% | $0 | Held |
| World Gold Tr | — | 16.1K | $1.38M | 1.2% | $0 | Held |
| Wisdomtree Tr | — | 14.1K | $1.32M | 1.1% | $0 | Held |
| Ishares Tr | — | 22.1K | $1.11M | 1.0% | $0 | Held |
| Ishares Tr | — | 10.4K | $1.06M | 0.9% | $0 | Held |
| Blackrock Etf Trust Ii | — | 19.5K | $1.03M | 0.9% | $0 | Held |
| Exxon Mobil Corp | — | 8.46K | $1.02M | 0.9% | $0 | Held |
| Spdr Index Shs Fds | — | 21.3K | $997.2K | 0.9% | $0 | Held |
| Wisdomtree Tr | — | 18.8K | $964.2K | 0.8% | $0 | Held |
| Spdr Series Trust | — | 32.3K | $855.7K | 0.7% | $0 | Held |
| Global X Fds | — | 13K | $842.4K | 0.7% | $0 | Held |
| Jpmorgan Chase & Co. | — | 2.48K | $800.5K | 0.7% | $0 | Held |
| Meta Platforms, Inc. | META | 1.21K | $796.9K | 0.7% | $0 | Held |
| Alphabet Inc | — | 2.52K | $787.8K | 0.7% | $0 | Held |
| Duke Energy Corp New | — | 6.58K | $771.4K | 0.7% | $0 | Held |
| Wisdomtree Tr | — | 13.3K | $652.2K | 0.6% | $0 | Held |
| Spdr Series Trust | — | 25.4K | $645.5K | 0.6% | $0 | Held |
| Spdr Gold Tr | — | 1.47K | $584.2K | 0.5% | $0 | Held |
| Spdr Series Trust | — | 12.4K | $579.2K | 0.5% | $0 | Held |
| Conocophillips | COP | 5.97K | $559.4K | 0.5% | $0 | Held |
| Ssga Active Tr | — | 21K | $545.4K | 0.5% | $0 | Held |
| Procter And Gamble Co | PG | 3.74K | $536K | 0.5% | $0 | Held |
| Wisdomtree Tr | — | 8.94K | $524.3K | 0.5% | $0 | Held |
| Ssga Active Etf Tr | — | 12.1K | $500.2K | 0.4% | $0 | Held |
| Broadcom Inc. | AVGO | 1.42K | $491.5K | 0.4% | $0 | Held |
| Ssga Active Tr | — | 15K | $484.7K | 0.4% | $0 | Held |
| Ishares Tr | — | 1.85K | $464.1K | 0.4% | $0 | Held |
| Amazon Com Inc | AMZN | 1.98K | $456.1K | 0.4% | $0 | Held |
| Wisdomtree Tr | — | 9.19K | $456.1K | 0.4% | $0 | Held |
| Merck & Co., Inc. | MRK | 4.33K | $455.7K | 0.4% | $0 | Held |
| Wisdomtree Tr | — | 9.81K | $455.5K | 0.4% | $0 | Held |
| Wisdomtree Tr | — | 8.77K | $452.7K | 0.4% | $0 | Held |
| Home Depot, Inc. | HD | 1.31K | $449.6K | 0.4% | $0 | Held |
| Parker-Hannifin Corp | PH | 507 | $445.8K | 0.4% | $0 | Held |
| Qualcomm Inc | — | 2.56K | $438.7K | 0.4% | $0 | Held |
| Prudential Finl Inc | — | 3.88K | $437.7K | 0.4% | $0 | Held |
| AbbVie Inc. | ABBV | 1.91K | $436.1K | 0.4% | $0 | Held |
| Schwab Strategic Tr | — | 15.7K | $431.4K | 0.4% | $0 | Held |
| Spdr Index Shs Fds | — | 6.06K | $423K | 0.4% | $0 | Held |
| Johnson & Johnson | JNJ | 2.01K | $415.8K | 0.4% | $0 | Held |
| Flexshares Tr | — | 13.4K | $408.3K | 0.4% | $0 | Held |
| Walmart Inc. | WMT | 3.56K | $396.3K | 0.3% | $0 | Held |
| Flexshares Tr | — | 4.88K | $394.4K | 0.3% | $0 | Held |
| Bank America Corp | — | 7.11K | $391.1K | 0.3% | $0 | Held |
| Cisco Sys Inc | — | 4.95K | $381.4K | 0.3% | $0 | Held |
| BlackRock, Inc. | BLK | 339 | $363.1K | 0.3% | $0 | Held |
| Caterpillar Inc | CAT | 633 | $362.8K | 0.3% | $0 | Held |
| Wisdomtree Tr | — | 7.18K | $361.1K | 0.3% | $0 | Held |
| State Srt Spdr Prtfl Hgh | — | 15.2K | $360.9K | 0.3% | $0 | Held |
| Wells Fargo Co New | — | 3.86K | $359.8K | 0.3% | $0 | Held |
| Spdr Series Trust | — | 16.3K | $347.6K | 0.3% | $0 | Held |
| Metlife Inc | — | 4.35K | $343.1K | 0.3% | $0 | Held |
| Spdr Series Trust | — | 5.89K | $341.3K | 0.3% | $0 | Held |
| Tesla, Inc. | TSLA | 703 | $316.2K | 0.3% | $0 | Held |
| At&T Inc | — | 12.7K | $314.6K | 0.3% | $0 | Held |
| Spdr Series Trust | — | 11K | $313.8K | 0.3% | $0 | Held |
| Ishares Tr | — | 3.25K | $313.1K | 0.3% | $0 | Held |
| Wisdomtree Tr | — | 7.17K | $312.4K | 0.3% | $0 | Held |
| Philip Morris Intl Inc | — | 1.93K | $309.6K | 0.3% | $0 | Held |
| Verizon Communications Inc | VZ | 7.47K | $304.2K | 0.3% | $0 | Held |
| Flexshares Tr | — | 7.45K | $303.3K | 0.3% | $0 | Held |
| Gallagher Arthur J & Co | — | 1.15K | $296.6K | 0.3% | $0 | Held |
| Spdr Index Shs Fds | — | 6.61K | $290.6K | 0.3% | $0 | Held |
| Spdr Index Shs Fds | — | 7.1K | $290.1K | 0.3% | $0 | Held |
| Coca Cola Co | KO | 4.13K | $288.4K | 0.3% | $0 | Held |
| Southern Co | — | 3.25K | $283.4K | 0.2% | $0 | Held |
| Spdr Series Trust | — | 2.79K | $274.4K | 0.2% | $0 | Held |
| Spdr Series Trust | — | 8.17K | $258.8K | 0.2% | $0 | Held |
| General Dynamics Corp | GD | 753 | $253.6K | 0.2% | $0 | Held |
| International Business Machs | — | 855 | $253.1K | 0.2% | $0 | Held |
| Csx Corp | CSX | 6.78K | $245.6K | 0.2% | $0 | Held |
| Kinder Morgan Inc Del | — | 8.91K | $245K | 0.2% | $0 | Held |
| Fifth Third Bancorp | — | 5.16K | $241.6K | 0.2% | $0 | Held |
| Pepsico Inc | PEP | 1.67K | $239K | 0.2% | $0 | Held |
| Prologis Inc. | — | 1.87K | $238.3K | 0.2% | $0 | Held |
| Pfizer Inc | PFE | 9.46K | $235.5K | 0.2% | $0 | Held |
| Unitedhealth Group Inc | UNH | 706 | $233.1K | 0.2% | $0 | Held |
| Mcdonalds Corp | MCD | 763 | $233K | 0.2% | $0 | Held |
| Vanguard Index Fds | — | 694 | $232.7K | 0.2% | $0 | Held |
| Goldman Sachs Group Inc | — | 261 | $229.4K | 0.2% | $0 | Held |
| Us Bancorp Del | — | 4.23K | $226K | 0.2% | $0 | Held |
| Spdr Series Trust | — | 5.22K | $225.6K | 0.2% | $0 | Held |
| Ishares Tr | — | 3.39K | $223.5K | 0.2% | $0 | Held |
| Vanguard Bd Index Fds | — | 2.86K | $223K | 0.2% | $0 | Held |
| Becton Dickinson & Co | BDX | 1.14K | $220.5K | 0.2% | $0 | Held |
| Ferguson Enterprises Inc | — | 974 | $216.8K | 0.2% | $0 | Held |
| Dominion Energy, Inc | D | 3.65K | $214.1K | 0.2% | $0 | Held |
| Bank New York Mellon Corp | — | 1.82K | $211.8K | 0.2% | $0 | Held |
| Eli Lilly & Co | LLY | 193 | $207.6K | 0.2% | $0 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.